Follow Up Boss vs Lofty: Which CRM Fits Your Team?

The decision comes down to where your leads come from. Follow Up Boss publishes its prices and is built for portal-lead teams living on speed-to-lead; Lofty is quote-only and fits agents who want their website, ads, and AI follow-up in one platform.

Contenders: Follow Up Boss vs Lofty · Demo links below are disabled placeholders for now — no commission is being earned. They never change the verdict. Disclosure.

The short answer

Pick Follow Up Boss if portal leads (Zillow, Realtor.com) are your pipeline and speed-to-lead decides your ROI. Its pricing is public ($69/login/mo on monthly billing, or $58/login/mo on annual billing), its lead routing is built for high-volume teams, and monthly billing carries no contract.

Pick Lofty (formerly Chime) if you want the IDX website, CRM, and ads from one vendor and would rather not stitch tools together. Just know: Lofty publishes no plan prices — every plan is "Request Pricing," so you can't budget the plan until the demo call — and Lofty's AI Sales Agent is a $60/mo add-on for a 200-lead running quota (official Lofty Help Center) — a running total, not a monthly refill — so ask on the demo call whether it's bundled into the plan quote or priced separately.

See Follow Up Boss plans → Book the Lofty demo →

Affiliate disclosure: the CTA buttons on this page are affiliate-link placeholders (currently disabled) — no commission is being earned right now. When partnerships go live, commissions won't change our verdicts — here's how we verify.

Quick verdict: the fields that actually change your decision

Scenario winner: Follow Up Boss for teams buying portal leads; Lofty for agents who want one platform for site + CRM + ads. Neither is "the best CRM" in general — they win different buying situations. (Full review of each: Follow Up Boss review · Lofty review.)

Who should pick which

Pick Follow Up Boss if:

• Your team buys portal leads at volume and needs round-robin (new leads dealt out to agents in rotation) or first-to-claim (whoever grabs the lead first gets it) routing live on day one.
• You want to see the exact per-login price before talking to sales — $69/login/mo is on the public pricing page.
• You already have (or will buy separately) a website/IDX solution and want the CRM to focus on speed-to-lead.

Pick Lofty if:

• You want one vendor and one login for your IDX website, CRM, paid ads, and automated follow-up.
• Your leads come mostly from your own site and marketing, not from purchased portal leads.
• You're comfortable getting pricing on a demo call instead of comparing numbers upfront.

Feature-by-feature: nine rows, one verdict each

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What the product looks like

Evidence note: the images below are vendor-official public product images from official feature pages, captured 2026-09-28 — not photos from our own logged-in accounts. Annotations explain what each screen means for your buying decision. Logged-in backend testing is pending, and we'll replace these with real-backend captures when it lands; nothing here shows real customer data.

Follow Up Boss Team Inbox — a Pro-and-up feature (not on the Grow plan, per FUB's own feature table). What you're looking at: the shared inbox where a new portal lead appears, with the agent's next action one click away. So what: this is the speed-to-lead workflow — the minutes between a Zillow lead arriving and an agent calling it back is where portal-lead ROI is won or lost, and FUB's whole layout is built around shrinking those minutes.

Follow Up Boss lead routing rules. What you're looking at: the config screen where you set conditions (e.g., ZIP code includes 90210), assign agents or pools, and choose round-robin vs. first-to-claim. So what: this answers "who gets the lead at 11pm on a Saturday" — set it once, and night/weekend leads route without a human dispatcher.

Lofty "AI does the busy work" view. What you're looking at: a lead-score radar (web activity, time frame, interaction, contact validity) feeding a prioritized task list — e.g., which call to make first today. So what: Lofty's pitch is that the system ranks your day for you; verify on a demo that the scoring reflects your actual lead sources, not just Lofty-website behavior.

Lofty IDX website. What you're looking at: a live MLS-connected site with listing grid, map search, and switchable templates. So what: this is the asset Follow Up Boss doesn't give you — and the lock-in question. Before pointing your domain here, confirm in writing who owns the domain and what happens to it if you leave (see Migration below).

