Migration guide
How to switch from Lofty to Follow Up Boss
A step-by-step playbook for migrating your crm data, team, and workflows from Lofty (Custom) to Follow Up Boss ($69/user/mo).
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Why teams switch from Lofty to Follow Up Boss
Lofty is strong on true all-in-one: site + leads + crm and ai assistant qualifies leads automatically, but teams often hit limits on expensive vs standalone crms. Follow Up Boss addresses this — it's best for real estate teams of 3+ agents.
From
Lofty
Custom
To
Follow Up Boss
$69/user/mo
7-step migration plan
- 1
Export your data from Lofty (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for Follow Up Boss — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into Follow Up Boss. Match custom fields carefully.
- 5
Run Lofty and Follow Up Boss in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new Follow Up Boss workflows.
- 7
Cancel Lofty once you've confirmed all reporting and integrations work.
What you'll gain with Follow Up Boss
- Best lead distribution rules
- Speed-to-lead automations
- Great mobile app
Ready to switch?
Start a free trial of Follow Up Boss — most teams run it alongside Lofty for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from Lofty to Follow Up Boss?+
Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.
Can I import my Lofty data into Follow Up Boss?+
Follow Up Boss accepts CSV imports for contacts, jobs, and invoices. Export from Lofty, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from Lofty to Follow Up Boss?+
Common reasons: real estate teams of 3+ agents. Plus better pricing fit ($69/user/mo vs Custom) and feature differences in crm.
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