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Josh P.
Advisor, 7 years

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Updated February 8, 2026
Lofty vs BoldTrail: Which is best for you?
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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
and Demo
See all
See all
Top Rated
Features
Features
Access Controls/Permissions
4.67
Lead Generation
4.15
Activity Dashboard
4.14
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CRM
4.58
Calendar Management
4.50
Contact Database
4.44
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Integrations
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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.
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- 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.
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Ease-of-Use
3.9/ 5
Highest performing feature
in the comparison
4.1/ 5in the comparison
Value for Money
3.9/ 5
Highest performing feature
in the comparison
4.3/ 5in the comparison
Customer Support
3.5/ 5
Highest performing feature
in the comparison
4.2/ 5in the comparison
Functionality
3.9/ 5
Highest performing feature
in the comparison
4.3/ 5in the comparison
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
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