# BoldTrail Reviews
**Vendor:** Inside Real Estate  
**Category:** [Real Estate Activities Management Software](https://www.g2.com/categories/real-estate-activities-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1,536
## About BoldTrail
BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional.



## BoldTrail Pros & Cons
**What users like:**

- Users value the **centralization** of BoldTrail, enjoying an all-in-one platform that simplifies business management. (18 reviews)
- Users love the **user-friendly features** of BoldTrail, praising its automation and effective lead capture capabilities. (15 reviews)
- Users praise the **total automation** capabilities of BoldTrail, enhancing efficiency and simplifying lead generation tasks. (13 reviews)
- Users love the **ease of use** of BoldTrail, thanks to its user-friendly interface and improved AI assistance. (13 reviews)
- Users love the **comprehensive lead generation** features of BoldTrail, appreciating its automation and ease of use. (12 reviews)
- All-in-one Solution (11 reviews)
- Organization (11 reviews)
- Lead Management (10 reviews)
- Users value the **flexible contact organization** in BoldTrail, enhancing their ability to manage and communicate effectively. (9 reviews)
- Tools (9 reviews)

**What users dislike:**

- Users find the **difficult usability** of BoldTrail hinders their productivity and makes navigation challenging. (10 reviews)
- Users find the **learning curve steep** with BoldTrail, struggling to master its many features effectively. (9 reviews)
- Users find BoldTrail **difficult to learn** , citing a lack of user-friendliness and a steep learning curve. (5 reviews)
- Users note that BoldTrail is **expensive** , especially when scaling with additional agents, limiting flexibility for small teams. (5 reviews)
- Users find the **difficult learning curve** of BoldTrail challenging, impacting their ability to utilize its features effectively. (4 reviews)
- Users find the **learning difficulty** with BoldTrail&#39;s technology challenging, especially for those not tech-savvy. (4 reviews)
- Slow Performance (4 reviews)
- Users feel there&#39;s a **steep learning curve** with BoldTrail, wishing for more training to maximize its potential. (4 reviews)
- System Complexity (4 reviews)
- Complexity (3 reviews)

## BoldTrail Reviews
  ### 1. Frustrating Experience; Unresolved Issues and Charges Persist

**Rating:** 0.5/5.0 stars

**Reviewed by:** GINA A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about BoldTrail?**

The Sales person . He is very persistent. Be careful.

**What do you dislike about BoldTrail?**

I faced a lot of trouble with BoldTrail. First off, the onboarding process took way too long, which was frustrating. Then, even after I specifically asked them not to activate my account due to the delayed onboarding and issues with contacting them, they still charged me $409.75 and kept my account active. I wasted both time and money, and eventually had to switch to another CRM provider who delivered the services quickly, unlike BoldTrail where two months passed and I received emails saying my account is only 20% in process. I called them to try and resolve the issue, but they wouldn't fix it. There was no communication, and they didn't resolve my problems. Despite not receiving any services, they continued to charge me.

**What problems is BoldTrail solving and how is that benefiting you?**

I felt pressured into remaining in a service I never fully received

  ### 2. The site is east to navigate. It surprises me all the time with new functions. 

**Rating:** 4.5/5.0 stars

**Reviewed by:** ellen a. | Real Estate Agent, Enterprise (> 1000 emp.)

**Reviewed Date:** July 19, 2022

**What do you like best about BoldTrail?**

As I said in my Title, and also in my previous review, I love the fact that it’s my go to app. It keeps everything in one place and it keeps everything consolidated and easy to get around and keep track of everyone separately. I also like that I’m able to group different Contacts together based on hashtags or what their criteria is.

**What do you dislike about BoldTrail?**

The only thing I don’t like is the yellow highlighting because it makes it a little difficult for me to see things but other than that, I don’t think there’s much to change or add. 

**What problems is BoldTrail solving and how is that benefiting you?**

It keeps things in place. I love that there is a place to add tasks. I also love that you can schedule things to be done automatically. Each contact has a very concise page dedicated just to them.

  ### 3. Powerful Contact Tracking and Drip Campaigns, but a Long Learning Curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 12, 2026

**What do you like best about BoldTrail?**

It helps me keep all my contacts stored in a neat way so that I can check in daily and see what activity they have been up. For example: viewing listings, opening emails, etc. This allows me to follow up and start conversations. The system also makes it easy to create marketing campaigns and drip campaigns so that I am staying top of mind. It also has useful tools that make it easy to add web pages and blog posts.

**What do you dislike about BoldTrail?**

It can be really difficult to learn all the different features that the system has to offer. It's also cumbersome to set up campaigns.

