# Compare Salesforce Sales Cloud vs BoldTrail 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Salesforce Sales Cloud and BoldTrail based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/61368-176447/Salesforce-vs-BoldTrail

---

# Salesforce Sales Cloud vs BoldTrail Features and Cost Comparison

Last updated April 7th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Salesforce Sales CloudBoldTrail2/4 selected

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.4 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

[## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$25.00/month

Value-for-Money

4

Functionality

4.4

Ease of Use

4

Customer Service

4.1

Reviews Sentiment

Based on [18,782 reviews](#user-reviews)

Positive

16,819

Neutral

1,488

Negative

475

[## BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.4 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

Based on [563 reviews](#user-reviews)

Positive

493

Neutral

20

Negative

50

## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 17,542 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

88%Fit

High performer

Feature ratings

Data Security

4.5

Contact Management

4.5

Lead Management

4.4

Sales Pipeline Management

4.5

Activity Dashboard

4.5

69%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.2

Lead Management

4.1

Sales Pipeline Management

4.2

Activity Dashboard

4.1

User satisfaction

User satisfaction

4.4

User reviews[18,782](https://www.capterra.com/p/61368/Salesforce/reviews/)

Ease of use

4.0

Functionality

4.4

Value for money

4.0

Customer support

4.1

User satisfaction

4.4

User reviews[563](https://www.capterra.com/p/176447/BoldTrail/reviews/)

Ease of use

4.1

Functionality

4.3

Value for money

4.3

Customer support

4.2

Price starts from

Price starts from

$25Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Sales teams, sales managers, marketing teams, and partner managers.

Best for

Real estate brokerages, enterprise organizations, team leaders, and agents

## User reviews

Pros & cons

AW

Andrew W.

Senior sales Rep

> "The best thing about Salesforce Sales Cloud as a salesperson is the ability to neatly and conveniently organize my book of business for success and growth!"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7099330)

JSF

Jennsy Suyapa F.

Customer Service

> "There is no duplicate message if the information is entered twice so can easily confuse during a call or resolving a ticket where you only have minutes to solve a client issue,..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7034651)

KA

Khyan A.

Senior Business Development Representative

> "You can customise workflows, reporting, and dashboards to fit almost any sales process, and it integrates well with other tools. Once it’s set up properly, it becomes a very..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7113059)

Nathaniel C.

Account Executive

> "Admin-level customization often requires technical expertise or certified support, which adds cost and dependency."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7085245)

RAUL M.

Software support

> "Salesforce Sales Cloud is a premier solution for any organization looking to scale, offering a User Interface that is both sleek and highly functional once tailored to your..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7142408)

ZR

Zane R.

Office Coordintator

> "The user interface for some things such as email templates and forms is not the most friendly and is fairly bare bones"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095153)

LJ

Lauren J.

Contact Tracing Manager

> "The communication channels offered a seamless opportunity to collaborate among the large team in Massachusetts, and user interface is critical for ease of use with multiple..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7133008)

YB

YURI B.

Accounting Sales

> "It was a bit much and then it didn't integrate with our accounting software, so we input stuff multiple times."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7111664)

Nathaniel C.

Account Executive

> "From automating lead workflows to detailed pipeline tracking, it enables full control and visibility over the sales cycle."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7085245)

AS

Alison S.

Executive Sales manager

> "Our organization had required data points for us to fill daily, some of which were not as helpful for meaningful sales progress as others."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7006832)

Jeff R.

Project Manager

> "The real-time reporting and analytics provide strong visibility into pipeline performance, allowing for better forecasting and more informed decision-making."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7146563)

AR

Akshya R.

Admin

> "Cost is little higher and maybe difficult to purchase new licenses and every add ons are additional cost."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7065081)

VR

Verified Reviewer

Director of Sales and Marketing

> "I can't believe the levels of customization, configuration, automation, and now AI. If you set this up right, you can manage your entire business with Salesforce and Salesforce..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7106050)

AP

Arpit P.

IT Consultant

> "Salesforce Sales Cloud requires specific training and onboarding to use the service effectively which leads to the platform’s higher cost compared to other CRMs it is a con for..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6557891)

LW

Lillian W.

Sr Analyst, Commissions

> "It provides strong end-to-end visibility into customer information and the entire sales lifecycle, which makes it easy to track activity from initial contact through close."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095058)

JL

Joshua L.

