OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Lofty review: 54 specs compared

Starting price:349 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:noWorkflow automation:yes

Lofty Review: Compare 54 technical specifications and 8 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Lofty
8.0/10

Overall score

Score
8.0/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 71% of models
Score components

40%

8.1

Technical score

30%

8.3

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 71% of CRM software
8.1

Technical score

Technical score
8.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 63% of models
Score components

25%

5.9

Product & Pricing

25%

8.7

Core CRM

20%

9.1

Sales & Automation

15%

9.3

Integrations & Access

15%

8.5

Security & Deployment

â–²Better than 63%
8.3

Reviews score

Reviews score
8.3/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 73% of models

80%

8.2

Average grade

20%

8.9

Popularity

Grades by review (8)
2 reviews + 6 videos, average 8.3/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–²Better than 73%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Lofty

Based on 2 · 7

Reviewers praise the website builder, pipeline, ads and AI assistant, but pricing frustrates many and calling and texting get mixed reviews.
Praised
Mixed views
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform Lofty

Technical score
Technical score
8.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 63% of models
Score components:

25%

5.9

Product & Pricing

25%

8.7

Core CRM

20%

9.1

Sales & Automation

15%

9.3

Integrations & Access

15%

8.5

Security & Deployment

8.1
Reviews score
8.3
List score
?
Starting price
349 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 349 USD/user/mo, which is higher than that of 98.5% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
no
This CRM platform does not offer a time-limited free trial.
Demo and guided trial on request; no self-service free trial.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Instant multi-channel lead ingestion from portals, social ads, and IDX site.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual transaction and deal pipelines with customizable closing stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Industry-leading Lofty AI Assistant qualifies inbound leads via conversational 2-way SMS 24/7.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Smart Plans automate multi-channel follow-ups based on behavioral triggers.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Dynamic AI lead scoring based on search behavior and property view frequency.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Lofty Marketplace with real estate tech connectors, MLS feeds, and Zapier.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native iOS and Android mobile apps for agents, open houses, and consumers.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google Workspace and Microsoft single sign-on supported.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Granular permissions for agents, team leaders, brokers, and lenders.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Detailed audit logs of lead assignments, communications, and changes.
Supported operating systems
Web, iOS, Android
Show more

Lofty vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Industry-leading Lofty AI Assistant qualifies inbound leads via conversational 2-way SMS 24/7.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Conversational AI SMS, phone calling, email, and live website chat.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory routing by zip code, MLS area, price point, and round-robin rules.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Dynamic AI lead scoring based on search behavior and property view frequency.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated Smart Plans with multi-touch email, text, and task cadences.
  • 5.1% higher review score
    Reviews score
    8.3/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–² Better than 73% of models

    80%

    8.2

    Average grade

    20%

    8.9

    Popularity

    Grades by review (8)
    2 reviews + 6 videos, average 8.3/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.3 vs 7.9
  • 3.1% better value for money
    Lofty offers better value for money than the average CRM platform (8.6 vs 8.3).
    8.6 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory routing by zip code, MLS area, price point, and round-robin rules.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Complete real estate platform: custom IDX websites, MLS property alerts, open house app, and CMA reports.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client-facing home search portal and consumer mobile app with saved searches.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Industry-leading Lofty AI Assistant qualifies inbound leads via conversational 2-way SMS 24/7.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Dynamic AI lead scoring based on search behavior and property view frequency.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated Smart Plans with multi-touch email, text, and task cadences.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Social Studio automated social ads, listing marketing, postcards, and landing pages.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integrated smart dialer, three-line power dialer, call recording, and 2-way SMS.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Conversational AI SMS, phone calling, email, and live website chat.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft single sign-on supported.
  • 310 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Lofty
    the average CRM platform
    Lofty has a higher starting price than the average CRM platform (349 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    349 USD/user/mo vs 39 USD/user/mo
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate transaction coordination; lacks native B2B CPQ/invoicing.
  • No time-limited free trial
    This CRM platform does not offer a time-limited free trial, while the average CRM platform does.
    Demo and guided trial on request; no self-service free trial.
  • 310 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Lofty
    the average CRM platform
    Lofty has a higher starting price than the average CRM platform (349 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    349 USD/user/mo vs 39 USD/user/mo
  • No time-limited free trial
    This CRM platform does not offer a time-limited free trial, while the average CRM platform does.
    Demo and guided trial on request; no self-service free trial.
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate transaction coordination; lacks native B2B CPQ/invoicing.

Video reviews

Hands-on testing and real-world video evaluations

9.0
Bren Brewer
≈ estimated
21/09/2026
Long-term review · two years of daily use
Verdict
Lofty's core CRM and website are worth the base price, but the built-in dialer and social add-ons fall short.
8.0
Bren Brewer
≈ estimated
13/01/2025
Hands-on review · 3 weeks of use, pricing and dialer
Verdict
Lofty is very powerful, but hidden add-on costs and contact limits mean you need to plan carefully before you commit.
8.0
Adam Gillespie - AI & CRM Training for Realtors
≈ estimated
07/06/2024
Platform overview · feature tour of all main tabs
Verdict
Lofty brings the main tools together on one platform, though its AI assistant still needs close supervision.
8.0
Agent Launch
≈ estimated
16/04/2024
Hands-on review · pricing, website and support
Verdict
Lofty is a top pick for lead generation, though its calling, reporting and support have clear weaknesses.
9.0
Mariah Crawford | Real Broker
≈ estimated
12/04/2024
Hands-on agent review · daily use in business
Verdict
Lofty has left this agent very impressed and happy; it is a big part of the business and has helped.
8.0
Unplugged Agent
≈ estimated
28/11/2023
Hands-on review · pros, cons and value
Verdict
Lofty is worth it for experienced agents and teams with budget, but a poor fit for beginners.
8.0
Helpful Solutions
≈ estimated
16/05/2025
Short overview · pros, cons and final verdict
Verdict
Lofty is reliable and easy to use, but costly for small agencies and worth a look for beginners and tech-savvy agents.
Overview video
Hands-on video, no verdict
Overview video
Overview video
Overview video

Expert reviews

In-depth analysis and verdict from leading tech publications

8.2
theclose.com
✓ explicit
17/06/2026
Expert review · Real estate CRM
Verdict
Lofty suits real estate teams that want one platform for CRM, IDX websites and lead ads, though its learning curve is steep and no trial is offered.
8.0
hooquest.com
≈ estimated
01/01/2019
Expert review · Real estate CRM
Verdict
Lofty is a real estate CRM with strong IDX property pages and a clean pipeline, though its busy interface and weaker SEO focus may frustrate some.

Third-party reviews

What we like about Lofty

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Lofty

  • Substantial initial commitment starting around $349/user/month, with advanced reporting reserved for top tiers.
  • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
  • Lacks integrated electronic document signing tools, requiring external third-party subscriptions for digital contract signatures.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Lofty is a specialized real estate CRM platform engineered by Lofty to manage property transactions, client relationships, and agent pipelines. The system centralizes buyer and seller leads, property listing data, automated communication cadences, and transaction milestone tracking. Operational productivity is enhanced by automated SMS and email follow-up triggers, contact relationship histories and built-in calling tools alongside AI-assisted client engagement. Agents benefit from native mobile access for on-site property showings, integrated document handling, and performance tracking across local brokerages. However, drawbacks include the absence of a free plan, with starting subscriptions at $349 per user monthly, alongside premium add-ons for MLS data sync. It serves as an outstanding operational hub for real estate agents, brokerages, and property teams seeking dedicated transaction workflows and lead conversion.

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