BoldLeads CRM Features
What are the features of BoldLeads CRM?
Platform Features
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Listing Management
- Email Marketing
- Transaction Management
- Lead Management
- CMA Management
- Dashboards
Client Management
- Lead Scoring
- Contact Management
- Lead Generation
Task Management
- Marketing Automation
- Document Management
- Third-Party Integration
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BoldLeads CRM Categories on G2
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Platform Features
Contact & Account Management | As reported in 23 BoldLeads CRM reviews. Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties. | 30% (Based on 23 reviews) | |
Opportunity & Pipeline Management | Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide. 23 reviewers of BoldLeads CRM have provided feedback on this feature. | 32% (Based on 23 reviews) | |
Task / Activity Management | As reported in 23 BoldLeads CRM reviews. Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities. | 33% (Based on 23 reviews) | |
Listing Management | Edit and update property listings from within the system, and integrate data across MLS and real estate listing services. 16 reviewers of BoldLeads CRM have provided feedback on this feature. | 19% (Based on 16 reviews) | |
Email Marketing | Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders. 21 reviewers of BoldLeads CRM have provided feedback on this feature. | 33% (Based on 21 reviews) | |
Transaction Management | Based on 17 BoldLeads CRM reviews. Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale. | 24% (Based on 17 reviews) | |
Lead Management | Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification. This feature was mentioned in 24 BoldLeads CRM reviews. | 30% (Based on 24 reviews) | |
CMA Management | See feature definition | Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients. 19 reviewers of BoldLeads CRM have provided feedback on this feature. | 35% (Based on 19 reviews) |
Forecasting & Reporting | Based on 16 BoldLeads CRM reviews. Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports. | 20% (Based on 16 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. This feature was mentioned in 22 BoldLeads CRM reviews. | 31% (Based on 22 reviews) |
Client Management
Lead Scoring | Analyzes stored leads and identifies hot, warm, and cold leads This feature was mentioned in 24 BoldLeads CRM reviews. | 25% (Based on 24 reviews) | |
Contact Management | As reported in 25 BoldLeads CRM reviews. Streamlines the input and management of contacts into the database | 44% (Based on 25 reviews) | |
Lead Generation | As reported in 27 BoldLeads CRM reviews. Nurtures and generates leads from a variety of lead capture sources | 24% (Based on 27 reviews) |
Task Management
Marketing Automation | Facilitates the setting up, dispersal, and automation of email marketing strategies 23 reviewers of BoldLeads CRM have provided feedback on this feature. | 36% (Based on 23 reviews) | |
Document Management | Stores and organizes contracts and other important documents for easy retrieval This feature was mentioned in 19 BoldLeads CRM reviews. | 32% (Based on 19 reviews) | |
Third-Party Integration | Based on 20 BoldLeads CRM reviews. Easily integrates with third-party solutions for more comprehensive functionality | 22% (Based on 20 reviews) |
