BoldTrail 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BoldTrail

4.4

(560)

Pricing

Pricing available upon request

About BoldTrail

BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents win more business and work more efficiently. From lead capture and CRM to marketing automation, agent productivity tools, and AI-powered assistance, BoldTrail brings the tools agents use every day into one connected system. The result: faster follow-up, stronger relationships, and more opportunities converted from first touch to close. Designed for modern brokerages, BoldTrail gives leaders visibility into performance while empowering agents with technology that actually helps them sell more homes.

BoldTrail Screenshots

BoldTrail Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pricing available upon request

No plan information available

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BoldTrail Features

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

BoldTrail Integrations

Meta for Business

Integration rated 4.5 from 18 reviews

dotloop

Integration rated 4.7 from 15 reviews

Zapier

Integration rated 4.6 from 12 reviews

Constant Contact

Docusign

Google Ads

See all 7 integrations

BoldTrail User Reviews

Overall Rating

4.4

Ratings Breakdown

69%

19%

Secondary Ratings

Ease of Use

4.1

Value for money

4.3

Customer support

4.2

Functionality

4.3

Jodi L.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed February 2026

Bold Trail- Great CRM for Agents wanting high Tech

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Website customization was great. The lead management was extremely helpful in keeping my leads and contacts organized.

Cons:

The user interface was a little complicated but with trainings and continued use, it opened up a world of helpful tools.

James C.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2025

Best CRM for Real Estate Professionals

It's been fantastic. I have been able to cultivate new client's while at the same time nurturing long time clients that are more likely to refer or come back to me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It had a solution for remaining in contact with clients AFTER the sale closed. It also had a separate CRM for the Lender's client's. I own a mortgage company and Real Estate company, this was huge for me.

Cons:

The Lender side of the platform is significantly limited. It should be expanded to match some of the features offered on the agent side.

Reasons for switching to BoldTrail

Your platform had a lender component for the CRM, and it had a solution for keeping in contact with customers after the sale.

Vendor Response

Thanks so much for your feedback! We're glad BoldTrail has helped you stay connected with clients after closing and that the dual CRM setup is supporting both your mortgage and real estate businesses. We hear you on the lender side, enhancing those features is definitely a priority as we continue to grow. So happy to hear it's helping you nurture long-time clients and generate more referrals!

Replied July 2025

Verified

Reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed April 2019

Kvcore over promised and under delivered

Previously 4

We are ale to market our business very easily. The setup and support was lacking from the beginning. You can definitely tell it is a software solution built by non agents.

Ratings Breakdown

Ease of use

Previously 4

Value for money

Previously 4

Customer support

Previously 5

Functionality

Previously 4

Pros:

It is innovative. It is easy to interact with our social media.

Cons:

It is clunky. The interface is not very intuitive.

Adam G.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 6 months

Reviewed December 2025

user friendly

the system is easy to use, notifications are beneficial for reminders. Provides good e-learning education on how to use the CRM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how easy the Marketing ads are to use as well s the notifications for reminders, very useful for real estate

Cons:

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.

Reasons for switching to BoldTrail

Brokerage offered boldtrail so decided to switch. An i have used kv core in the past

Stephen C.

Verified reviewer

Real Estate

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed May 2025

It's Good, But Has a Few Bumps

Over, it's been a great experience, even with a substantial learning curve. I know I'm staying in touch with COI and past/potential clients much better than I could ever do without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The number of options and features are incredible. However, this does lead to a somewhat long learning curve to learn everything BoldTrail can do for you.

Cons:

"Forcing" you to make phone calls, when in fact you're talking with a potential client via personal phone or text/email. You have to be careful about Market Reports you set up for a specific neighborhood because on more than one occasion, the market report ends up being for an entirely different city, which I've had clients point out to me. It's also easier to set up a more specific search in the MLS than with the options given in BoldTrail.

Reasons for switching to BoldTrail

My brokerage was offering this platform free of charge

Will S.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Do not believe the hype. Go to any KvCore website as a potential buyer or seller and you will be frustrated with the experience.

Simply the worst CRM CMS combo I have used and I have been using these kinds of tools for over 25 years.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

They have good marketing - if it only functioned as advertised.

Cons:

The CMS is terrible and buggy. 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).

Reasons for choosing BoldTrail

it was included as part of becoming an eXp agent

Reasons for switching to BoldTrail

This is incorrect - the other CRM was Follow Up Boss. This form forces a choice but Follow Up Boss is not on it. eXp provides this CRM / CMS to all agents --- I now understand why a large number of them do not use it. It is bad even for free!!!!

Thomas S.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 2 years

Reviewed January 2026

Bold Trail needs more feedback from users

I send out lots of home flyers. On Boom Town I was able to use color and view how many times a customer opens the flyer to determine interest. Now the new system only shows opened and a click on the link.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that you can move your customer notes to the top of the contact listing. I like that you can control whether a customer receives texts or calls in profile.

Cons:

The number of texts and emails sent to a new lead is much too much! The first thing I do when I receive a lead is to stop texts sent to their phone.

Vendor Response

Thanks so much for sharing your feedback! We’re glad to hear you’re enjoying the flexibility around customer notes and communication preferences. We really appreciate you calling out the texting/email volume and the flyer tracking.. that insight is super helpful and has been shared with our team as we continue to improve the experience. Thanks again for taking the time to leave a review!

Replied January 2026

Joshua R.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 2 years

Reviewed January 2026

BOLD TRAIL REVIEW

Ive used it since it was KV core it's been a big help. Ill keep using until there is a better alternative

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's a good way to keep things organized, Very user friendly. The support staff is always very quick to respond when help is needed.

Cons:

The mobile app is horrible. It seems to not work great on any mobile browser which sucks cause im working while on the road a lot.

Sara G.

Verified reviewer

Real Estate

Self-Employed

Used monthly for less than 12 months

Review source

Reviewed January 2026

Boldtrail by Inside Real Estate is a Bad system with big fees

Their system does not work like they say and I want to be out, but they will not let me, and I am so frustrated.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Only how they treated you at the beginning. However, thereafter, they are unconscious and indifferent when I asked for cancelation due to their service that did not go anywhere. Their leads sucks and you cannot even one client.

Cons:

I was initially told that if the system didn’t work for me or meet my needs, the company would be flexible and allow me to cancel. However, when I tried to do so, I was left in limbo and my cancellation request was denied. I am currently not working and unable to continue payments due to my financial situation. I feel the company did not honor its original commitment or act transparently in this matter.

Shelby S.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 6 months

Reviewed January 2026

Great product overall.

Overall great! I have a lot more to learn and love all the programs for educating myself that are easily accessible within the program.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to track and maintain all of your leads in one location! Keeping track of all your messages to your client via text and email in one program is great.

Cons:

They recently have been having some issues with notifying me about messages coming from leads and clients.

Showing 1 - 10 of 560 Reviews

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