--- source_url: "https://sourceforge.net/software/compare/BoldTrail-vs-Lofty-Platform/" title: BoldTrail vs. Lofty Comparison mirrored_at: 2026-09-03T01:00:58.930Z host: sourceforge.net cited_in_42a: true mirror_canonical: "https://index.42a.ai/sourceforge.net/software/compare/BoldTrail-vs-Lofty-Platform/index" --- > **Original source:** https://sourceforge.net/software/compare/BoldTrail-vs-Lofty-Platform/ ### About BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. ### About Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results. Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more. Want to close MORE deals FASTER? It's time for Lofty! ### Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook ### Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook ### Audience Real estate agencies, professionals and companies looking for a real estate layout planning solution ### Audience Residential real estate agents, teams and brokerages ### Support Phone Support 24/7 Live Support Online ### Support Phone Support 24/7 Live Support Online ### API Offers API ### API Offers API ### Screenshots and Videos [View more images or videos](#) ### Screenshots and Videos [View more images or videos](#) ### Pricing Contact team Free Version Free Trial ### Pricing Please contact us to request a quote. Free Version Free Trial ### Reviews/Ratings Overall 4.5 / 5 ease 4.2 / 5 features 4.2 / 5 design 4.8 / 5 support 3.8 / 5 [Read all reviews](https://sourceforge.net/software/product/BoldTrail/#reviews) ### Reviews/Ratings Overall 4.9 / 5 ease 4.6 / 5 features 4.8 / 5 design 4.7 / 5 support 4.4 / 5 [Read all reviews](https://sourceforge.net/software/product/Lofty-Platform/#reviews) ### Pros from Real Users #### Pros - BoldTrail provides a state-of-the-art website that integrates seamlessly with its CRM, creating a powerful and user-friendly experience. While I've already learned so much about the platform, I'm discovering there is still so much more to explore. The capabilities are impressive, and we're excited to continue learning and growing with it. Our agents are enthusiastic about the system and the opportunities it provides to better serve their clients. - This is a wonderful platform for most marketing automations and also has all features that I needed, so in all this was a wonderful platform. - Support has been very responsive and they generate a lot of content through live webinars and on-demand articles to explain features and use-cases. Software is continually improving and new features like the recently-added comments/tagging feature has boosted our efficiency and created a better paper trail for our office compliance. - BoldTrail offers a lot of function in the tools provided to elevate my business. I like the tools! ### Pros from Real Users #### Pros - Lofty allows me to keep in regular contact with more prospects and clients than would ever be possible on my own. It's like having an Assistant who never lets a ball drop! Lofty also offers other valuable functions that I'd have to purchase elsewhere, such as Social Studio, which helps me keep on top of my social media presence, and Transaction Management, which keeps my business running smoothly! - My favorite features are the one-click reports. (CMA, Home Value, Market Snapshot, Market Reports etc) Automations with listing alerts and the AI bot are very useful and time saving as well. This saves a lot of time to have the following integrated into one platform: -Calling/Texting from a web browser - AI assistant -IDX site with automated listing alerts - Calendar/scheduling - Task management - Transaction management - Mass marketing - Individual Marketing - Reporting - Contact database - Social media management - Website And more. - It handles and generates a lot of things. It can integrate every platform that I have used as well. - I love that the combination of the website and the CRM creates a lead-generating machine. It's very good at integrating website lead forms and organizing leads, and the smart plans allow a lot of nurturing and follow-up. It's easy to manage team members, agent access, lead assignments, and automated lead flow. It also has great options for managing files, costs, income, calendars, phone calls, emails, and other things needed to run a mid-size real estate team. We also create a lot of templates for emails and text messaging, which come in handy when team members need them. There are so many marketing options available, and they make it very easy to set things up for auto direct-mail and digital ads. - Chime is an all encompassing program that I absolutely love. Chime is always updating the system to install new features. - Aesthetically, Chime can provide an attractive, responsive, and straightforward website that keeps your brand looking top notch. The CRM features are great and the user interaction tracking has been a game changer. Many IDX websites require a Zapier connection to port over user data into a separate CRM, which can limit the amount of user insight you’re able to see - Not Chime. Chime also has several plugins that can be very useful to a brokerage, like its Social Studio that will automatically post selected events to your various