Lofty CRM, from someone who runs it
Lofty CRM: what it does, who it fits, and how to make it pay off.
Lofty (formerly Chime) is an all in one for real estate: your CRM, your website, your lead generation, and an AI assistant in one login. Here is the plain version of what it is, who it suits, and how agents turn it into closings.
New to Lofty? Get set up above. Already on it? The free Health Check is your starting point.
Hosted by Katie Van Nes, a Lofty Certified Success Partner and SUCCESS® Certified Coach. Join 2,000+ agents learning to run it well, every Wednesday and Saturday, free to attend Live.
What Lofty is
One system instead of a stack of logins.
Lofty pulls the pieces most agents wire together by hand into a single place, so a new lead and its follow up live in the same system.
CRM and database
Your contacts, tags, notes, and follow up in one organized place, built for how agents track people in practice.
IDX website & landing pages
A home search site and custom landing pages that feed every registration straight into the CRM, so your site becomes a lead source.
Lead generation
Google and social ad programs that fill the top of the funnel, priced and managed inside the platform.
Smart Plans
Automated follow up that keeps working while you are in showings, so a lead does not go cold on day two.
AI Copilots
The AI Assistant, Sales Agent, and Social Agent text and qualify new leads the moment they arrive and draft your social posts, so the routine work runs itself.
Dialer, reports, CMAs
The daily tools, market reports, and comparative market analyses in the same login you already have open.
Great for some agents. A waste for others.
The tool is strong. The fit is what decides your result. Here is the plain read.
A fit if
- You want one system for the database, the website, and follow up.
- You buy leads and need fast, automated response to convert them.
- You run a team and need shared pipelines, roles, and accountability.
- You are ready to treat the database as the business.
A poor fit if
- You will not open the CRM daily. Ignored, it is an expensive address book.
- You want the cheapest contact list and nothing more.
- You are not going to follow up. No CRM converts a lead you never call.
The result comes from working it, not owning it.
Agents who win with Lofty do a few small things every day: work new leads fast, keep the pipeline clean, and let Smart Plans carry the long follow up. You do not have to learn that alone.
The Master Class
Free to attend Live every Wednesday and Saturday, plus a year of Wednesday recordings filed by month in the community, with 101, 201, and 301 tracks. The Saturday Workshop recording vault lives in the Lofty Mastery Group.
The Health Check
Already on Lofty or just getting started, connect it and get a score that shows where leads are slipping.
The skills library
Done for you setups, follow up scripts, and content you can run the same day.
Priced per seat, quoted by plan.
Lofty is priced per seat and quoted by the features and team size you need, so the number depends on your plan. Some brokerages include Lofty in your fees, so ask yours before you buy your own. Wherever the price lands, the return comes from working it.
Want a read on whether it fits your business first? Run the free Health Check or sit in on a live class before you decide.
Go deeper
Start with the hub, then go as deep as you need.
Lofty pricing
What goes into the monthly cost and what to check before you sign.
Lofty reviews
The strengths, the gaps, and which agents get the most out of the platform.
Lofty tutorial
Setting up and using Lofty, step by step, in the order that saves you rework.
Lofty vs Follow Up Boss
How the two compare and how to pick for your business.
Chime is now Lofty
Chime rebranded to Lofty over a year ago. What changed, what stayed, and what it means for your account.
All Lofty guides
Every guide in one place, updated when Lofty changes.
Ready to run Lofty?
Start Lofty through our link and you get three things on top of the CRM.
- Our Company Smart Plans. The automated follow up we run ourselves, ready to load into your account.
- A 1:1 coaching and onboarding call. We set it up with you, step by step.
- Lifetime access to the Lofty Mastery Group. The full Saturday Workshop recording archive, normally $21.34 a month.
Start with Lofty through our link, then book the call and we will set you up.
Lofty Master Class is hosted by Katie Van Nes, a Lofty Certified Success Partner. We may earn a referral commission when you start Lofty through our link. It never costs you more, and the teaching is free either way.
Always happy to help 🙋♀️ ☎️
All are welcome, and it is free to join 🍎 🎓