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Lofty Plan

Vitalis Outsourcing > Lofty Plan

Lofty CRM Setup & Optimization

Turn Lofty Into a Lead-Conversion System.

Lofty gives real estate professionals powerful tools for managing leads, automating follow-up, marketing properties, and tracking performance. VitalisVA configures the system around the way your team actually operates—so your agents can respond faster, follow up consistently, and see what to do next.

One-time setup packagesstart at $1,297
Schedule Your Lofty Consultation View Setup Packages
✓ Built for real estate agents, teams, brokerages, and ISAs.

Specialized setup & optimization for

Lofty

The Real Problem

Are You Getting the Full Value From Lofty?

Many real estate teams invest in Lofty but never complete the setup needed to use the platform effectively. The problem is usually not the CRM. The problem is that the CRM was never properly built around the business.

  • An unorganized or outdated database
  • Leads assigned to the wrong agents
  • Inconsistent lead follow-up
  • Incomplete or outdated Smart Plans
  • Confusing stages, tags, and segments
  • Agents unsure which leads to contact
  • Old opportunities sitting untouched
  • Property alerts not properly configured
  • Limited agent accountability
  • Incomplete reporting
  • Disconnected lead sources
  • Too many features without a clear process

We Help Fix That

Clarity Before Complexity

We organize Lofty around your real sales process so the database, automations, lead distribution, and reporting support your team instead of slowing it down.

Request a Lofty Account Review

Customized Implementation

A Lofty System Built Around Your Business

We do more than adjust basic account settings. Our team learns how your business generates leads, distributes opportunities, communicates with prospects, schedules appointments, nurtures contacts, manages agents, and measures results.

We then configure Lofty to support those processes. The result is a cleaner, more organized operating system that gives agents direction and gives leadership greater visibility.

Your customized setup may include:

  • Sales pipelines and lead stages
  • Tags, segments, and custom fields
  • Smart Plans and automated follow-up
  • Lead-routing and distribution rules
  • New-lead response workflows
  • Long-term nurture campaigns
  • Past-client and sphere follow-up
  • Database reactivation workflows
  • Property-alert configuration
  • Agent and team permissions
  • Calling and communication settings
  • Lead-source integrations
  • Reporting and accountability dashboards
  • Written operating procedures
  • Team training
  • Post-launch implementation support

One-Time Implementation Packages

Choose Your Lofty Setup Package

Select the level of organization, automation, routing, reporting, training, and support that fits your team.

Lofty Starter Setup

$1,297 ONE TIME

A streamlined setup for solo agents and small real estate teams that need a strong Lofty foundation.

What Is Included

  • Initial strategy and discovery session
  • Basic Lofty account configuration
  • One customized sales pipeline
  • Lead stages and statuses
  • Basic tagging and segmentation
  • Up to five Smart Plans
  • Basic lead-routing rules
  • Agent profile and permission setup
  • Email and calendar connection
  • Virtual-number configuration review
  • One primary lead-source connection
  • Basic property-alert configuration
  • One team training session
  • Seven days of post-launch support

Best For

  • Solo real estate agents
  • New or small real estate teams
  • Small databases and new Lofty users
  • Businesses with a simple sales process

What You Will Walk Away With

A properly organized Lofty foundation for managing new leads, automating basic follow-up, tracking opportunities, and creating a more consistent daily routine.

Choose the Starter Setup
Most Popular

Lofty Complete Buildout

$2,497 ONE TIME

A complete buildout for growing real estate teams that need stronger automation, lead routing, database organization, reporting, and accountability.

What Is Included

  • Comprehensive strategy and discovery session
  • Full Lofty account audit
  • Database organization and duplicate-management strategy
  • Customized pipelines and stages
  • Advanced tags, segments, and custom fields
  • Lead-source organization
  • Advanced lead-routing rules
  • Agent and team permission setup
  • Ten to fifteen customized Smart Plans
  • New-lead response and long-term nurture workflows
  • Past-client and sphere campaigns
  • Database reactivation workflow
  • ISA-to-agent handoff process
  • Property-alert configuration
  • Communication and virtual-number review
  • Reporting and accountability setup
  • Integration review
  • Team implementation training
  • Recorded training session
  • Customized Lofty operating procedures
  • Thirty days of post-launch support

Best For

  • Growing teams and multi-agent brokerages
  • Teams purchasing online leads
  • Businesses with an ISA or existing database
  • Leaders who need better distribution and accountability

What You Will Walk Away With

A fully organized operating system built to speed up response, prioritize opportunities, automate follow-up, and improve visibility into agent activity and pipeline performance.

