--- title: "BoldTrail Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BoldTrail Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more." source_url: "https://www.capterra.com/p/176447/BoldTrail/" page_type: "product" language: "en" --- # BoldTrail Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BoldTrail ## What is BoldTrail? 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. ## What is BoldTrail used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 564 user reviews Reviews sentiment Positive 87% Neutral 4% Negative 9% Pros & cons Comprehensive client tracking tools All-in-one real estate platform Slow system performance Frequent software glitches ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Real Estate CRM / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BoldTrail?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://insiderealestate.com/&name=BoldTrail) Rating Breakdown 4.4 +− Features4.3 Value for Money4.3 Ease of Use4.1 Customer Service4.2 Rating Breakdown 4.4 Features4.3 Value for Money4.3 Ease of Use4.1 Customer Service4.2 ## BoldTrail Reviewers Verdict Updated August 2026 AI summary - BoldTrail is a fit for real estate brokerages, teams, and agents seeking an all-in-one platform to manage leads and client relationships. - Reviewers are positive about its agent-focused toolset, built-in training resources, and strong contact management capabilities. - It helps organize daily follow-up, automate outreach, and centralize client communications for real estate professionals. - Buyers may need to accept some trade-offs around performance slowdowns, recurring glitches, and contract or billing frustrations. - It suits teams prioritizing integrated real estate tools and training, but those needing responsive support or flexible contracts may want to weigh alternatives. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BoldTrail 4.4 (564) VS. [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (564) Ease Of Use 4.4 (249) Value For Money 4.3 (485) Value For Money 4.3 (228) Customer Service 4.2 (513) Customer Service 4.4 (235) ## BoldTrail alternatives [4.2 (40)](https://www.capterra.com/p/205125/iHomefinder/reviews/) Starting price $160.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.5 (825)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,807)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/176447/BoldTrail/alternatives/) ## FAQs about BoldTrail Overview ### What problems does BoldTrail solve? BoldTrail helps real estate agents, brokers, and solo teams solve scattered client follow-up, missed lead activity, and manual property updates by centralizing contacts, website behavior tracking, reminders, and automated campaigns. It reduces time spent on repetitive outreach, keeps sales funnels organized, and improves visibility into buyer interest across listings. Answer based on 244 reviews Overview ### Which roles and teams benefit most from BoldTrail? BoldTrail is most used by real estate agents, Realtors, brokers, and team leaders who need to manage leads, client communication, and daily sales activity in one place. Broker-owners and associate brokers use it to oversee pipelines, support recruiting, and keep teams organized around follow-up, marketing, and transaction progress. Answer based on 564 reviews Overview ### What company size and industries is BoldTrail built for? BoldTrail is built for small real estate businesses first, with 60% of reviewers from small businesses and 98% from real estate. It serves brokerages, enterprise organizations, team leaders, and agents, while also supporting enterprise companies at 26% and midsize businesses at 14%. Answer based on 564 reviews Features and Usability ### What are the key features of BoldTrail? BoldTrail includes core real estate CRM features like lead generation, client management, and activity tracking, plus differentiators such as IDX website management, Smart Campaigns for automated email and text messaging, and landing pages. Reviewers also frequently mention follow-up reminders, property alerts, and lead behavior tracking tied to website activity. Answer based on 200 reviews Overview ### How well does BoldTrail help real estate agents generate leads? BoldTrail helps real estate agents capture, organize, and follow up with leads from websites, listings, and marketing campaigns. Many agents like the all-in-one CRM, IDX, landing pages, and automation tools, but results depend heavily on setup quality, training, and ongoing tuning of workflows, alerts, and outreach. Answer based on 200 reviews Integrations ### Which third-party tools and platforms does BoldTrail integrate with? BoldTrail integrates with over 20 integrations, including Meta for Business and Google Ads for advertising, dotloop and SkySlope for transactions, Zapier for app connections, BombBomb for video email, Microsoft Excel for contact imports, and DocuSign and Constant Contact from its catalog. Answer based on 50 reviews Getting Started and Support ### How easy is it to onboard and train a team on BoldTrail? BoldTrail offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Most agents get started fairly quickly with the tutorials, while nontechnical users and admins handling setup, automation, and customization usually need more time, practice, and ongoing training to become comfortable. Answer based on 139 reviews Getting Started and Support ### What customer support options does BoldTrail offer, and how do users rate the experience? BoldTrail offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users describe support as helpful, kind, and sometimes very fast, with useful training resources. Others report inconsistent experiences, including slow replies, delayed follow-up, limited hours, and difficulty getting complex issues resolved promptly. Answer based on 99 reviews Features and Usability ### How good is BoldTrail for email and text messaging? BoldTrail keeps email and text outreach tied to lead records, which helps agents track conversations and automate follow-up. Many real estate teams like scheduled campaigns, behavior-based messaging, and property alerts, though some users find setup clunky, want more control over sends, attachments, and pacing, and report occasional delivery issues. Answer based on 81 reviews ## Who uses BoldTrail? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive client tracking tools 93% positive reviews out of 57 Most reviewers indicate client management enables seamless tracking, automated follow-ups, and efficient communication with clients. Berea V. Real Estate Agent, 201 - 500 employees. "Kvcore has overall been great with managing my daily to do list and keeping me on track with customers and clients." Slow system performance 81% negative reviews out of 48 Most reviewers report performance and speed issues, describing frequent lag, slow load times, and frustrating delays. Monica P. Real Estate Agent, 11 - 50 employees. "The app associated with kvCORE can be a little laggy. " All-in-one real estate platform 87% positive reviews out of 46 Most reviewers describe real estate business features as essential for running, marketing, and growing their real estate operations. Frequent software glitches 74% negative reviews out of 34 Most reviewers comment bugs and issues are persistent, causing unreliable functionality and unresolved technical problems. Streamlined onboarding and setup 85% positive reviews out of 34 Most reviewers find setup straightforward, with helpful tutorials and minimal technical effort required to get started. Shannon F. Broker, 11 - 50 employees. "Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities." Challenging contract and billing policies 83% negative reviews out of 30 Most reviewers indicate contract and billing issues include inflexible agreements, cancellation difficulties, and poor responsiveness to billing concerns. ## Features AI summary Based on 1,447 Real Estate CRM reviews Capterra data shows that buyers of real estate CRM software rank the following features as their top priorities: - **Contact Database** (**61%** of reviewers rated this feature as critical) - **Customer Database** (**50%**) - **Contact Management** (**54%**) BoldTrail supports all three of the features reviewers rate highest: Contact Database, Customer Database, and Contact Management. Together, these capabilities give teams a central place to store lead and client details, keep customer records organized, and manage ongoing interactions more effectively, helping businesses respond faster, maintain stronger relationships, and keep sales activity on track. Contact Database 4.4 (81) 75.31% of 81 reviewers that rated this feature as important or highly important With this capability, you can easily organize, categorize, and track all your leads and clients in one place. Reviewers appreciate how it helps them maintain consistent communication, send mass emails or texts, and quickly access or update contact information. Contact Management 4.2 (202) 65.35% of 202 reviewers that rated this feature as important or highly important It gives you tools to categorize, label, and organize contacts, making follow-up and relationship management straightforward. Users think the system is easy to use, helps them stay on top of tasks, and keeps all client information accessible and organized. Alerts/Notifications 4.2 (133) 63.16% of 133 reviewers that rated this feature as important or highly important This aspect keeps you informed about client activity, new leads, and tasks through customizable alerts via app and email. Reviewers indicate notifications help them prioritize contacts, stay on track, and never miss important updates, even when away from their desk. Lead Management 4.1 (198) 64.14% of 198 reviewers that rated this feature as important or highly important It helps you manage, categorize, and follow up with leads efficiently, using automation and organizational tools. Reviewers appreciate the system’s user-friendliness, automation, and ability to track interactions, though some mention occasional email deliverability and interface issues. Lead Capture 3.5 (53) 66.04% of 53 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Client/Property Matching 4.0 (93) 59.14% of 93 reviewers that rated this feature as important or highly important BoldTrail offers automated client-property matching and property search alerts, saving you time. Some reviewers find the AI-driven matching helpful, but mention occasional mismatches requiring manual adjustment. Users value prompt property updates and the ability to filter leads by interest. BoldTrail 59 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: This aspect keeps you informed about client activity, new leads, and tasks through customizable alerts via app and email. Reviewers indicate notifications help them prioritize contacts, stay on track, and never miss important updates, even when away from their desk. - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: BoldTrail offers automated client-property matching and property search alerts, saving you time. Some reviewers find the AI-driven matching helpful, but mention occasional mismatches requiring manual adjustment. Users value prompt property updates and the ability to filter leads by interest. - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: With this capability, you can easily organize, categorize, and track all your leads and clients in one place. Reviewers appreciate how it helps them maintain consistent communication, send mass emails or texts, and quickly access or update contact information. - Contact Management: It gives you tools to categorize, label, and organize contacts, making follow-up and relationship management straightforward. Users think the system is easy to use, helps them stay on top of tasks, and keeps all client information accessible and organized. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Real Estate Agencies: For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: It helps you manage, categorize, and follow up with leads efficiently, using automation and organizational tools. Reviewers appreciate the system’s user-friendliness, automation, and ability to track interactions, though some mention occasional email deliverability and interface issues. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile App: Access the system via a mobile application - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (564) 4.3 Based on 564 reviews ## Pricing Value for money 4.3 (485) ### Starting price Free trial not available Value for money 4.3 (485) 4.3 Based on 485 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[ dotloop](https://www.capterra.com/p/136372/dotloop/)[ SkySlope](https://www.capterra.com/p/172896/SkySlope/) 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. ## Support, customer service and training options Customer Service 4.2 (513) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (513) 4.2 Based on 513 reviews ## User reviews Overall rating 4.4 Based on 564 reviews Filter by rating 5(389) 4(104) 3(20) 2(16) 1(35) Mentioned topic Sorted by most recent BG Barbara G. Realtor Real Estate ### "$12,000 Paid. Ads Suspended Without Notice. Data Access Denied in Writing." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 3, 2026 I contracted BoldTrail/IRE Lead 360 in October 2025 at $1,500/month for managed real estate advertising. After 8 months and $12,000 paid, I have received no data access, experienced an undisclosed ad suspension, and was denied basic campaign transparency in writing by their General Counsel. I have filed complaints with the Florida AG (FDUTPA), the FTC, and the BBB. Pros The platform setup was handled by their team, requiring minimal technical effort from the me. And as a one man show, this seemed straightforward. Cons International phone numbers are not supported — never disclosed at signing. Confirmed in writing March 2, 2026. Google Ads suspended November 25, 2025 with no notice while billing continued at $1,500/month. IRE's General Counsel confirmed in writing May 4, 2026 that campaign data will never be provided to clients as it is "proprietary to IRE." Two formal breach notices rejected without remedy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jarrett S. Realtor Real Estate ### "Still early but INCREDIBLY disappointed" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 May 14, 2026 It's early on, but the beginning has been incredibly rough, and very concerned about the future with them. They lock you in for a year, but coming from CINC I had high expectations it would be like "CINC on Steroids" But it so far has not been that at all. It's very expensive and for this price it should be amazing... It feels like this was not built with Realtors in mind... Everywhere you turn you'll scratch your head and wonder why... For instance property alerts... it will send over 100 properties at a time if there's that many in their search criteria instead of in batches, or like how I dunno Zillow does it... Pros The all in one aspect, the website looks nice, that's really about it... There's really not much else, the Streams app (AI Assistant) is pretty cool I guess. Cons From the outside looking in, it looks like a very impressive system with all the bells and whistles... But it can't even seem to do the simple things correctly. We've been using the platform for just about 2 weeks and it's been a dreadful start... The implementation took almost a month (even though everything could've been done in a week or less), once you're in you quickly realize it's extra $$ for specific features. Support and customer service slow to get back to you, I have one customer success person who's been super helpful but we have about 10 issues going on at the moment and feel bad bombarding her with everything. It feels like Boldtrail was built off a template of Go High Level, but it's just "messy"... Switched from [CINC](https://www.capterra.com/p/152829/CINC/) Modernized tech stack AI built in, looked to be much better from the outside looking in. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Agent Real Estate ### "Don’t trust Bold Trail’s contracts" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 26, 2026 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jachelle S. Sr. Marketing and Tech Trainer Real Estate ### "Powerful System for REMAX and Other Agents When It’s Set Up and Used Correctly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2026 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 18, 2026 Thank you so much for sharing this — really appreciate the thoughtful feedback! You nailed it — BoldTrail works best when everything is connected and set up with intention. Love hearing how you’re using it to build your business from day one. Also hear you on setup and optimization — that’s something we’re always working to make easier. Thanks again for taking the time to write this! Jodi L. Real Estate Broker Associate Real Estate ### "Bold Trail- Great CRM for Agents wanting high Tech" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2026 Pros Website customization was great. The lead management was extremely helpful in keeping my leads and contacts organized. Cons The user interface was a little complicated but with trainings and continued use, it opened up a world of helpful tools. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 18, 2026 Thank you so much for the feedback — really appreciate you sharing this! So glad to hear the website customization and lead management have been helpful for you. And totally hear you on the UI — it can feel like a lot at first, but glad to hear it’s opened up more value over time with training. Appreciate you taking the time to write this! JR Joshua R. Agent Real Estate ### "BOLD TRAIL REVIEW" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 15, 2026 Ive used it since it was KV core it's been a big help. Ill keep using until there is a better alternative Pros It's a good way to keep things organized, Very user friendly. The support staff is always very quick to respond when help is needed. Cons The mobile app is horrible. It seems to not work great on any mobile browser which sucks cause im working while on the road a lot. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 18, 2026 Thank you for sharing this — we really appreciate your feedback! So glad to hear BoldTrail has been helpful for staying organized and that our support team has been there when you need it. And we definitely hear you on the mobile experience — especially when you’re on the go, that’s so important. We’ll make sure that feedback is shared with the team. We appreciate you sticking with us since the kvCORE days — that means a lot! SS Shelby S. REALTOR® Real Estate ### "Great product overall." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 14, 2026 Overall great! I have a lot more to learn and love all the programs for educating myself that are easily accessible within the program. Pros The ability to track and maintain all of your leads in one location! Keeping track of all your messages to your client via text and email in one program is great. Cons They recently have been having some issues with notifying me about messages coming from leads and clients. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 18, 2026 Thank you so much for sharing this — we really appreciate it! Glad to hear the centralized lead and messaging experience has been helpful for you. That’s exactly what we aim for. And thank you for calling out the notification issue — that’s definitely something we want to get right, and we’ll make sure that feedback is shared with the team. Love hearing you’re taking advantage of the training resources too — there’s a lot there, and we’re excited for you to keep building on it! TS Thomas S. Agent Real Estate ### "Bold Trail needs more feedback from users" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 January 14, 2026 I send out lots of home flyers. On Boom Town I was able to use color and view how many times a customer opens the flyer to determine interest. Now the new system only shows opened and a click on the link. Pros I like that you can move your customer notes to the top of the contact listing. I like that you can control whether a customer receives texts or calls in profile. Cons The number of texts and emails sent to a new lead is much too much! The first thing I do when I receive a lead is to stop texts sent to their phone. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 15, 2026 Thanks so much for sharing your feedback! We’re glad to hear you’re enjoying the flexibility around customer notes and communication preferences. We really appreciate you calling out the texting/email volume and the flyer tracking.. that insight is super helpful and has been shared with our team as we continue to improve the experience. Thanks again for taking the time to leave a review! LN Liana N. Broker-Associate Real Estate ### "DON'T BE MISLEAD!" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 January 13, 2026 Pros So far not much to like. I could go on and on but you can read more in the Cons below. I would love to get out of this contract. Cons Don't do it - it is Kvcore disguised as BoldTrail and just as cumbersome to operate. Their website is one of the worst and if you want it to be any better you have to pay them even more money. You do not get support. You call in and wait for up to an hour and then they tell you a specialist will call you and this typically happens when you are with a client and not in front of a computer. They do not schedule set times to discuss with a live person your needs and help you. I was told I would have a 'go to' specialist that would be there to help me navigate their system but they also said it was super easy to use. Maybe if you are just out of college and more tech savvy, but someone who is a seasoned agent looking to connect primarily with a large database built over the years this is not the system. I was totally mislead as I have already tried KvCore and Moxiworks and I was told this was so much easier, it is not. DO NOT pay for their Lead 350 program as it bogs down you email and text messages with bogus leads. As you can see I am not a happy camper with BoldTrail. Switched from [MoxiEngage](https://www.capterra.com/p/173358/MoxiWorks/) Funny how KvCore is not on the dropdown to choose from as I have had that as well. I was told this is so much easier. My goal was to use it primarily to keep up with my current clients and send out mass emails and flyers. However, the system is not easy to use and I am super busy and told them I don't have time to learn a difficult system. I was told I would have a go to contact for support, I do not. I sent out an email to what I thought was only to those I had designated as "mass email" which is about 1500 and it went out to the 3500 in my contacts! I am so bummed about the website - it is really awful and embarrassing and I cannot wait to get that changed. I sure which I could buy out of this program so I can move on. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 18, 2026 Thank you for taking the time to share this — we’re really sorry to hear about your experience. What you described around support, expectations during onboarding, and overall usability is not the experience we want for our customers. We understand how frustrating that can be, especially when you’re trying to run your business and support isn’t aligning with what was promised. We’d genuinely like the chance to look into this and help make it right. If you’re open to it, please reach out to our support team, and we’ll make sure the right team connects with you directly. SG Sara G. Sales Associate Real Estate ### "Boldtrail by Inside Real Estate is a Bad system with big fees" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 January 2, 2026 Their system does not work like they say and I want to be out, but they will not let me, and I am so frustrated. Pros Only how they treated you at the beginning. However, thereafter, they are unconscious and indifferent when I asked for cancelation due to their service that did not go anywhere. Their leads sucks and you cannot even one client. Cons I was initially told that if the system didn’t work for me or meet my needs, the company would be flexible and allow me to cancel. However, when I tried to do so, I was left in limbo and my cancellation request was denied. I am currently not working and unable to continue payments due to my financial situation. I feel the company did not honor its original commitment or act transparently in this matter. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 18, 2026 Thank you for sharing this — I’m really sorry to hear about your experience. I can understand how frustrating that situation must feel, especially given everything you’re dealing with right now. What you described isn’t the experience we want anyone to have, particularly when it comes to transparency and support around cancellations. We’d really like the opportunity to look into this further and help however we can. If you’re open to it, please reach out to our support team, and we’ll make sure the right team reviews your situation as quickly as possible. [View all Reviews](https://www.capterra.com/p/176447/BoldTrail/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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