Someone who sets it upso you can use it.
Most software an agent pays for is half configured. The Technology Concierge is a person from Engentfy who installs it, configures it around the way you work, migrates your data and walks you through it. You keep a document of every setting.
What the Concierge does
Think of it as the IT person a big office has and an independent agent does not. You tell us which product, we take it from a fresh login to a working system, and we stay for thirty days of adjustments.
- Install and configure the product around how you work
- Connect it to the tools you already use: email, calendar, lead sources, website
- Move your contacts and deals from the old system
- Walk you through it, and record it
- Document every setting so you are never dependent on us
Setups you can book today
Each one is a fixed scope with a fixed price, for one agent and their own account: Lofty, ChatGPT, Claude and the Engentfy Assistant. More products join as agents ask for them.
Next in line
Products we are asked about most. No page yet, but we can scope any of them on a call.
How a setup runs
Three steps, a few days for most agents.
- 1
Book a call
Fifteen minutes. We look at your account, your lead sources and how you sell, confirm the scope, and you pay the setup's fixed price before we book the session.
- 2
We configure
Profile, routing, pipeline, plans, integrations and data import, on a schedule you see. You approve the pieces that touch your clients.
- 3
You get the walkthrough
A recorded hour with you, the settings document in your inbox, and thirty days of adjustments by chat.
Something else that needs setting up?
If you pay for it and never had time to configure it, tell us what it is. Teams and brokerages are welcome too; we scope those separately. We reply within one business day.