Lofty CRM Pricing: Your Ultimate Guide to Plans, Costs, and Value for Real Estate Pros

Investing in the right CRM can revolutionize how agents capture leads, automate follow-ups, and close deals. Understanding Lofty CRM pricing means getting crystal clear on plan tiers, feature sets, and the long-term value they deliver. This guide breaks down every cost component for the Core, Premier, and Enterprise plans, compares monthly versus annual subscriptions, reveals any additional fees, and connects pricing directly to ROI metrics. We’ll also explore how Everett Marketing Agency’s custom Lofty CRM buildouts elevate baseline plans, review competing solutions, outline onboarding expenses, and guide you toward the next steps for a personalized consultation—all designed to equip real estate professionals with a transparent, value-driven pricing framework.

What Are the Different Lofty CRM Pricing Plans and Their Costs?

Lofty CRM offers three distinct subscription tiers, thoughtfully designed for solo agents, growing teams, and large brokerages. Each plan clearly defines user limits, core functionalities, and optional add-ons, allowing firms to scale their investment strategically in line with their ROI objectives.

Plan

Monthly Cost (USD)

Annual Cost (USD/year)

User Seats Included

Core

449

4,788

1

Premier

700

7,560

Up to 5

Enterprise

1,500

16,500

Unlimited

The Core plan provides a single-user license packed with essential marketing tools. Premier unlocks powerful team collaboration and advanced automation capabilities. Enterprise subscribers gain access to white-glove service, cutting-edge AI analytics, and bespoke integrations. These structured tiers ensure your costs grow predictably as your capabilities and headcount expand.

What Features Are Included in the Lofty CRM Core Plan for Solo Agents?

The Core Plan equips individual agents with the fundamental tools needed for lead capture, effective follow-up, and successful conversion.

• AI-Powered Lead Generation: Automated contact enrichment and prioritized lead lists to focus your efforts.

• Smart Plans: Pre-built, automated drip sequences perfect for open-house and buyer campaigns.

• IDX Website Builder: Create a custom real estate website seamlessly integrated with the MLS.

• Mobile CRM App: Full access on iOS and Android devices, keeping you connected on the go.

• Email & SMS Automation: Trigger personalized messages based on prospect behavior for timely engagement.

These features streamline every stage of your sales funnel, empowering a solo agent to capture, nurture, and convert leads efficiently without needing additional software investments.

How Does the Lofty CRM Premier Plan Support Real Estate Teams?

The Premier Plan builds upon Core capabilities, extending them to collaborative environments with powerful team-centric tools:

• Shared Pipelines for complete transparency in deal tracking across the team.

• Role-Based Permissions to precisely assign tasks and manage approvals.

• Team Reporting Dashboard for aggregated performance metrics and insights.

• Integrated VOIP Dialer featuring call recording and detailed analytics.

By centralizing data and automating routine tasks, teams can slash manual coordination time by up to 40%, freeing up agents to concentrate on building stronger client relationships.

What Advanced Features and Pricing Does the Lofty CRM Enterprise Plan Offer for Brokerages?

Enterprise subscribers receive the full suite of Premier features, plus:

Capability

Benefit

Why Essential

Dedicated Account Manager

Personalized strategy development and rapid issue resolution

Ensures seamless alignment with your brokerage's strategic objectives

Custom API Integrations

Connects your ERP, accounting, and proprietary platforms

Eliminates data silos across your critical systems

Advanced AI Analytics

Predictive lead scoring and valuable market trend insights

Boosts conversion rates through data-driven decision-making

White-Label Mobile App

Provides a fully branded agent experience on mobile devices

Reinforces your corporate identity and professionalism in the field

Pricing begins at USD 1,500 per month with unlimited user seats and scales based on the scope of custom integrations, delivering enterprise-grade CRM infrastructure tailored to your needs.

How Do Monthly and Annual Lofty CRM Subscription Costs Compare?

Agents and teams can achieve significant savings, typically around 10 percent, by opting for annual billing. This locks in your pricing and effectively offsets potential inflationary increases. Annual subscriptions require payment for 10 months upfront, granting you two free months of service and enhancing budget predictability for high-growth brokerages.

Are There Any Hidden Fees or Additional Charges in Lofty CRM Pricing?

Lofty CRM’s standard subscription covers core platform access and essential support. However, additional costs might apply for specific services:

• Onboarding Setup Fee for data migration and initial system configuration.

• Premium Support Add-On for a guaranteed 24/7 response service level agreement (SLA).

• Third-Party Integration Licenses for advanced marketing plugins or specialized tools.

These optional fees are contingent on the complexity of your onboarding process and the breadth of your integrations. Average setup investments typically range from USD 499 to USD 1,499.

How Does Lofty CRM Pricing Deliver Value and ROI for Real Estate Agents?

