1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Sales Tracking Software

/

Lofty vs BoldTrail

Updated February 8, 2026

Lofty vs BoldTrail: Which is best for you?

Talk to a human
Advice from pros
Custom shortlist of 3-5 vendors
CTA Compare
55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price

Pricing available upon request

Pricing available upon request

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
See all
Product Screenshot
See all
Top Rated
  Features
Access Controls/Permissions
4.67
Lead Generation
4.15
Activity Dashboard
4.14
See All
CRM
4.58
Calendar Management
4.50
Contact Database
4.44
See All
Integrations
dotloop
dotloop
BoldTrail Back Office
BoldTrail Back Office
Google Calendar
Google Calendar
See All
Constant Contact
Constant Contact
Zapier
Zapier
Meta for Business
Meta for Business
See All
Pros / Cons
  • I like how it keeps all contact information in one place and allows you to set reminders for your tasks.
  • It is not the fault of the reps, but is the fact that Lofty has them talking to multiple people at once, so they bounce between tasks and questions, and conversations trying to keep up and provide a very low level of service response time.
Read more
  • Keeping track of all your messages to your client via text and email in one program is great.
  • We entered the contract based on promises of automation, integration, and marketing tools, but the system has been unstable, glitchy, and poorly supported from the start.
Read more
Ease-of-Use
3.9/ 5
Highest performing feature
in the comparison
4.1/ 5
Value for Money
3.9/ 5
Highest performing feature
in the comparison
4.3/ 5
Customer Support
3.5/ 5
Highest performing feature
in the comparison
4.2/ 5
Functionality
3.9/ 5
Highest performing feature
in the comparison
4.3/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
FrontRunners 2025
Advisor
  Recommendations
24 Recommendations
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad