SIDE-BY-SIDE

Every feature, labeled.

Compare up to three real estate tools in a full matrix: what is included, what is limited, and what is missing. Pick a shortlist below. Toggle differences only when you want the contrast without the noise.

Lofty logo
LoftyCRM & Lead Gen

★ 4.5 editor scoreCustom pricing

Best for teams and brokerages

  • Listing website. IDX website with unlimited agent subdomains
  • MLS / IDX integration. Fully customizable IDX website
  • IDX / search website. IDX site included
Try Lofty ↗Official siteFull Lofty review →
SmartZip logo
SmartZipCRM & Lead Gen

★ 4.2 editor scoreCustom pricing

Best for listing-focused farmers

  • Direct mail. Automated branded direct mail to predicted sellers
  • Geographic farming. Territory exclusivity with predictive seller scoring
Try SmartZip ↗Official siteFull SmartZip review →

45 labeled features across this shortlist. Every cell says what you actually get, not just yes or no.

Feature-by-feature comparison of Follow Up Boss, Lofty, SmartZip
Feature
Follow Up Boss logo
Follow Up BossCRM & Lead Gen
Lofty logo
LoftyCRM & Lead Gen
SmartZip logo
SmartZipCRM & Lead Gen
At a glance
Best forWho gets the most value from this tool.Teams with existing lead flowTeams and brokeragesListing-focused farmers
Not ideal forWhere this tool is a poor fit.Agents who need a native IDX website and lead-gen ads in the same subscriptionSolo agents who mainly need listing marketing on a small budgetAgents who want fast pay-per-lead results or a small trial budget
Primary jobThe core workflow it is built to handle.Routing leads and automating follow-up across a teamSpeed-to-lead follow-up and team lead managementGeographic farming and listing lead generation
Standout capabilityThe feature that most often wins the comparison.Smart summaries, messages, and predictive lead prioritizationAI assistant texts and qualifies new leads in secondsPredictive seller scoring with automated farming campaigns
Editor scoreIndependent 1 to 5 score from our review.4.7 / 54.5 / 54.2 / 5
Pricing & access
Starting priceLowest published entry point, checked August 2026.From $69/user/moCustom pricingCustom pricing
Pricing modelHow you pay: subscription, per image, seats, or quote.Per-user or bundled team seats. Annual includes 2 months free.Quote-based by seats and add-ons. No public price list.Quote per territory. Typically hundreds per month including marketing spend.
Free planA usable forever-free tier, not just a trial.
Not included

No forever-free tier

Not included

No free plan

Not included

No free plan

Free trialTime-limited or credit-based trial before paying.
Included

14-day trial, no contract, cancel any time

Not included

Evaluation starts with a demo

Not included

Quoted per territory. No self-serve trial.

Cancel anytimeNo annual contract required to start.
Included

Pay monthly. Never locked into a contract.

Not included

Quote-based plans. Terms are set on the sales call.

Not included

Ongoing territory subscription

Usage extrasCosts that stack on top of the base plan.Calling is +$39/user/mo on Grow ($33 annual). Included on Pro and Platform.Lead gen with a 20% ad fee, home-eval page $70/mo, power dialer, extra texts, CMA builderTerritory subscription usually covers data plus automated mail and ads
AI & automation
AI marketing copyGenerates descriptions, posts, or emails from property details.
Not included

Not a listing copywriter

Limited

AI toolset for tasks and agents, not a listing-description generator

Not included

Not a listing copywriter

AI photo editingEnhancement, object removal, or generative image edits.
Not included

No photo tools

Not included

No staging product

Not included

No photo tools

AI or listing videoTurns listing photos or prompts into video.
Not included

No listing video. Integrates with BombBomb.

