--- title: "BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is BoldTrail the right Real Estate CRM solution for you? Explore 564 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/176447/BoldTrail/reviews/" page_type: "reviews" language: "en" --- BoldTrail 4.4 (564) [View alternatives](https://www.capterra.com/p/176447/BoldTrail/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 3rd, 2026 # Reviews of BoldTrail Ease of use 4.1 Customer Service 4.2 ## Pros and Cons in Reviews Nathan M AgentReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The functions of the base system are basic and can certainly take care of any basic CRM needs.“ March 26, 2026 Jachelle S Sr. Marketing and Tech TrainerReal Estate, 201 - 500 employeesUsed the software for: More than 2 years. “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.“ March 4, 2026 Jodi L Real Estate Broker AssociateReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The lead management was extremely helpful in keeping my leads and contacts organized.“ February 15, 2026 Jachelle S Sr. Marketing and Tech TrainerReal Estate, 201 - 500 employeesUsed the software for: More than 2 years. “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.“ March 4, 2026 JG Jessica G Residential Sales and Marketing ManagerReal Estate, 51 - 200 employeesUsed the software for: 6-12 months. “On paper, it’s an all-in-one platform for agents and brokerages with potential to streamline operations.“ October 8, 2025 LN Liana N Broker-AssociateReal Estate, Self-employedUsed the software for: Less than 6 months. “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.“ January 13, 2026 SM Sushil M Real Estate AgentReal Estate, 2 - 10 employeesUsed the software for: Less than 6 months. “It’s a powerful tool that significantly streamlines client management, lead generation, and marketing tasks.“ November 13, 2024 Jachelle S Sr. Marketing and Tech TrainerReal Estate, 201 - 500 employeesUsed the software for: More than 2 years. “Another challenge is that many agents underestimate the system because they only use a small percentage of what it can actually do.“ March 4, 2026 ## Showing most helpful reviews Showing 1-25 of 564 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jose A. Realtor Real Estate Used the software for: 2+ years ### "The Best Realtor Platform" December 18, 2023 5.0 Pros Having previously been an admin in the 90's, followed by then being an assistant to various agents, and now being a licensed Realtor since 2006. I have seen how the industry has evolved along with new technology. I have seen what works and what doesn't work. And, KVCore is a platform that combines all the latest technology into one platform to assist agents. It's the first thing I log into each day. Cons Sometimes I would prefer to be able to call in for help versus waiting for a response. Switched from [IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/) KVCore partnered up with Royal LePage and after trying it out, it seemed it had better value for what it offered. Review Source Bill S. Team Leader Real Estate Used the software for: 2+ years ### "Best CRM/Website!" January 12, 2022 5.0 I love kvCore and often brag about its features to my peers. I have gained new clients that have found me via my website and the fact that the system reaches out to them through its AI in the background. Pros Very intuitive and easy to use. Love the AI and the seamless integration from website and CRM. kvCore is heads and shoulders above all other CRM platforms out there! Cons I would like to see more reporting available for my team members so I can monitor if they are using the system propertly. Switched from [Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) Follow Up Boss didn't offer an all in one website and CRM. kvCore's CRM has so many more features than FUB Review Source RK Raymond K. Realtor Real Estate Used the software for: 2+ years ### "BoldTrail = KVCore = Inside Real Estate = NOT WORTH IT." September 3, 2025 1.0 9 out of 10 times it is a very poor experience. It think they hired subpar people or just trying to create a one stop shop and ended up with just a big fail. Pros Very little, I have been using this since 2021, because my brokerage chose to use it, back when it was called KVCore. I have been begging them to get rid of it. Nothing changed, its still very bad at most things and OK at some things. Cons The support is horrendous, they may up answers, a solution that should take 10 minutes is an all day event and it is very unusual for them to solve anything. The only thing support seems to do well at is to point you to explanations of things but if there is a functional issue, the blame you, pretend like its not an issue or just stall for hours. It got to the point of me stopping to ask for a solution, maybe that was the goal in the end. Simple stuff like email setups, campaigns not triggering or IDX not working appropriately. Review Source Kenneth J. Managing Broker Real Estate Used the software for: 6-12 months ### "KvCore is solid, but not great for customization" January 12, 2022 4.0 Pros Lots of features and add-ons available. Cons Limited ability to customize things. Websites all look the same. Color schemes limited. Switched from [Real Geeks](https://www.capterra.com/p/222439/Real-Geeks/) Growth. I felt like we needed a more robust solution than RealGeeks was providing. Review Source JR Joshua R. Agent Real Estate Used the software for: 1-2 years ### "BOLD