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.

I like the AI integration with Lofty because it gives me priorities and ideas on who to contact. It helps streamline my tasks by reducing wasted time and makes it easier to figure out what to say. Also, I prefer the layout of Lofty over the previous tools I've used.

I find Lofty to be a great tool that helps me stay organized. I appreciate how it keeps me on track with tasks and the way it speaks to me and reminds me of important tasks, such as making phone calls and getting back to my clients. It plays a very important part in my business.