Pharmacist

> "It is really hard to log in and takes a long time with the authentication, I understand why but remembering passwords is hard"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7083629)

VR

Verified Reviewer

CRM Analyst

> "I have very clear pipeline Thanks to Salesforce Sales Cloud, wich also make it easy for me to keep track of every lead, activity, and deal stage."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7047475)

AD

Arnold D.

Collection lead Iqor

> "The challenges we face is that the system can sometime feels a bit complex, especially for new users."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7141179)

AD

Arnold D.

Collection lead Iqor

> "My overall experience with salesforce cloud at IQor VBC has been largely positive and practical for the kind of work we do . Since we handle bill collection for US and UK..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7141179)

MR

Miguel R.

Sr. Technical Support Specialist

> "Sometimes it glitches when you detach an article and you have to refresh the entire page and the content of a case comment goes lost if you don't save it first."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6510131)

ZR

Zane R.

Office Coordintator

> "We have benefited greatly from its vast level of integrations with external programs that allow us to complete all tasks that we want while having it act as a single source of..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095153)

GT

Grace T.

Sales Representative

> "I do not like large packets of information like Account or opportunities can all be deleted with a signal Delete so easily."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6878381)

Jane F.

Personal Lines Executive

> "It helps keep client data organized, improves visibility on opportunities, and makes managing the sales process more efficient and streamlined."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7117209)

Aviral G.

Manager

> "The intial set up and customisations were very complex abd alsoonfiguring it to match specific business processes can be time-consuming and sometimes requires a steep learning..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6424227)

NN

Nicholas N.

Quality Assurance Manager

> "Its a great tool because you can manage everything about client in one application including linking with 3rd party service providers like couriers"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7142550)

Vikram P.

Software Development Manager

> "The primary issue is that it is actually very large and with the numerous buttons."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7147511)

JH

Jeff H.

Account Executive

> "Salesforce Cloud is helpful to manage all of our customer records, track deal progress, and manage contracts."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7071081)

ML

Martin L.

Sales Director

> "Not a lot, it is quite comprehensive and therefore a bit more expensive than other less comprehensive CRMs"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7050959)

Bill L.

Vice President of Sales and Operations

> "It centralizes customer data, giving our team a complete view of accounts and interactions for better relationship management."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7056677)

Bill L.

Vice President of Sales and Operations

> "It also takes a bit to get use to...although i wouldnt say this is 100%con but ppl tend to give up mid point when things are not easy"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7056677)

KH

Kevin H.

Senior SDR

> "Overall, Salesforce Sales Cloud has been a reliable and robust CRM that has improved visibility into our sales pipeline and helped streamline processes across departments. While..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6887034)

FM

Faizan M.

Manager

> "Sometimes it gets difficult to access from another country, sometimes we won't receive codes for verification."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6829678)

LP

Laura P.

Online Advisor

> "It can be a bit overwhelming at first as it is such a VERY detailed oriented tool, but once you get the understanding of how it works, you just feel like a machine on auto pilot,..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7139224)

JN

Jayson N.

Lead Associate

> "We have an automated process that sometimes fails and gives us inaccurate data. When this happens, we have to spend time troubleshooting to figure out what went wrong."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6419970)

CK

Christina K.

Manager

> "I love that I’m able to see all of my upcoming and daily tasks and it will auto set up the next task to go out once I complete a lead reach out."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7151435)

RW

Robin W.

Executive Marketing Assistant

> "The program may not be ideal single-location practices."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7053211)

VR

Verified Reviewer

Account Executive

> "The reporting and dashboard capabilities provide real-time insights that are crucial for our sales team."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095324)

HK

Hayley K.

Trader

> "For example, making many upweights/downweights to booked business can be very complicated and these changes are not recorded in a clear manor."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6415719)

VR

Verified Reviewer

Account Executive

> "It’s the gold standard for a reason. If you have the budget and the team to manage it, there is no better tool for scaling a global sales organization."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095324)

DK

Daljeet K.

Marketing Manager

> "One challenge I’ve encountered is the steep learning curve. While Salesforce is highly capable, it can be overwhelming for new users, and the onboarding process requires a fair..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6479357)

VR

Verified Reviewer

Customer and Guest Support

> "The interface is intuitive, the information is reliable, and setup is remarkably fast, allowing teams to operate smoothly with minimal learning curve."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7054086)

Bill L.

Vice President of Sales and Operations

> "If i am being honest the cost..it adds up quick and you have to watch extra fees."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7056677)

LS

Ljs S.