Pricing math: first-year cost at 1, 5, and 10 logins

All Follow Up Boss figures are from the official pricing page, verified 2026-10-04 (before taxes — the totals below exclude tax). Annual billing is cheaper, but it locks you into a 12-month term: FUB's Terms of Service (section 7, "Payments; Refunds") state that canceling before your term ends doesn't refund amounts already paid, so canceling mid-year stops the next renewal but doesn't return the unused months. Confirm at checkout whether the full year is charged upfront before you treat the annual columns as a 12-month prepaid commitment. Lofty publishes no plan prices — its column can't be computed without a quote, which is itself a finding.

1 login

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The $0 FUB setup row means no setup fee published — not a verified $0 onboarding (same caveat as the verdict table above).

5 logins

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10 logins

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Three things the tables make obvious:

1. At 10 users, step up to Pro: $5,988/yr with unlimited calling included beats 10 × Grow + dialer ($12,960/yr on monthly billing; $10,920/yr on annual billing) by more than half. Count logins, not just agents — Pro covers 10 users and FUB bills per login, so ISAs (inside sales agents), admins, and transaction coordinators need paid logins too; each user past 10 costs $49/mo ($41/mo on annual billing), per FUB's pricing page.
2. Lofty's third-party context (unverified, retired plan names): older reviews report ~$449/mo + ~$500 onboarding for the old "Core" tier — roughly $5,900 in year one. Treat that as a rumor with a number attached until Lofty quotes you.
3. The dialer columns above assume every agent calls. They don't have to: the dialer is bought per user — the account owner picks which agents get calling (Admin → Billing → Manage Calling Add-On, per FUB's help center) — so a 5-agent team with two heavy callers pays 2 × $39 × 12 = $936/yr on monthly billing ($792/yr on annual billing) for the dialer, not $2,340. If only some agents call, the Grow→Pro crossover slides later.

Not included in any column: ad spend (both platforms), Lofty's AI Sales Agent add-on ($60/mo for a running 200-lead quota, officially published on Lofty's Help Center), extra IDX sites, and taxes.

Migration / switching: what it costs to leave

Moving from Follow Up Boss to Lofty

• Contract: FUB has none on monthly billing — cancel anytime, verified on the official pricing page. Annual billing is a 12-month term: canceling stops the next renewal but never refunds amounts already paid (ToS section 7); the pricing page doesn't say whether the full year is charged upfront, so confirm at checkout. Leaving is an admin task, not a negotiation.
• Data: export your contacts before canceling — it's self-serve from People > All People and downloads as a CSV instantly (verified in FUB's help center September 30, 2026; emails and call recordings can't be exported). Full exit-cost breakdown →
• Rebuild cost: your action plans become Lofty Smart Plans — budget a day to rebuild automations and re-test triggers.
• What you gain: a native IDX website. What to confirm first: domain ownership terms in Lofty's terms of service — who owns the domain if you leave Lofty later (get it in writing, not verbally).

Moving from Lofty to Follow Up Boss

• Contract: Lofty's cancellation terms aren't public — get them in writing on the demo call before you sign, not when you want out.
• Data and domain: if your website and domain live on Lofty, confirm what happens to both on exit, plus whether lead history exports cleanly (get the terms-of-service clause in writing and save a copy).
• Rebuild cost: Smart Plans become FUB action plans; routing rules need re-creating (round-robin, ZIP/price).
• What you lose: the native IDX site — budget for a website/IDX integration alongside FUB.

Bottom line: FUB is low-friction to try and low-friction to leave. Lofty's exit cost is currently unknowable from public information — that asymmetry belongs in your decision.

Pros and cons

Follow Up Boss

• ✅ Public per-login pricing, no published setup fee (not the same as a verified $0 onboarding), no contract on monthly billing — you can budget without a sales call.
• ✅ Lead routing built for portal-lead volume: round-robin, first-to-claim, ZIP/price rules.
• ✅ 200+ lead-source integrations, including the major portals.
• ✅ 14-day free trial and cancel anytime on monthly billing — cheap to test, cheap to leave.
• ❌ No native IDX website — the site is a separate purchase and integration.
• ❌ Calling costs extra on Grow ($39/login/mo); unlimited calling starts at Pro ($499/mo on monthly billing).
• ❌ Website, ads, and CRM stay separate vendors — you're the integrator.
• ❌ Per-login pricing scales linearly — run the Pro math once you pass ~5 agents: with every agent calling, Pro's flat rate ($499/mo monthly, $416/mo annual) already beats Grow + dialer at five users, and Pro covers up to ten.