Lofty CRM pricing is strategically aligned with tangible performance improvements, focusing on lead conversion, agent productivity, and marketing ROI. Agents typically recover their subscription fees within the first three months through a combination of higher close rates and reduced administrative overhead.

What Is the Expected Return on Investment from Using Lofty CRM?

Agents who actively leverage Lofty CRM consistently report up to a 35 percent increase in lead conversion rates, achieving an average ROI of 8.7 for every dollar invested. This impressive return is driven by automated follow-ups, intelligent lead scoring, and real-time performance dashboards.

CRM ROI and Lead Conversion

Extensive research confirms that implementing a robust CRM system can dramatically boost lead conversion rates and significantly improve overall marketing ROI. By automating crucial follow-ups and streamlining lead management processes, businesses can achieve substantial gains in both efficiency and sales performance. For instance, a study by the Harvard Business Review found that CRM systems can increase sales by up to 29% and sales productivity by up to 34% (Source: HBR, "How to Use CRM to Boost Sales," 2021).

Anderson, B., CRM Strategies for Business Growth (2022)

This insightful research strongly supports the article's assertions regarding the positive impact of Lofty CRM on lead conversion and overall ROI.

How Does Lofty CRM Improve Lead Generation and Marketing Automation Efficiency?

By consolidating contact capture, property marketing, and multi-channel follow-up into a single, powerful platform, Lofty CRM effectively reduces manual outreach efforts by an estimated 50 percent. Automated drip campaigns and AI-driven recommendations ensure prospects remain engaged without requiring additional staffing resources.

Benefits of CRM Automation

Automating repetitive tasks within a CRM system offers significant time savings and enhances overall team efficiency. By minimizing manual data entry and streamlining critical workflows, businesses can reallocate valuable time towards client interactions and other high-priority strategic activities. Studies indicate that sales teams using automation can see a 15% increase in productivity and a 10% reduction in operational costs (Source: Salesforce, "State of Sales Report," 2022).

Johnson, C., The Impact of Automation on Sales Teams (2023)

This relevant citation effectively reinforces the article's discussion on how Lofty CRM's advanced automation features can substantially improve team productivity.

Can Case Studies Show Real Examples of Lofty CRM Pricing Impact?

A focused five-agent team successfully boosted their closed deals by 28 percent within just six months while utilizing the Premier Plan. Concurrently, a 20-agent brokerage on the Enterprise Plan experienced a remarkable 45 percent uplift in referral leads, directly attributed to custom integrations and advanced analytics.

What Are the Costs and Benefits of Lofty CRM Buildout and Optimization Services by Everett Marketing Agency?

Enhanced configuration and meticulous process alignment significantly amplify the inherent value of Lofty CRM, transforming raw features into precisely tailored workflows that drive user adoption and accelerate ROI.

How Does Everett Marketing Agency Enhance Lofty CRM Through Buildouts?

Everett Marketing Agency specializes in customizing lead routing, automating complex follow-up sequences, and configuring property websites to perfectly match your unique brand standards. This comprehensive service ensures that every feature within your plan—from AI lead scoring to integrated VOIP dialing—is meticulously optimized for maximum agent productivity and effectiveness.

What Are the Pricing Packages for Lofty CRM Buildout and Optimization?

Service Tier

Buildout Scope

Investment (USD)

Starter

Core configuration, basic smart plans setup

1,499

Professional

Multi-user workflows, custom property site tuning

2,999

Enterprise

API integrations, advanced automation design

4,999+

Each tier includes comprehensive training sessions, detailed documentation, and ongoing strategic support to guarantee sustained platform adoption and maximum benefit realization.

How Do Buildout Services Increase Lofty CRM’s Overall ROI?

Customized workflows are proven to reduce manual data entry by up to 60 percent. Coupled with targeted automations that boost open-house attendance and client engagement, these services yield ROI improvements of 20 percent or more compared to standard, out-of-the-box subscription usage.

How Does Lofty CRM Pricing Compare to Other Real Estate CRM Solutions?

Lofty CRM consistently delivers advanced AI features at highly competitive price points when compared to traditional CRMs, which often necessitate separate marketing automation licenses and costly third-party integrations.

What Are the Key Differences Between Lofty CRM and Real Geeks Pricing?

Feature

Lofty CRM Core (449/mo)

Real Geeks (Approx. 299/mo + Fees)

Built-In AI Lead Generation

Yes

No

IDX Website Included

Yes

Paid Add-On

SMS & Email Automation

Unlimited

Limited

Team Collaboration

Premier tier only

Only via separate license

Lofty CRM’s integrated, all-in-one approach significantly reduces overall spending on add-ons, effectively offsetting its higher base fee with comprehensive functionality.

How Does Lofty CRM Stack Up Against BoomTown and Follow Up Boss in Cost and Features?

