BoldTrail Review 2024: Prices, Features, Reviews, and Alternatives
Editorial Note: We sometimes earn a small commission from partners listed. This never affects editor opinions or evaluations. More
As real estate agents, we are always on the lookout for better ways to streamline our business and work more efficiently. Time is the elusive element of our business, and finding the right tools to maximize your effectiveness can help grow your business by leaps and bounds.
Incorporating a superior CRM system that suits your workflow is the first step in being able to accomplish your goals. Today we are going to take an in-depth look at Bold Trail to see if their features align with your real estate needs.
5 Key Takeaways
- User-Friendly Interface: Simplicity is a vital feature when adapting to a new system and integrating your established marketing tools and social media.
- AI-Driven Features: At this point, if you’re not using AI to help with automated lead nurturing, you’re going to be behind.
- Customizable IDX Websites: They offer websites that will showcase your brand and automatically stay up to date with MLS integrations.
- Pricing Options: They offer several different plans to scale your business as your needs grow.
- All-In-One Solution: Designed to simplify your marketing and lead nurturing process primed for conversion.
Summary of Bold Trail
Bold Trail is the new CRM platform, which bolsters new features and reliability that agents trust from KvCore. The main purpose of its new design, from what I can gather, is to streamline your daily tasks, boost your efficiency, and ultimately help you close more deals utilizing new technology to keep you one step ahead of your competition.
Their AI-driven lead nurturing and customizable IDX websites help you develop relationships with your clients from the first interaction with the properties you have listed and for those interested in listing with you. Bold Trail’s built-in lead generation and management tools are an added perk to this CRM system that sets it apart from others on the market.
5 Features of Bold Trail and Why They’re Useful
Customizable IDX Website
Customizable IDX website: Your website must exhibit your brand so buyers and sellers know at a glance what you specialize in. Bold Trail allows you to tailor your site to highlight your voice and expertise while integrating up-to-date listings automatically from MLS.
- Why it’s useful: This helps you stand out in a crowded market with a unique and professional online presence, and will likely help you attract new clients that align with your listings.
AI-Driven Automated Lead Nurturing
AI-driven automated lead nurturing: Not to date myself, but it’s wild that AI is an imperative tool to have in your back pocket now. And, to have a platform that has tailored their AI specifically to meet the needs of real estate agents is key.Keep in touch with leads without lifting a finger.
- Why it’s useful: This helps you keep in touch with leads without lifting a finger, ensuring that no lead falls through the cracks. Not only does this help you save time, but will help increase your chances of conversion.
Listing Reports and Business Analytics
Listing reports and business analytics: They have integrations with Google Analytics and give detailed insights into your marketing performance and listing activities, which is crucial data to help you develop more marketing strategies and monitor listing activities.
- Why it’s useful: Market reports like this help you make data-driven decisions to improve your business strategies and marketing plans so you stay ahead of the competition and win more online presence and client interest.
Built-In Lead Gen Tools
Built-in lead gen tools: How much have you spent on lead generation platforms? We all do, and it is worth it. Bold Trail offers built-in lead generation tools with several integrations to help you.
- Why it’s useful: This helps you hopefully to save on your ad spend and maximize your lead generation efforts with tools specifically designed to help you grow and scale quickly.
Email & SMS Marketing 
Mass Email and Text: Email marketing is the cornerstone of effective, personalized lead nurturing, and it provides the ability to implement both email and SMS marketing tools to promote client engagement.
- Why it’s useful: In my experience, this is where leads become clients. Nothing can replace individual engagement, which helps you stay top of mind when buyers and sellers are looking to make real estate decisions.
Product Pricing
They offer several packages at various price points with add-ons available at each level to suit your needs. I always try to give specific pricing, but Bold Trail’s website doesn’t offer up their pricing right away. Of course, I gave them a call to find out more for you.
I found out that their comprehensive plan for solo agents starts at $499/month, which might seem pricey, but a sophisticated CRM more often pays for itself when used properly. The reason, they don’t list their prices are because the pricing varies depending on your needs and what will work best for you.
