--- title: "BoldTrail Software Reviews, Demo & Pricing - 2026" description: "Review of BoldTrail Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/kvcore-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Real Estate CRM Software](https://www.softwareadvice.com/crm/real-estate-crm-comparison/) / BoldTrail Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/435596-BoldTrail/reviews/)[Alternatives](https://www.softwareadvice.com/product/435596-BoldTrail/alternatives/) # BoldTrail Review Custom quote 1 plan Wondering if BoldTrail is right for your organization? Our Real Estate CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview BoldTrail 4.4 [(564)](https://www.softwareadvice.com/product/435596-BoldTrail/reviews/) 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. Wondering if BoldTrail is right for your organization? Our Real Estate CRM Software selection experts can help you in 15 minutes or less. ## BoldTrail User Interface ## Popular BoldTrail Alternatives Main Product BoldTrail 4.4 [(564)](https://www.softwareadvice.com/product/435596-BoldTrail/reviews/) Ratings Breakdown - 4.10Ease of use - 4.27Value for money - 4.22Customer support - 4.32Functionality Pricing Available upon request Get Price Alternative Product [CINC](https://www.softwareadvice.com/product/71237-cinc/) 4.1 [(249)](https://www.softwareadvice.com/product/71237-cinc/reviews/) Ratings Breakdown - 4.16Ease of use - 3.70Value for money - 4.23Customer support - 4.16Functionality Pricing Starting at $1000.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18807)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [TOP PRODUCER](https://www.softwareadvice.com/crm/top-producer-profile/) 4.0 [(323)](https://www.softwareadvice.com/crm/top-producer-profile/reviews/) Ratings Breakdown - 3.77Ease of use - 3.84Value for money - 4.08Customer support - 3.87Functionality Pricing Starting at $129.00 per month Get Price Alternative Product [Lofty](https://www.softwareadvice.com/crm/chime-profile/) 3.9 [(127)](https://www.softwareadvice.com/crm/chime-profile/reviews/) Ratings Breakdown - 3.89Ease of use - 3.93Value for money - 3.46Customer support - 3.90Functionality Pricing Available upon request Get Price Alternative Product [Sell.Do](https://www.softwareadvice.com/crm/selldo-profile/) 4.7 [(134)](https://www.softwareadvice.com/crm/selldo-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.62Value for money - 4.65Customer support - 4.63Functionality Pricing Starting at $34.99 per month Get Price ## BoldTrail Pros and Cons We analyzed 564 verified reviews for BoldTrail to find out what actual users really think. Select to learn more Robust Client Tracking Features BoldTrail makes it simple to track client interactions, set reminders, and organize communications. Automated responses, activity tracking, and customizable dashboards help you stay connected and build lasting relationships. The platform supports daily follow-ups and lets you prioritize clients based on engagement. Automated Lead Capture Tools BoldTrail offers a wide range of automated tools for generating, capturing, and nurturing leads. You can integrate multiple sources, set up drip campaigns, and track lead activity in one place. Features like smart campaigns, squeeze pages, and AI-driven follow-ups help you stay organized and efficiently grow your client base. Comprehensive Training Resources Available Getting started with BoldTrail involves a learning curve, but there are plenty of training videos, guides, and support options to help you master the platform. Users appreciate the abundance of instructional materials and ongoing training, making it easier to unlock the system’s full potential over time. Limited Messaging Functionality BoldTrail’s email and text messaging tools are often described as clunky and restrictive. Users struggle with sending attachments, group emails, and verifying delivery. Bugs, unintuitive workflows, and missing features like sending photos or documents through texts make communication less efficient. Slow And Unresponsive Support Users frequently report slow response times and difficulty reaching customer support. Many experience unresolved issues, lack of direct contact, and limited support hours. Automated replies and poor follow-through add to frustration, making it challenging to get timely help when problems arise. Difficult Website Customization Process Managing websites with BoldTrail can be frustrating due to limited customization options, hidden fees, and technical challenges. Users find the templates restrictive, setup complicated, and updates reliant on support staff. Issues with design, indexing, and overall usability are commonly mentioned. ## BoldTrail Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Pipeline Reports 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 4.7 from 13 reviews Constant Contact Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review Google Ads Integration rated undefined from -1 review See all 7 integrations ## BoldTrail User Reviews ## BoldTrail customer ratings - Overall rating: 4.4/5 - Total reviews: 564 ### Rating distribution - 5 stars: 389 reviews (69%) - 4 stars: 104 reviews (18%) - 3 stars: 20 reviews (4%) - 2 stars: 16 reviews (3%) - 1 star: 35 reviews (6%) ### Secondary ratings - Ease of use: 4.1/5 - Value for money: 4.3/5 - Customer support: 4.2/5 - Functionality: 4.3/5 --- ### Powerful System for REMAX and Other Agents When It’s Set Up and Used Correctly - Overall rating: 5/5 - Reviewer: Jachelle S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with BoldTrail has been very positive, especially from the perspective of helping agents understand how to use technology to grow their business. When agents take the time to optimize their profiles, connect their website tools, configure their CRM automations, and actively use the system, BoldTrail can support everything from lead capture to long term client follow up. 