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CRM Services

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Why Agents Love Lofty

Real estate professionals choose Lofty for one simple reason: it helps them close more deals with less effort.

  • Intuitive & easy to learn​​

  • Designed for individual agents and large teams

  • Seamlessly integrates with MLS, websites, and third-party tools

“Lofty changed the way I run my business. I’m saving hours every week thanks to the automation, and my follow-up is more consistent than ever.”
— Jessica M., Top-Producing Agent, Austin, TX

CRM Features

01

Automated Lead Mgmt

  • Lead Capture from websites, landing pages, Zillow, Realtor.com, Facebook, and more.

  • Lead Scoring to prioritize high-value prospects automatically.

03

SmartPlans & Drip Campaigns

  • Pre-built and customizable email and text drip campaigns

  • Automated follow-up tasks and reminders

  • AI-driven suggestions for next best actions

05

Integrated Communication Tools

  • 2-way email and SMS sync with templates

  • Call tracking and recording

  • Auto-responders for lead engagement

07

Mobile CRM Access

  • Full-feature mobile app for iOS and Android

  • On-the-go lead follow-up, calls, and notes

  • Push notifications for new leads and tasks

02

AI Assistant & Predictive Insight

  • AI-generated market analysis and engagement insights

  • Suggested content and messaging

  • Smart filters to identify hot leads

04

Contact & Pipeline Mgmt

  • Tag, sort, and group contacts with ease

  • Visual deal pipeline with drag-and-drop stages

  • Notes, call logs, and email/SMS history per contact

06

Advanced Reporting & Analytics

  • Agent performance dashboards

  • Lead source ROI tracking

  • Customizable reports on activity and conversion

Get in Touch

949.354-3386

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