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BoldTrail Logo

The Smarter Broker Alternative - Ranked #1 by 250K Agents

Last updated: November 2024

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Table of Contents

BoldTrail - 2025 Pricing, Features, Reviews & Alternatives

What is BoldTrail?

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

Built on a modern, scalable, and flexible architecture, BoldTrail enables every brokerage to create their own unique technology ecosystem through custom branding, robust integrations, and high-quality add-on solutions.

BoldTrail empowers brokerages to scale and grow faster than any other tech platform on the market today:

- Retain more profit by saving an average of 35% on tech costs.

- Increase profitability by guaranteeing agent success with over 20 built-in channels to grow pipeline and drive the highest volume of engagements with SOI contacts and leads.

- Enhance brand recognition with a beautiful new IDX website to promote your brand, display your listings, and attract agents and clients alike.

- Increase team and agent retention by providing a full-service automation platform and CRM with functionality to operate as their own independent business within a business.

If you are looking to take your real estate business to the next level, then BoldTrail is the only solution for your business.

Benefits of using BoldTrail

Fully Customizable Idx Websites - Beautiful, high performance websites keep clients engaged with your brand and generate 3X more lead capture.

AI-Powered Smart Crm - Provides agents and teams a personal, private Crm with powerful and intelligent automation working 24x7 (nurture leads while you sleep).

Powerful Lead Engine - The most robust lead gen tools on the market help your brokerage, teams, and agents effectively drive new business - no matter their budget.

Marketing Autopilot - Behavioral automation and dynamic, multi-channel campaigns drive 5-10X more engagement with both new leads and SOI contacts.

Team Platform Independence - The industry's only platform that empowers teams to operate as their own independent business within a business.

Listing Management & Marketing - Seamlessly manage and promote all of your company listings, including off-market properties in one central location.

Top-Rated Mobile App - Curated daily call lists and a power dialer ensure agents stay organized and in touch, on the go.

Business Intelligence & Analytics - Access mission-critical data across your entire organization, down to each agent, team, and office in one central place.

Built-In Marketplace & Robust Integrations - Create your unique tech ecosystem with seamless integrations into the tools you need to power your entire business.

Starting from

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BoldTrail's key features

GetApp's analysis of 109 verified user reviews collected between January 2022 and July 2024 identified BoldTrail's most critical features and how it performs according to users.

Campaign Management

Reviewers appreciate BoldTrail's campaign management capabilities. They report that setting up campaigns is easy and helps keep clients informed. Users indicate that automated campaigns are useful and well-written, though some find the interface confusing and not intuitive. They mention the need for more flexibility in editing texts/emails and adding custom triggers. They also highlight the importance of this aspect for promoting listings and staying in touch with clients, despite some campaigns being expensive. Of the 22 BoldTrail users who gave detailed accounts of their use of Campaign Management, 100% rated this feature as important or highly important.


Contact Database

Users report that BoldTrail's contact database is essential for tracking leads and maintaining communication. They find it easy to add and categorize contacts, both manually and through integrations like open house apps. Reviewers appreciate the ability to send mass texts/emails and track interactions. They mention that it helps organize leads and stay in touch with clients. However, some users experience issues with basic functions like deleting users, which can be frustrating. Of the 25 BoldTrail users who gave detailed accounts of their use of Contact Database, 100% rated this feature as important or highly important.


Contact Management

Reviewers indicate that BoldTrail's contact management is valuable for organizing and maintaining client relationships. They appreciate the ability to categorize contacts, set up organizational tasks, and view all previous interactions. Users find it helpful for staying top of mind with clients and managing follow-ups. However, some mention that the interface is not intuitive and could be more user-friendly. They also note that it integrates well with lead management and other CRM functions. Of the 48 BoldTrail users who gave detailed accounts of their use of Contact Management, 98% rated this feature as important or highly important.


Lead Management

Users report that BoldTrail's lead management is thorough and user-friendly, providing detailed overviews of leads. They appreciate the automation capabilities that help capture and categorize leads, as well as the ability to set up smart campaigns. Reviewers mention that it helps them stay organized and in touch with clients. However, some find the interface counterintuitive and the email functions could be improved. They also note that not all leads are of high quality. Of the 41 BoldTrail users who gave detailed accounts of their use of Lead Management, 98% rated this feature as important or highly important.


Alerts/Notifications

Reviewers feel that BoldTrail's alerts and notifications are helpful for staying on top of client interactions. They appreciate the ability to customize alerts and receive notifications via app and email. Users mention that it helps them stay aware of client activities and follow up promptly. However, some wish for desktop pop-up notifications and find the system's responses to be too automated. They also note that integrating with Google Calendar enhances this aspect. Of the 30 BoldTrail users who gave detailed accounts of their use of Alerts/Notifications, 97% rated this feature as important or highly important.