I will say their customer service was quick to respond and they will schedule a meeting with you so you are sure to get what you need without busting your budget. I suggest going into your meeting with an ideal budget and a list of what you would expect for that to see what guidance they can offer you.
Here are their 4 plans to start with and customize as needed:
- Bold Trail Platform:
- Front facing office
- IDX website
- Listing Management & Marketing
- AI-Powered
- Bold Trail Backoffice:
- Quickbooks Integration
- Commission Automation
- Enhanced analytics and reporting
- Bold Trail Recruit:
- Features for larger agencies
- Digital Marketing Integrations
- Automated Data Consolidation
- Bold Trail Marketplace:
- A Host of Customizable Add-ons
3 Biggest Pros for Using the Site
- User-Friendly Interface: The platform is largely intuitive, making it easier for you to get started using their features quickly.
- AI-Driven Automation: Saves time and ensures consistent lead nurturing, which is a key factor in helping build strong relationships with your clients to increase your conversion rates and referrals.
- Customizable Websites: Your website is the first impression you make when clients are looking for the right agent to help them make high-dollar decisions for their next property. Their website designs allow you to establish your unique online presence that will attract the right buyers/sellers for your expertise.
3 Biggest Cons
- Learning Curve: While the interface is user-friendly, some features may take time to get used to, but it shouldn’t slow you down too much!
- Cost: The pricing might be steep for solo agents or small teams, which is understandable if you’re just getting started in your real estate career.
- Limited Integrations: While they do integrate with Zapier and other larger-known platforms, they may not yet integrate with all the other tools you currently use.
Agents/Brokers Who Would Find It Most Useful
- Growing Teams: Bold Trail is ideal for teams looking to scale their business. Having a cohesive system of operations all in one place is beneficial. Bold Trail’s advanced features and automation features will support your efforts quickly.
- Tech-Savvy Agents: If you are comfortable with technology, you will likely find the platform’s AI and analytics particularly beneficial and enjoyable to integrate into your platforms.
- Busy Agents: Agents who need to maximize their efficiency and streamline their workflows will appreciate the automation and mobile accessibility.
Who It Might Not Be As Good For
- Solo Agents on a Budget: The start-up cost might be prohibitive for agents just starting out, but it is good to make note of CRMs along the way as you grow your client lists.
- Tech-Averse Agents: Those who are not comfortable with technology might find the platform challenging to get started.
- Agents with Existing CRM Loyalty: If you’re already committed to another CRM and it’s deeply integrated into your workflow, switching might be difficult, but it’s always good to stay adaptable to incorporating new AI technology.
What Other Real Estate Agents Are Saying
Real estate agents who use Bold Trail have supported their claims for increased efficiency and better lead management. Bold Trail has provided several testimonials and videos from satisfied customers, which gives me more confidence in recommending it as a platform worthwhile for your business.
Product Alternatives
Best Budget Leads
- Get leads instantly
- Integrates with dozens of technology platforms
Best for Solo Agents
- All leads within 50 mile radius
- Platform uses 400 million data points
Best for New Agents
- Full contact information included
- Comes with step-by-step resources
- Follow Up Boss
- Known for its robust lead management features.
- Integrates well with other real estate tools.
- Real Geeks
- Provides a suite of marketing tools alongside CRM features.
- Excellent for agents focused on lead generation and conversion.
Speak with an industry expert agent advisor. Together we will find the best solution based on your goals and needs.
Summary
Bold Trail is a powerful CRM platform for agents at all levels. Their user-friendly interface, AI-driven automation, and customizable IDX websites make it a valuable tool for growing teams and tech-savvy agents who are ready to scale quickly.
While you may experience a learning curve and higher costs initially, the benefits it offers can significantly help streamline your business operations and help you close more deals for a greater ROI than you might expect by piecemealing your platforms.
If you’re in the market for a new CRM, I would say, Bold Trail is definitely worth considering
