BoldTrail vs MoxiEngage

Salesforce Sales Cloud

Clio

BoomTown

Lofty

Dolibarr

Workee

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

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 Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Calendar Management

Calendar/Reminder System

Campaign Management

Client Management

Client/Property Matching

Commission Management

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Templates

Dashboard

Data Import/Export

Data Synchronization

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

For Real Estate

For Real Estate Agencies

Interaction Tracking

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Marketing Automation

Mobile App

Pipeline Management

Property Management

Prospecting Tools

Real-Time Notifications

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Sales Pipeline Management

Sales Reports

Search/Filter

Segmentation

Social Media Integration

Task Management

Template Management

Third-Party Integrations

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

Web-based

Android

iPad

iPhone

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.

Sales Associate

However, thereafter, they are unconscious and indifferent when I asked for cancelation due to their service that did not go anywhere.  

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.

I was told I would have a 'go to' specialist that would be there to help me navigate their system but they also said it was super easy to use.

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.

Administrative

The reporting features could be more customizable, and integrations with other software platforms can be improved.

Design center doesn't always download designs to your computer, making it difficult to print inhouse on short notice.

Functionality is great when it works, but if it goes down - the support is worse that xfinity that is outsourced to aomeone that don't speak your language

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.

Affiliate Broker

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

Realtor Associate

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

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

Broker - Owner

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

Broker Associate Team Lead

I have tried the lifecycle boost and I couldn't find info on the ads or stats.  

Broker

There are a lot of nice features like automatically texting clients for me.

Sales Agent

The number of options and features are incredible.

sales

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

The new kvcore is not as easy to navigate when searching for contacts etc.

It’s helped me organize my contacts isn a “Set it and forget it” manner.

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.

Kind of clunky exporting listings to social media.  

they have templates that are fairly easy to make your own.

I am tapping into all the training I can find.

The training they offer to kniw more about it and the help tab too.

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

Website Management

Agent Tools

Training and Learning Curve

Email and Text Messaging

Chat and Social Media Integration

Customer Support

Bugs and Issues

Contract and Billing Issues

Restrictive contracts and billing problems

So since do not know if being billed I have to cancel my credit card now that is bad customer service when you have no choice but cancel a credit card because no response from the billing department.

81% of reviewers feel negative about Contract and Billing Issues. Users report difficulties canceling subscriptions, strict contract terms, and unexpected charges. Reviewers indicate that it is challenging to get timely responses from the billing department, leading some to cancel credit cards to stop payments. They say the lack of flexibility and transparency in contracts creates frustration, especially when features do not meet expectations. Some reviewers feel misled by sales promises and express dissatisfaction with required add-ons and the inability to trial the product before committing.

Frequent bugs and glitches

Been wasting my hours every day full time trying to make this system work, every day there's a new BUG, nothing works in this platform.

72% of reviewers feel negative about Bugs and Issues. Users report ongoing technical problems, including recurring glitches, crashes, and non-functioning features. Reviewers say that bugs affect core functionalities and are slow to be addressed by the development team. They indicate that unresolved issues lead to wasted time and hinder productivity. Some reviewers mention that inaccurate data and poor browser support further complicate their experience, and they express frustration with the lack of accountability for fixing persistent problems.

Slow performance and lag

Realtor/Loan Officer

Runs a bit slow/choppy, does not always collect third party/relayed information accurately, can be time-consuming to setup and continually tweak.

80% of reviewers feel negative about Performance and Speed. Users report that the platform can be slow to load, with laggy navigation and sluggish response times. Reviewers say these issues disrupt workflow, especially when accessing the database or using the mobile app. They indicate that slow performance is a recurring frustration, making daily operations less efficient. Some reviewers mention that the user experience suffers due to poor design choices and that these delays are particularly problematic when working remotely or on the go.

Limited messaging functionality

REALTOR

I do not like that you cannot send docs and photos through text nor email through kvcore.

Also, when sending an email, no way to determine if the email was delivered or read.

43% of reviewers feel negative about Email and Text Messaging. Users report challenges with sending attachments, group emails, and tracking delivery or read status. Reviewers say the process for adding attachments is unintuitive and that the inability to send documents or photos through the platform limits communication. They indicate that some automated email features do not work as expected, and issues with merge tags or message delivery can disrupt client outreach. Some reviewers find the email tool clunky and not user-friendly.

Slow and unresponsive support

Team Lead

EVERYTHING - This has been a horrible program... customer service sends you automated responses but not one actually reaches out.

49% of reviewers feel negative about Customer Support. Users report long wait times for responses, difficulty reaching knowledgeable representatives, and a lack of direct contact options. Reviewers say support is often limited to automated replies or referrals to help centers that may not resolve their issues. They indicate that support hours do not accommodate the demands of real estate professionals, and some feel passed between multiple agents without resolution. Some reviewers express disappointment with onboarding assistance and ongoing technical support.

Streamlined onboarding and setup

84% of reviewers feel positive about Setup. Users think the initial setup process is straightforward, supported by helpful tutorials, self-help modules, and onboarding resources. Reviewers appreciate that the platform is nearly ready to use out of the box and that training materials make it easy to get started. They say the intuitive design and user-friendly layout help them quickly become comfortable with the system. Some reviewers mention that ongoing support and educational content make it easier to unlock the platform’s full potential as they continue to learn.

All-in-one real estate solution

I just started out in the real estate business and this software is helping to run my business smoothly so far.

Your Realtor

As a newbie to real estate, the anxiety of putting together all the tools I need to be successful has been greatly reduced by KvCore, Everything i need to begin my new business is here,  in one place and very easy to use.   And to add a little cherry on top of the ice cream, there is so much training, information , video, support, support groups , mastermind groups etc... that i feel confident that i am supported and positioned to be successful.

89% of reviewers feel positive about Real Estate Business support. Users say the software consolidates essential tools for running and marketing a real estate business, making it easier to stay organized and grow. Reviewers appreciate the platform’s intuitive design, comprehensive marketing features, and industry-specific functionalities. They indicate the system supports both new and experienced agents, providing training resources and support groups. Some reviewers feel the platform’s integration of communication management and marketing automation helps streamline daily operations, allowing them to focus on client relationships and business growth.

Intuitive and simple navigation

The ease and simplicity of using this system makes my tasks easy to do to be successful in this business

Wonderful, self explanatory and easy to figure out how to use

88% of reviewers feel positive about Ease of Use. Users say the platform is straightforward, with an intuitive interface that makes daily tasks easy to manage. Reviewers appreciate being able to quickly learn and adopt the system, even if they are not tech-savvy. They find that the software simplifies complex processes, allowing them to focus on their core business. Some reviewers mention that the self-explanatory design and easy-to-find features reduce the learning curve, making it accessible for both new and experienced users.

2-10

201-500

501-1000

Self-Employed

Inside Real Estate

HouseJet

HouseJet is an innovative real estate platform that streamlines the home buying and selling process. Users can search for homes, list properties, smart listings, and accurate valuations, all in one easy-to-use system designed to make real estate faster, smarter, and more efficient.

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.

BoldTrail saves 35% on tech costs, enhancing brand recognition, and guarantee agent success.

The MoxiWorks CRM Platform is a cloud-based customer relationship management (CRM) solution, which assists residential brokerages with lead nurturing and workflow management. Key features include email marketing, data analysis, progress tracking, activity dashboard, and analytics.

BoldTrail vs MoxiEngage Comparison (2026)

BoldTrail

MoxiEngage

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives