Last Updated
Overview
BoldTrail empowers real estate professionals to connect, convert, and grow their business with ease. While it may lack some advanced automation, it’s excellent for managing clients and automating lead flow. It's built to simplify workflows and deliver meaningful results, from smart campaigns to contact tracking, across every stage of business.
Overall Rating
Based on 11 users reviews
4.6
Rating Distribution
Positive
91%
Neutral
9%
Negative
0%
Starting Price
Custom
BoldTrail Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is BoldTrail?
BoldTrail is a powerful CRM platform designed for real estate professionals seeking to foster stronger client relationships. It supports agents, brokers, and teams by offering tools for lead generation, client engagement, and personalized marketing. It offers features such as smart reminders, campaign automation, and lead syncing, enabling users to primarily concentrate on conversions. BoldTrail features an intuitive design and comprehensive learning resources that enable you to grow steadily in today’s fast-paced real estate market.
BoldTrail Pricing
BoldTrail Integrations
BoldTrail offers integration arrangements with a wide range of apps, including:
- Google Analytics
- Zapier Software
- DocuSign
- Mailchimp
- ToolkitCMA
- WordPress
- Twilio Software
Who Is BoldTrail For?
BoldTrail is tailored to serve a wide range of real estate professionals, including:
- Solo Agents
- Teams and small groups
- Brokers and growing brokerages
- Large brokerages and enterprises
Is BoldTrail Right For You?
BoldTrail is right for you if you're in real estate and want to simplify your tech, generate more leads, and close deals faster. Whether you're an agent, team leader, or broker, it offers smart automation, smooth integrations, and tools that really work. BoldTrail software is designed to grow with you, allowing you to focus less on technology and more on building relationships.
Are you still thinking whether BoldTrail is a good option for your business? Let our support team assist you better at (661) 384-7070.
BoldTrail Features
AI-Powered Smart CRM
This powerful feature helps users stay organized by automatically managing follow-ups, tasks, and messages. It makes it easier to stay in touch with leads and focus on closing more deals.
Customizable IDX Websites
This feature enables users to create branded, high-converting real estate websites that attract buyers and showcase listings. It also captures leads easily without needing any tech skills.
Marketing Autopilot
The Marketing Autopilot feature allows users to send automated emails, texts, and videos based on customer behavior. It keeps leads engaged without requiring manual follow-up every time.
Transaction Management
BoldTrail offers this feature, assisting users in managing listings, deals, and documents all in one place. It helps save time and reduce mistakes during the buying and selling process.
Commission Automation
This smart feature enables users to calculate commissions accurately and manage agent payouts. It also handles complex split structures without confusion or manual work.
Reporting And Analytics
Reporting and Analytics feature empowers users with real-time data and performance reports. It helps track goals and supports better decision-making for business growth.
Seamlessly Integrated Front And Back Office
This connects websites, CRM, marketing, transactions, and accounting into a single system. Furthermore, it lets users run their business smoothly without switching between tools.
Pros And Cons of BoldTrail
Pros
Helps you stay in touch with past and potential clients
Lead generation flows directly into the CRM
Excellent for client management and lead automation
Offers training and plenty of learning resources
Cons
Lacks automation and advanced AI tools for follow-ups
Some features feel tailored only for the U.S. market
Contracts renew without notice and cannot be canceled
BoldTrail Reviews
Total 11 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars82%
4
Stars9%
3
Stars0%
2
Stars9%
1
Stars0%
Share your experience
Real Estate, 500+ employees
“Strong platform with expansion potential”
Pros
The automation level here is incredible. Probably the closest I've seen to running everything hands free. Training comes included which you definitely need since there are tons of features to explore. I'm pretty sure you could handle all your lead generation from this one CRM if you wanted to. The lead capture function really stands out as the best part and I find myself checking it daily because it works so well. Their customer service chat is fantastic too. AI handles the simple stuff instantly but when you need a real person for complex issues they're there within 15 minutes. Implementation was straightforward and the integration process is simple.
Cons
The dashboard feels a bit outdated and some functions aren't as simple as they could be.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
10
Real Estate, 11-50 employees
“Excellent Real Estate CRM Solution”
Pros
The connections between my listings and buyers work efficiently making it really easy to stay in touch with everyone.
Cons
Occasionally feels sluggish when switching between different screens.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Realtor, 11-50 employees
“Smooth and Reliable Experience”
Pros
I love how it helps me stay organized with my contact list and makes following up with people so much easier.
Cons
I can't really find much to complain about with this software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of pricing plans does BoldTrail offer?
BoldTrail price is tailored based on each customer’s specific requirements; therefore, contact us for a quote that suits your business.
What other apps does BoldTrail integrate with?
BoldTrail offers smooth integration with a large variety of apps, such as WordPress, Zapier Software, Google Analytics, Mailchimp, Twilio Software, DocuSign, ToolkitCMA, and many more.
Does BoldTrail have a mobile app?
Yes, BoldTrail has a mobile app for Android and iOS users.
What language does BoldTrail support?
BoldTrail supports only the English language.
What level of support does BoldTrail offer?
BoldTrail offers phone, live chat, email/helpdesk, online forms, and knowledge base support.
Does BoldTrail offer an API?
Yes, BoldTrail offers an API.
Who are the typical users of BoldTrail?
Typical users of BoldTrail include individual agents, teams and small groups, large brokerages and enterprises, brokers and growing brokerages, and individual agents in the real estate industry.