**What problems is BoldTrail solving and how is that benefiting you?**

BoldTrail makes it easier for me to stay in touch and connect with current clients and leads as they explore the real estate market and search for solutions.

**Official Response from Isabella Durso:**

> We're glad to hear that you are finding BoldTrail helpful in keeping your contacts organized and in creating marketing campaigns. We understand that learning all the features can be challenging, and we are continuously working to improve our user experience and provide better training resources.

  ### 4. BoldTrail review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 18, 2023

**What do you like best about BoldTrail?**

adding the BrokerMint option to BoldTrail has been a game changer to keep my and my companies transactions in one place.

**What do you dislike about BoldTrail?**

Calls from PC to phone is working but still glitchy sometimes. Fails to connect or get disconnected. Wish they would add an better option to send out a newsletter to my list

**What problems is BoldTrail solving and how is that benefiting you?**

I don't see much what kvcore is doing to solve any problems and to benefit me , there should be more features unique to each agent or brokerage.

  ### 5. Effortless Listing Boosts and Reports—A Fantastic App Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley E. | Principal Broker &amp; Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2025

**What do you like best about BoldTrail?**

The app is fantastic! I love how easy it is to boost a listing, send a CMA, set up a search or market report. All fantastic features!

**What do you dislike about BoldTrail?**

the search feature for the contacts could use some improvement. It's not always clear which filters are on/off and it spins for a while leaving me waiting for the contacts to pop up. The AI chatbot is typically wrong when I ask it qs about the software.

**What problems is BoldTrail solving and how is that benefiting you?**

boldtrail dashboard is helping us target Buyers that are looking at the listings we're sending them. It's easy to see who is actively looking and what they're looking

**Official Response from Isabella Durso:**

> We're glad to hear that you find BoldTrail's features fantastic and easy to use! We appreciate your feedback about the search feature and AI chatbot, and we'll work on improving those areas for a better user experience.

  ### 6. KV Core accelerates my Real Estate business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brett M. | Realtor, Enterprise (> 1000 emp.)

**Reviewed Date:** January 23, 2023

**What do you like best about BoldTrail?**

Boldtrail has improved the user interface dramatically. The follow up reminders are vastly improved and the new AI assistance makes this CRM better than ever.  

**What do you dislike about BoldTrail?**

The main dashboard could be graphically better and load faster.

**What problems is BoldTrail solving and how is that benefiting you?**

Managing my 1,000-plus contacts for follow-up and emails and texts

**Official Response from Mary Owen:**

> Thank you so much for your feedback! We appreciate you!

  ### 7. Expensive and Complicated, with a Steep Learning Curve and Underwhelming Support

**Rating:** 2.5/5.0 stars

**Reviewed by:** Stephen V. | Licensed Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2026

**What do you like best about BoldTrail?**

It’s ok steep learning curve and support is underwhelming

**What do you dislike about BoldTrail?**

It’s expensive and complicated to use   Ok

**What problems is BoldTrail solving and how is that benefiting you?**

It’s a relationship manager great to keep top of mind

**Official Response from Isabella Durso:**

> Thank you for sharing your feedback. We understand the importance of a seamless user experience and effective support. We're continuously working to improve in these areas.

  ### 8. Frustrating Experience with BoldTrail

**Rating:** 0.5/5.0 stars

**Reviewed by:** Bryan C.

**Reviewed Date:** January 14, 2026

**What do you like best about BoldTrail?**

I like that BoldTrail is an all-in-one platform.

**What do you dislike about BoldTrail?**

I had a hard time responding to inbound messages and emails on mobile because it didn't work properly. Plus, the lead Gen program didn't work at all. They lock you into a 12 month contract. I'm 45 days in for around $2400 and they haven't delivered a single motivated lead. Zillow would have been way cheaper.

**What problems is BoldTrail solving and how is that benefiting you?**

I use BoldTrail as a CRM and lead gen platform.

**Official Response from Isabella Durso:**

> We apologize for the inconvenience you experienced with our platform. We are constantly working to improve our mobile responsiveness and lead generation program. We appreciate your feedback and will use it to enhance our services.

  ### 9. Time-Saving and User-Friendly Interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joshua S. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2026

**What do you like best about BoldTrail?**

Saves me time with a strong user-friendly interface.

**What do you dislike about BoldTrail?**

I think a simpler setup would be appreciated.

**What problems is BoldTrail solving and how is that benefiting you?**

I can always trust the system and it gives me peace of mind with activities management.

**Official Response from Isabella Durso:**

> We're glad to hear that you find BoldTrail's interface time-saving and user-friendly. We appreciate your feedback about the setup and will take it into consideration for future improvements.

