BoldTrail review

BoldTrail is the platform Inside Real Estate describes as the next generation of kvCORE, and it is built for brokerages and large teams that want one ecosystem. The front office includes configurable IDX websites with hyper-local pages and behavioral insights, a lead engine with Google and Facebook sources, an AI-powered Smart CRM that surfaces top opportunities and automates tasks, and Marketing Autopilot with behavior-based campaigns, listing alerts, market reports and video messaging. Listing tools add one-click Facebook posting and bulk texting. Brokerages can add BoldTrail BackOffice for agent billing, commissions, onboarding and QuickBooks integration, plus BoldTrail Recruit for recruiting and retention. A lead concierge service with human staff is available through the marketplace. The cost of that breadth is transparency and setup time: packages are quoted after a demo, and small teams may not use half of the platform. For a brokerage that wants front and back office in one place, it is a strong fit.

Who it is for

Brokerages and large teams that want front office and back office tools from one vendor.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Configurable IDX websites with behavioral insights
• Lead engine with Google and Facebook lead sources
• AI-powered Smart CRM that surfaces top opportunities
• Marketing Autopilot with behavior-based multi-channel campaigns
• Optional BackOffice for commissions, billing and onboarding

Strengths and weaknesses

• Strength: Front office and back office from the same vendor
• Strength: Human lead concierge service available
• Strength: Listing management with one-click Facebook posting and bulk texting
• Weakness: Pricing only after a demo
• Weakness: Breadth means a longer setup for small teams
• Weakness: Lead concierge and other extras are marketplace add-ons

Key facts

• Formerly: kvCORE
• Products: BoldTrail Platform, BackOffice, Recruit and Marketplace
• Pricing: Packages quoted after a demo

Where it ranks

BoldTrail is No. 5 in our Best CRM for Real Estate Agents verdict.