CRM Ready | For teams and brokerages
One Lofty setup for your whole team
Dave Kadun sets up Lofty for your team lead and every agent: the same pipelines, Smart Plans and lead routing, done for you.
Why teams need it
When every agent sets up Lofty their own way, leads get missed and nobody can see what's happening.
Set up once, the same way for everyone
So leads go to the right person and follow-up just runs.
Same setup for every agent
Shared pipelines and Smart Plans across the team.
Leads to the right person
Routing so every new lead goes to the right agent.
No homework for agents
Their part is one short call with us.
What's included
Team lead build
A full clean-up and build on the team lead account: tags, smart lists, buyer and seller pipelines.
Lead routing
So every new lead goes to the right agent.
Shared Smart Plans
For the whole team.
Each agent set up
Profile, contacts, and a short call to connect email and calendar.
Team training on Zoom
Recorded so new agents can watch later.
Support after handoff
So questions get answered.
Your agents don't get homework. Their part is one short call with us.
Pick your bundle
USD, one-time.
Team Starter
Team lead + up to 5 agents. About 2 to 3 weeks.
- Full team lead build
- Routing
- 5 shared Smart Plans
- Each agent set up
- 1 team training
- 30 days of support
Team Pro
Up to 15 agents. About 3 to 4 weeks.
- Everything in Starter
- Lead ponds
- 10 Smart Plans
- Team reports
- 2 team trainings and 1 admin training
- New agents set up for 60 days
- 60 days of support
Brokerage
$4,997 for up to 30 agents, plus $99 per additional agent. About 4 to 6 weeks.
- Office-wide setup
- Smart Plan library for every agent
- Group setup sessions
- Admin training
- Office guide
- 90 days of support
2 payments: 50% today, 50% charged automatically to the same card in 21 days.
After handoff, keep it running with CRM Ready Care Team for $399 a month.
How it works
Book a free Lofty consult
We look at your team and give you a clear quote.
Access and files
You invite us as a team member in your Lofty, and we collect your files.
We build it
Your agents each have one short call with us.
Train and hand over
We train your team on Zoom and hand it over.
Who you'll work with: Dave Kadun
CRM Ready is run by Dave Kadun, a REALTOR® in Alberta and Saskatchewan, Canada, with a growing presence in Florida. Dave runs his own real estate business on Lofty, and he sets up teams the same way.
Frequently asked questions
Let's look at your team's Lofty
Book a free call. We'll see where things stand and tell you which bundle fits. No pressure. Or join the free Q&A on Tuesdays at 12 PM MT.