  ### 10. Great system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Margarett K. | Real estate agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about BoldTrail?**

I enjoy the campaign flexibility of writing my own

**What do you dislike about BoldTrail?**

I would like there to be some affordable options for generating leads

**What problems is BoldTrail solving and how is that benefiting you?**

KVCore benefits me by sending out texts and emails to my potential buyers to keep them engaged in conversations with what they think is me! KVCore keeps track of how often people are on the site which is helpful.

  ### 11. Great Features and Usability, But Watch Out for Scam Leads

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joen B. | Real Estate Agent, Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about BoldTrail?**

I love the variety of features that are all easy to use.

**What do you dislike about BoldTrail?**

At times, I have received scam leads, which I find quite frustrating and disappointing.

**What problems is BoldTrail solving and how is that benefiting you?**

I like that I can automatically post to my social media pages. It's also helpful to have access to flyers and other marketing materials for my listings.

**Official Response from Isabella Durso:**

> Thank you for your feedback. We're pleased that you find our features easy to use and beneficial for your real estate business. We understand the frustration caused by scam leads and are actively enhancing our lead verification system.

  ### 12. Outstanding Analytics and Dashboard Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Richard E. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2025

**What do you like best about BoldTrail?**

The analytics and Dashboard, also the all in one capacity.

**What do you dislike about BoldTrail?**

I don’t like that every property alert I set up for my clients has a spam warning.

**What problems is BoldTrail solving and how is that benefiting you?**

I appreciate having all the tools I need for lead generation and client organization conveniently located in one place.

**Official Response from Isabella Durso:**

> We're glad to hear that you are enjoying the analytics and dashboard experience with BoldTrail. We understand your concern about the spam warning for property alerts and we are constantly working to improve our filtering system to provide a better user experience.

  ### 13. BoldTrail Unite 2025 Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard D. | Owner CFO of Brokerage, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Unite had fantastic information and collaboration. The BoldTrail package with Front Office, Back Office and Recruiting creates an entire database that integrates and helps you run your business in the most effective possible way with the latest technology!

**What do you dislike about BoldTrail?**

Would prefer more add-ons to be inclusive in pricing

**What problems is BoldTrail solving and how is that benefiting you?**

Currently we primarily use front office and back office but we are not proficient as a brokerage utilizing front office properly. 

Back office is something we can’t do without. Keeps everything together and compliant. Now we just need to get caught up with front office and then hopefully recruiting

**Official Response from Isabella Durso:**

> We're glad to hear that you found Unite to be a fantastic experience with valuable information and collaboration. We appreciate your feedback about the pricing and add-ons, and we will take this into consideration for future improvements.

  ### 14. Powerful CRM Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick C. | Chief Technology Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2024

**What do you like best about BoldTrail?**

The ability to hashtag/label contacts any way that makes sense to me is huge.

**What do you dislike about BoldTrail?**

The UI can be overwhelming and make it seem much more complicated to use than it is. Thankfully there have been many UI improvements over the years to mitigate this!

**What problems is BoldTrail solving and how is that benefiting you?**

Boldtrail gives our agents a central hub to run their business from. By housing their database in the same place as where they generate their marketing, Boldtrail has removed the need to bounce from one tool to another.

**Official Response from Mary Owen:**

> Nick, thank you for sharing your feedback. We are continuously striving to make the platform more user-friendly, and we appreciate your patience as we work on UI enhancements. Best, Mary Caroline

  ### 15. Business on Auto-Pilot and Endless Resources

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ivy C. | Office Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about BoldTrail?**

The system is incredibly robust. Its great for making sure no leads fall through the cracks, and you are always connecting with your sphere in different ways. If you aren't logging in daily, you're missing something. The presentation tool, digital and print marketing material templates are wonderful for those agents who just need a good place to start. Never go empty handed! The chat support is also great to use. The AI usually can point you in the right direction, but if you need further information you can easily connect with a person.

**What do you dislike about BoldTrail?**

Sometimes the mobile application has issues when using. I recommend to all my team to use the web version.  I also wish the search alerts for clients had more filter options.

**What problems is BoldTrail solving and how is that benefiting you?**

follow up- and connecting with my sphere. its easy to forget to call someone, but bold trail helps communicate with your leads and reminds you when its time to reach out! Its a good place to keep your notes on clients to easily refer back later on.