social channels, like new listings, open houses, and recent closings. - I like how easy it is to set up a landing page and promote it on social media. The AI assistant is great at the initial conversation with a potential buyer/seller. - Allowed lender/agent split, very user friendly, works with social media platforms, easy to use landing pages, great CRM. - Honestly, I pretty much like everything about Chime. I’ve been a user for quite a long time now. I love that it’s month-to-month. The cost is low. The app works fantastic. The website is basically never down and there is AI built-in. - Chime is incredibly intuitive, the automations offer tremendous flexibility while the automated reports are tremendously effective with open rates averaging greater than 50%. Their development team is the best I have experienced released new, innovative features every month that make a direct impact on an agents' ability to generate and handle business. ### Training Documentation Webinars Live Online In Person ### Training Documentation Webinars Live Online In Person ### Company Information **BoldTrail** Founded: 2017 United States boldtrail.com ### Company Information **Lofty** Founded: 2016 United States lofty.com ### Alternatives #### [Lofty](https://sourceforge.net/software/product/Lofty-Platform/) ### Alternatives #### [BoldTrail](https://sourceforge.net/software/product/BoldTrail/) #### [Top Producer CRM](https://sourceforge.net/software/product/Top-Producer-CRM/) Top Producer Systems #### [BoomTown](https://sourceforge.net/software/product/BoomTown/) #### [BoomTown](https://sourceforge.net/software/product/BoomTown/) #### [Fello](https://sourceforge.net/software/product/Fello/) #### [BoldTrail Back Office](https://sourceforge.net/software/product/BoldTrail-Back-Office/) BoldTrail #### [Brivity](https://sourceforge.net/software/product/Brivity/) #### [TotalBrokerage](https://sourceforge.net/software/product/TotalBrokerage/) Brokerage Management Solutions [View All](https://sourceforge.net/software/product/BoldTrail/alternatives) #### [Goliath](https://sourceforge.net/software/product/Goliath-Data/) Goliath Data [View All](https://sourceforge.net/software/product/Lofty-Platform/alternatives) ### Categories [AI Real Estate](https://sourceforge.net/software/ai-real-estate/) BoldTrail’s AI-powered Smart CRM is more than a database, it’s a predictive, intelligent assistant that helps agents work smarter, not harder. Its machine learning engine continuously analyzes client behavior (views, clicks, saves, searches) to identify high-intent leads and trigger automated follow-ups, so agents never miss the moment to engage. AI prioritizes daily tasks based on real-time activity, surfaces “likely to convert” contacts, and recommends the right action to take, whether a call, text, video message, or email, fully integrated into one command center. Agents receive smart reminders and insights tied to life events, buying signals, or market shifts, enabling hyper-personalized outreach at scale. The result? A CRM that not only organizes contacts but proactively helps close more deals, faster. With BoldTrail’s AI, agents build deeper relationships, reduce response time, and dramatically increase lead conversion rates. [Brokerage Management](https://sourceforge.net/software/brokerage-management/) [Multiple Listing Service (MLS)](https://sourceforge.net/software/multiple-listing-service-mls/) [Real Estate](https://sourceforge.net/software/real-estate/) [Real Estate Accounting](https://sourceforge.net/software/real-estate-accounting/) [Real Estate Agency](https://sourceforge.net/software/real-estate-agency/) [Real Estate CMA](https://sourceforge.net/software/real-estate-cma/) BoldTrail’s Present CMA & presentation builder is a next‑generation tool that compiles stunning, customizable reports in under a minute. Automatically draft compelling, branded CMAs for buyer and listing presentations with a user-friendly interface and different themes like “traditional” “modern” or “luxury” to tailor the look and feel to your clients’ needs. The platform also tracks engagement, sending instant alerts when clients open or review specific slides, so agents know exactly what resonated and when to follow up. Tailored “Win the Representation” slides further help buyer’s agents showcase their expertise and compensation structures. Trusted by leading agents and brokerages, BoldTrail’s CMA builder turns data into dynamic, client‑ready presentations proven to help win listings, offers, and relationships [Real Estate CRM](https://sourceforge.net/software/real-estate-crm/) [Real Estate Lead Generation](https://sourceforge.net/software/real-estate-lead-generation/) [Real Estate Marketing](https://sourceforge.net/software/real-estate-marketing/) BoldTrail’s Real Estate Marketing tools put your marketing efforts on autopilot with advanced behavior-based automation that adapts to client actions like views, saves, clicks, and more, to trigger relevant content automatically, and boost engagement by 5–10× over traditional campaigns. Agents can effortlessly deliver hyper-local, real-time listing alerts that are driven by custom geographic zones, MLS criteria, and customer behavior, so clients receive only the most relevant listings. Engaging market reports showcase home valuations and neighborhood trends, reinforcing agent expertise and trust. Choose from BoldTrail’s intelligent pre-built multi-channel workflows that include email, SMS, video messaging, and voicemail drops, with automated scheduling for birthdays and anniversaries. Built-in video messaging, advanced HTML email editor, and fully integrated print marketing tools make it easy for agents to share beautiful, branded content across channels with minimal effort. [Real Estate Transaction Management](https://sourceforge.net/software/real-estate-transaction-management/) BoldTrail’s transaction management solution offers a fully integrated, end-to-end system to manage real estate deals from contract through closing. It centralizes real-time deal tracking, allowing agents to visualize each transaction’s status, upcoming deadlines, and custom workflow stages. Documents are securely cloud-stored and accessible at any time, with built-in e‑signature tools and automated version control to ensure accuracy and compliance, and eliminate paperwork and errors. Automated workflows assign tasks, pre-fill forms, and trigger reminders for key milestones, reducing admin work and accelerating closings. Collaboration is streamlined with multi-party communication tools, in-app messaging, and a client portal that keeps everyone informed, sharing documents and updates in real time. Plus, robust reporting and analytics surface performance insights, from efficiency and cycle times to conversion rates, empowering brokers and agents to optimize workflows and grow revenue. [Sales Tracking](https://sourceforge.net/software/sales-tracking/) ### Categories [AI Real Estate](https://sourceforge.net/software/ai-real-estate/) [Lead Management](https://sourceforge.net/software/lead-management/) [Real Estate](https://sourceforge.net/software/real-estate/) [Real Estate Agency](https://sourceforge.net/software/real-estate-agency/) [Real Estate CMA](https://sourceforge.net/software/real-estate-cma/) [Real Estate CRM](https://sourceforge.net/software/real-estate-crm/) [Real Estate Data](https://sourceforge.net/software/real-estate-data/) [Real Estate Lead Generation](https://sourceforge.net/software/real-estate-lead-generation/) [Real Estate Marketing](https://sourceforge.net/software/real-estate-marketing/) ### Real Estate Agency Features Calendar Management Client / Property Matching Client Database Commission Management Contact Management Contract Management Email Marketing Flyer / Catalog Printing Lead Management Listing Management Property Database Website Management ### Real Estate CMA Features Contact Management Lead Capture Market Charts Presentation Tools Price Forecasting Proposal Generation Templates ### Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation ### Real Estate Marketing Features Advertising Management CMA Contact Management CRM Email Marketing Lead Generation Listing Management / IDX Presentation Reporting / Analytics SEO SMS Marketing Social Media Marketing Virtual Tour Website Builder [Show More Features](#) ### Real Estate Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Commission Management Contract Management General Ledger Mobile Access Payroll Property Development Management Reporting / Analytics Work Order Management ### Real Estate Transaction Management Features Accounting Appointment Scheduling Commission Management Contract Management Critical Date Alerts CRM Document Templates Electronic Signature File Sharing Task Management Transaction Review ### Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management ### Real Estate Agency Features Calendar Management Client / Property Matching Client Database Commission Management Contact Management Contract Management Email Marketing Flyer / Catalog Printing Lead Management Listing Management Property Database Website Management ### Real Estate CMA Features Contact Management Lead Capture Market Charts Presentation Tools Price Forecasting Proposal Generation Templates ### Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation ### Real Estate Marketing Features Advertising Management CMA Contact Management CRM Email Marketing Lead Generation Listing Management / IDX Presentation Reporting / Analytics SEO SMS Marketing Social Media Marketing Virtual Tour Website Builder [Show More Features](#) ### Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking ### Integrations Agent Legend BoldTrail Back Office dotloop Cloud Agent Suite Gmail Happy Grasshopper Instapage Microsoft Exchange Microsoft Outlook Mojo Dialer QuickBooks Online RealScout Redfin Thanks.io Zapier Zillow leadpops realtor.com zBuyer zipForm Plus [Show More Integrations](#) [View All 9 Integrations](https://sourceforge.net/software/product/BoldTrail/integrations/) ### Integrations Agent Legend BoldTrail Back Office dotloop Cloud Agent Suite Gmail Happy Grasshopper Instapage Microsoft Exchange Microsoft Outlook Mojo Dialer QuickBooks Online RealScout Redfin Thanks.io Zapier Zillow leadpops realtor.com zBuyer zipForm Plus [Show More Integrations](#) [View All 32 Integrations](https://sourceforge.net/software/product/Lofty-Platform/integrations/)