BoldTrail

boldtrail.com ↗

Real-estate CRM connecting property searches, follow-up, and brokerage operations

SI Score
70/100
Pricing
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the BoldTrail homepage

What it does

BoldTrail connects a real-estate CRM with IDX websites, marketing and brokerage tools. It continues the kvCORE platform, retaining existing contact data and workflows. Pricing is quoted for the account size, products and add-ons, with onboarding available for teams moving from other systems.

Property-search activity gives a BoldTrail agent context for the next client conversation. The Smart CRM brings that activity together with contacts and follow-up, while website and marketing work share the relationship history.

Access and migration

Request a quote for the account's size and product combination. Streams, BackOffice and Recruit affect the total, so a solo agent and a brokerage can have different arrangements. Existing customers use BoldTrail Platform Login.

The onboarding team can map contacts, data and workflows from another CRM. The amount of history needed determines the migration scope. For existing kvCORE users, BoldTrail carries forward the core CRM information and workflows under the current interface and brand.

Strengths

  • Property-site activity can inform contact follow-up
  • Connected CRM and website work retain shared customer context

Watch out for

  • Products and add-ons need to be scoped together for the account quote

Best for

  • Real-estate teams coordinating customer follow-up with a broader brokerage platform

Sources