**Official Response from Mary Owen:**

> Hey Ivy! Thank you so much for taking the time to leave us such an awesome review! BoldTrail is helpful with keeping you on track and making sure all of your leads have been followed up with. We appreciate you, your business and your support! Best, Mary 

  ### 16. This is the platform if you are ready to scale

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cheryl S. | Sales Agent and Adminidtrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

All of the integrations and partners in the market place  allow agents to live in BoldTrail and have ongoing relationships with buyers and sellers on their terms with a partner who really knows them.

**What do you dislike about BoldTrail?**

The features that need attention to  work easily like the drawing tool.

**What problems is BoldTrail solving and how is that benefiting you?**

Ability to engage with everyone in my database easily and with tagging, segmentation of date grows richer and richer and so does your value to the clients you serve.

**Official Response from Isabella Durso:**

> We appreciate your input. Our goal is to provide a platform that enables you to engage with your database effectively. We are committed to continuously improving our features, including the drawing tool, to better serve your needs.

  ### 17. I love the customization ability!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle B. | Transaction Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Being able to customize the fields and other features for our individual needs is a game changer in my opinion!

**What do you dislike about BoldTrail?**

Some features could use improvement, but couldn’t we all! It’s on the right track. There are mini adjustments that can be made such as fonts and color customization within comments but also to allow select users the ability to adjust themselves (such as themes) without bugging customer support.

**What problems is BoldTrail solving and how is that benefiting you?**

Automation for lists!

  ### 18. Automation for lead follow up with Boldtrail is very very good.  I also love

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diane C. | Broker Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Marketing of listings directly from the platform is very good.

**What do you dislike about BoldTrail?**

I would like to be able to add agents in smaller groups.  The cost to jump to 10 agents is too high for us.  We would like ability to add one or two at a time.

**What problems is BoldTrail solving and how is that benefiting you?**

Lead engagement is very beneficial up front.  It allows me to focus on marketing and then work with a lead once they start engaging.

**Official Response from Isabella Durso:**

> We're glad to hear that you are enjoying the lead follow-up automation and marketing features of BoldTrail. We appreciate your feedback about adding agents in smaller groups, and we will definitely take that into consideration for future updates.

  ### 19. One System to Rule them All

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tavia R. | Manager customer training, Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

BoldTrail integrate seamlessly with all the processes that agents use to build their business , they can generate a leads, convert leads stay in touch with past clients all while tracking their business and understanding return on investment in the time that they are spending to generate leads in every pathway.

**What do you dislike about BoldTrail?**

There isn’t the  ability to merge or dedupe

**What problems is BoldTrail solving and how is that benefiting you?**

This is a lot.

  ### 20. Amazing all inclusive platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chad B. | Owner/Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about BoldTrail?**

BoldTrail allows me to keep the consumer 1st and continually updated in the process, the top available properties, and next steps. The AI is a game changer!

**What do you dislike about BoldTrail?**

Nothing yet as we are still learning the platform. The app could be a little more user friendly.

**What problems is BoldTrail solving and how is that benefiting you?**

Time Management. Communication. Technology. Keeping us in one platform vs 10

**Official Response from Jess Cave:**

> Thank you for sharing your positive experience with BoldTrail! We understand the importance of time management, communication, and technology consolidation, and we're glad to hear that BoldTrail is helping you in these areas. We will definitely take your feedback on the app's user-friendliness into account.

  ### 21. Get on The Bold Trail!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phil H. | Associate Broker, Enterprise (> 1000 emp.)

**Reviewed Date:** July 15, 2025

**What do you like best about BoldTrail?**

Bold Trail keeps me in constant contact with my client and prospect data base as well as providing me with cutting edge technology to promote my listings.  Bold Trail just about does it all.

**What do you dislike about BoldTrail?**

Nothing comes to mind.  I am very pleased with Bold Trail.

**What problems is BoldTrail solving and how is that benefiting you?**

Constant contact with clients and prospects.

**Official Response from Isabella Durso:**

> Thank you for sharing your positive experience with Bold Trail! We're glad to hear that it's meeting your needs and providing the solutions you require for constant contact with clients and prospects.

  ### 22. I love the desk top version.  The options and flexibility and ease.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Megan S. | Real estate agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

The vitals and the AI integration system is really a plus. It keeps things going when I’m on the road

**What do you dislike about BoldTrail?**

Sometimes it’s not helpful with people who are tech challenged

**What problems is BoldTrail solving and how is that benefiting you?**

Integrating AI through the program. Working more as us rather the wait time it takes for us to respond to clients

**Official Response from Isabella Durso:**

> We're glad to hear that you love the desktop version and find the AI integration system helpful for staying productive on the road. Thank you for sharing your positive experience!

