CRM Ready Care | Monthly support for your Lofty CRM
Your Lofty CRM, looked after every month
CRM Ready Care is monthly help from Dave Kadun. We check your Lofty, fix what is broken and keep your follow-up running, so you can spend your time with clients.
Why agents need it
Most agents get Lofty set up once. Then life gets busy. A Smart Plan stops sending. A lead source changes. New contacts come in with no tags. Nobody notices until a lead goes cold.
CRM Ready Care catches these things for you. Every month.
We do the work. You get a short summary.
Checked every month
We look over your account so small problems don't turn into lost leads.
Fixed for you
Hands-on fixes done for you. You don't have to learn the settings.
People who know your account
Email support from the same people who check your Lofty.
What's included
Monthly health check
We look at your Smart Plans, lead routing, tags, pipelines, and your email and calendar links.
Monthly summary
You see what we checked, what we fixed and what we suggest next.
Hands-on fixes
Done for you. You don't have to learn the settings.
Email support
From people who know your account.
Growth and Partner extras
A new or updated Smart Plan each month, lead imports and a monthly Zoom check-in. We share the screen. You don't need to prepare anything.
Choose your plan
USD, billed monthly.
CRM Ready Care Essential
Solo agents who want a safety net.
- Monthly health check and summary
- Up to 1 hour of fixes
- Email reply within 2 business days
CRM Ready Care Growth
Busy agents running follow-up.
- Everything in Essential
- Up to 3 hours of work
- 1 Smart Plan built or updated
- 1 lead import
- Pipeline changes
- 30-minute Zoom check-in
- Reply within 1 business day
CRM Ready Care Partner
For top producers and small teams.
- Everything in Growth
- Up to 6 hours of work
- New automations built
- Newsletter set up in Lofty
- Monthly email results review
- Help for 1 new team member
- Same-day reply on business days
CRM Ready Care Team
For teams of up to 10 agents.
- Growth-level care for your whole team's Lofty CRM
- Up to 10 agents on one team account
- Up to 3 hours of hands-on work a month
- One Smart Plan built or updated each month
- One lead import a month
- A 30-minute Zoom check-in each month
- Email support, reply within 1 business day
- Billed monthly. Cancel anytime before your next billing date.
Setting up a whole team? See team bundles
Prices in USD. Not sure which plan fits? Book a free Lofty consult and we'll help you pick. No pressure.
How it works
Book a free Lofty consult
We look at where things stand and help you pick a plan.
You invite us
You invite us as a team member in your Lofty. We never ask for your password.
We look after it
Monthly checks and fixes, with a summary by email.
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 looks after yours the same way.
Frequently asked questions
Want a second set of eyes on your Lofty?
Book a free call. We'll look at where things stand and tell you if CRM Ready Care is a fit. Or join the free Q&A on Tuesdays at 12 PM MT.