Collaborative Transaction Management
Customize our smart action plans to create automatic workflows that maximize your workday! Our powerful integration tools will help keep track of any transaction data.
Try NowCustomize our smart action plans to create automatic workflows that maximize your workday! Our powerful integration tools will help keep track of any transaction data.
Try NowCustomize our smart action plans to create automatic workflows that maximize your workday! Our powerful integration tools will help keep track of any transaction data.
Try Now
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Site Activities Tracking
Give clarity to your decision making and business building - our IDX sites track website traffic in a live updating activity timeline.
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Featured Listing Management
Listing Management helps match listings to which buyers fit best. Easily view new, reduced price, and back on market listings for even more choices.
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Communications Analysis
Enjoy streamlined dialogue through Lofty's communication analysis and third-party integrations. We support Gmail, MailChimp, Bombomb, and more!
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Business Goals
The first step to reaching your goals is defining them, the second is tracking your progress. Do both in Lofty where you can set and track agent and team goals by volume, closings, GCI, or Revenue.
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Performance Report
Keep your eyes on the prize and easily monitor team productivity and progress with our performance reports. Use these insights to provide informed feedback with coachable intel.
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Business Report
View up to date reports on the status of your business goals at any time right from your CRM for real time analytics.
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What makes Lofty's CRM different from a general sales CRM like Salesforce or Hubspot?+ -
Lofty's CRM is built exclusively for real estate, which means every feature — from lead scoring to Smart Plans to property alerts — is designed around how agents actually work. There's no configuration needed to make it 'work for real estate' because that's what it was built for from the ground up.
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What makes Lofty different from other real estate CRM platforms?+ -
Lofty stands out from other real estate CRMs by combining lead generation, marketing, CRM, and AI automation into one unified platform. While many competitors focus on just contact management or follow-up, Lofty is designed to manage the entire search to settlement process—from attracting new leads to nurturing and converting them—all in one system. Combined with the leading Agentic AI in the space, Lofty is more than just a CRM—it's a true operating system.
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What makes Lofty an Agentic AI Operating System?+ -
Lofty is considered an Agentic AI Operating System because it doesn’t just provide tools—it actively executes tasks on behalf of real estate professionals using AI. Instead of requiring agents to manually manage leads, follow-ups, and marketing, Lofty’s AI can autonomously engage prospects, nurture relationships, and trigger actions across the platform.
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Can the Lofty CRM support teams and brokerages?+ -
Yes! Lofty is built for individual agents, teams, and brokerages, with features like lead routing, performance tracking, and team management tools. This allows leaders to assign leads, monitor productivity, and scale operations as their business grows.
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Can I import my existing contacts into Lofty's CRM?+ -
Yes! Lofty supports contact imports from CSV files and integrates with many popular tools and platforms. Once your contacts are in, Smart Plans can immediately start nurturing them, and the AI will begin scoring their activity right away.