  ### 23. Unite-Boldtrail

**Rating:** 4.5/5.0 stars

**Reviewed by:** Debbie F. | Broker/Owner/Team Leader, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Love the Dashboard 
Love the hashtag management 
Campaign Management

**What do you dislike about BoldTrail?**

As a former Boomtown user I liked the transfer between agents easier and could transfer between all offices within the brokerage.

**What problems is BoldTrail solving and how is that benefiting you?**

1.  Lead management 
2.  After I learned the campaigns and added some I am able to get a better flow.

**Official Response from Isabella Durso:**

> We're glad to hear that you love the dashboard and hashtag management features! We appreciate your feedback about the transfer between agents and offices, and we'll definitely take that into consideration for future improvements.

  ### 24. BoldTrail makes business a lot more efficient and profitable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam H. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

It is user friendly but also provides complex tools for those that can use them. But you don’t have to use those to still use the system effectively

**What do you dislike about BoldTrail?**

The vital rating is sometimes skewed and makes it hard to achieve higher ratings

**What problems is BoldTrail solving and how is that benefiting you?**

Contact management and follow up

**Official Response from Isabella Durso:**

> We're glad to hear that you find BoldTrail user-friendly and efficient. We understand your concern about the skewed vital rating and will work on improving this feature for a better user experience.

  ### 25. The technology tool needed to support my brokerage to the max!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa C. | Principal Broker/Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2025

**What do you like best about BoldTrail?**

The best Bold Trail feature is how it can link to so many platforms so that it’s a one stop connection tool.

**What do you dislike about BoldTrail?**

Bold Trail has so many features it’s difficult not find a specific place from time to time.

**What problems is BoldTrail solving and how is that benefiting you?**

AI interactions that keep clients engaged.

  ### 26. My Business Dashboard

**Rating:** 5.0/5.0 stars

**Reviewed by:** Suzie S. | Owner, Associate Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

It’s the dashboard for my business. Everything I need is all in one place. I know what to do every day!

**What do you dislike about BoldTrail?**

There is nothing I dislike. Everything is headed in the right direction with agents best interests at heart.

**What problems is BoldTrail solving and how is that benefiting you?**

Connecting with my contacts.

**Official Response from Isabella Durso:**

> We're glad to hear that BoldTrail's dashboard is helping you stay organized and focused on your daily tasks!

  ### 27. Highly recommended event

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nancy O. | D, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

This is the 1st time I went to the class on Sunday! I am going to encourage all of our agents to attend this event

**What do you dislike about BoldTrail?**

Nothing!  Our company is still new to this platform.

**What problems is BoldTrail solving and how is that benefiting you?**

CRM and online leads

**Official Response from Isabella Durso:**

> Thank you for the positive feedback! We're glad to hear that you had a great experience at our event. We appreciate your support and look forward to having more of your agents attend in the future.

  ### 28. Great for a team/solo agent platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kaitlyn R. | Agent Development / Realtor, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

The amount of tools & features it has! Free & paid

**What do you dislike about BoldTrail?**

The lack of ability to run as a whole brokerage like boomtown could.

**What problems is BoldTrail solving and how is that benefiting you?**

Organization & lead gen - as well as having an active & useful website

**Official Response from Isabella Durso:**

> We're glad to hear that you appreciate the variety of tools and features available on BoldTrail. We understand the importance of being able to run as a whole brokerage, and we are constantly working on improving our platform to better meet the needs of our users.

  ### 29. Great management and lead source system for our team over the past 15 years!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Drew  P. | Broker, Team Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Automated systems and continued additions to the technology stack.

**What do you dislike about BoldTrail?**

userbility can ve difficult at times, new app is going to be huge!

**What problems is BoldTrail solving and how is that benefiting you?**

Management of our leads and continued touches to engage the leads over extended periods of time.

**Official Response from Isabella Durso:**

> Thank you for being a loyal customer for 15 years and for your positive feedback on our management and lead source system. We're glad to hear that you appreciate the automated systems and technology additions. We understand the usability concerns and are working on addressing them with the upcoming new app release. It's great to hear that BoldTrail is helping with lead management and engagement for your team.

  ### 30. Overall okay, the transition from boomtown ti hold trail wasn’t great

**Rating:** 4.0/5.0 stars

**Reviewed by:** cory d. | Broker owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I like the one stop shop it offers me for my agents

**What do you dislike about BoldTrail?**

I don’t like how buggy it still is compared to how boomtown was

**What problems is BoldTrail solving and how is that benefiting you?**

It is giving me an efficient place for all my company information

**Official Response from Isabella Durso:**

> Thank you for sharing your experience. We understand the importance of a seamless transition and are committed to addressing any bugs to provide a better user experience.

