Real Estate & Property Integration
Best AI Assistant for Lofty
Carly is an AI assistant that connects to Lofty (formerly Chime) so you can add leads, log contact notes, update deal stages, and trigger smart plans — all by email or text. No pulling over to log into Lofty between showings.
Try Carly →What Carly can do with Lofty
Capture leads from the field
Text or email Carly a new lead's name, phone, and price range and she creates the contact in Lofty and kicks off the matching smart plan. No missed leads between showings.
Log call and showing notes
After a listing appointment or buyer tour, text Carly a quick recap and she adds it as a note on the right contact in Lofty so the whole team sees the latest.
Move deals through your pipeline
Tell Carly a client is now under contract or went cold and she updates the deal stage in Lofty, keeping your pipeline accurate without opening the app.
Prep before every appointment
Ask Carly for a client's history and she pulls their notes, last contact date, and pipeline stage from Lofty so you walk in knowing exactly where things stand.
Why real estate agents are using AI to manage Lofty
Lofty, formerly Chime, is an all-in-one real estate CRM built for agents and teams who run on leads. It handles contacts, smart plans, transactions, and automated follow-up — but the work happens between showings, in the car, and after open houses, not at a desk. A new lead comes in while you're mid-tour, a client texts a question during a listing appointment, and the CRM sits untouched until you find a laptop.
AI tools for Lofty should work the way agents actually work — from a phone, on the move, in the gaps between appointments. When adding a lead or logging a call takes as long as sending a text, your pipeline stays current. When it means opening the app, searching the contact, and clicking through fields, the follow-up slips and the lead goes cold.
How Carly works as your AI Lofty assistant
Carly connects to your Lofty account through the API. Once connected, you manage leads, contacts, and deals over email or text — like having an ISA who keeps your CRM updated while you're showing homes.
Just met a buyer at an open house? Text Carly their name and number and she adds the lead in Lofty and starts the right smart plan. Wrapped a listing call? Email Carly a quick recap and she logs the note on the contact and moves the deal to the next stage. Heading into a showing and want to prep? Ask Carly for a client's history and she pulls their notes, last contact, and where they are in the pipeline.
Because Carly works from outside Lofty, she can cross-reference your CRM with your calendar and email. She can check whether a lead already has a showing booked, or pull their latest email thread alongside their Lofty record before you call.
Who uses Carly with Lofty
Solo agents and team leads who live in their cars between showings and open houses. ISAs and buyer's agents who need to capture every lead the second it comes in, before it goes cold. Team owners who want their agents logging notes and updating stages without being chained to the CRM all day. If your business runs on Lofty but the data entry always lags behind the real work, Carly keeps your pipeline accurate while you stay in front of clients.
See it in action
How to connect Lofty to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Lofty
Authorize the Lofty integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Lofty. She handles the rest.
Frequently asked questions
What is the best AI tool for Lofty?
Carly is an AI assistant that connects to Lofty (formerly Chime) and lets you add leads, log notes, update deal stages, and start smart plans — all by email or text. She works from outside Lofty so you can manage your pipeline from the car, an open house, or between showings without opening the app.
Can AI capture leads into Lofty automatically?
Yes. Text or email Carly a lead's name and number and she creates the contact in Lofty and starts the smart plan you want within seconds. When a buyer walks up at an open house, you capture them on the spot instead of losing the details by the end of the day.
How does Carly connect to Lofty?
In your Carly dashboard at carlyassistant.com/integrations, connect Lofty with your API key. Once connected, Carly can add leads, log notes, update deal stages, and pull contact history from your Lofty account.
Can Carly start smart plans in Lofty?
Yes. When you add a lead, tell Carly which smart plan to run — new buyer, new seller, past client nurture — and she triggers it in Lofty so the automated follow-up starts right away.
Can Carly pull client history from Lofty?
Carly can pull contact notes, last contact date, deal stage, and pipeline status from Lofty on demand. Ask her for a client's history before a call or showing and she sends it to you by email or text.
Is Carly different from Lofty's built-in smart plans and automations?
Yes. Lofty's smart plans and automations run inside the platform on triggers and schedules you set up ahead of time. Carly is an external assistant you email or text — she gives you on-demand access to your CRM and the ability to add leads, log notes, and update deals from anywhere without logging in. She also connects Lofty to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."