Sales Rep

> "It's a comprehensive tool for sales teams that allows them to administer and manage the business."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7053926)

VR

Verified Reviewer

Account Executive

> "We constantly experienced glitches and lag times in terms of loading."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6877783)

LW

Lillian W.

Sr Analyst, Commissions

> "I also value its ability to integrate with other applications and systems, enabling more streamlined workflows across tools."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095058)

Paul F.

Content writer

> "It can be difficult to manage the settings and accessing the email templates for someone who doesn't have admin permissions"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6471797)

MB

Mark B.

VP of Sales and Estimating

> "It makes it easier to track leads, manage opportunities, and create more reliable revenue forecasts."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7084847)

RC

Russell C.

Systems Administrator

> "The price is a bit high, integration can be rocky at times, and there were some items of customization that we could not alter."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6425158)

EG

Eric G.

Sales

> "Powerful, real-time reporting and dashboard tools allow for actionable sales insights and performance monitoring."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6841697)

MH

Maxime H.

Account Manager

> "Some bugs with the data and the amount of the opportunities."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6824451)

Susana F.

Client Relationship Manager

> "Powerful but demanding. When implemented correctly, it becomes a strategic asset that drives accountability, transparency, and scalable sales performance."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7102980)

HA

Hemant A.

Data Entry

> "One more thing is that implementation process can take weeks or even months so this can be a challenge for businesses looking for a quick setup."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6413755)

JL

Joshua L.

Pharmacist

> "It is the best way of tracking who has how many vaccinations and sending receipts"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7083629)

MM

Matheus M.

Video Investment

> "Additionally, some features can feel a bit pricey, and certain advanced functions require additional add-ons, which can increase costs."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6573675)

Jane F.

Personal Lines Executive

> "It makes tracking leads, managing relationships, and staying on top of opportunities much easier and more efficient."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7117209)

AW

Alvonda W.

Account Manager

> "Sometimes when I emails bounce, I get an error and it's difficult to work around this using Sales Engagement if this error occurs."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6590322)

Oliver K.

Business Administrator

> "Saleforce's approach has allowed me to optimize processes to close deals faster and build closer relationships with clients."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7022353)

AW

Alicia W.

Revenue Enablement Manager

> "Our specific Salesforce instance has a TON of outdated information within it, and if I wasn't comfortable with the platform, I could get very confused."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6418946)

April V.

Loan Processor

> "It’s highly customizable and can handle complex processes, which makes it valuable for growing businesses."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7070635)

BG

Brandon G.

CEO

> "Things I didn’t like about Salesforce Sales Cloud is the fact that it’s very complex when you’re first using the product and it’s features, especially navigating throughout."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6712398)

RL

Ramona L.

AE

> "It’s good for tracking opportunities, managing follow-ups, and seeing progress at a glance."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7048885)

CL

Concepcion L.

Case Manager

> "Sometimes the search results can be so large that nothing populates and after waiting for a bit do you get notified to try again."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6778325)

VR

Verified Reviewer

Graphic Designer

> "Offers excellent CRM tools that help graphic designers keep track of client interactions and project history, streamlining communication for design projects."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6575670)

TW

Tabatha W.

Nurse Supervisor

> "The biggest downside was the learning curve and complexity."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7146697)

XL

Xiang L.

Director

> "Its extensive CRM functionality and high productivity allow us to centralize clients' information integrated with other tools to get a completed analytics and real-time view."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6448751)

KT

Katie T.

Development and Marketing Assistant

> "We had trouble getting Salesforce to “talk” to some of our other software such as Mail Chimp for our email campaigns."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6777334)

MG

Meenal G.

consultant

> "cloud's highly configurable platform enable companies to mold the system to fit their unique requirement and expand as their organization expand, guaranteeing, flexibility and..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6323552)

VR

Verified Reviewer

Communications Intern

> "The process for updating distribution lists is quite tedious and can easily be messed up and need to be reevaluated."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6455209)

WB

Will B.

Student Recruitment Coordinator

> "Sales force is incredibly useful as a CRM and managing a range of sales, leads and customer workflows."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7070372)

JP

Justin P.

Sales support

> "Simple things like reading an email takes multiple extra steps, the email is printed as all one text in a tiny window on the side, (no seperation of separate responses) double..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#SoftwareAdvice___5001402)

JK

James K.

