CRM Migration · Lofty → LeadSmart AI
Switching from Lofty to LeadSmart 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. LeadSmart starts at $49/mo with a 14-day free trial; you can see the AI actually work before paying.
Where LeadSmart wins
Lofty: $499+ / mo · LeadSmart AI: $49 / mo starting · See the full table on the comparison page.
| Feature | Lofty | LeadSmart AI |
|---|---|---|
| Free trial before committing | Demo only — no free trial | 14-day free trial, no credit card |
| AI follow-up that ships | Agentic-AI branding, uneven delivery | Native, every plan, sub-60s response |
| Solo-agent pricing | $499+ / mo | $49 / 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 LeadSmart AI at /start-free. Free 14-day trial, no credit card.
Open Settings → Data & Tools → Import contacts in LeadSmart and upload the CSV. Field mapping auto-detects Name / Email / Phone / Source / Notes.
Run the import. Duplicates are merged on email + phone. If anything looks off, click Undo last import within 24 hours to roll the entire batch back.
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 LeadSmart within 5 business days. Free with a 3-month commitment to Pro tier or higher.
Data import + dedupe
We pull your contacts, deals, and notes into LeadSmart — duplicates merged, custom fields preserved.
Sequence rebuild
Your three most-used drip sequences re-implemented in LeadSmart'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, your first 3 months on Pro tier are on us.
Frequently asked questions
Will I lose my contact history?
No. The CSV export from your current CRM includes every contact, and LeadSmart's import keeps all notes + custom fields in their own columns. Conversation history (SMS / call recordings) doesn't port between platforms — that's a CRM-industry limitation, not a LeadSmart one — but you can attach the exported activity log as a file on each contact.
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 LeadSmart'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 LeadSmart 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 a 3-month LeadSmart plan (Pro tier or higher); we commit to a working migration within 5 business days, or you keep the trial credits regardless.
Looking at another CRM? See all migration guides