Not included

No listing video generator

Not included

No video tools

Conversational AIChat to refine output, research a property, or follow up with leads.
Included

Smart messages and summaries inside the CRM

Included

AI assistant texts, qualifies, and books new leads

Not included

No chat or voice AI

Predictive scoringScores properties, leads, or homeowners by likelihood.
Included

Predictive lead prioritization on Pro and Platform

Included

AI lead scoring and task prioritization

Included

SmartTargeting scores homeowners by likelihood to sell

Workflow automationDrips, scheduling, list refresh, or unattended follow-up.
Included

Action Plans for drips, tasks, and follow-up

Included

Smart Plans across email and text, plus scheduled AI tasks

Included

Branded direct mail and online ads on a schedule

Listing marketing
Listing descriptionsMLS-ready property copy from facts or photos.
Not included

Not a copy tool

Not included

Not a listing copywriter

Not included

Not a copywriter

Social posts and adsCaptions, stories, or ad copy per listing.
Not included

Not a social studio

Not included

Not a social copy tool

Not included

Ads are managed for you, not a social studio

Email campaignsListing or nurture emails generated or automated.
Included

Automated drip emails, templates, batch email, open tracking

Included

One-off, mass, and automated email

Not included

Mail and ads, not email drips

Listing websiteA dedicated page or site for each listing.
Not included

No per-listing sites

Included

IDX website with unlimited agent subdomains

Not included

Seller landing pages, not listing sites

Presentations and flyersDecks, flyers, or print-ready marketing assets.
Not included

No deck generator

Not included

No deck generator

Not included

No decks

CMA / market reportsComparable-sales or neighborhood reports for listings or deals.
Not included

No CMA builder

Limited

CMA builder is a paid add-on

Not included

No CMA

Fair-housing screeningAutomated review of generated copy for compliance risk.
Not included

Not a copy tool

Not included

No copy-screening product

Not included

Not a copy tool

MLS / IDX integrationPulls listing data from MLS or hosts an IDX search site.
Limited

Connects to IDX sites and 200+ sources. No native IDX.

Included

Fully customizable IDX website

Not included

No IDX product

Investor research & outreach
Property databaseNationwide property records and owner data.
Not included

CRM, not a property-records platform

Not included

CRM and leads, not a property records platform

Limited

Homeowner data for your farm, not a nationwide investor database

Skip tracingPhone and email lookup for property owners.
Not included

No skip tracing

Not included

No skip tracing

Not included

Contact data is included for targeted homeowners, not skip tracing lists

Lead list buildingFilters for equity, vacancy, foreclosure, and similar signals.
Not included

You import leads. You do not filter county records.

Not included

Not an investor list builder

Limited

A scored short list inside your territory, not 800 investor filters

Direct mailSend postcards or letters from inside the platform.
Not included

Email and text first

Not included

Email and text first

Included

Automated branded direct mail to predicted sellers

Built-in dialerClick-to-call or power dialing for owner or lead outreach.
Included

Calling add-on on Grow. Unlimited calling included on Pro and Platform.

Included

Basic dialer included. Power dialer is an add-on.

Not included

CheckIn gives a call plan. No power dialer.

Deal calculators and compsROI, flip, rental, or comparable-sales tools.
Not included

No investor calculators

Not included

No investor calculators

Not included

No investor calculators

CRM & lead generation
CRM / pipelineStores contacts and tracks deals or leads over time.
Included

Full team CRM with distribution, Smart Lists, and reporting

Included

Full CRM with routing, reporting, and unlimited contacts

Limited

CheckIn app is a daily action plan, not a full CRM

Instant lead follow-upAI or automation texts or calls new leads in seconds.
Included

Instant import, notifications, first-to-claim, and Action Plans

Included

AI texts new leads within seconds and can book the calendar

Not included

Long-cycle farming, not instant inbound follow-up

IDX / search websiteBranded home-search site that captures leads.
Not included

Bring your own IDX or website

Included

IDX site included

Not included

Seller landing pages, not IDX search

Managed lead generationThe vendor runs ads or campaigns to generate leads for you.
Not included

It routes leads. It does not run ads for you.