Brand Ambassador

> "Its uses very advanced AI features to categorize and segment leads allowing us to only focus on the best leads. With its customers communication features, we have been able to..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6808319)

VR

Verified Reviewer

Senior Product Manager

> "The overall look and feel is very dated, processing of data is often slow, it's hard to keep the system up to date, and the overall experience is just not enjoyable to use."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6646248)

GD

Gino D.

Sales Coordinator

> "Salesforce Sales Cloud stands out some things that make it great, gives a clear view of sales stages, deals, and revenue forecasts and it automates repetitive tasks, provides..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6677997)

HW

Henrik W.

Sales Manager

> "Salesforce Sales Cloud solves my problems related to scattered data, inefficient sales processes, limited visibility into performance, lack of collaboration, and inadequate..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___4884245)

TW

Toshia W.

Beauty blog

> "It also plays well with other tools, so you can integrate it with your email or marketing platforms, which saves a ton of time. Plus, the reporting tools give you valuable..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6515956)

VR

Verified Reviewer

Account Executive

> "Data integrity was compromised due to slow updates."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6877783)

UK

Uttara K.

Senior Manager

> "Its intuitive interface and powerful features streamlined lead management, automated tasks, and provided valuable insights. Despite a learning curve, its customization and..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6422483)

GD

Gino D.

Sales Coordinator

> "New users often struggle with the sheer number of features, menus, and customization options"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6677997)

Pablo Tadeo H.

CEO

> "Salesforce Sales Cloud offers a highly customizable platform with a wide range of integrations that allow our team to streamline workflows efficiently."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6451439)

TP

Tanya P.

Account Executive

> "I did not like that I could not change the pertinent information myself, the administrator of the team could only do that, and it sometime delayed my work process."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6528043)

[View Reviews](https://www.capterra.com/p/61368/Salesforce/reviews/)

VR

Verified Reviewer

Agent

> "The functions of the base system are basic and can certainly take care of any basic CRM needs."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7118983)

Jachelle S.

Sr. Marketing and Tech Trainer

> "Out of the box, the system exists and technically works, but if profiles, automation, lead routing, website..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7107277)

TM

Tina M.

Director of Marketing

> "It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6398097)

LN

Liana N.

Broker-Associate

> "DO NOT pay for their Lead 350 program as it bogs down you email and text messages with bogus leads. As you..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7078486)

Jodi L.

Real Estate Broker Associate

> "The lead management was extremely helpful in keeping my leads and contacts organized."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7096295)

Jachelle S.

Sr. Marketing and Tech Trainer

> "The biggest challenge is that many agents don’t realize how much setup and optimization is required to unlock..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7107277)

KT

Katrina T.

Realtor

> "I enjoy being able to set reminders for past clients and current clients."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6823094)

JR

Joshua R.

Agent

> "It seems to not work great on any mobile browser which sucks cause im working while on the road a lot."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7079616)

JG

Jessica G.

Residential Sales and Marketing Manager

> "On paper, it’s an all-in-one platform for agents and brokerages with potential to streamline operations."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___7023626)

TS

Thomas S.

Agent

> "The number of texts and emails sent to a new lead is much too much!"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7078814)

SM

Sushil M.

Real Estate Agent

> "It’s a powerful tool that significantly streamlines client management, lead generation, and marketing tasks."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6579750)

Jachelle S.

Sr. Marketing and Tech Trainer

> "Another challenge is that many agents underestimate the system because they only use a small percentage of what..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7107277)

HR

Heather R.

Realtor

> "I love so much about KVCore, the effortless presentations to send to sellers and buyers, the ease of building..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6083252)

JG

Jessica G.

Residential Sales and Marketing Manager

> "Many key features don’t work as advertised, including basic site functionality and lead tools."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___7023626)

JR

Joshua R.

Agent

> "The support staff is always very quick to respond when help is needed."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7079616)

JG

Jessica G.

Residential Sales and Marketing Manager

> "For a product marketed as a professional-grade real estate solution, it has failed to deliver even the basics..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___7023626)

RT

Remi T.

Realtor

> "excellent use full for converting costumer and i like the auto following save me time"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6805714)

SC

Stephen C.

Sales Agent

> "You have to be careful about Market Reports you set up for a specific neighborhood because on more than one..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6810960)

LN

Liana N.

Broker-Associate

> "I would love to get out of this contract."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7078486)

JG

Jessica G.

