Solve CRM vs BoldTrail

Salesforce Sales Cloud

Zoho CRM

Dynamics 365

BoomTown

Lofty

MoxiWorks Website Builder

Compare Solve CRM and BoldTrail based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Solve is a mobile CRM for teams to manage customer workflows, field service, and projects.

Accounting Integration

Activity Dashboard

Alerts/Notifications

Billing & Invoicing

Business Card/Badge Scanning

Calendar/Reminder System

Collaboration Tools

Contact Database

Contact Management

Contract/License Management

Customer Database

Customizable Fields

Customizable Forms

Customizable Reports

Dashboard

Data Import/Export

Dispatch Management

Document Storage

Email Management

Email Marketing

File Storage

For iPad Devices

Interaction Tracking

Internal Chat Integration

Job Management

Lead Capture

Lead Management

Lead Qualification

Maintenance Scheduling

Mobile Access

Mobile App

Online Time Clock

Prospecting Tools

Quotes/Estimates

Referral Tracking

Reminders

Reporting/Analytics

Routing

Sales Pipeline Management

Scheduling

Search/Filter

Segmentation

Service History

Task Management

Task Scheduling

Territory Management

Third-Party Integrations

Time Tracking

Work Order Management

Solve CRM

Web-based

iPhone

Android

Windows

iPad

Solve CRM


Solve Client Manager


Both Products


Tutor

The high level of information displayed at once, without any sort of options for filtering can make it difficult at times to find the most important information regarding a client.

 Instructor/Franchisee

I specifically wanted a means of gathering information at each stage of the process e.g. learner assessment, enrolment and on going communication with parents.

In response to my specific query, [SENSITIVE CONTENT HIDDEN] in Customer Care was very responsive, clear in his communications, friendly but not pushy and ultimately came up with a solution that meant I confidently signed up.

President

Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity

Office Manager

I just know now that I have to go deeper I can find that which is when we are really busy no time doing that digging but when prompt by email it will give us a reminder.

The package with the mobile app is a bit too costly (it should be included in the basic package).

Mrs.

The customer service is another factor to highlight, the response time is fast and always find a solution.

Our company deals with communication consulting and I can't tell you how impressed I am with [SENSITIVE CONTENT HIDDEN], your customer service rep.

It came highly recommended by an IT company I employed to develop an easy to use CRM tool to support my education business.

Managing Director

Sr. Administrative Assistant

Customer Support

Client Support

Training and Learning Curve

Sales Process

Email

Mobile

Customization

User Interface

Workflow Creation

Ease of Use

Small Business

Mid-size Business

Freelancers

Norada

CINC

CINC is a tool that generates and converts leads using a real estate agent’s existing database, but it also has the means to capture new leads via paid social and search ads. Using lead scoring and lead routing techniques, it connects leads with agents to boost ROI via call, text, email, or an app.

TOP PRODUCER

Real estate specific CRM software that contains lead generation, follow-up prompts, AI-powered farming, drip campaigns and more.

Sell.Do

Sell.Do is a leading real estate CRM software that provides end-to-end sales and marketing automation solutions.

Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for modern brokerages and teams looking to automate and grow their business.

If you are looking to save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business.

Access Controls/Permissions

Activity Tracking

Appointment Management

Appointment Scheduling

Calendar Management

Campaign Management

Client Management

Client/Property Matching

Commission Management

Customizable Templates

Data Synchronization

Document Management

Drag & Drop

Email Templates

Email Tracking

For Real Estate

For Real Estate Agencies

Lead Distribution

Lead Generation

Lead Nurturing

Marketing Automation

Pipeline Management

Property Management

Real-Time Notifications

Reporting & Statistics

Sales Reports

Social Media Integration

Template Management

Transaction Management

Workflow Management

By industry, BoldTrail reviewers are most commonly professionals in real estate (98%). The most frequent use case for BoldTrail cited by reviewers is real estate CRM (72% of reviewers).

Users and use cases

Reviewers appreciate that BoldTrail is free with certain brokerages, offering strong tools and savings. Some users say it provides good value when covered by their company. However, reviewers indicate frustration with costly contracts and expensive add-ons.

Value for money

The BoldTrail integrations most frequently cited by reviewers are: Meta for Business (a social media marketing product rated 4.5 out of 5 for its integration with BoldTrail), dotloop (a real estate transaction management product, 4.7), and Zapier (an integration product, 4.6).

