Propertybase Salesforce Edition vs BoldTrail

Salesforce Sales Cloud

BoomTown

Lofty

Cloud ERP

charles

Orangedox

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

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

BizAutomation Cloud ERP Software offers a suite of integrated business management applications for small to medium-sized businesses. It includes order management, supply chain, inventory control, accounting, CRM, manufacturing, and project management on one platform. Utilizing a Data-Mirror architecture for faster performance via direct T-SQL stored procedures, it removes the need for multiple applications and supports integration with various marketplaces and e-commerce platforms.

Propertybase is the leading global real estate platform. Propertybase simplifies your business by creating repeatable, streamlined and efficient processes to manage the entire sales cycle. Core product features include luxury IDX websites, CRM, lead generation, and transaction management.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Agent Management

Alerts/Notifications

Appointment Management

Appointment Scheduling

Calendar Management

Campaign Management

Client Management

Client/Property Matching

Commission Management

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Synchronization

Document Management

Document Storage

Drag & Drop

Electronic Signature

Email Management

Email Marketing

Email Templates

Email Tracking

Interaction Tracking

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Listing Management

Marketing Automation

Pipeline Management

Property Management

Real-Time Notifications

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Reports

Segmentation

Task Management

Template Management

Third-Party Integrations

Transaction Management

Website Management

Workflow Management

Propertybase Salesforce Edition

Android

Linux

Web-based

Windows

iPad

iPhone

Managing director

It was fantastic for the first 5 years cause we did everything ourselves and salesforce platform is fantastic.

We are generally very happy with PropertyBase, it has helped our company become more efficient and better at record keeping. The Customer Support Team is the best asset to the program.

They are wonderful to work with and always incredibly helpful. This was a good decision for us.

Since it is built on the Salesforce platform, you get all the benefits of a robust powerful CRM pre-configured for the Real Estate workflow. The support team is always on-line and extremely helpful.

Real Estate Agent- Team Leader

After a few days somebody on their end figured out that it was because they only mail to 10,000 addresses- unless you pay them another ridiculous bundle of money.

Operations Manager

Propertybase is a fabulous company, with amazing staff and great tech for Real Estate.

Administrative/Licensed Realtor Assistant

I've had fairly good luck using this program - it's nice to have everything we use in one place.

Owner

The worst part is if you don't cancel 90 days before the end of your contract it automatically renews for a full year. Why not just month to month after that.

Broker

Unfortunately, the integration of properties and being able to communicate with clients about properties is terrible.

They don't respect the contract but try to use it to bully people who are getting bad services and products into continuing to pay them.

Customer service is terrible. After spending weeks manipulating data or preparing for a new process to be implemented, we would suddenly be told, "Oh. We can't do that.

Project Administrator

This software is very user friendly and simple to manipulate every detail. The mobile app is great because it has everything I need being a Licensed Real Estate Agent.

By far the worst experience I can recall with a technology provider.

Real Estate agent Pence Hathorn Silver

After months of my team trying to make the program operate properly, we asked that  Propertybase suspend the billing and credit us for past months until the software was functional and they refused.

Managing Broker

Ultimately I think you could say it was buggy at best, and totally worthless in other areas. Eventually I got to the point (6 months in) where I just realized we needed to cut our losses and move on.

There is so much on our admin page, that it's difficult sometime s to find what I need. I don't use any of the other pages except admin.

Economic Development Administrative Assistant

There are applications you can purchase that will integrate with your system to help manage email marketing campaigns or even upload multiple business cards from your mobile app to save time.

After pulling out our hair and paying ridiculous sums of money to have Property Base customize our experience, half of the processes work. Those that work are awesome.

Propertybase Salesforce Edition screenshot: Propertybase is accessible across multiple devices

Propertybase Salesforce Edition screenshot: Mobile-friendly real estate CRM

Propertybase Salesforce Edition screenshot: Robust dashboards and reporting metrics

Propertybase Salesforce Edition screenshot: iPad Agent dashboards

Propertybase Salesforce Edition screenshot: Desktop start-page dashboard

Large Enterprises

Mid Size Business

Small Business

BoomTown is a cloud-based REAL ESTATE management software which helps residential real estate professionals enhance their online presence and manage all of their offices in one place with a range of features, including lead generation, a predictive CRM system, drip campaigns and bulk text, and more

All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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.

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.

Calendar/Reminder System

For Real Estate

For Real Estate Agencies

Mobile App

Prospecting Tools

Sales Pipeline Management

Search/Filter

Social Media Integration

BoldTrail

Real Estate Agent

I have lost new leads due to the ugliness of the (unconfigurable) text messages that the system sends automatically.

Realtor

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.

REALTOR

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.

agent

It has been great - i am getting better with it each day. I has done great to create leverage.

The ability to capture leads with ease is my number one favorite thing about this software. It is also efficient, easy to use and easy to get support assistance if need be.

Salesperson

The automation features are amazing. This system is a big help with sending out relevant information on social media and is all automated saving me much time.

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.

Easy integration, excellent service and great training for the users.

Real Estate Broker / Realtor

KvCore has everything I need to run my business easily and successfully. From lead capture to close of sale and beyond in an easy to navigate, user friendly platform.

real estate agent

The features I like the most involve the learning portal and the quick accessible chat feature at the bottom right that is there for quick help.

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.

My overall experience is great. I like the system and the support team.

Sometimes I get confused with all of the possibilities.

Team Leader

It has been quite useful for my team. My team uses it every single day and are converting leads better than ever.

Broker Associate

If you're looking to minimize human interaction and spend unnecessary amounts of money to do exactly what every other CRM does, this is the perfect platform for you.

Realtor®

Although I've had many years in the business, I've never had to use a CRM. I've done some research and from what I can see, kvCore is be the best system at its price point.

Real Estate Expert Advisor

Between the community, Facebook group, and helpful videos all have been beneficial whether it is trying to figure out how to do something or to get ideas on how to implement features into my business.

BoldTrail screenshot: IDX Website Builder for Brokerages, Teams, and Agents.

BoldTrail screenshot: Robust Marketing Automation System Nurtures SOI Contacts & Leads on Autopilot (Mass Text & Email Blasts, Video Messaging with BombBomb, and more.

BoldTrail screenshot: Over 20 Different Lead Generation Tools Helps Agents Build Pipeline and Have Better Conversations.

BoldTrail screenshot: A Smart CRM Organizes and Prioritizes SOI Contacts & Leads Based off Intent Data and notifies Agents and Teams.

BoldTrail screenshot: A Mobile App Empowers Agents to Access kvCORE platform with the Swipe of a Thumb.

BoldTrail screenshot: Seamlessly Integrate With the Industry's Best Transaction Management Solutions (such as DocuSign, Dotloop, Skyslope, Transaction Rooms, and More) and Manage All of Your Transactions (including commissions) and Leverage Automation from a Single Platform.

BoldTrail screenshot: Gain Visibility to Mission Critical Data Across Your Entire Organization, Down to Each Individual Agent, Team, and Office with Full Lead Lifecycle Reporting and Marketing Source Reporting.

BoldTrail screenshot: Empower Agents to Win More Listings & Close More Deals with the Industry's Most Robust and Modern CMA Builder.

BoldTrail screenshot: Access a Technology Ecosystem of Tools, Premium Add-Ons, and Fully Automated Campaigns to Drive Maximum Listing Exposure & Leads.

Propertybase Salesforce Edition vs BoldTrail Comparison (2026)

Propertybase Salesforce Edition

BoldTrail

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives