Lofty AI Sales Agent

A built-in virtual ISA in the Lofty CRM that texts, emails and chats with leads and books appointments.

Free (10 leads); $60/moFree planAI inside sales agent (ISA) built into a CRM

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Lofty AI Sales Agent at a Glance

Developer	Lofty Inc. (formerly Chime Technologies)
Website	lofty.com/ai-sales-agent
Agent type	AI inside sales agent (ISA) built into a CRM
Best for	Agents, teams and brokerages already on the Lofty CRM who want automated 24/7 lead follow-up without hiring an ISA.
Not ideal for	Agents on another CRM such as Follow Up Boss or kvCORE, or anyone who needs an AI that makes outbound voice calls.
Pricing model	Monthly add-on to the Lofty CRM, priced by lead quota
Starting price	Free (10 leads); $60/mo
Pricing details	Freemium free (10 leads); Pro $60/mo (200 leads); Max from $150/mo (500 leads, +$0.30/lead in 100s); Team from $199/mo (600 leads). Lofty CRM itself quote-based, reported ~$449+/mo.
Free plan	Yes (10 leads, Lofty account required)
Free trial	Demo only
Setup fee	None stated for the add-on; CRM implementation fee reported
Channels	SMS, Email, Web chat, Call forwarding to agent
What it does on its own	Engages, qualifies, follows up and books on its own within your filters; escalates warm leads to the assigned agent.
Integrations	Lofty CRM, Lofty IDX websites, Lofty Smart Plans, Lofty Connectors, Lofty MCP Server
Platforms	Web, iOS, Android
Languages	English, Spanish, Mandarin, French
Compliance and security	Vendor says sends are compliance-checked and DNC numbers skipped; recommends 10DLC registration.
Company HQ	Phoenix, Arizona, USA
Agent launched	2019
Details last verified	28 October 2026
Categories	Email & Inbox, Real Estate, Sales & Lead Qualification, Scheduling & Meetings
User rating	No reviews yet

At $60 a month for 200 leads, Lofty’s AI Sales Agent works out to 30 cents per lead, which is cheap for a virtual ISA. The catch is that it lives inside the Lofty CRM and does not work anywhere else. It texts, emails and chats with new and existing leads, qualifies them, books appointments and passes warm ones to the assigned agent, per Lofty’s product page.

What the Sales Agent Does

Based on Lofty’s help documentation, the agent asks leads about timeline, budget and must-haves and writes the answers into the lead record. When a lead is ready or asks for a person, it hands off to the assigned agent with a summary, and it can put appointments on the agent’s calendar. Leads who go quiet move into longer nurture, six months by default.

Teams decide who it talks to. Filters cover lead source, type, pipeline stage, agent, office and lead pond, and there are three engagement styles: Proactive, Balanced and Reserved. Agents can mute it per lead or through Smart Plans. Lofty claims it replies to new leads in under five seconds and lists English, Spanish, Mandarin and French as supported languages; both claims come from the vendor.

How Much Does Lofty’s AI Sales Agent Cost?

Lofty’s Sales Agent packages are published:

Freemium: free, 10 leads
Pro: $60 a month, 200 leads
Max: from $150 a month, 500 leads, extra quota at $0.30 per lead in blocks of 100
Team: from $199 a month, 600 leads, for account owners only

Quota is cumulative rather than resetting each month, so a large database eats through it. The bigger cost is the CRM underneath, which Lofty does not price publicly. Luxury Presence reports Core at about $449 a month, Premier at about $700 and Enterprise at about $1,500. Lofty offers a demo, not a free trial.

What to Watch Out For

The current product page lists text, email and chat, with calls forwarded to the agent, but no outbound AI calling. That differs from a January 2024 Inman report on the original Lofty Assistant, which described it fielding calls. Lofty says it compliance-checks every send and skips do-not-call numbers and landlines, but its audit score is self-reported. Features also roll out in stages, so accounts may not all see the same options.

Recent News

Chime Technologies rebranded as Lofty on November 7, 2023. On July 28, 2026, Lofty expanded its agentic AI operating system with a Cowork workspace, listing the Sales Agent among its AI copilots. On August 12, 2026, Inman named Lofty its official AI partner for real estate.

Sources

Key Features

24/7 lead response by text, email and website chat
Qualifies on timeline, budget and must-haves
updates CRM fields
Appointment booking with confirmations to agent and lead
Warm-lead handoff with conversation summary
Proactive, Balanced or Reserved engagement styles
Filters by source, stage, agent, office or lead pond
Long-term nurture (6 months by default)
Custom Skills and Knowledge Base on Max and Team

Pros and Cons

Pros

Low entry cost for an AI ISA: free 10-lead tier and $60/month for 200 leads
Native to the CRM, so qualification answers and activities log automatically
Covers text, email and website chat from one agent
Multilingual (English, Spanish, Mandarin, French) per vendor
Adjustable engagement style and lead filters give control over who it contacts

Cons

Only works inside the Lofty platform, which is quote-based and reportedly $449+/month plus implementation fees
No outbound voice calling listed on the current product page (only call forwarding)
Lead quota is cumulative, so larger databases need paid quota blocks
Features roll out in stages and may vary by account version
Performance and compliance figures are vendor-reported

LLofty AI Sales Agent