BoldTrail Reviews

Pros

Having previously been an admin in the 90's, followed by then being an assistant to various agents, and now being a licensed Realtor since 2006. I have seen how the industry has evolved along with new technology. I have seen what works and what doesn't work. And, KVCore is a platform that combines all the latest technology into one platform to assist agents. It's the first thing I log into each day.

Cons

Sometimes I would prefer to be able to call in for help versus waiting for a response.

Pros

Ease of use but its very IT centric. People who are not confortable with computers really struggle.

Cons

The Open House app. Poor design.
Too IT centric for the average person.
Interfaces are incorrect.
Unable to set up a range in alerts for maintenance fee and lessehold fee.

Pros

Sure, I like BoldTrail because of its all-in-one platform for CRM, lead generation, and marketing automation.

Cons

What I like least about BoldTrail is that some features still feel tailored more for the U.S. market, which creates limitations for Canadian agents like myself. Additionally, the support is slow and not always helpful.

Pros

They have good marketing - if it only functioned as advertised.

Cons

The CMS is terrible and buggy. The "training" materials are dated, with many of the videos not even matching the current layout (their FB site has one from 2019 pinned as the "101 Video).

Pros

The dashboard, smart CRM, automated tools such as the marker report and smart campaigns. API automation is also crucial to do it yourself connection to third party lead gen.

Cons

There isn’t anything that I don’t like about kvcore. I do wish they’d make a design on releasing the free version of Core Home to all brokerages

Alternatives Considered

Reasons for Choosing BoldTrail

Switched From

Reasons for Switching to BoldTrail

Pros

Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities.

Cons

This is a big system that requires constant training.

Pros

All in one database that keeps all clients and customers organized. Allows to make "touches", searches, and categorize.

Cons

Lag time. Program seems to drag often needing a cache flush sometimes more than once in a day. Would like to see more options for criteria when searching properties.

Pros

It’s easy to organize my contacts and stay in touch with them.

Cons

When I send an email, I can only select a few contacts at a time. It would be nice to click on the group and send the info one time.

Pros

Managing contacts and leads efficiently.
Streaming the tasks and follow ups to maintain communication with clients and new prospects.
Timely reminders to ensure tasks are completed and checked off.

Cons

Not sure how to add campaigns. I haven't worked on this too much.

Pros

I really like the ability to follow up, market, generate, convert, and stay connected with SOI and new opportunities. This is a one stop business portal that is very intuitive and powerful.

Cons

Load time is slow and some features are not currently working as designed - hopefully those issues will be resolved timely.

Pros

The consistinsey and the depth of how it works

Cons

how it put my leads and contacts organized.

Pros

KVCORE literally has everything. You can monitor messages that have been opened by the client. Set up property alerts right from there. Create campaigns, lead management, etc. Lots of tutorials and info available on fb and youtube. Love that I can prioritize clients on level of interest/commitment.

Cons

The nosey neighbor did not generate any viable leads and was expensive. The screen setup is a little overwhelming, and not super easy to spot everything, so I believe I am probably not utilizing most features because they're not super recognizable. I really do not like that you can't use spaces in the hashtags like you can with FUB, or delete a lead that's not going anywhere or is a telemarketer. Also, you cannot merge duplicate contacts. Or at least I couldn't, and I probably couldn't find the tutorial for it, so I have alot of duplicates. It's a LOT of info to learn and can be very overwhelming. We were using it for roughly two years and I did not have the time to sit and lean all of it. I pretty much gave up after a month or so and just used the basic funtions. Setting up the campaigns is not exactly fluid or easy as well. It's great that you can do it, but by the time you start, then do a tutorial, try to set it up, etc., you've already been interrupted by the phone or someone twenty times that by the time I have a chance to go back to it, I have to learn it all over again I spent the majority of my time on KVCORE trying to learn it, so I just stopped.

Pros

My company provided it, I was new and a CRM was new to me. Easy to use and great management tool.

Cons

I haven't figured out how to email one set of customers set up by filters at one time.

Pros

Functionality is great when it works, but if it goes down - the support is worse that xfinity that is outsourced to aomeone that don't speak your language

Cons

The support team - it takes for ever to respond to you, there is no phone number. I have lost clients due to this system.

Pros

A great service if you have someone with expertise to set up it's functions, campaigns, etc.

Cons

I want to share my experience with Inside Real Estate/KvCore. When my KvCore website went live, my emails were unexpectedly forwarded to the KvCore software without prior notice. This lack of communication led to several issues, stress, chaos. I reached out to customer service for assistance in disabling the email forwarding but received a delayed response. During this time, I lost access to my domain, which had been taken over by a third-party provider, Cloudflare. This disruption affected my business operations. To compound matters, I had to rebook my travel plans at a higher cost due to these complications. Additionally, I was unable to access contracts and offers, which are crucial in my line of work. Disconnecting KvCore from GoDaddy and Cloudflare required extensive troubleshooting with GoDaddy.The overall impact was not only financial but also disruptive to my business operations. The lack of timely support and communication added to the frustration.This experience has left me disheartened about KvCore. I decided to cancel my credit card and stop using their service. However, they refuse to terminate the contract and are billing me $736, with plans to continue monthly charges of $600 due to the outstanding balance. I believe it's important for individuals facing similar issues to consider their legal options. I've created a FB group called 'kvCore | Inside Real Estate: Pissed Consumer & Reviews' to provide a platform for those who believe they deserve a remedy.

Pros

Helps keep me organized beyond belief and I really enjoy the software.

Cons

My AI assistant writes some interesting stuff to my clients, I've learned to turn it off.

Pros

Lots of automation and follow up available

Cons

CRM clunky and not easy to use. Needs better filtering capabilities

Pros

The lead follow ups. I like that the system sends emails to my clients!

Cons

It doesn’t show me listings that are under option period/ under contract

Pros

KvCore is a positive in keeping clients and customers organized. It also sets up alerts when the customers check out properties.

Cons

I do not like the fact that there is no phone support to use - only a bubble o click on.

Pros

Lead generation and CRM all in one place. Also, listing management

Cons

Too many things to deal with. Sometimes it can be confusing and overwhelming. I usually get help from my broker's office.

Pros

I like how i can send bulk text and emails.

Cons

I often go to YouTube for training on KV core

Pros

Helping me stay in touch with my Clients without post-it notes and index cards

Cons

Nothing comes to mind at this time, still learning

Pros

Ease of use - video training - live training - available help for issues

Cons

new technology is hard to learn - i am old fashioned - but I have learn to trust and use this product and it IS making a difference .

Pros

Leads easy to use and eccellnet training

Cons

I like everything . Dont try other crm i promise you

Pros

KvCore has so many features to help manage and boost business.

Cons

All the money-making features are too expensive for a new agent to use.