  ### 31. My business change of BT. In 20 years in the industry, I can say now I’m in the real estate business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcos U. | 100+ agentes, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

More efficiency, greater effectiveness. More conversions, better business.

**What do you dislike about BoldTrail?**

There is nothing in Spanish, my team is 90% Spanish speakers. And our clients too.

**What problems is BoldTrail solving and how is that benefiting you?**

Because no Spanish. I’m translating many things. And sharing my experience with other agents.

**Official Response from Isabella Durso:**

> Thank you for sharing your experience with us. We understand the importance of language accessibility and will explore options to better support Spanish speakers on our platform.

  ### 32. Great unite conference ease of use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bruce A. | Managing Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Like the ease of use and mobile app foe building business

**What do you dislike about BoldTrail?**

Currently the software does not record transcribe and summerize calls

**What problems is BoldTrail solving and how is that benefiting you?**

It allows individual members of the team to make their own decisions regarding marketing

**Official Response from Isabella Durso:**

> Thank you for your feedback about the need for call transcription and summarization. We will definitely take this into consideration for future updates.

  ### 33. I had some issues, but they are working on fixing them!!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ruth P. | Affiliate Broker, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 25, 2025

**What do you like best about BoldTrail?**

great design options for marketing. I could create easily

**What do you dislike about BoldTrail?**

Initially it takes too long to get proper help, but now they are going all out to try and help me to use this software to maximum capacity.

**What problems is BoldTrail solving and how is that benefiting you?**

I'm hoping it becomes my one stop place for all things real estate.

**Official Response from Jess Cave:**

> Hi Ruth, We are sorry to hear about the difficulties you have encountered with fixing your verified email and the subsequent issues with accessing the platform. I've escalated this to my team internally to address your issue and work to ensure a smoother experience for all our users. Thank you for taking the time to leave us the feedback and allowing us to improve. -Jess

  ### 34. User friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole G. | Licensed Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I love the way the platform flows and how easy it is to maneuver within it.

**What do you dislike about BoldTrail?**

I don’t see a downside. It has been the best CRM I have used.

**What problems is BoldTrail solving and how is that benefiting you?**

Keeping me organized

**Official Response from Isabella Durso:**

> We're glad to hear that BoldTrail has been the best CRM you've used and that it's keeping you organized. We appreciate your feedback!

  ### 35. Boldtrail is an amazing tool that holds all the things!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary Ann T. | Sales Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about BoldTrail?**

One place to manage my Contacts in a simple to use format!

**What do you dislike about BoldTrail?**

I don’t dislike BoldTrail. I’m a new user and it is very intuitive.

**What problems is BoldTrail solving and how is that benefiting you?**

Connection with leads and clients. Task management.

**Official Response from Isabella Durso:**

> We're thrilled to hear that you're enjoying using BoldTrail to manage your contacts! Our goal is to provide a simple and intuitive platform for our users.

  ### 36. Team Accountability Managed

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany K. | Broker OWNER Team Leader, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Bold Trail has changed accountability management of my team. Through transparency, we are seeing great results with less than a year in

**What do you dislike about BoldTrail?**

Metrics in emails to measure open/bounces/unsubscribes

**What problems is BoldTrail solving and how is that benefiting you?**

Accountability within my agents

  ### 37. Drink the kool-aid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alicia H. | Realtor/sales person, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

You can almost set and forget and vitals

**What do you dislike about BoldTrail?**

Lag time, lack of working like I want it to

**What problems is BoldTrail solving and how is that benefiting you?**

Time management. It does so much for me I save a ton of time.

  ### 38. BoldTrail has changed my real estate life

**Rating:** 5.0/5.0 stars

**Reviewed by:** Holly A. | Agent and Mentor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

As someone who has wants a Boomtown agent boldtrail is absolutely amazing. It integrates everything I need in one place all of the apps integrate so seamlessly and the product itself is extremely advanced.

**What do you dislike about BoldTrail?**

Nothing so far! I’m still  learning however I haven’t found anything I disliked. The app could use a little work!

**What problems is BoldTrail solving and how is that benefiting you?**

There’s a lot of AI driven and behavior based transactions that is super beneficial

**Official Response from Isabella Durso:**

> We're thrilled to hear that BoldTrail has had such a positive impact on your real estate experience! We're constantly working to improve our app, so we appreciate your feedback about the user interface. Thank you for choosing BoldTrail!

  ### 39. Great system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda U. | Broker in charge, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

The crm is amazing, it keeps me organized.

**What do you dislike about BoldTrail?**

Too robust at times and I don’t think the follow ups are that good

**What problems is BoldTrail solving and how is that benefiting you?**

Solving me keeping on type of mind.