Client/Property Matching

Users highlight BoldTrail's client/property matching capabilities as a significant timesaver. They appreciate the AI technology that automatically matches clients with properties based on their search criteria. Reviewers mention that it helps clients receive relevant property alerts and reduces manual effort. However, some users find the capability not optimal for certain markets and note that clients can get irritated by irrelevant property suggestions. They also appreciate the ability to send market updates to leads. 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.


All BoldTrail features

Features rating:

Activity Dashboard
Email Templates
API
For Real Estate Agencies
Customizable Templates
Prospecting Tools
CRM
For Real Estate
Customer Database
Lead Qualification
Client Management
Marketing Automation
Lead Generation
Data Import/Export
Interaction Tracking
Document Storage
Lead Capture
Email Management
Email Marketing
Task Management
Sales Pipeline Management
Social Media Integration
Workflow Management
Reporting/Analytics
Segmentation
Search/Filter
Appointment Scheduling
Reminders
Calendar/Reminder System
Pipeline Management
Third-Party Integrations
Access Controls/Permissions
Document Management
Calendar Management
Referral Tracking
Drag & Drop
Commission Management
Real-Time Notifications
Property Management
Reporting & Statistics
Lead Nurturing
Customizable Fields
Sales Reports
Lead Distribution
Data Synchronization
Appointment Management
Activity Tracking
Template Management
Email Tracking

BoldTrail awards

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BoldTrail integrations (19)

Integrations rated by users

We looked through 540 user reviews, to identify which products are mentioned as BoldTrail integrations, and what is the users perception.

Integration rating: 4.2 (5)

I make sure that all of my leads are being thrown into 1 system so that I do not miss any opportunities.

I love it and love working whit along with Kvcore, It's is Huge Accomplishment To my business.

IT

Igor Tsemokh

Broker Sales Manager

1/2
BombBomb logo
BombBomb

Integration rating: 3.0 (2)

It's great to be able to send a video to clients as well as to resent an offer to listing agents/sellers.

Does not interface well, repeated requests but customer service isn't there to fix this

JA

Juan Alvarado

Realtor®

1/2
Zapier logo
Zapier

Integration rating: 4.5 (4)

I scrub my leads outside of KVC then use zaps to bring them all together in KVC

JH

Jessica Hilgenberg

Realtor

MLS logo
MLS

Integration rating: 5.0 (1)

This is a program I use everyday for work in unison with KvCore and dotloop.

CM

Corie Marshall

Realtor

DoorLoop logo
DoorLoop

Integration rating: 5.0 (1)

I love that I get to see all my transaction in KVCore and can assign clients to the transactions. Also the data I can watch is also great.

ZZ

Zeke Zeke

Real Estate Agent

SkySlope logo
SkySlope

Integration rating: 4.3 (6)

dotloop logo
dotloop

Integration rating: 5.0 (4)

Docusign logo
Docusign

Integration rating: 4.5 (2)

Front logo
Front

Integration rating: 4.0 (1)

Integration rating: 5.0 (1)

Integration rating: 3.0 (1)

Realvolve logo
Realvolve

Integration rating: 4.0 (1)

DigiSigner logo
DigiSigner

Integration rating: 4.0 (1)

Integration rating: 5.0 (1)

BoldTrail support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
Knowledge Base
FAQs/Forum

Training options

Live Online
In Person
Documentation
Webinars
Videos

BoldTrail reviews

Overall rating

4.5

/5

540

Positive reviews

89

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.77/10
Rating distribution

5

4

3

2

1

377

102

19

13

29

Pros
I love the squeeze and landing pages. I love my websites and will be coming up with great ideas and ways to utilize all of these amazing tools.
I love the ability that the software provides to work for you with the automated responses and its ability to integrate with IDX websites.
I had been using it with my previous company and when my new company told me it was what they were using I was super excited to be able to stay with KVCore.
Cons
I have lost new leads due to the ugliness of the (unconfigurable) text messages that the system sends automatically.
Extra for a smart number??? Ridiculous!!! I pay $30/month to CallRail for up to 10 smart numbers!!! CRM "Reminder" interface: Clunky, almost unusable. Automatic Behavior alerts": Absolutely awful.
Inability to clon campaigns and not having a variety of campaigns. Also, when sending an email, no way to determine if the email was delivered or read.

BoldTrail FAQs

Q. Who are the typical users of BoldTrail?

BoldTrail has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does BoldTrail support?

BoldTrail supports the following languages:
English


Q. Does BoldTrail support mobile devices?

BoldTrail supports the following devices:
Android, iPad, iPhone


Q. Does BoldTrail offer an API?

Yes, BoldTrail has an API available for use.


Q. What other apps does BoldTrail integrate with?

BoldTrail integrates with the following applications:
Constant Contact, Zapier, Docusign, dotloop, SkySlope, Google Ads, Meta for Business


Q. What level of support does BoldTrail offer?

BoldTrail offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base, FAQs/Forum

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