Brief Summary
This video introduces EXP's CRM of Choice, a new initiative providing agents access to three top-tier CRMs: Lofty, Bold Trail, and Close. This program allows agents to select a CRM that aligns with their specific business needs, whether they are solo agents, part of a team, or focused on referrals. The chosen CRM can be switched after a 12-month commitment if business needs change. The service is included in the monthly tech fee, with unified login through the Octa account. The video also compares the features of each CRM, highlighting their strengths for different business models, and directs viewers to resources for further information and enrollment.
- EXP launched CRM of Choice, offering access to Lofty, Bold Trail, and Close.
- Agents can choose a CRM based on their business needs and switch after 12 months.
- The service is included in the monthly tech fee, with unified login.
CRM of Choice
EXP has launched CRM of Choice, providing real estate agents with access to three top-tier CRM systems: Lofty, Bold Trail, and Close. This initiative allows agents to select a CRM that best fits their unique business needs and workflows, offering flexibility instead of a one-size-fits-all solution. Whether an agent is a solo practitioner, part of a high-performing team, or primarily focuses on referrals, they can choose a system that aligns with their specific business structure. After committing to a CRM for 12 months, agents have the option to switch to a different CRM if their business needs evolve. This service is included in the monthly tech fee ($85 in the US and $139 in Canada) and features a unified login system through the Octa account. The official launch date is July 1st, 2025, and live training sessions are available every Monday and Wednesday to help agents choose the right CRM.
Comparison
A comparison of Bold Trail, Lofty, and Close reveals that while all three CRMs offer similar core functionalities, key differentiators exist. Notably, Close lacks the option for a custom IDX website, which is available in both Bold Trail and Lofty. All three platforms have iOS and Android apps and integrate AI for smart campaigns and follow-up sequences. Lofty and Bold Trail offer a lead generation marketplace, while Close does not. Bold Trail features property boost, allowing users to advertise listings through targeted Facebook ads. Close integrates with Canva for marketing purposes, which is beneficial since Canva is included in EXP's technology fee. All platforms integrate with IDX or VOW feeds, but transaction management capabilities vary. Bold Trail is suitable for solo agents and small teams, Lofty is ideal for lead converting teams, and Close is geared towards relationship-based businesses. Bold Trail and Lofty offer product upsell opportunities, while Close does not. Training and support are available for all three platforms. Key differentiators include team add-ons for business independence in Bold Trail, SEO websites and AI smart plans in Lofty, and AI-driven sphere selling with deep contact logging in Close. A detailed comparison chart is available on the expto toolkit.com website under /cermofchoice. Agents can join the priority list by filling out a form with their name, email, and role to gain access to their chosen CRM.
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