CRM Migration · Lofty → CloseBoss
Switching from Lofty to CloseBoss AI
Lofty's marketing leans hard on “agentic AI” but the in-product reality is uneven — and the bill is enterprise-tier. Move to a CRM with the same AI promise actually shipped, at solo-agent pricing.
Why agents are leaving Lofty
AI text-back has noticeable production lag
Demos show sub-minute response; in production agents commonly report multi-minute delays and occasional drops. The whole point of the feature is the sub-60-second response — if it doesn't fire reliably, you're paying for a promise.
Off-brand SMS templates trip spam filters
Lofty's AI ships with generic copy that recipients flag as templated, hurting deliverability over time. Custom copy + per-agent style tuning matter more than the AI label.
Lead-source attribution is unreliable
Multi-portal leads frequently land with the wrong source set, which corrupts your ROI math. Once you start spending real ad money, that drift becomes expensive.
Enterprise pricing, no free trial
Lofty explicitly does not offer a free trial — you commit blind. CloseBoss has a free plan that never expires; you can see the AI actually work before paying, and paid plans start at $79/mo.
Where CloseBoss wins
Lofty: $499+ / mo · CloseBoss: $79 / mo starting · See the full table on the comparison page.
| Feature | Lofty | CloseBoss |
|---|---|---|
| Free trial before committing | Demo only — no free trial | Free plan, no credit card |
| AI follow-up that ships | Agentic-AI branding, uneven delivery | Native, every plan, sub-60s response |
| Solo-agent pricing | $449+ / mo | $79 / mo starting |
| Lead-source attribution | Unreliable across portals | Source-stable, dedupe-aware |
| Voice AI for inbound calls | Not available | Native + public test-drive |
How to migrate yourself — in under an hour
Most agents migrate in a single sitting. If you'd rather have us do it for you, skip to concierge migration.
Export your contacts as CSV from Lofty. Most CRMs put this under Settings → Data → Export.
Export any active sequences / drips / templates as text or PDF — drip-campaign logic doesn't port cleanly between CRMs, but your copy does.
Sign up for CloseBoss AI at /start-free. Free plan, no credit card.
In CloseBoss, open Contacts → Add → Upload CSV and choose the file. Pick your old CRM from the list (or Auto-detect) and the columns map themselves; check Name / Email / Phone / Source / Notes before you go on.
Choose what happens to contacts you already have (matched on email, phone or address): skip them, merge into the existing contact, or create anyway. Preview the rows, then import — the summary shows how many were added, merged and skipped.
Optional: enable concierge migration (link below) and we'll do the import + sequence rebuild for you.
We'll move your data for you.
For agents migrating from Lofty, we'll personally import your contacts, rebuild your most-used sequences, and cut you over to CloseBoss within 5 business days. Free with a 3-month commitment to any paid plan.
Data import + dedupe
We pull your contacts, deals, and notes into CloseBoss — duplicates merged, custom fields preserved.
Sequence rebuild
Your three most-used drip sequences re-implemented in CloseBoss's template library with your copy + cadence.
30-min onboarding call
Live walkthrough of your workspace, AI follow-up policy, and missed-call settings — so you're live the same day.
5-business-day guarantee
If we can't get you live within 5 business days, you keep the 300 welcome credits every new account gets regardless.
Frequently asked questions
Will I lose my contact history?
Your contacts come across: name, email, phone, address, area, budget, beds and baths, source, tags and notes, each mapped from your CSV's columns. Other custom columns aren't imported yet, so copy anything important into the notes column before you upload. Conversation history (texts, call recordings) doesn't move between CRMs — that's an industry limitation, not a CloseBoss one.
How long does a migration take?
Self-serve migrations run 30–60 minutes for ~1,000 contacts. With concierge migration (we do it for you) most agents are fully cut over in 2–3 business days, including rebuilding any drip sequences in CloseBoss's template library.
Can I run both CRMs in parallel during the switch?
Yes. Most agents run parallel for 1–2 weeks. Just disable AI auto-send on the old CRM so leads don't get double-messaged, and route new inbound to CloseBoss while you wrap up active deals in the old system.
What's the catch with the concierge migration?
Free for agents migrating from LionDesk, Follow Up Boss, kvCORE, Lofty, BoomTown, or Sierra Interactive through 2026. You commit to 3 months on any paid CloseBoss plan; we commit to a working migration within 5 business days, or you keep the 300 welcome credits every new account gets regardless.
Looking at another CRM? See all migration guides