**Official Response from Isabella Durso:**

> We're glad to hear that you find our CRM amazing and it helps you stay organized. We appreciate your feedback about the robustness and follow-up features, and we will take this into consideration for future improvements.

  ### 40. It is very user friendly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna C. | Real Estate Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2025

**What do you like best about BoldTrail?**

I like seeing that my CRM are reading the emails.

**What do you dislike about BoldTrail?**

If you don't answer through its system, your scores go down.

**What problems is BoldTrail solving and how is that benefiting you?**

It helping me maintain good records.

**Official Response from Isabella Durso:**

> We're glad to hear that you find BoldTrail user-friendly and that it helps you maintain good records. We appreciate your feedback about the CRM feature and the scoring system, and we'll take it into consideration for future improvements.

  ### 41. Small broker competing with franchises

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennifer M. | Broker/Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

how easy it is to use.very smooth to work through

**What do you dislike about BoldTrail?**

so many tools it is hard to be really good at all the aspects

**What problems is BoldTrail solving and how is that benefiting you?**

crm and leads

**Official Response from Isabella Durso:**

> We're glad to hear that you find BoldTrail easy to use and smooth to work through. We understand that having many tools can be overwhelming, but we strive to provide comprehensive solutions for all aspects of real estate. We appreciate your feedback and will continue to work on improving our platform.

  ### 42. Great platform!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole P. | Broker in charge, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Bold trail back office has some really great features!

**What do you dislike about BoldTrail?**

Back office had a lot of technology to learn

**What problems is BoldTrail solving and how is that benefiting you?**

We’ve just started using bold trail. Still learning.

**Official Response from Isabella Durso:**

> We're glad to hear that you're enjoying the features of our back office platform! We understand that learning new technology can be challenging, but we're here to support you every step of the way. If you have any specific questions or need assistance, please don't hesitate to reach out to our customer support team.

  ### 43. Has been one of the best business decisions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

What’s most helpful about BoldTrail, especially for lead generation and client relationships, is how it simplifies staying connected with the right people at the right time

**What do you dislike about BoldTrail?**

It requires a lot of time at the beginning to set up and get everything automated

**What problems is BoldTrail solving and how is that benefiting you?**

BoldTrail has been a game-changer for me. It’s helped me market my listings more effectively and consistently generate quality leads

  ### 44. The front office partner for Brokermint!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica S. | Operations Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about BoldTrail?**

Smart campaigns! We love the done for you and custom options.

**What do you dislike about BoldTrail?**

The platform is a  bit cumbersome to navigate.

**What problems is BoldTrail solving and how is that benefiting you?**

Customer relationships - nurturing database

**Official Response from Mary Owen:**

> Jessica, thank you for sharing your positive experience with the smart campaigns in kvCORE. We apologize for any inconvenience you've experienced with the platform's navigation. We're committed to making it more user-friendly, and your input helps us in that process. Best, Mary Caroline

  ### 45. Bold trail leads

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda B. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I love how BoldTrail keeps everything organized for me!

**What do you dislike about BoldTrail?**

The follow up is the most important, but could be difficult too!

**What problems is BoldTrail solving and how is that benefiting you?**

Get leads

**Official Response from Isabella Durso:**

> We're glad to hear that BoldTrail is helping you stay organized! We understand the importance of follow-up and are constantly working to improve in that area. Thank you for your feedback!

  ### 46. Seamless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley W. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

Integration between from office and back office

**What do you dislike about BoldTrail?**

The auto text doesn’t stop when the client text back

**What problems is BoldTrail solving and how is that benefiting you?**

Capturing leads

**Official Response from Isabella Durso:**

> Thank you for sharing your feedback about BoldTrail. We're pleased to know that the integration between the front office and back office is working well for you. We apologize for the inconvenience caused by the auto text feature and will work on resolving this issue.

  ### 47. Excellent experience with BoldTrail

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I love that BoldTrail offers a one stop shop for CRM management, BackOffice support and buying and selling promotion. I’ve had an excellent experience with support and ensuring me and my team are functioning at full speed.

**What do you dislike about BoldTrail?**

It isn’t the most cost efficient service but you get what you pay for.

**What problems is BoldTrail solving and how is that benefiting you?**

Automation and lead follow up.

**Official Response from Isabella Durso:**

> It's great to hear that our automation and lead follow-up features are benefiting you. We're committed to solving these problems to help streamline your business processes and drive success.

  ### 48. Making our life easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jon W. | Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

It’s merged our back office and front office

**What do you dislike about BoldTrail?**

It’s great and has helped our brokerage!