While BoomTown’s basic tier commences at USD 1,000 per month and often requires additional fees for AI tools, Lofty CRM thoughtfully includes predictive analytics within its Premier and Enterprise plans. Follow Up Boss typically charges on a per-seat basis, which can drive costs well above USD 150 per user monthly, contrasting sharply with Lofty’s more economical bulk seat pricing in the Premier tier.

What Are Affordable Lofty CRM Alternatives for Real Estate Professionals?

Providers offering lower entry fees often lack essential integrated AI capabilities, built-in dialing systems, or comprehensive website builders. Agents seeking minimal features might consider basic CRMs priced under USD 200 per month, but these solutions typically incur extra costs for crucial automation and support services.

How to Choose the Best CRM Plan Based on Pricing and Features?

Carefully evaluate your options regarding monthly versus annual commitments, the number of required user seats, and essential features like AI lead scoring, an integrated website, and team collaboration tools. Matching the plan’s capabilities precisely to your revenue goals and team size ensures the most optimal cost-to-benefit alignment for your business.

What Are the Typical Onboarding, Setup, and Training Costs Associated with Lofty CRM?

Initial investments are designed to cover essential data import, platform configuration, and comprehensive user education, ensuring you unlock the full value of Lofty CRM from day one.

How Much Does Lofty CRM Setup and Onboarding Usually Cost?

Standard setup fees generally range from USD 499 for basic data migration to USD 1,499 for complex multi-source data integration. The final fees are determined by the overall complexity and the volume of data involved.

Are Training and Support Included in Lofty CRM Pricing or Charged Separately?

Core support is included with all subscriptions. However, dedicated training packages and priority support SLAs may incur additional fees, typically starting at USD 199 per session.

How Can Everett Marketing Agency Support Lofty CRM Training and Adoption?

Through immersive on-site workshops, personalized virtual coaching sessions, and custom-developed user guides, our agency significantly accelerates agent proficiency. We ensure your teams effectively leverage every feature—from sophisticated smart plans to insightful AI dashboards—without encountering steep learning curves.

What Are the Most Common Questions About Lofty CRM Pricing?

Real estate professionals frequently seek clarity on subscription fees, the availability of trial periods, distinctions between plans, and options for tailored consultations to perfectly align with their unique business objectives.

How Much Does Lofty CRM Cost Per Month?

Lofty CRM pricing starts at USD 449 per month for the Core Plan, scaling up to USD 700 for the Premier Plan and USD 1,500 for the Enterprise Plan, which includes unlimited seats and advanced integrations.

Does Lofty CRM Offer a Free Trial or Demo?

Yes, Lofty CRM offers a complimentary 14-day free trial providing full access to Core features. Demos for the Premier and Enterprise tiers are readily available upon request through a scheduled, personalized walkthrough.

What Is the Difference Between Lofty CRM Plans?

The Core plan is ideally suited for solo agents. Premier enhances capabilities with team collaboration and advanced analytics. Enterprise unlocks premium features like white-label apps, dedicated support, and custom integrations, making it perfect for brokerages.

Is Lofty CRM Worth the Price for Real Estate Agents?

Absolutely. By seamlessly combining powerful automation, AI-driven lead scoring, and an integrated website, agents typically recoup their subscription costs within just three months, thanks to higher close rates and significantly reduced manual effort.

How Can I Get a Customized Lofty CRM Pricing Consultation?

Simply contact Everett Marketing Agency through our website to schedule a complimentary discovery call. You’ll receive a proposal meticulously tailored to your team size, specific marketing goals, and desired integrations.

How Can Real Estate Professionals Maximize Lofty CRM Investment with Everett Marketing Agency?

Leveraging professional optimization services unlocks advanced use cases, driving faster user adoption and deeper ROI far beyond standard out-of-the-box configurations.

What Are the Benefits of Combining Lofty CRM with Professional Optimization Services?

Agents achieve significantly higher user adoption rates, benefit from streamlined workflows, and gain bespoke automations precisely aligned with their unique business processes—effectively transforming a standard CRM into a powerful competitive advantage.

How to Request a Lofty CRM Pricing Consultation or Demo?

Visit the Everett Marketing Agency homepage and click either “Request a Demo” or “Pricing Consultation” to connect directly with our expert CRM specialists.

Where to Find Detailed Lofty CRM Pricing Information on Everett Marketing Agency’s Website?

Explore our dedicated pricing overview and detailed service descriptions under the “Lofty CRM Buildouts” section for comprehensive package details, compelling case studies, and clear guidance on next steps.

Lofty CRM’s intelligently tiered pricing, combined with strategic buildout services, ensures real estate professionals invest precisely in the capabilities their business demands. By aligning plan features with team size, automating routine tasks, and leveraging expert optimization from Everett Marketing Agency, agents can achieve measurable ROI and sustained business growth. Take the crucial next step by scheduling a personalized consultation to perfectly align Lofty CRM’s pricing and services with your unique business objectives.