Getting to Know the Lofty Front CRM

Every Lofty Front site comes with a built-in CRM — everything you need to turn website visitors into clients, in one place.

The core workflow

1. A visitor lands on your website and registers, requests a valuation, or fills out a form
2. They appear instantly in People — your lead database
3. You follow up with calls, emails, and tasks, right from their profile
4. Reporting shows you what’s working

Your workspace, area by area

• Dashboard — your day at a glance: new leads, upcoming tasks, and recent activity
• Website — manage and edit your site, domain, and lead-capture settings
• Listing — your MLS-synced listings and how they display on your site
• Social — your AI Social Marketer: review, approve, and track posts
• Tools — utilities for your business, including your AI blog assistant
• People — every lead and contact, with full activity history, notes, tasks, and your calendar
• Reporting — lead activity tracking so you know where leads come from and how they engage

Working your leads

Each person in your database has a profile showing every interaction: pages they viewed, listings they favorited, forms they submitted. Use it to:

• Log and schedule — add notes, set follow-up tasks, book appointments on your calendar
• Reach out — email (and text, where enabled) directly from the lead’s profile
• Prioritize — focus on leads showing real activity, like repeat listing views

Make it yours

Start by importing the contacts you already have and connecting your lead sources — see Importing Leads & Connecting Lead Sources.