CRM of Choice | eXp Realty Top Real Estate CRMs

0:00 As real estate agents, it's common to hear that the best CRM is the one that you use. But as your business needs evolve over time, wouldn't it be great to have a choice between top tier worldclass CRM? Well, EXP just launched CRM of choice, which gives you access to one of three top tier CRM in Lofty, Bold Trail, and Close. So instead of being locked into a one-sizefits-all tech solution, the tech adapts around your unique needs. And that's really one of EXP's core tenants is to give you options instead of limitations. So whether you're a solo

0:47 agent, you're on a high performing team, or you solely do referrals, you can select a system that aligns with your unique workflows and business structure. Once you opt into using one of the three CRM, it's a 12-month commitment, but after that 12 months, if your business needs change, you're able to switch over to a new CRM instead of being locked into one system. The best part is this is included in your monthly tech fee. In the US, it's $85 a month and in Canada, it's $139 a month. and you don't have to pay anything extra for all of the standard features in any of these CRM. Additionally, there is a unified

1:34 login system through your Octa account. So, the same way that you log into all of the other EXP solutions, you're going to be able to log in to your CRM with the same email and password. The CRM of choice officially launches on July 1st, 2025. And if you're not sure which one to choose, there's live trainings every Monday and Wednesday that are tailored to EXP realy agents. So what I'm going to do is run through what each CRM offers. So if you're solo, you're on a team, or you do referrals, each CRM offers unique features that will help you scale the kind of business that you want to build. You're able to build whatever size business you want in real

2:21 estate at EXP. I'm looking at a comparison chart between Bold Trail, Lofty, and Close. I've used all three of these CRM. They all have similar CRM functionality. One of the bigger differentiators between the three is the idx website. You could see clothes doesn't have an option to set up your own custom idx website which bold trill and lofty does have. They all have iOS and Android apps. Of course, AI is deeply embedded in all of these platforms. So, you can use AIdriven smart campaigns, smart plans, and follow-up sequences. They all have great team support. Again, both Lofty and Bold

3:08 Trail have a lead generation marketplace where Close does not. So, Bold Trail has features like property boost where you pay to advertise a listing through a paid ad on Facebook to thousands of people that is highly targeted and I found to be highly effective. In terms of marketing, Close is the only platform to offer Canva integration. And now that EXP has Canva included in the technology fee, I think that would be a great addition to your automated marketing. Of course, listing and transaction management is important. So, all of the platforms have idx or V feeds that you can integrate with. Transaction management varies between the three

3:53 platforms. So you could integrate with Skyselope loop and some are more comprehensive than others. Bold Trail of course is a great fit if you're already used to the KV core system. It's great for solo agents, small teams, and top producers. Lofty is great for lead converting teams. And close is more geared towards sphere of influence and relationshipbased businesses. Bolt Trail and Lofty offer product upsell opportunities whereas close does not and there's training availability live and on demand for all three support is offered through expert care and vendor support on all three. You can see the unique differentiators are team add-on for business independence through bold

4:40 trail SEO websites lead store with AI smart plans for lofty and AIdriven fear selling and deep contact logging and history for close. You can find this chart and other feature comparisons on the expto toolkit.com website if you go to /cermofchoice. Once you've narrowed down which serum that best suits your needs, you can go to the join priority list form, enter your name, email, and what best describes your role. And then you'll hear back from EXP's team and get access to your CRM when it's ready to