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
Milestones and regular check-ins.
Adoption coaching
So the whole team actually uses it.
Frequently Asked Questions
Haven't found what you're looking for? Try the Lofty
Help Center or
contact us
-
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.