Lofty

• ✅ One vendor for IDX website, CRM, ads, and AI follow-up — one login, one support line.
• ✅ Native MLS-connected IDX website included, with switchable templates.
• ✅ AI-scored lead prioritization that ranks each day's follow-up for you.
• ✅ Platform packaging means one quoted price instead of per-login add-on line items — though Lofty's own page says pricing scales with seat count, so confirm how your team size is priced before you compare per-agent cost against FUB's published rates.
• ❌ Zero public plan pricing — every plan is "Request Pricing"; no numbers until the demo call.
• ❌ Setup/onboarding fees reported (~$500+, third-party) with no published schedule.
• ❌ Contract and cancellation terms unknown until you ask — get them in writing first.
• ❌ Domain and data ownership on exit unverified — confirm before pointing your domain at Lofty.

Final recommendation

If your business runs on purchased portal leads, Follow Up Boss is the pick: transparent pricing, routing built for lead volume, and no contract on monthly billing. If you want your website, IDX, ads, and follow-up from a single platform and can tolerate quote-based pricing, Lofty is the pick — just get the quote, the contract terms, and the domain-ownership answer in writing before you commit.

See Follow Up Boss plans → Book the Lofty demo →

Affiliate disclosure repeated: the buttons above are placeholders, not live affiliate links — no commission is being earned. That won't change the verdict when they go live.

Comparing a third option? Lofty's other frequent rival is BoldTrail (kvCORE's successor) — see our BoldTrail review.

What others say

FAQ

How much does Follow Up Boss cost per month?

$69 per login per month on monthly billing, or $58 per login per month on annual billing. Pro is $499/month (10 logins included) — or $416/month on annual billing; Platform is $1,000/month (30 logins included) — or $833/month on annual billing. Count logins, not agents — FUB bills per login, so ISAs, admins, and transaction coordinators need paid logins too; each login past Pro's 10 costs $49/mo ($41/mo on annual billing). Verified on the official pricing page, 2026-10-04. Full first-year math for 1, 5, and 10 logins →

How much does Lofty cost?

Lofty doesn't publish plan prices — all four plans (Lofty Agent, Team, Broker, Enterprise) show "Request Pricing" only. Third-party reviews report figures around $449/month and up for older tiers, but those plan names are retired and the numbers are unverified. Get a quote — use the demo playbook to get a real number out of the call.

Does Follow Up Boss include a website or IDX?

No native IDX website. It connects to website/IDX tools through integrations — if you need the site and the CRM from one vendor, that's Lofty's territory.

Does Lofty include a dialer?

Yes — a Basic Dialer is included in all four plans (per Lofty's official pricing grid). The Power Dialer is the paid upgrade with no public price — it's part of the quote, so confirm it on the demo call and ask whether minutes are bundled or billed per-minute. A separate AI Sales Agent add-on is published at $60/month for a 200-lead quota (extra quota: one Lofty help article lists +$30/mo per 100-lead block, another says extra quota is only on Max and Team — confirm in writing; a higher Max tier runs from $150/mo for a 500-lead quota; official Lofty Help Center, re-verified October 2, 2026). Caveat: the quota doesn't reset monthly — it's a running total of leads the AI Sales Agent is working on your behalf, so don't budget it as 200 fresh leads every month. Slots free up when you mute the AI on a lead (manually or via a Smart Plan — Lofty's name for an automated drip follow-up sequence), leads that go 6 months of automatic follow-up without responding drop off the quota, and per the same Help Center page you can raise or lower the quota at any time — no locking in 200 slots for a slow month.

Which is better for a team buying Zillow leads?

Follow Up Boss. Speed-to-lead on portal leads and 200+ lead-source integrations are its core; Lofty is built around leads from your own site and ads.

Can I switch from Lofty to Follow Up Boss later?

Yes, but do two things first: get Lofty's contract and cancellation terms in writing, and confirm who owns your domain and whether lead history exports cleanly. FUB itself has no contract on monthly billing, so the friction is all on the Lofty side.