BoldTrail vs Lofty vs Cloze | How to Choose the Right eXp CRM

Описание: Trying to decide between BoldTrail, Lofty, or Cloze as your eXp CRM? In this video, I break down the key differences so you can choose the right system that actually fits your real estate business. You’ll see how each platform works, what agents like and dislike, and the unique features that make BoldTrail, Lofty, and Cloze stand out.

I’ll also walk you through a quick self-check framework so you’ll know which eXp CRM is the best match for your style—whether you’re lead-gen focused, scaling a team, or building a referral-based business. By the end, you’ll have the clarity to confidently pick the CRM that helps you save time, stay organized, and grow your real estate brand faster.

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Hey, I’m Tyler Roicki — here to help real estate agents and brokers boost their sales, scale their businesses, and design a life they’re truly excited to live. If you’re ready to level up your personal growth and build lasting success in real estate, you’re in the right place!


As one of eXp Realty’s top Sponsors (currently ranked #7 out of 85,000 agents worldwide!), I lead The Herd — a network of 300 agent partners spanning 30+ states and 3 countries. 🌎 Each year, my team helps over 1,000 buyers and sellers confidently navigate the market with proven systems and expert guidance.


My mission? To empower agents and brokers worldwide to unlock their full earning potential, achieve financial freedom, and create a lifestyle they genuinely look forward to. 🔑


📲 Connect with me on Social Media!
Instagram:   / tylerroicki  


🔎 Sources:
Niche, Wikipedia, TravelTime, Census, National Association of Realtors, Texas Real Estate Commission


Disclaimers:
😃 Info provided is for entertainment purposes only
💰 Some links found in the description of my videos may be affiliate links, meaning I will make commission on sales you make through my link. This is at no extra cost to you to use my links/codes, it's just one more way to support me and my channel!

0:00 eXp update: Choose your own CRM
0:58 The 3 options at eXp: BoldTrail, Lofty, Close
1:23 BoldTrail (KV Core): Pros/cons, key features, best fit
3:29 Lofty (Chime): Pros/cons, key features, best fit
4:39 Close: Relationship-first CRM — pros/cons, features, integrations
7:40 Self-assessment: 3 questions to pick your CRM
8:10 Recommendations by scenario
8:42 Transition notes: Migrating from BoldTrail
9:26 Bottom line summary: Which to choose
9:50 eXp toolkit & trainings
10:10 Considering joining eXp? How I can help you transition
11:40 Outro

BoldTrail vs Lofty vs Cloze | How to Choose the Right eXp CRM
#exprealty #crm #tylerroicki