Included

Lead generation add-on with a 20% ad management fee

Included

Managed mail and online ads inside your territory

Geographic farmingTerritory-based seller targeting and automated mail or ads.
Limited

ZIP and price-based distribution, not predictive farming

Not included

Not a predictive farming product

Included

Territory exclusivity with predictive seller scoring

Productivity
AI dictationTurns speech into cleaned-up text in any app.
Not included

Not a dictation tool

Not included

Not a dictation tool

Not included

Not a dictation tool

Meeting notes and transcriptsRecords calls and produces summaries or action items.
Not included

No meeting recorder

Not included

No meeting recorder

Not included

No meeting recorder

Brand kits / custom brandingLocks colors, fonts, and logos across output.
Limited

Company numbers and templates. Not a brand-kit design tool.

Included

White label on Broker and above

Included

Branded mail, ads, and seller offers

Platform, team & support
PlatformsWhere you can use it day to day.Web and mobile appWebWeb and the CheckIn mobile app
Mobile appA dedicated iOS or Android app, not just a mobile browser.
Included

Mobile app with calling, texting, and pipeline

Limited

Mobile access for a CRM this size is expected. Dedicated app not detailed in our review.

Included

CheckIn app for daily follow-up and lead alerts

Team / multi-userShared workspace, extra seats, or brokerage controls.
Included

Grow per user. Pro 10 seats. Platform 30 seats.

Included

Team, Broker, and Enterprise tiers with routing and org controls

Limited

You farm a defined territory rather than sharing leads

API / Zapier / MCPProgrammatic or no-code connections to other software.
Included

API plus 200+ integrations including Zapier

Not included

No public API called out in our review

Not included

No public API called out in our review

SupportHow you get help when something breaks.Phone and email 7 days a week on every planDedicated success manager on EnterpriseStandard support for a managed farming program
Learning curveHow long a typical agent takes to get useful output.Low for solo Grow. Team distribution and reporting take a short ramp.High. This is a platform, not a weekend tool.Low once the territory is set. Payoff takes months to a year.

At a glance

Best for

Who gets the most value from this tool.

Teams with existing lead flow
Teams and brokerages
Listing-focused farmers

Not ideal for

Where this tool is a poor fit.

Agents who need a native IDX website and lead-gen ads in the same subscription
Solo agents who mainly need listing marketing on a small budget
Agents who want fast pay-per-lead results or a small trial budget

Primary job

The core workflow it is built to handle.

Routing leads and automating follow-up across a team
Speed-to-lead follow-up and team lead management
Geographic farming and listing lead generation

Standout capability

The feature that most often wins the comparison.

Smart summaries, messages, and predictive lead prioritization
AI assistant texts and qualifies new leads in seconds
Predictive seller scoring with automated farming campaigns

Pricing & access

Starting price

Lowest published entry point, checked August 2026.

From $69/user/mo
Custom pricing
Custom pricing

Pricing model

How you pay: subscription, per image, seats, or quote.

Per-user or bundled team seats. Annual includes 2 months free.
Quote-based by seats and add-ons. No public price list.
Quote per territory. Typically hundreds per month including marketing spend.

Free plan

A usable forever-free tier, not just a trial.

Not included

No forever-free tier

Not included

No free plan

Not included

No free plan

Free trial

Time-limited or credit-based trial before paying.

Included

14-day trial, no contract, cancel any time

Not included

Evaluation starts with a demo

Not included

Quoted per territory. No self-serve trial.

Cancel anytime

No annual contract required to start.

Included

Pay monthly. Never locked into a contract.

Not included

Quote-based plans. Terms are set on the sales call.

Not included

Ongoing territory subscription

Usage extras

Costs that stack on top of the base plan.

Calling is +$39/user/mo on Grow ($33 annual). Included on Pro and Platform.
Lead gen with a 20% ad fee, home-eval page $70/mo, power dialer, extra texts, CMA builder
Territory subscription usually covers data plus automated mail and ads

AI & automation

AI marketing copy

Generates descriptions, posts, or emails from property details.

Not included

Not a listing copywriter

Limited

AI toolset for tasks and agents, not a listing-description generator

Not included

Not a listing copywriter

AI photo editing

Enhancement, object removal, or generative image edits.

Not included

No photo tools

Not included

No staging product

Not included

No photo tools

AI or listing video

Turns listing photos or prompts into video.

