Follow Up Boss stops at the CRM. Lofty runs the whole business.

Under the Follow Up Boss privacy policy that took effect on 11/15/2025, any of your contacts who also hold a Zillow account are classified as “Mutual Customers.” For those contacts, the data associated with them — including information you entered into your own CRM — falls under Zillow's Privacy Notice, which permits Zillow to process and use it for its own marketing and product purposes. Because Follow Up Boss is now owned by Zillow, that data flows to a company you may also compete with for the consumer relationship. Lofty takes the opposite position: the contacts and pipeline data you build are yours alone, and we never repurpose them for another company's marketing.

For most teams evaluating the switch, yes. Follow Up Boss is a capable database and follow-up tool, but it is only the CRM layer — you still have to source, pay for, and integrate a website, lead generation, and AI separately. Lofty consolidates all of that into a single platform: lead generation, IDX websites and home search, an AI Sales Assistant that engages and qualifies leads, marketing automation, and reporting — so you replace a stack of subscriptions and integrations with one system that already works together.

Migration is a guided, done-with-you process. Our onboarding team imports your contacts, notes, tags, and communication history, helps you recreate your action plans and lead-routing rules inside Lofty, and works with you to get agents trained and live quickly — typically without any gap in your follow-up. You keep your history; you just gain the rest of the platform around it.

Generally no. CRM, IDX website and home search, lead generation, the AI Sales Assistant, marketing and social tools, transaction/back-office features, and reporting are all built into Lofty and share the same data. That removes the recurring cost and maintenance of stitching together point solutions — and it means a lead's website behavior, conversations, and follow-up all live in one place instead of syncing across vendors.

The two aren't priced the same way. Follow Up Boss is billed per user for the CRM alone, so the sticker price doesn't include the website, lead generation, dialing, or AI you'll still need to buy elsewhere. Lofty is quoted for your team and bundles those capabilities together, so the comparison that matters is Lofty versus the combined cost of Follow Up Boss plus every tool you'd add around it. We're happy to build that side-by-side for your specific setup.