Lofty review

Lofty puts the IDX website, CRM and marketing automation for a real estate business on one platform. Every plan, from Lofty Agent to Enterprise, includes a customizable IDX website, an AI-powered CRM with unlimited contacts, email and texting, a basic dialer, campaign segments, a mobile app and Google and Outlook calendar and email integrations. Smart Plans run multi-step follow-up across email, text, calls and direct mail, and the platform adds transaction management and a reporting suite. Higher plans add advanced lead routing, team management, single sign-on and white labeling for brokerages. Lofty also sells AI agents, including a Sales Agent that acts as a virtual ISA, as add-ons, along with a power dialer and paid lead generation. The downside is cost visibility: no plan shows a price, and ad-based lead packages carry a 20% management fee on top of spend. For a team that wants one vendor running site, CRM and follow-up, it is the most complete bundle here.

Who it is for

Teams and brokerages that want the website, CRM, dialer and AI follow-up from one vendor.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Customizable IDX website on every plan
• AI-powered CRM with unlimited contacts
• Smart Plans that automate follow-up across email, text, calls and direct mail
• Transaction management and reporting
• AI agents for lead conversion, social posting and homeowner follow-up

Strengths and weaknesses

• Strength: Website, CRM and marketing tools in one login
• Strength: Four plans from single agent to enterprise
• Strength: Calendar and email integrations with Google and Outlook
• Weakness: Every plan requires a pricing request
• Weakness: Power dialer and AI agents are add-ons
• Weakness: Lead generation carries a 20% ad management fee

Key facts

• Plans: Lofty Agent, Team, Broker and Enterprise
• Lead generation: Optional buyer and seller ad campaigns with a 20% ad management fee
• Training: Over 50 live training sessions a week

Where it ranks

Lofty is No. 4 in our Best CRM for Real Estate Agents verdict.