Not included

No listing video. Integrates with BombBomb.

Not included

No listing video generator

Not included

No video tools

Conversational AI

Chat to refine output, research a property, or follow up with leads.

Included

Smart messages and summaries inside the CRM

Included

AI assistant texts, qualifies, and books new leads

Not included

No chat or voice AI

Predictive scoring

Scores properties, leads, or homeowners by likelihood.

Included

Predictive lead prioritization on Pro and Platform

Included

AI lead scoring and task prioritization

Included

SmartTargeting scores homeowners by likelihood to sell

Workflow automation

Drips, scheduling, list refresh, or unattended follow-up.

Included

Action Plans for drips, tasks, and follow-up

Included

Smart Plans across email and text, plus scheduled AI tasks

Included

Branded direct mail and online ads on a schedule

Listing marketing

Listing descriptions

MLS-ready property copy from facts or photos.

Not included

Not a copy tool

Not included

Not a listing copywriter

Not included

Not a copywriter

Social posts and ads

Captions, stories, or ad copy per listing.

Not included

Not a social studio

Not included

Not a social copy tool

Not included

Ads are managed for you, not a social studio

Email campaigns

Listing or nurture emails generated or automated.

Included

Automated drip emails, templates, batch email, open tracking

Included

One-off, mass, and automated email

Not included

Mail and ads, not email drips

Listing website

A dedicated page or site for each listing.

Not included

No per-listing sites

Included

IDX website with unlimited agent subdomains

Not included

Seller landing pages, not listing sites

Presentations and flyers

Decks, flyers, or print-ready marketing assets.

Not included

No deck generator

Not included

No deck generator

Not included

No decks

CMA / market reports

Comparable-sales or neighborhood reports for listings or deals.

Not included

No CMA builder

Limited

CMA builder is a paid add-on

Not included

No CMA

Fair-housing screening

Automated review of generated copy for compliance risk.

Not included

Not a copy tool

Not included

No copy-screening product

Not included

Not a copy tool

MLS / IDX integration

Pulls listing data from MLS or hosts an IDX search site.

Limited

Connects to IDX sites and 200+ sources. No native IDX.

Included

Fully customizable IDX website

Not included

No IDX product

Investor research & outreach

Property database

Nationwide property records and owner data.

Not included

CRM, not a property-records platform

Not included

CRM and leads, not a property records platform

Limited

Homeowner data for your farm, not a nationwide investor database

Skip tracing

Phone and email lookup for property owners.

Not included

No skip tracing

Not included

No skip tracing

Not included

Contact data is included for targeted homeowners, not skip tracing lists

Lead list building

Filters for equity, vacancy, foreclosure, and similar signals.

Not included

You import leads. You do not filter county records.

Not included

Not an investor list builder

Limited

A scored short list inside your territory, not 800 investor filters

Direct mail

Send postcards or letters from inside the platform.

Not included

Email and text first

Not included

Email and text first

Included

Automated branded direct mail to predicted sellers

Built-in dialer

Click-to-call or power dialing for owner or lead outreach.

Included

Calling add-on on Grow. Unlimited calling included on Pro and Platform.

Included

Basic dialer included. Power dialer is an add-on.

Not included

CheckIn gives a call plan. No power dialer.

Deal calculators and comps

ROI, flip, rental, or comparable-sales tools.

Not included

No investor calculators

Not included

No investor calculators

Not included

No investor calculators

CRM & lead generation

CRM / pipeline

Stores contacts and tracks deals or leads over time.

Included

Full team CRM with distribution, Smart Lists, and reporting

Included

Full CRM with routing, reporting, and unlimited contacts

Limited

CheckIn app is a daily action plan, not a full CRM

Instant lead follow-up

AI or automation texts or calls new leads in seconds.

Included

Instant import, notifications, first-to-claim, and Action Plans

Included

AI texts new leads within seconds and can book the calendar

Not included

Long-cycle farming, not instant inbound follow-up

IDX / search website

Branded home-search site that captures leads.

Not included

Bring your own IDX or website

Included

IDX site included

Not included

Seller landing pages, not IDX search

Managed lead generation

The vendor runs ads or campaigns to generate leads for you.