Residential Sales and Marketing Manager

> "Communication with the support team has been minimal, and problems that directly affect day-to-day business..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___7023626)

PH

Peggy H.

Realtor

> "By assigning tasks to these contacts and leads, I receive timely alerts that assist me in completing my tasks."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6236575)

ET

Emile T.

Realtor

> "Too complex, terrible customer service, turn around time up to a week for a ticket through tech support. "

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6409733)

SC

Stephen C.

Sales Agent

> "I know I'm staying in touch with COI and past/potential clients much better than I could ever do without it."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6810960)

JR

Joshua R.

Agent

> "The mobile app is horrible."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7079616)

MAC

Maria Ann C.

Realtor

> "Landing and Squeeze pages- help me build my business and any prospects from them automatically go into the CRM...."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6090902)

RT

Remi T.

Realtor

> "MLS number are not there for some property to share with my client"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6805714)

BV

Berea V.

Real Estate Agent

> "The search alerts would be my favorite, it easy to set alerts for my clients and they will receive them..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6210145)

LN

Liana N.

Broker-Associate

> "You do not get support."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___7078486)

BV

Berea V.

Real Estate Agent

> "Kvcore has overall been great with managing my daily to do list and keeping me on track with customers and..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6210145)

RS

Renee S.

Realtor

> "Learning how to create the landing pages were the most difficult"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6807719)

HF

Holly F.

Trainer and Coach

> "I really like the ability to follow up, market, generate, convert, and stay connected with SOI and new..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6209909)

GM

Gabi M.

Director of Business Development

> "The fact we paid over 200k in fees and had an ROI of zero."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___6778147)

SP

Shannon P.

Realtor

> "I like how everything connects and it is super responsive"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6729099)

NH

NICHOLE H.

agent

> "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..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6081104)

KW

Kimberly W.

Broker Associate Team Lead

> "It helps me keep in contact and automate the new leads to convert them. "

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6229691)

EK

Evan K.

Broker

> "It is difficult to change the frequency and what it says in the automatic texts, sometimes it seems spammy to..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6206700)

CC

Cristina C.

Realtor

> "It is a very versatile tool to help expand your business and allow you to manage your leads, SOI, and customers..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4352252)

JK

Jason K.

Sales Broker

> "Upload feature of contacts is complex and formatting of the file needed is difficult"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6204046)

NE

Nichole E.

Realtor

> "Easy to navigate through the system, keeps track of my calls, emails or any additional notes that I add."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6215356)

HM

Holly M.

Realtor

> "Often difficult to know where to go on the very busy page"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6415485)

SD

Sean D.

Real Estate Associate Broker

> "I like that it builds a presentation for me that has pertinent info, company specific info and has..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___3578835)

SM

Sushil M.

Real Estate Agent

> "Additionally, the support is slow and not always helpful."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6579750)

MAC

Maria Ann C.

Realtor

> "My presentations are better and have me ready to look better than other agents that might be competing me for..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6090902)

SAG

Sheral Ann G.

Realtor Associate

> "Interfaces are incorrect."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6410092)

CS

Connie S.

Realtor

> "I love the ability to launch campaigns and the leads drop into my crm system and are started on a campaign and..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4340228)

SP

Shannon P.

Realtor

> "I do not like how much some of the add ons cost"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6729099)

PH

Peggy H.

Realtor

> "KvCore has proven invaluable in managing my contacts and new leads."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6236575)

Will S.

Realtor

> "The CMS is terrible and buggy."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#GetApp___6317855)

MP

Monica P.

Real Estate Agent

> "Our system has the SocialCore and DesignCore integrated which is amazing. "

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6111632)

Will S.

Realtor

> "Simply the worst CRM CMS combo I have used and I have been using these kinds of tools for over 25 years."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#GetApp___6317855)

SB

Shaunna B.

Real Estate Agent

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

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6090873)

VR

Verified Reviewer

Broker Associate

> "Their template for uploading contacts doesn't work."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#GetApp___4932802)

VM

Vickie M.

Realtor

> "What I like most about kvCORE is its ability to send out campaign letters and has additional features you can..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4384955)

SAG

Sheral Ann G.

Realtor Associate

> "Other agents are frustrated."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6410092)

SF

Shannon F.

Broker

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

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6204071)

Kaili N.

Broker

> "During this time, I lost access to my domain, which had been taken over by a third-party provider, Cloudflare."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___5017883)

SH

Shan H.

