Services
Set up & Success Program — onboarding for Lofty
Get live fast — and stay successful.
Guided onboarding, data migration, and a dedicated success plan so your team adopts Lofty quickly and sees ROI sooner.
Services
Onboarding built around your team
Our specialists configure Lofty around how you actually work — migrating your data, setting up lead routing and smart plans, and building a success roadmap so the platform pays off from week one.
- Data migration from your old CRM, handled for you.
- Account configuration — lead routing, smart plans, and team setup.
- Success roadmap with milestones and check-ins.
- Adoption coaching so the whole team actually uses it.
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Services overview
See every Lofty service — onboarding, training, implementation, support, and hyperlocal marketing.
→Get expert help, not just software.
Talk to our services team about onboarding, training, and hyperlocal marketing for your market.
FAQ
Frequently asked questions
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Is onboarding included with Lofty?
Onboarding through the Set up & Success Program is included on most plans. Larger deployments may add a one-time implementation.
Can Lofty migrate my data from another CRM?
Yes. Onboarding specialists migrate your contacts, history, and pipeline so you start with your data already in place.