BoldTrail vs. Cloze vs. Lofty: Best Real Estate CRM + How a VA Can Maximize ROI

Choosing a CRM isn't just about features—it's about fit. For agents leveraging The Option Leverage virtual assistant support, your CRM should help you stay organized, automate follow-up, and increase your ROI without adding hours to your workload. That’s where the right platform—and the right VA—makes all the difference.

Today, we’re breaking down three popular CRM tools for real estate agents—BoldTrail, Cloze, and Lofty (formerly Chime)—and showing you how a VA can manage each for you so you can focus on what you do best: closing deals and building relationships.

🔍 CRM Comparison at a Glance

 

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🎯 How a VA Helps You Get the Most from Each CRM

BoldTrail + VA = Consistent Lead Follow-Up Without the Stress

If you’ve chosen BoldTrail, your VA can:

• Build and maintain action plans tailored to your listing/buyer process
  
  
• Load leads from The Option or other sources and assign the correct tags
  
  
• Trigger automations for follow-up, referrals, or past clients
  
  
• Run weekly reports to show who’s engaging (and who isn’t)
  
  

Best for agents who want a clean, real estate-focused system without tech overwhelm.

Cloze + VA = Never Miss a Follow-Up Again

✅ What Cloze Can Do:

1. Manually Add Birthdays
   
   

• • You can enter a birthday in the contact profile manually.
    
    
  • Once added, Cloze will remind you annually with a smart agenda notification.
    
    

     2. Sync with Contacts (Google, iCloud, Outlook)

• • If your contacts already have birthdays stored in your phone or email account (e.g., Google Contacts), Cloze will sync and display them.

     

     3. Relationship Reminders

• • Cloze can prompt you to reach out on important dates like birthdays and anniversaries once they’re added to the contact.
    
    

❌ What Cloze Cannot Do:

• Auto-pull birthdays from Facebook, Instagram, or LinkedIn
  Social platforms limit third-party access to this data for privacy reasons.
  
  
• Auto-detect birthdays from emails or text conversations
  It does not scrape messages for date recognition the way some AI CRMs attempt.
  
  

👩💼 Pro Tip (Using a VA):

If you work with a VA through The Option Leverage, you can:

• Ask them to research and update birthdays manually by checking public social media profiles.
  
  
• Have your VA create birthday reminders and campaigns inside Cloze (emails, texts, handwritten card tasks, etc.).
  
  

This keeps you compliant, personal, and consistent—without needing to automate something that isn't reliably accessible.

Cloze is built around your existing relationships—especially your inbox and call history. Your VA can:

• Organize your contacts by sphere, stage, and priority
  
  
• Set up templated email campaigns for different groups
  
  
• Manage your Cloze daily agenda so you only see what matters
  
  
• Monitor engagement and update notes or timelines based on activity
  
  

Best for agents who live in their inbox and want a high-touch, referral-driven business.

Lofty + VA = Full Service CRM, IDX, and Marketing Machine

Lofty is powerful—but only if it’s set up correctly. Your VA can:

• Design your IDX website, upload bios, and connect lead capture forms
  
  
• Launch PPC campaigns and monitor ad spend
  
  
• Build advanced email and text drips for buyers, sellers, and cold leads
  
  
• Create market reports, blog posts, or listing pages to keep your site fresh
  
  

Best for agents or teams investing in lead generation and growth at scale.

💡 So Which One Should You Choose?

At The Option Leverage, we’ve supported agents using all three—and the truth is, there’s no one-size-fits-all. But what does fit every agent? Having the right VA in place to make the system actually work for you.

You don’t need to log in every day. You need a partner who:

• Knows how to segment your database
  
  
• Launches drips and action plans
  
  
• Cleans up your pipeline weekly
  
  
• Keeps your follow-up consistent, your branding polished, and your time protected
  
  

🛠️ Already Have a CRM? Let Us Maximize It

Whether you’ve already chosen a CRM or are still deciding, our team at The Option Leverage can help:

• Audit your current system and identify what’s working
  
  
• Recommend CRM + VA workflows to boost ROI
  
  
• Match you with a trained VA who knows your system and how to get results
  
  

Let your CRM work for you—not the other way around.

📩 Let’s talk about getting your system VA-managed today.