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. Review collected by and hosted on G2.com.

I don’t like that we can’t work with the same CSR agent each time. You finally get someone who really knows their stuff—like Alex—and then you can’t request him again. Instead, you’re thrown back into the roulette wheel of whether your CSR will know Lofty well enough to help you in a straightforward way. Review collected by and hosted on G2.com.