--- description: Review of BoldTrail Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: BoldTrail | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Real Estate CRM Software](/directory/338/real-estate-crm/software) > [BoldTrail](/software/435596/BoldTrail) # BoldTrail Canonical: https://www.softwareadvice.com.au/software/435596/BoldTrail Page: 1 / 24\ Next: [Next page](https://www.softwareadvice.com.au/software/435596/BoldTrail?page=2) > BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents win more business and work more efficiently. From lead capture and CRM to marketing automation, agent productivity tools, and AI-powered assistance, BoldTrail brings the tools agents use every day into one connected system. The result: faster follow-up, stronger relationships, and more opportunities converted from first touch to close. Designed for modern brokerages, BoldTrail gives leaders visibility into performance while empowering agents with technology that actually helps them sell more homes. > > Verdict: Rated **4.4/5** by 563 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 563 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Inside Real Estate - **Location**: Draper, US - **Founded**: 2008 ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Contact Inside Real Estate for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Management - Appointment Scheduling - CRM - Calendar Management - Calendar/Reminder System - Campaign Management - Client Management - Client/Property Matching - Commission Management - Contact Database - Contact Management - Customer Database - Customizable Fields - Customizable Templates - Dashboard ## Integrations (7 total) - Constant Contact - Docusign - Google Ads - Meta for Business - SkySlope - Zapier - dotloop ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Real Estate CRM Software](https://www.softwareadvice.com.au/directory/338/real-estate-crm/software) ## Related Categories - [Real Estate CRM Software](https://www.softwareadvice.com.au/directory/338/real-estate-crm/software) - [Account Management Software](https://www.softwareadvice.com.au/directory/3606/account-management/software) - [Real Estate CMA Software](https://www.softwareadvice.com.au/directory/4711/real-estate-cma/software) - [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software) - [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software) ## Alternatives 1. [CINC](https://www.softwareadvice.com.au/software/71237/cinc) — 4.1/5 (248 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews) 3. [TOP PRODUCER](https://www.softwareadvice.com.au/software/34818/top-producer) — 4.0/5 (323 reviews) 4. [Lofty](https://www.softwareadvice.com.au/software/60278/chime) — 3.9/5 (127 reviews) 5. [Sell.Do](https://www.softwareadvice.com.au/software/87125/selldo) — 4.7/5 (134 reviews) ## Reviews ### "Powerful System for REMAX and Other Agents When It’s Set Up and Used Correctly" — 5.0/5 > **Jachelle** | *4 March 2026* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: BoldTrail is a very powerful platform when agents understand how all the pieces connect. I like that it brings together multiple tools in one ecosystem including agent websites, CRM, listing landing pages, market reports, home valuations, CMA tools, DesignCenter marketing, and automation systems. For REMAX agents specifically, it integrates directly with our existing tech stack and can connect website activity to lead capture and follow up. When optimized properly, it allows agents to generate listing websites automatically, capture buyer and seller leads, and build long term database relationships without needing multiple third party tools. From a marketing and technology training perspective, I also appreciate that it gives agents a strong foundation to build on. Once profiles, SEO visibility, and automation systems are configured correctly, it can become a very effective business engine instead of just another software platform running in the background. > > **Cons**: The biggest challenge is that many agents don’t realize how much setup and optimization is required to unlock the full value of the platform. Out of the box, the system exists and technically works, but if profiles, automation, lead routing, website content, and CRM workflows are not configured correctly, it can feel underwhelming. In reality, the platform is powerful but it requires intentional setup, ongoing training, and periodic maintenance. Another challenge is that many agents underestimate the system because they only use a small percentage of what it can actually do. > > Overall, my experience with BoldTrail has been very positive, especially from the perspective of helping agents understand how to use technology to grow their business. When agents take the time to optimize their profiles, connect their website tools, configure their CRM automations, and actively use the system, BoldTrail can support everything from lead capture to long term client follow up. I see the biggest success with agents who treat the platform like a business system rather than just a website or CRM. And as a new real estate agent myself in Washington, I’m especially grateful to be able to start my business journey with a system like this. It’s very user friendly and gives me the confidence that I have the tools I need to build my business from day one. The reality is that the tools are already there for most REMAX agents. The key difference is whether they are actually set up and being used strategically. ----- ### "Best CRM for Real Estate Professionals" — 5.0/5 > **James** | *13 May 2025* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: It had a solution for remaining in contact with clients AFTER the sale closed. It also had a separate CRM for the Lender's client's. I own a mortgage company and Real Estate company, this was huge for me. > > **Cons**: The Lender side of the platform is significantly limited. It should be expanded to match some of the features offered on the agent side. > > It's been fantastic. I have been able to cultivate new client's while at the same time nurturing long time clients that are more likely to refer or come back to me. ----- ### "Kvcore over promised and under delivered" — 3.0/5 > **Verified Reviewer** | *19 April 2019* | Real Estate | Recommendation rating: 5.0/10 > > **Pros**: It is innovative. It is easy to interact with our social media. > > **Cons**: It is clunky. The interface is not very intuitive. > > We are ale to market our business very easily. The setup and support was lacking from the beginning. You can definitely tell it is a software solution built by non agents. ----- ### "Don’t trust Bold Trail’s contracts" — 1.0/5 > **Verified Reviewer** | *26 March 2026* | Real Estate | Recommendation rating: 0.0/10 > > **Pros**: Bold trail is a basic CRM that acts like any other. The functions of the base system are basic and can certainly take care of any basic CRM needs. > > **Cons**: The customer service and management are a bit of a joke. I agreed to an expansion for leads, signed a contract, and was charged twice what my contract states. I brought it to their attention and they are now trying to say it should have been more, and a discounted amount was in my contract. This is ludicrous and I’m in the process of having my bank review and get my money back. I would caution spending any money with them without an iron clad agreement… even then you might have to fight to have them do what they say they will do. I have proof of everything and will get this sorted, but it’s a pan in the butt and I wanted everyone to know and caution when working with these guys. Specifically \[sensitive content hidden\] and \[sensitive content hidden\] (lead department). Horrible customer service. > > I will never chose this CRM or do business with \[sensitive content hidden\] in any capacity in the future. There are too many options to deal with incompetent people when managing your business. ----- ### "user friendly" — 5.0/5 > **Adam** | *16 December 2025* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: I like how easy the Marketing ads are to use as well s the notifications for reminders, very useful for real estate > > **Cons**: Wish there was a way to add more statuses to organize clients, there may be but i have not used boldtrail to its full capability. > > the system is easy to use, notifications are beneficial for reminders. Provides good e-learning education on how to use the CRM ----- Page: 1 / 24\ Next: [Next page](https://www.softwareadvice.com.au/software/435596/BoldTrail?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/435596/BoldTrail) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data