Build My Lofty System

Lofty Advanced Operations Setup

$4,497+ ONE TIME

A high-level implementation for larger teams, brokerages, expansion organizations, and businesses with complex sales and operational processes.

What Is Included

  • Everything in the Complete Buildout
  • Multiple customized pipelines
  • Multi-team or multi-market configuration
  • Complex routing and round-robin assignments
  • Source-specific lead assignments
  • ISA-to-agent transfer workflows
  • Recruiting and agent-attraction pipelines
  • Listing-management and transaction-related pipelines
  • Advanced Smart Plans
  • Department-level accountability systems
  • Advanced reporting dashboards
  • Multiple integration configurations
  • Detailed permissions
  • Customized operating-procedure library
  • Up to three implementation and training sessions
  • Leadership and administrator training
  • Sixty days of post-launch support

Best For

  • Large teams, brokerages, and expansion teams
  • Multi-market organizations
  • Businesses with several lead sources
  • Teams with agents, ISAs, administrators, and managers
  • Businesses migrating from another CRM

What You Will Walk Away With

A scalable Lofty infrastructure connecting lead generation, sales, recruiting, agent accountability, and operational processes inside one organized system.

Request an Advanced Consultation

Side-by-Side Comparison

Compare the Lofty Packages

FeatureStarterCompleteAdvanced
One-time price$1,297$2,497Starting at $4,497
Discovery sessionIncludedIncludedIncluded
Lofty account auditBasicComprehensiveComprehensive
Customized pipelines1Multiple as neededAdvanced and departmental
Smart PlansUp to 510–15Advanced and customized
Lead routingBasicAdvancedComplex and multi-team
Database organizationBasicComprehensiveComprehensive
Property alertsBasicCustomizedAdvanced
Reactivation workflowNot includedIncludedIncluded
Accountability reportingBasicIncludedAdvanced
SOP documentationBasic guideCustomized SOPComplete SOP library
Training sessions11 recorded sessionUp to 3 sessions
Post-launch support7 days30 days60 days
Schedule a Package Consultation

From Audit to Launch

How the Lofty Setup Process Works

01

Discovery

We learn your team structure, lead sources, current sales process, challenges, and business goals.

02

Account Audit

We review your database, pipelines, stages, tags, segments, Smart Plans, routing rules, integrations, and reporting.

03

System Strategy

We map how Lofty should be organized and how leads should move through your business.

04

Buildout

We configure the agreed pipelines, Smart Plans, routing, segments, property alerts, permissions, workflows, and reports.

05

Testing

We test major assignments, automations, Smart Plans, communication settings, and critical workflows before launch.

06

Team Training

We train agents, ISAs, administrators, and leadership on how to use the new system.

07

Launch Support

You receive package-based support so we can answer questions and make reasonable adjustments.

Start Your Lofty Setup

Why VitalisVA

What Makes Our Lofty Setup Different?

⌂

Built for Real Estate

Your system is designed around lead conversion, property searches, appointments, nurturing, past clients, agent accountability, and long sales cycles.

◎

Customized to Your Team

We do not install the same generic template for every client. Your setup reflects your structure, lead sources, market, processes, and goals.

✓

Designed for Daily Use

We build practical workflows that help agents and ISAs understand who they should contact and what they should do next.

↗

Focused on Adoption

Training and documentation help your team understand the system and use it more consistently after launch.

∞

Built for Growth

Your Lofty account is structured to support added leads, agents, markets, departments, and opportunities.

Who This Is For

Built for Real Estate Teams Ready for Clarity

Our Lofty setup and optimization service works for teams starting clean, rebuilding an underused account, or scaling into a more advanced operation.