**What problems is BoldTrail solving and how is that benefiting you?**

Integration

**Official Response from Isabella Durso:**

> Thank you for sharing your positive experience with BoldTrail. We're happy to hear that it has been beneficial for your brokerage.

  ### 49. Good product but app needs work

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I like having all of my contacts in one place and having one outlet to communicate

**What do you dislike about BoldTrail?**

The app is pretty useless on my phone. The only way I can respond to people effectively is with my laptop, which is not ideal when I’m out and about.

**What problems is BoldTrail solving and how is that benefiting you?**

Help me keep things organized

**Official Response from Isabella Durso:**

> We appreciate your feedback and are sorry to hear about the issues you are experiencing with the app. We are constantly working on improving our app's functionality and will take your comments into consideration for future updates.

  ### 50. Finally an all in one tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about BoldTrail?**

I can handle my deals and clients in the same place.

**What do you dislike about BoldTrail?**

A few issues with combining clients who are part of a couple.

**What problems is BoldTrail solving and how is that benefiting you?**

Connecting me with clients I had lost touch with. After 12 years I haven’t had a consistent way to easily follow up with thousands of contacts.


## BoldTrail Discussions
  - [Any tips on a leads program? We are just about to get CORE Property Boost and drop them into a pond.](https://www.g2.com/discussions/any-tips-on-a-leads-program-we-are-just-about-to-get-core-property-boost-and-drop-them-into-a-pond) - 1 comment, 2 upvotes
  - [The quickest way to cancel kvcore?](https://www.g2.com/discussions/50539-the-quickest-way-to-cancel-kvcore) - 2 comments, 2 upvotes
  - [BOOMTOWN IS A SCAM!!!](https://www.g2.com/discussions/boomtown-is-a-scam) - 1 comment, 1 upvote
  - [Best strategies to work around the opt out language being sent out?](https://www.g2.com/discussions/best-strategies-to-work-around-the-opt-out-language-being-sent-out) - 1 comment, 1 upvote
  - [I would like to get set up with a BT coach to see if it would be beneficial](https://www.g2.com/discussions/i-would-like-to-get-set-up-with-a-bt-coach-to-see-if-it-would-be-beneficial) - 1 comment, 1 upvote

- [View BoldTrail pricing details and edition comparison](https://www.g2.com/products/boldtrail/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+04%3A02%3A11+-0500&secure%5Bsession_id%5D=7d0b8716-63b1-49b2-a986-ac1678e2e035&secure%5Btoken%5D=3a4c87bc5123ae194aab8d6fbb466383e25c5fed21b2d51ab477491fb1a5cdb1&format=llm_user)
## BoldTrail Integrations
  - [Canva](https://www.g2.com/products/canva/reviews)

## BoldTrail Features
**Administrative**
- E-Signature Capabilities
- Document Management
- Contact Management

**Agent Effectiveness**
- Market Intelligence
- Pipeline Management
- Real-Estate Specific RM

**Relationship Management**
- Lead Generation
- Social Media Integration
- CRM Integration

**Client Management**
- Lead Scoring
- Contact Management
- Lead Generation

**Operations**
- Transaction Management
- Financial Management
- Real Estate Software Integration
- Back Office Automation
- Commissions Management
- Compliance Checks

**Operational**
- Contract Management
- Communication Tools
- Transaction Management
- Mobile App
- Opportunity Tracking
- Agent Monitoring

**Presentation**
- Website Builder
- MLS Integration
- SEO Strategization
- IDX Website

**Task Management**
- Marketing Automation
- Document Management
- Third-Party Integration

**Platform Features**
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Listing Management
- Email Marketing
- Transaction Management
- Lead Management
- CMA Management
- Forecasting & Reporting
- Dashboards

**Platform Branding**
- Operability
- Brand Management

**Agentic AI - Brokerage Management**
- Multi-step Planning
- Cross-system Integration
- Decision Making

**Platform Content**
- Social Media Management
- Communication Management
- Website Management
- Campaign Building

**Agentic AI - Real Estate CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Natural Language Interaction
- Decision Making

**Platform Additional Functionality**
- Reporting

**Platform Integrations**
- Integration with Real Estate CRM
- Integration with Virtual Tour
- Integration with Real Estate Activities Management

## Top BoldTrail Alternatives
  - [Lofty](https://www.g2.com/products/lofty-lofty/reviews) - 4.3/5.0 (395 reviews)
  - [Brivity](https://www.g2.com/products/brivity/reviews) - 4.2/5.0 (43 reviews)
  - [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews) - 4.5/5.0 (260 reviews)