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. It’s very user friendly and gives me the confidence that I have the tools I need to build my business from day one. The reality is that the tools are already there for most REMAX agents. The key difference is whether they are actually set up and being used strategically. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros BoldTrail is a very powerful platform when agents understand how all the pieces connect. I like that it brings together multiple tools in one ecosystem including agent websites, CRM, listing landing pages, market reports, home valuations, CMA tools, DesignCenter marketing, and automation systems. 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. From a marketing and technology training perspective, I also appreciate that it gives agents a strong foundation to build on. 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. #### Cons The biggest challenge is that many agents don’t realize how much setup and optimization is required to unlock the full value of the platform. Out of the box, the system exists and technically works, but if profiles, automation, lead routing, website content, and CRM workflows are not configured correctly, it can feel underwhelming. In reality, the platform is powerful but it requires intentional setup, ongoing training, and periodic maintenance. Another challenge is that many agents underestimate the system because they only use a small percentage of what it can actually do. #### Vendor response Thank you so much for sharing this — really appreciate the thoughtful feedback! You nailed it — BoldTrail works best when everything is connected and set up with intention. Love hearing how you’re using it to build your business from day one. Also hear you on setup and optimization — that’s something we’re always working to make easier. Thanks again for taking the time to write this! Replied March 2026 --- ### user friendly - Overall rating: 5/5 - Reviewer: Adam G. - Verified reviewer: Yes - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 #### Vendor response Thank you so much for sharing this — really appreciate the feedback! Glad to hear the marketing ads and notifications have been helpful — that’s exactly what we aim for. And totally hear you on wanting more ways to organize clients — there are definitely some additional options there, and our training resources can help you unlock more of that as you continue exploring. Love that you’re taking advantage of the e-learning too — thanks again for taking the time to write this! Replied March 2026 --- ### Kvcore over promised and under delivered - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros It is innovative. It is easy to interact with our social media. #### Cons It is clunky. The interface is not very intuitive. --- ### Still early but INCREDIBLY disappointed - Overall rating: 2/5 - Reviewer: Jarrett S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered It's early on, but the beginning has been incredibly rough, and very concerned about the future with them. They lock you in for a year, but coming from CINC I had high expectations it would be like "CINC on Steroids" But it so far has not been that at all. It's very expensive and for this price it should be amazing... It feels like this was not built with Realtors in mind... Everywhere you turn you'll scratch your head and wonder why... For instance property alerts... it will send over 100 properties at a time if there's that many in their search criteria instead of in batches, or like how I dunno Zillow does it... #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros The all in one aspect, the website looks nice, that's really about it... There's really not much else, the Streams app (AI Assistant) is pretty cool I guess. #### Cons From the outside looking in, it looks like a very impressive system with all the bells and whistles... But it can't even seem to do the simple things correctly. We've been using the platform for just about 2 weeks and it's been a dreadful start... The implementation took almost a month (even though everything could've been done in a week or less), once you're in you quickly realize it's extra $$ for specific features. Support and customer service slow to get back to you, I have one customer success person who's been super helpful but we have about 10 issues going on at the moment and feel bad bombarding her with everything. It feels like Boldtrail was built off a template of Go High Level, but it's just "messy"... #### Reasons for switching to BoldTrail Modernized tech stack AI built in, looked to be much better from the outside looking in. --- ### Best CRM for Real Estate Professionals - Overall rating: 5/5 - Reviewer: James C. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### DON'T BE MISLEAD! - Overall rating: 2/5 - Reviewer: Liana N. - Verified reviewer: Yes - Industry: Real Estate - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros So far not much to like. I could go on and on but you can read more in the Cons below. I would love to get out of this contract. #### Cons Don't do it - it is Kvcore disguised as BoldTrail and just as cumbersome to operate. Their website is one of the worst and if you want it to be any better you have to pay them even more money. You do not get support. 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. They do not schedule set times to discuss with a live person your needs and help you. 