  • Solo agents preparing to grow
  • Real estate teams
  • Brokerages
  • ISA teams
  • Expansion teams
  • Multi-market organizations
  • Team leaders
  • Operations managers
  • Real estate coaches
  • Businesses migrating from another CRM
  • Teams rebuilding an underused Lofty account

Practical Solutions

Common Lofty Problems We Help Solve

“Our database is unorganized.”

We create a clear structure for stages, tags, segments, lead sources, ownership, and follow-up priorities.

“Leads are not being distributed correctly.”

We configure routing and assignment rules based on your team structure, lead sources, markets, and response expectations.

“Our agents do not know who to contact.”

We organize the system so agents can identify new, active, overdue, and high-priority opportunities.

“Our Smart Plans are not working.”

We review, organize, and build Smart Plans around your actual lead-follow-up process.

“We have thousands of old leads.”

We create reactivation and long-term nurture workflows that help your team revisit overlooked opportunities.

“We cannot tell what our agents are doing.”

We configure reporting and accountability systems that improve visibility into agent activity and pipeline movement.

“We are overwhelmed by all the features.”

We simplify the system and focus your team on the tools and workflows that support your goals.

Expand Your Buildout

Optional Lofty Add-On Services

Database Reactivation Campaign

Organize and launch a focused campaign for older, inactive, or unresponsive leads.

Starting at $750

Additional Smart Plan

Add a customized Smart Plan for a specific lead source, campaign, or follow-up process.

Starting at $300 per plan

Additional Team Training

Provide another live training session for agents, ISAs, administrators, or leadership.

Starting at $350 per session

Database Cleanup Support

Get hands-on support organizing records, tags, segments, stages, lead sources, and duplicates.

Custom quote based on database size

Custom SOP Development

Create procedures for daily CRM use, lead assignment, follow-up, handoffs, reporting, and accountability.

Starting at $750

Basic Website Configuration

Assistance configuring basic branding, pages, forms, and website settings within the agreed scope.

Starting at $750

Customized IDX Website Setup

A more detailed website and IDX configuration based on your market, brand, team, and lead-generation goals.

Starting at $1,500

Ongoing Lofty CRM Management

Add a trained CRM Executive Partner to monitor lead activity, maintain workflows, prepare reports, and support accountability.

Starting at $1,997 per month

Frequently Asked Questions

Questions About Lofty Setup

Is the Lofty subscription included?
No. The Lofty software subscription and any calling, texting, AI, website, advertising, or third-party fees are purchased and paid for separately by the client.
Do I need an existing Lofty account?
No. We can configure a new Lofty account or optimize an existing one.
Can you organize our existing database?
Yes. The amount of manual database cleanup included depends on the selected package, database size, and condition of the records.
Can you build Smart Plans?
Yes. Depending on your package, we can build Smart Plans for new leads, long-term nurture, database reactivation, past clients, sphere contacts, and other important lead categories.
Can you configure lead routing?
Yes. We can configure basic or advanced lead-routing rules based on the selected package and the complexity of your team structure.
Can you help with our Lofty website?
Yes. Basic website or IDX configuration can be added to your project. Larger or more customized website projects are quoted separately.
Can you connect our lead sources?
We can review and configure supported lead sources and integrations within the agreed scope. Third-party software, custom development, and outside vendor fees are not included unless specifically stated in your proposal.
How long does setup take?
The timeline depends on the selected package, account complexity, database condition, integration requirements, and how quickly your team supplies the requested information.
Do you provide ongoing support?
Each package includes a defined post-launch support period. Additional consulting or ongoing CRM management can be purchased separately.
Is this service affiliated with Lofty?
VitalisVA provides independent Lofty setup, optimization, training, and consulting services. Lofty is a separate company and platform.

Start the Conversation

Tell Us About Your Lofty Account

Share your team size, database, lead sources, current challenges, and preferred setup package. We will use the information to prepare for your consultation.

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Your CRM Should Create Clarity, Not Confusion

You Already Have the Leads.
Now Build the System to Convert Them.

Get a customized Lofty setup designed around your team, database, lead sources, and growth goals. One-time packages start at $1,297.

Get Started Today View Setup Packages

VitalisVA provides independent Lofty setup, optimization, training, and consulting services. Lofty is a separate company and platform.

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