I use Lofty for my real estate business, and I find it really helps me keep track of clients. I really appreciate that it's easy to use. I like the client retention systems because they keep me in constant contact with clients, and the initial setup was easy.

Nothing. After having this for six months I still don't have anything I can use with an actual client. The client facing website has a useless AI/chat feature, requires questionnaires I don't need them to fill to and less useful for them than any of the many free sites they're already using. Property landing pages (and most any other page) has limited ways of editing them and are full of items I wouldn't want. Reports go out at random times, various bugs. Not useful at all.

I use Lofty for lead conversion and follow-up, and it’s the only CRM I rely on for our database. My favorite features are Smart Plans and lead filtering, which really simplify my goals and help me meet my job responsibilities. Smart Plans make sure no lead gets left behind or falls through the cracks, while lead filters make it easy to focus my follow-ups on the leads that need attention most. I found Lofty’s initial setup fairly straightforward, and at this point it’s become second nature. I also appreciate that Lofty is always improving, and as long as that continues, we’ll be sticking with it. Customer support is another big plus—they’re quick to answer whenever I call because I’m stuck or don’t understand how to do something.