Get Your Real Estate CRM Working For You
CRM Ready helps real estate agents organize their database, improve follow-up, set up smart workflows, and create systems that support consistent growth.
Built for real estate agents who want better systems, better follow-up, and less CRM overwhelm.
Most Agents Have a CRM. Few Are Actually Using It.
Contacts pile up, leads slip through, and the system you pay for sits half-built. CRM Ready cleans it up, organizes your contacts, sets up your follow-up, and builds simple systems you'll actually use.
Your CRM was never properly set up
Pipelines empty, integrations half-connected, automations untouched.
Leads come in, but follow-up is inconsistent
Hot leads go cold while you're showing homes or writing offers.
You know the CRM could do more — you don't have the time
Configuring workflows isn't your job. Closing deals is.
While we specialize in helping real estate agents get more from platforms like Lofty, our focus is on building clear CRM systems, follow-up structures, lead organization, and practical workflows that help agents stay consistent and grow their business.
Practical CRM Support, Made for Real Estate
From setup to ongoing optimization — everything you need to turn your CRM into a real business tool.
CRM Setup & Cleanup
Get your platform configured properly from day one — or fixed if it's a mess.
Contact Organization
Tags, segmentation, and clean lists so you know who's who.
Lead Pipeline Structure
Clear stages that match how you actually move deals forward.
Follow-Up Plans
Smart workflows so no lead falls through the cracks.
Email & Text Campaigns
Drip sequences and broadcast templates that sound like you.
Newsletter Setup
Stay top-of-mind with sphere-friendly newsletter systems.
Agent Onboarding Support
Get new team members productive in your CRM faster.
Monthly CRM Support
Optional ongoing help to keep your CRM clean and tuned (separate plan).
A Simple Process From Conversation to Working CRM.
Book a Quick Video Call
Short, no-pressure conversation about your current setup, your goals, and what CRM you use.
We Build Your System
Setup, cleanup, pipelines, follow-up plans, campaigns — whatever you scoped together.
You Use It (or We Keep Helping)
Walkthrough on Zoom. Done-for-you handoff. Add monthly support only if you want ongoing help.
CRM Support Built Around Your Needs
You don't have to commit to anything ongoing. Pick a single project, a strategy session, or add monthly support only when it makes sense for you.
Pick the Plan That Fits Where You Are
Each plan is a one-time engagement. No monthly commitment required.
CRM Quick Start
For agents who need a basic setup and direction
- Initial Zoom consultation
- Profile, branding, and communication setup
- Email and calendar integration
- Basic pipeline structure
- Starter follow-up plan setup
- Lead capture connection (Zillow, Realtor.com)
- Clean CSV/XLS contact import
- Walkthrough call so you can use it confidently
CRM Pro
For agents who already have a CRM but need it organized
- Audit of your current CRM setup
- Database cleanup and deduplication
- Smart tagging and segmentation
- Pipeline restructure for your real workflow
- Follow-up plan review and improvements
- Integration check (email, calendar, MLS, IDX)
- 1:1 strategy session to map next steps
- Documented action plan you can keep
Not sure which one fits? Book a quick video call and we'll point you to the right one — no pressure.
Optional Monthly Support
Some agents only need help getting started. Others want a partner.
Some agents only need help getting started. Others want continued support to stay organized, update campaigns, review follow-up, and improve their CRM over time. Monthly support is available for agents and teams who want that extra layer of help — and it's offered as a separate plan, not automatically included with every package.
See Monthly Support PlansMonthly CRM Support Plans
Only for clients who want continued guidance, system updates, campaign support, and regular check-ins. Cancel anytime — no long-term contracts.
Growth
- Everything in Essential
- Ongoing lead imports
- Follow-up plan updates each month
- Pipeline adjustments
- Monthly CRM health audit
- Priority support
Pro Partner
- Everything in Growth
- Full CRM management
- Campaign performance review
- Custom requests handled
- Priority on-call support
Built for agents who are ready for a CRM that finally works.
If any of these sound like you, you're in the right place.
Book a Quick Video Call- Real estate agents who feel overwhelmed by their CRM
- Agents with contacts but no clear follow-up system
- Teams that need a cleaner database
- Brokerages or team leaders who want better agent systems
- Agents using Lofty or similar real estate CRM platforms
- Agents who want to turn their CRM into a useful business tool
Not Sure Where to Start?
Find the right CRM support for your business.
Choose Quick Start if:
- You're a solo agent
- Your CRM is new or mostly unused
- You need the core setup done properly
Choose CRM Pro if:
- Your CRM is already live but messy
- You want your database organized
- You need a clear plan and next steps
Choose Campaign & Follow-Up if:
- You want stronger follow-up systems
- You need email/SMS sequences built
- You want newsletters and nurture flows
Add Monthly Support if:
- You want ongoing accountability
- You want someone keeping it clean and updated
- You want campaign updates and check-ins
Need Something Specific? We've Got You Covered.
Add any of these to your plan — before, during, or after your engagement.
Your CRM Holds Important Business Data. We Treat It That Way.
We work with care, confidentiality, and clear boundaries on every engagement.
- CRM access is used only for the agreed setup or management work.
- Client information is handled confidentially.
- Contact files are used only for CRM setup, cleanup, and imports.
- We recommend changing your CRM password after setup is complete.
- CRM Ready is an independent service and is not affiliated with any CRM platform vendor.
- Payment is handled through a secure payment portal.
Trusted by agents across top brokerages
Real Agents. Real Results With CRM Ready.
"My Lofty was a disaster before CRM Ready. Within a week, my pipeline was clean, my smart plans were running, and I closed two deals that were sitting cold in my database."
"I had no idea Lofty could do half of what they showed me. The follow-up plans they built are now doing the work I used to forget about every week."
"Honestly the best money I've spent on my business this year. CRM Ready took the overwhelm out of Lofty and built me a system I actually use every day."
"They cleaned up 3,000+ messy contacts, tagged everyone properly, and set up segments I can actually market to. Game changer for my sphere business."
"The monthly support plan is worth every penny. My CRM stays clean, my drips stay updated, and I get to focus on selling instead of fixing tech."
"I switched brokerages and they migrated everything into Lofty without missing a beat. Professional, fast, and they actually understand how real estate agents work."
Take the 60-second Lofty Setup Health Check
Answer honestly. You will get a score and a straight read on where your system is costing you deals.
- 1.
Your Lofty Smart Plans are set up and actively running.
- 2.
Every new lead gets a first touch within minutes, not days.
- 3.
Your contacts are tagged and segmented, with duplicates cleaned out.
- 4.
You have a clear pipeline with stages you actually move leads through.
- 5.
Follow-up happens automatically, not from you remembering.
- 6.
You use the dialer, smart lists, and automations you pay for.
- 7.
You know exactly who your ten best calls are this morning.
- 8.
Dead numbers and bad emails have been cleared from your database.
- 9.
Someone has looked at your CRM setup in the last three months.
- 10.
You feel calm, not stressed, when you open your CRM.
Answer all ten to see your score.
Questions, Answered.
CRM Ready
Ready to Make Your CRM Work Better?
Book a short video call and we'll talk through your current setup, your goals, and which CRM Ready service may be the best fit.