Lofty Review | 54 Data compared
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SPECS
VS AVERAGE
PROS/CONS
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Lofty Review | 54 Data compared

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  • Starting price: 349 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: no
  • Workflow automation: yes

Lofty review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.1

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.1

Technical Score

40.0%

8.0

User score

Excellent
8.1

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

5.9

Product & Pricing

25.0%

8.7

Core CRM

20.0%

9.1

Sales & Automation

15.0%

9.3

Integrations & Access

15.0%

8.5

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 2.8
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    1.0

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    4.0

    Free trial

    15.0%

    4.0

    Built-in quotes and invoicing

  • 10.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    10.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 6.4
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    4.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • lofty
  • lofty
lofty
lofty

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Lofty

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

5.9

Product & Pricing

25.0%

8.7

Core CRM

20.0%

9.1

Sales & Automation

15.0%

9.3

Integrations & Access

15.0%

8.5

Security & Deployment

8.1
Lofty has a technical score of 8.13 points, which is higher than 84% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Lofty has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Lofty has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.1

Overall score

40.0%

10

Price

8.7
Lofty has a quality-to-price ratio of 8.7 points, which is higher than 85.5% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

349 $/user/mo
Lofty starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Lofty does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

no
Lofty does not offer a time-limited free trial.
Demo and guided trial on request; no self-service free trial.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Lofty has a lower minimum seat requirement.
Show more
Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports lead management.
Instant multi-channel lead ingestion from portals, social ads, and IDX site.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports deal and pipeline management.
Visual transaction and deal pipelines with customizable closing stages.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty lets users create custom fields.
Show more
AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Lofty includes native AI assistant capabilities.
Industry-leading Lofty AI Assistant qualifies inbound leads via conversational 2-way SMS 24/7.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports configurable workflow automation.
Smart Plans automate multi-channel follow-ups based on behavioral triggers.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty supports lead scoring.
Dynamic AI lead scoring based on search behavior and property view frequency.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty provides sales forecasting.
Show more
Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty provides a native integration marketplace.
Lofty Marketplace with real estate tech connectors, MLS feeds, and Zapier.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty provides official mobile apps.
Native iOS and Android mobile apps for agents, open houses, and consumers.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Lofty supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports single sign-on.
Google Workspace and Microsoft single sign-on supported.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

SOC 2 Type II
SOC 2 Type II certified cloud infrastructure.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty supports configurable roles and permissions.
Granular permissions for agents, team leaders, brokers, and lenders.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Lofty provides audit logs of user or record activity.
Detailed audit logs of lead assignments, communications, and changes.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

Lofty vs the average CRM platform

  • Larger file storage
    Lofty offers more included file storage than the average CRM platform.
    What it is: Total cloud storage capacity provided for document attachments, customer files, and media.
    When it matters: Essential for teams storing contracts, proposals, presentations, and customer media directly in the CRM.

    Importance: MEDIUM

    Good value: 50 GB or more

    Lofty offers more included file storage than the average CRM platform.unlimited GB vs 10 GB
  • Supports single sign-on
    Lofty supports single sign-on, while the average CRM platform does not support single sign-on.
    Google Workspace and Microsoft single sign-on supported.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Lofty supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Lofty includes native AI assistant capabilities, while the average CRM platform does not.
    Industry-leading Lofty AI Assistant qualifies inbound leads via conversational 2-way SMS 24/7.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Lofty includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Lofty provides sales forecasting, while the average CRM platform does not provide sales forecasting.
    What it is: Whether the CRM provides sales forecasting.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Lofty provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Omnichannel messaging
    Lofty supports omnichannel messaging, while the average CRM platform does not.
    Conversational AI SMS, phone calling, email, and live website chat.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    Lofty supports omnichannel messaging, while the average CRM platform does not.
  • Territory management
    Lofty supports territory management, while the average CRM platform does not.
    Territory routing by zip code, MLS area, price point, and round-robin rules.
    What it is: Tools to partition accounts, leads, and revenue goals across geographic regions, market segments, or business units.
    When it matters: Critical for mid-market and enterprise sales forces managing regional reps, multi-branch coverage, and territory quotas.

    Importance: LOW

    Lofty supports territory management, while the average CRM platform does not.
  • Supports lead scoring
    Lofty supports lead scoring, while the average CRM platform does not support lead scoring.
    Dynamic AI lead scoring based on search behavior and property view frequency.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Lofty supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Lofty supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Automated Smart Plans with multi-touch email, text, and task cadences.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Lofty supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Larger file storage
    Lofty offers more included file storage than the average CRM platform.
  • Territory management
    Lofty supports territory management, while the average CRM platform does not.
  • Real estate templates included
    Lofty provides real estate templates and workflows, while the average CRM platform does not.
  • Client portal included
    Lofty includes a dedicated client portal, while the average CRM platform does not.
  • Native AI assistant
    Lofty includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Lofty provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Supports lead scoring
    Lofty supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Lofty supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Lofty offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Native calling or dialer
    Lofty provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Omnichannel messaging
    Lofty supports omnichannel messaging, while the average CRM platform does not.
  • Better mobile app rating
    Lofty has higher mobile app store ratings than the average CRM platform.
  • Supports single sign-on
    Lofty supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Overall
Product & Pricing
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • 320 $/user/mo Higher recurring entry-plan price
    Lofty starts at a higher recurring entry-plan price than the average CRM platform.
  • No time-limited free trial
    Lofty 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
    Lofty does not include built-in quotes or invoicing, while the average CRM platform does.
    Real estate transaction coordination; lacks native B2B CPQ/invoicing.
  • 320 $/user/mo Higher recurring entry-plan price
    Lofty starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Lofty starts at a higher recurring entry-plan price than the average CRM platform.349 $/user/mo vs 29 $/user/mo
  • No built-in quotes or invoicing
    Lofty does not include built-in quotes or invoicing, while the average CRM platform does.
    Real estate transaction coordination; lacks native B2B CPQ/invoicing.
    What it is: Whether the CRM includes native capabilities to generate price quotes, estimates, and invoices.
    When it matters: It matters when small businesses, freelancers, or consultants want to bill clients directly without paying for external invoicing tools.

    Importance: LOW

    Lofty does not include built-in quotes or invoicing, while the average CRM platform does.
  • No time-limited free trial
    Lofty 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.
    What it is: Whether the CRM software offers a time-limited free trial.
    When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

    Importance: MEDIUM

    Lofty does not offer a time-limited free trial, while the average CRM platform does.
Total
Product & Pricing
Core CRM

Graphic comparison of Lofty and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Generous included file storage (unlimited)
  • Supports single sign-on
  • Highly rated mobile apps (4.5+ ★) (4.5)
  • Sales forecasting
  • Supports omnichannel messaging
  • Advanced territory management
  • Supports lead scoring
  • Automated sales sequences
  • Native marketing automation
  • Native calling or dialer

Cons

  • Higher recurring entry-plan price (349 $/user/mo)
  • No time-limited free trial
  • No built-in quotes or invoicing
  • No in-quote online payments
  • No project management
  • Limited language options (English only) (English only)
  • European data residency
  • No built-in e-signature

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