Not included

It routes leads. It does not run ads for you.

Included

Lead generation add-on with a 20% ad management fee

Included

Managed mail and online ads inside your territory

Geographic farming

Territory-based seller targeting and automated mail or ads.

Limited

ZIP and price-based distribution, not predictive farming

Not included

Not a predictive farming product

Included

Territory exclusivity with predictive seller scoring

Productivity

AI dictation

Turns speech into cleaned-up text in any app.

Not included

Not a dictation tool

Not included

Not a dictation tool

Not included

Not a dictation tool

Meeting notes and transcripts

Records calls and produces summaries or action items.

Not included

No meeting recorder

Not included

No meeting recorder

Not included

No meeting recorder

Brand kits / custom branding

Locks colors, fonts, and logos across output.

Limited

Company numbers and templates. Not a brand-kit design tool.

Included

White label on Broker and above

Included

Branded mail, ads, and seller offers

Platform, team & support

Mobile app

A dedicated iOS or Android app, not just a mobile browser.

Included

Mobile app with calling, texting, and pipeline

Limited

Mobile access for a CRM this size is expected. Dedicated app not detailed in our review.

Included

CheckIn app for daily follow-up and lead alerts

Team / multi-user

Shared workspace, extra seats, or brokerage controls.

Included

Grow per user. Pro 10 seats. Platform 30 seats.

Included

Team, Broker, and Enterprise tiers with routing and org controls

Limited

You farm a defined territory rather than sharing leads

API / Zapier / MCP

Programmatic or no-code connections to other software.

Included

API plus 200+ integrations including Zapier

Not included

No public API called out in our review

Not included

No public API called out in our review

Support

How you get help when something breaks.

Phone and email 7 days a week on every plan
Dedicated success manager on Enterprise
Standard support for a managed farming program

Learning curve

How long a typical agent takes to get useful output.

Low for solo Grow. Team distribution and reporting take a short ramp.
High. This is a platform, not a weekend tool.
Low once the territory is set. Payoff takes months to a year.
Pros and cons

What you gain, and what you give up.

Follow Up Boss logo
Follow Up Boss

Pros
  • Published pricing, 14-day trial, no contract
  • 200+ lead sources and a deep integration list
  • AI summaries, messages, and lead prioritization included
Cons
  • No native IDX website
  • Grow-plan AI is weaker without the Calling add-on
  • Pro starts at $499/mo for 10 users

Lofty logo
Lofty

Pros
  • AI texts new leads within seconds and can book appointments
  • CRM, IDX website, and marketing automation in one system
  • Unlimited contacts on every tier
Cons
  • No published pricing. You cannot budget without a sales call.
  • Add-ons stack: lead gen, dialer, texts, and CMA
  • Overkill for a solo agent with a small database

SmartZip logo
SmartZip

Pros
  • Focuses farming spend on homeowners actually likely to sell
  • Mail and ads run automatically
  • Includes contact data and a daily follow-up plan
Cons
  • No public pricing, and territories are a real recurring commitment
  • Predictions are probabilities, not appointments
  • Desirable territories may already be taken

Pricing and feature labels are a snapshot checked in August 2026. Vendors may change plans, limits, or promotions. Confirm current details before purchasing.

Frequently asked questions

What does Included, Limited, and Not included mean?

Included means the product ships that capability in a typical paid plan. Limited means it is partial, gated to a higher tier, or only covers part of the job. Not included means the product does not offer it. Not this category means the feature is irrelevant to that kind of tool, so we do not pretend it is a fair yes-or-no.

How current is the comparison data?

Pricing and features are a snapshot checked in August 2026 against vendor sites and our reviews. Vendors change plans, credit caps, and promotions. Confirm current details before you buy. Each cell is labeled with the specific version of the feature we verified, not a generic checkmark.

Can I compare tools from different categories?

Yes. The matrix keeps shared rows like price, trial, team seats, and support, and still shows category-specific features so you can see what each tool uniquely does. Use Show differences only to hide rows that match.