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. Maybe if you are just out of college and more tech savvy, but someone who is a seasoned agent looking to connect primarily with a large database built over the years this is not the system. I was totally mislead as I have already tried KvCore and Moxiworks and I was told this was so much easier, it is not. DO NOT pay for their Lead 350 program as it bogs down you email and text messages with bogus leads. As you can see I am not a happy camper with BoldTrail. #### Reasons for switching to BoldTrail Funny how KvCore is not on the dropdown to choose from as I have had that as well. I was told this is so much easier. My goal was to use it primarily to keep up with my current clients and send out mass emails and flyers. However, the system is not easy to use and I am super busy and told them I don't have time to learn a difficult system. I was told I would have a go to contact for support, I do not. I sent out an email to what I thought was only to those I had designated as "mass email" which is about 1500 and it went out to the 3500 in my contacts! I am so bummed about the website - it is really awful and embarrassing and I cannot wait to get that changed. I sure which I could buy out of this program so I can move on. #### Vendor response Thank you for taking the time to share this — we’re really sorry to hear about your experience. What you described around support, expectations during onboarding, and overall usability is not the experience we want for our customers. We understand how frustrating that can be, especially when you’re trying to run your business and support isn’t aligning with what was promised. We’d genuinely like the chance to look into this and help make it right. If you’re open to it, please reach out to our support team, and we’ll make sure the right team connects with you directly. Replied March 2026 --- ### Don’t trust Bold Trail’s contracts - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered I will never chose this CRM or do business with [sensitive content hidden] in any capacity in the future. There are too many options to deal with incompetent people when managing your business. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros Bold trail is a basic CRM that acts like any other. The functions of the base system are basic and can certainly take care of any basic CRM needs. #### Cons The customer service and management are a bit of a joke. I agreed to an expansion for leads, signed a contract, and was charged twice what my contract states. I brought it to their attention and they are now trying to say it should have been more, and a discounted amount was in my contract. This is ludicrous and I’m in the process of having my bank review and get my money back. I would caution spending any money with them without an iron clad agreement… even then you might have to fight to have them do what they say they will do. I have proof of everything and will get this sorted, but it’s a pan in the butt and I wanted everyone to know and caution when working with these guys. Specifically [sensitive content hidden] and [sensitive content hidden] (lead department). Horrible customer service. --- ### Bold Trail- Great CRM for Agents wanting high Tech - Overall rating: 5/5 - Reviewer: Jodi L. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Thank you so much for the feedback — really appreciate you sharing this! So glad to hear the website customization and lead management have been helpful for you. And totally hear you on the UI — it can feel like a lot at first, but glad to hear it’s opened up more value over time with training. Appreciate you taking the time to write this! Replied March 2026 --- ### Bold Trail needs more feedback from users - Overall rating: 3/5 - Reviewer: Thomas S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 2/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 2/5 #### 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 --- ### Boldtrail by Inside Real Estate is a Bad system with big fees - Overall rating: 2/5 - Reviewer: Sara G. - Verified reviewer: Yes - Industry: Real Estate - Company size: Self-Employed - Product usage: Used monthly for less than 12 months - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 2/5 #### 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. #### Vendor response Thank you for sharing this — I’m really sorry to hear about your experience. I can understand how frustrating that situation must feel, especially given everything you’re dealing with right now. What you described isn’t the experience we want anyone to have, particularly when it comes to transparency and support around cancellations. We’d really like the opportunity to look into this further and help however we can. If you’re open to it, please reach out to our support team, and we’ll make sure the right team reviews your situation as quickly as possible. Replied March 2026 --- Showing 1 - 10 of 564 Reviews [See All Reviews](https://www.softwareadvice.com/product/435596-BoldTrail/reviews/) ## BoldTrail Popular Comparisons [CINC vs BoldTrail](https://www.softwareadvice.com/compare/71237-cinc/vs/435596-BoldTrail/)[Salesforce Sales Cloud vs BoldTrail](https://www.softwareadvice.com/compare/2764-Salesforce/vs/435596-BoldTrail/)[TOP PRODUCER vs BoldTrail](https://www.softwareadvice.com/compare/34818-top-producer/vs/435596-BoldTrail/)[Lofty vs BoldTrail](https://www.softwareadvice.com/compare/60278-chime/vs/435596-BoldTrail/)[Sell.Do vs BoldTrail](https://www.softwareadvice.com/compare/87125-selldo/vs/435596-BoldTrail/)[AgentLocator vs BoldTrail](https://www.softwareadvice.com/compare/435596-BoldTrail/vs/449924-agentlocator/)[BoomTown vs BoldTrail](https://www.softwareadvice.com/compare/11194-boomtown/vs/435596-BoldTrail/)[RealOffice360 vs BoldTrail](https://www.softwareadvice.com/compare/113781-realoffice360/vs/435596-BoldTrail/)[Follow Up Boss vs BoldTrail](https://www.softwareadvice.com/compare/73932-follow-up-boss/vs/435596-BoldTrail/)[iHomefinder vs BoldTrail](https://www.softwareadvice.com/compare/318412-ihomefinder/vs/435596-BoldTrail/)[Zoho CRM vs BoldTrail](https://www.softwareadvice.com/compare/392464-zoho-crm/vs/435596-BoldTrail/)[Brivity Platform vs BoldTrail](https://www.softwareadvice.com/compare/119236-brivity-crm/vs/435596-BoldTrail/) [Compare All Alternatives](https://www.softwareadvice.com/product/435596-BoldTrail/alternatives/) ## Other Top Recommended Real Estate CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18807) Recently recommended **65** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **33** times [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) **4.4** (333) Recently recommended **28** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **24** times Stuck Between Options? 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