Real Estate Professional

> "Staying connected to my clients is so vital when I don’t have the time to be on top of the them all."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6111672)

IT

Igor T.

Broker Sales Manager

> "Sometimes finding notes about the client or the lead is not as easy as with the other CRM's on the market."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6278597)

Kaili N.

Broker

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

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___5017883)

MS

Michael S.

Realtor

> "The support team - it takes for ever to respond to you, there is no phone number."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#SoftwareAdvice___6260439)

RV

Rachel V.

Office Manager/ Assistant to Owner/Broker

> "I use it daily for our business and find that share contacts and contact information with other agents in our..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4352500)

DM

Dena M.

Realtor

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

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6204782)

DR

Dawn R.

Sales Associate

> "I love the integration between the actual prospect/lead data and the marketing automation --emails and..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4384743)

MP

Monica P.

Real Estate Agent

> "The app associated with kvCORE can be a little laggy. "

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6111632)

SC

Stephen C.

Sales Agent

> "Over, it's been a great experience, even with a substantial learning curve."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6810960)

SAG

Sheral Ann G.

Realtor Associate

> "Poor design."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6410092)

KG

Karen G.

Realtor

> "So far my experience with all the training has been great."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6807801)

ET

Emile T.

Realtor

> "Worse experience I have ever had with any companies that I've paid for services!"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6409733)

RS

Renee S.

Realtor

> "It has been user friendly and best program I have used so far for my Business"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6807719)

TM

Tori M.

Executive Assistant

> "The other con is that mobile log-ins on the app don't count towards the agents logging in so that they don't..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4352175)

AA

Amber A.

Realtor

> "It was easy to use and keep my clients organized"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6335011)

MF

Manny F.

Realtor

> "Not a good crm to be using and it takes a lot of time to set up the system rather than having it automated"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4960670)

KR

Keyhana R.

Real Estate Salesperson

> "How easy it was to navigate and use!"

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6398255)

VR

Verified Reviewer

Broker Associate

> "They will happily take your money and lock you into a 14-month contract then forget all about you."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#GetApp___4932802)

SH

Shan H.

Real Estate Professional

> "A good system for keeping your contacts trickle fed."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6111672)

TJ

Tim J.

agent

> "Hard to transfer from another crm data base."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6080947)

JC

Jennifer C.

Realtor

> "Decent lead gen options in all price points. "

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___6210028)

VR

Verified Reviewer

Broker Associate

> "Took 3 weeks just to get the website up and running, and even then it was still wrong."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#GetApp___4932802)

HM

Helen M.

Managing Broker

> "The interaction between the search function and the consumer is laid out beautifully with great pixel/photo..."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___4334372)

Kaili N.

Broker

> "The overall impact was not only financial but also disruptive to my business operations."

[See full review](https://www.capterra.com/p/176447/BoldTrail/#Capterra___5017883)

[View Reviews](https://www.capterra.com/p/176447/BoldTrail/reviews/)

## User interface

4.40 (18,782)

[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)

4.42 (563)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Salesforce Sales Cloud

Top features

36/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/61368/Salesforce/#features)

BoldTrail

28/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/176447/BoldTrail/#features)

### Recognition

Salesforce Sales Cloud is recognized as a top-rated tool in 3 Capterra Shortlist reports

BoldTrail is recognized as a top-rated tool in 4 Capterra Shortlist reports

### Deployment & support

Salesforce Sales Cloud

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

BoldTrail

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Salesforce Sales Cloud

-   By Salesforce
-   Located in United States
-   Founded in 2003

BoldTrail

-   By Inside Real Estate
-   Located in United States
-   Founded in 2008

## Popular Comparisons

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vs

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[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.42 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

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[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

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[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.42 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

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Features

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[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.42 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

vs

[BoomTown](https://www.capterra.com/p/151892/BoomTown/)[4.46 (239)](https://www.capterra.com/p/151892/BoomTown/reviews/)

Contact vendor for pricing

Price

$1000/month

4.3

Features

4.4

4.1

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/151892-176447/BoomTown-vs-BoldTrail)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

vs

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

$25/month

Price

$19/month

4.4

Features

4.3

4.0

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/61368-132666/Salesforce-vs-Pipedrive)

[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[4.42 (563)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Contact vendor for pricing

Price

$20/month

4.3

Features

4.4

4.1

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152373-176447/HubSpot-CRM-vs-BoldTrail)