Platform

Agentic real estate CRM software

An agentic CRM that does the work.

Not a filing cabinet — Lofty's agentic AI captures, organizes, and actively works every lead for you.

Schedule a FREE DemoAll platform features
Lofty CRM People view with AI lead scores, pipeline stages, and tags
Platform

Lead Insights

From first touch to close, we make relationship building easy.

AI Lead Tracking

AI tracks every lead for you — scores, last touch, and site activity roll into narrative insights and a clear best next step, so you always know where the relationship stands and what to do next.

Try Now →

Lead Analysis

Focus your efforts the smart way. Lofty's behavioral lead analysis studies site activity and engagement indicators to provide insights as to lead's likelihood to close.

Try Now →

Smart Suggestions

Take the guesswork out of giving leads what they want. Lofty dynamically provides insights on lead activity and intelligently suggests the best next step.

Try Now →
Lofty contact detail with AI insights, lead score, activity timeline, and communication history
Lofty CRM business opportunitiesLofty CRM business opportunitiesLofty CRM business opportunities
Platform

Business Opportunities

Our system actively works to identify the indicators for transaction intention so Lofty CRM's intelligence can help contribute towards closing.

  • Site Activities Tracking — Give clarity to your decision making and business building — our IDX sites track website traffic in a live updating activity timeline.
  • 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.
  • Communications Analysis — Enjoy streamlined dialogue through Lofty's communication analysis and third-party integrations. We support Gmail, MailChimp, Bombomb, and more!
Platform

Reporting & Forecasting

Our forecasting algorithm factors agent performance and historical trends to track and predict your progress.

  • 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.
  • 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.
  • 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.
Lofty CRM reporting and forecastingLofty CRM reporting and forecastingLofty CRM reporting and forecasting
Related

More platform tools

Power Dialer

Multi-line dialing with local presence and auto-logging.

→

Social Studio

Plan and publish on-brand social across every channel.

→

Smart Plans

Behavior-based sequences across text, email, and tasks.

→

Transaction Management

Checklists, docs, and deadlines from contract to close.

→

Reporting & Analytics

Dashboards for ROI, activity, and pipeline health.

→

Closely App

A mobile-optimized home search experience for your clients.

→

Back Office

Commissions, disbursements, and compliance without spreadsheets.

→

Mobile App

Run your business from your phone — CRM, dialer, and chat on the go.

→

Features overview

See every tool that ships inside the Lofty platform.

→

One platform. Fewer logins. More closings.

See the full toolset in a guided walkthrough.

Request a demo →
FAQ

Frequently asked questions

Haven't found what you're looking for? Try the Lofty Help Center or Contact us

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.
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.
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.
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.
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.