Integrations

BoldTrail is a real estate CRM solution offering key features such as campaign management, contact database, contact management, lead management, alerts/notifications, and client/property matching, among others.

BoldTrail

Sr. Marketing and Tech Trainer

For REMAX agents specifically, it integrates directly with our existing tech stack and can connect website activity to lead capture and follow up. When optimized properly, it allows agents to generate listing websites automatically, capture buyer and seller leads, and build long term database relationships without needing multiple third party tools.

Once profiles, SEO visibility, and automation systems are configured correctly, it can become a very effective business engine instead of just another software platform running in the background.

Sales Agent and Admin

The ability to have all my leads generated automatically into my CRM, the automation of campaigns and the combination of the IDX/listing marketing - all in one platform.

Broker-Associate

You call in and wait for up to an hour and then they tell you a specialist will call you and this typically happens when you are with a client and not in front of a computer.  

Residential Sales and Marketing Manager

We even experienced a major security failure where authentication codes were sent to the wrong users, preventing agents from accessing their own accounts.

I see the biggest success with agents who treat the platform like a business system rather than just a website or CRM. And as a new real estate agent myself in Washington, I’m especially grateful to be able to start my business journey with a system like this.

Director of Business Development

Lack of engagement on their end with issues, they never respond to emails, you get a new customer service rep every 3 months but they never tell you.   When I contacted them right before our contract renewal they told me that they refused to let me out of my contract due to the fact I didn't provide 90 day notice.

Realtor

This streamlined process enables effective communication with both existing clients and potential leads, ultimately helping me guide my clients toward achieving their real estate goals.

Agent

I like that you can control whether a customer receives texts or calls in profile.

Wish there was a way to add more statuses to organize clients, there may be but i have not used boldtrail to its full capability.

They do not schedule set times to discuss with a live person your needs and help you.

From a marketing and technology training perspective, I also appreciate that it gives agents a strong foundation to build on.

Support is extremely slow, often unresponsive, and tickets can remain open for months without resolution.

The "training" materials are dated, with many of the videos not even matching the current layout (their FB site has one from 2019 pinned as the "101 Video).

Real Estate Agent

However, there are occasional challenges with feature compatibility in the Canadian market and support responsiveness. Despite these drawbacks, it remains essential for scaling and automating my real estate business.

Their website is one of the worst and if you want it to be any better you have to pay them even more money.

xecution and reliability are major issues.

Provides good e-learning education on how to use the CRM

Ex: sending 2 (duplicate) texts when doing a blast text.

The concept and interface look modern and promising.

The reality is that the tools are already there for most REMAX agents.

Property boost and CRM the smart campaign and the fact to manage my own website

Simple stuff like email setups, campaigns not triggering or IDX not working appropriately.

It think they hired subpar people or just trying to create a one stop shop and ended up with just a big fail.

Real Estate Broker Associate

Let me know who needs my follow up that day, what item of value that I need to send, and if I get a new contact and they give me a wrong number or non-working email, It saves me time on that contact or brings it to my attention to contact and get the correct info.

Realtor Associate

Unable to set up a range in alerts for maintenance fee and lessehold fee.  

Broker - Owner

I own a mortgage company and Real Estate company, this was huge for me.

Sales Agent

The number of options and features are incredible.

sales

The mobile and the desktop version doesnt function the same way.

Broker

I want to share my experience with Inside Real Estate/KvCore. When my KvCore website went live, my emails were unexpectedly forwarded to the KvCore software without prior notice.

Affiliate Broker

They set my profile up wrong and 4 days later and I still can't get it fixed.

I am tapping into all the training I can find.

You keep getting passed from one customer service person to the next and get nowhere.

They just want you to pay for their services and did not follow through with their service.  

This product is excellent for lead generation and organization.

Owner

I am stuck paying for something I don't use, don't like, and most importantly, DOES NOT WORK. When I have tried to talk to someone about this, they make you schedule on their calendar and it takes 2-3 weeks to get on the calendar.

I am still on the fence about allowing it to automatically send my clients emails, so I have not yet integrated that into my strategies.

agent

Also, you cannot merge duplicate contacts.   Or at least I couldn't, and I probably couldn't find the tutorial for it, so I have alot of duplicates.  

Solve CRM vs BoldTrail Comparison (2026)

Solve CRM

BoldTrail

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives