BoldTrail - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate BoldTrail's campaign management capabilities for their ease of use and automation. They find it valuable for staying in touch with clients and promoting listings. Users report that setting up campaigns is straightforward, though some mention a learning curve. They indicate the need for more flexibility in editing texts/emails and adding custom triggers. They also highlight the variety of campaign options, despite some being expensive, and the usefulness of auto campaigns in maintaining client relationships. Of the 22 BoldTrail users who gave detailed accounts of their use of Campaign Management, 100% rated this feature as important or highly important.

Users report that BoldTrail's contact database is essential for tracking leads and maintaining communication. They appreciate the ease of entering and categorizing contacts, both manually and through integrations like open house apps. Reviewers indicate that the database helps in organizing leads, sending mass communications, and keeping all contact information in one place. They mention occasional issues with basic functions like deleting users but overall find it helpful for staying engaged with clients. Of the 25 BoldTrail users who gave detailed accounts of their use of Contact Database, 100% rated this feature as important or highly important.

Reviewers indicate that BoldTrail's contact management capabilities are important for organizing and maintaining client relationships. They appreciate the ability to categorize contacts, set up organizational tasks, and view previous interactions. Users find the system easy to use, though some mention a non-intuitive interface. They highlight the importance of capabilities like automated prompts, drip campaigns, and the integration of spouse information. They say it helps them stay on top of their to-do lists and maintain consistent communication. Of the 48 BoldTrail users who gave detailed accounts of their use of Contact Management, 98% rated this feature as important or highly important.

Users report that BoldTrail's lead management capabilities provide a detailed overview of leads and help in tracking interactions. They appreciate the automation and tools available for managing leads, including grouping, prioritizing, and using hashtags. Reviewers find the system user-friendly but mention areas for improvement in email functions and visibility. They indicate that the platform helps save money by reducing the need to buy leads and keeps them organized and up to date with client needs. Of the 41 BoldTrail users who gave detailed accounts of their use of Lead Management, 98% rated this feature as important or highly important.

Reviewers feel that BoldTrail's alerts and notifications are valuable for staying informed about client activities and tasks. They appreciate the customization options and the ability to receive notifications via app and email. Users report that the alerts help them stay connected with leads and clients, though some wish for desktop pop-up notifications. They indicate that the system keeps them aware of important actions and helps them prioritize follow-ups. Of the 30 BoldTrail users who gave detailed accounts of their use of Alerts/Notifications, 97% rated this feature as important or highly important.

Users report that BoldTrail's client/property matching capabilities save time and provide a consistent approach to connecting clients with properties. They appreciate the AI technology that matches clients based on search criteria and the ability to set up searches within the system. Reviewers find the property search alerts useful, though some mention occasional mismatches. They indicate that this capability helps clients view relevant properties promptly and enhances client engagement. Of the 23 BoldTrail users who gave detailed accounts of their use of Client/Property Matching, 96% rated this feature as important or highly important.