Lofty AI CRM Only
$39.99 per month · month to month
Rise Realty Texas has invested in Lofty Enterprise so agents can run a more organized, consistent business without building every system from scratch. As a user under the brokerage account, Lofty becomes your operating system: content, marketing, lead nurture, and pipeline in one place.
This package is CRM and platform access only. It does not include company PPC leads or the Biz Accelerator stack.
What you receive
- Lofty Smart CRM — organize leads, contacts, conversations, tasks, follow-up plans, and your active pipeline.
- IDX-powered agent website tools — send buyers to a professional home search connected to your CRM.
- Lead capture and management — track website activity, landing pages, campaigns, and imported contacts.
- AI Sales Agent — help with capture, nurture, qualification, fast replies, appointment setting, and follow-up.
- Social AI tools — listing content, website traffic, and more consistent online visibility.
- Automated follow-up — texts, emails, tasks, and nurture plans so leads do not sit untouched.
- Pipeline and activity tracking — see where each client stands and what is next.
- Mobile access — manage conversations and tasks from your phone.
- Brokerage support — how to use the platform to build business, not just log in.
- A cleaner client experience — better follow-up from first contact through closing.
For more information about Lofty – click here
How to start
Step 1 — Start monthly billing
Email the office and ask to be added to Lofty CRM Only at $39.99 per month. Do not buy a personal Lofty seat on your own. The brokerage has to attach you to the enterprise account.
Email admin@riserealtytexas.comStep 2 — Complete activation
After billing is set, the office will send the Lofty activation details (name, email, phone, and any website subdomain). Watch for the Lofty invite email and finish setup the same day.
Step 3 — Training and resources
Use the official Lofty trainings and the links in the next section. Live classes are the fastest way to get the CRM actually working.
Lofty live trainingsTrainings and resources
- Lofty live trainings: lofty.com/training/agent
- Lofty on YouTube: youtube.com/@loftyplatform
- Adam Gillespie — Lofty AI and CRM training: youtube.com/@adamgillespie_ai
- Win With Lofty Facebook group: facebook.com/groups/winwithlofty
- Lofty CRM Uncensored Facebook group: facebook.com/groups/loftyuncensored
- The Prospectors Playbook (Rise training ebook): Open the Google Doc