TRAIL REVIEW" January 15, 2026 4.0 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 Response from Inside Real Estate 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! Will S. Realtor Real Estate Used the software for: Less than 6 months ### "Do not believe the hype. Go to any KvCore website as a potential buyer or seller and you will be frustrated with the experience." May 25, 2024 1.0 Simply the worst CRM CMS combo I have used and I have been using these kinds of tools for over 25 years. Pros They have good marketing - if it only functioned as advertised. Cons The CMS is terrible and buggy. The "training" materials are dated, with many of the videos not even matching the current layout (their FB site has one from 2019 pinned as the "101 Video). Reason for choosing BoldTrail it was included as part of becoming an eXp agent Switched from [FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/) This is incorrect - the other CRM was Follow Up Boss. This form forces a choice but Follow Up Boss is not on it. eXp provides this CRM / CMS to all agents --- I now understand why a large number of them do not use it. It is bad even for free!!!! Review Source OH Octavia H. Realtor Real Estate Used the software for: 6-12 months ### "Do not buy this !!!" April 13, 2023 1.0 This has created a huge problem for me as I really still need a CRM but the realtor.com professional dashboard really has a lot to offer now and has expanded so I just use that and the Compass CRM. Pros It is so difficult to use, many of the gurus recommend it. Do not listen to them -- it is not easy to maneuver. It takes so much time to work through it. Absolutely you need to have some sort of degree in IT to figure it out. Cons I do not like anything about this software and you will not either. They also will not let you out of the contract you have to sign to get started. Alternatives considered [Lofty](https://www.capterra.com/p/157457/Lofty/) Reason for choosing BoldTrail The agent I hired wanted to use it. I hated it but bought it for her. I didn't realize she would sell one deal and leave. Review Source DM Don M. Realtor Real Estate Used the software for: Less than 6 months ### "Over Promised Under Delivered" July 27, 2023 1.0 2 months in and I still do not have a functioning website that I am confident in Pros The platform has potential if properly set up Cons The main problem is that the website has had glitches that continue to happen with no accountability from KVcore Switched from [BoomTown](https://www.capterra.com/p/151892/BoomTown/) My overall experience with BoomTown was positive and was ready to try something new and when I put the cancelation request into BoomTown the BoomTown rep communicated that KVcore has purchased BoomTown and that is where I was Over Promised Under Delivered. Buyer Beware! Review Source JG Jessica G. Residential Sales and Marketing Manager Real Estate Used the software for: 6-12 months ### "Overpromised, Underdelivered, and Poorly Supported" October 8, 2025 1.0 After six months of use, the experience has been overwhelmingly frustrating. We entered the contract based on promises of automation, integration, and marketing tools, but the system has been unstable, glitchy, and poorly supported from the start. Communication with the support team has been minimal, and problems that directly affect day-to-day business remain unresolved. For a product marketed as a professional-grade real estate solution, it has failed to deliver even the basics reliably. Pros The concept and interface look modern and promising. On paper, it’s an all-in-one platform for agents and brokerages with potential to streamline operations. In reality, it's been a nightmare. Cons xecution and reliability are major issues. Many key features don’t work as advertised, including basic site functionality and lead tools. Support is extremely slow, often unresponsive, and tickets can remain open for months without resolution. We even experienced a major security failure where authentication codes were sent to the wrong users, preventing agents from accessing their own accounts. Custom website features we paid thousands for never worked correctly despite repeated follow-up. Review Source MM Mindy M. Sales Agent and Admin Real Estate Used the software for: 2+ years ### "The best all inclusive CRM" May 6, 2025 5.0 I've never seen another product that does as much as BoldTrail does and Inside Real Estate really seems to strive to improve constantly. That will keep me as a customer....forever. Pros The ability to have all my leads generated automatically into my CRM, the automation of campaigns and the combination of the IDX/listing marketing - all in one platform. Cons It can be glitchy at times. Ex: sending 2 (duplicate) texts when doing a blast text. Review Source Response from Inside Real Estate July 22, 2025 Thank you for the awesome feedback! We're so glad BoldTrail’s all-in-one platform is making a difference for your business. We appreciate the heads-up on the duplicate texts, our team is always working to smooth out those glitches. Love hearing you're in it for the long haul! CD Christy D. Realtor Real Estate Used the software for: 6-12 months ### "Client management and tracking at it's finest!" December 18, 2023 5.0 Once I got past the intimidation of everything that it can do and started handling it one task at a time until I was comfortable and mastered that task I found that it's really quite easy. I wish I had dove in more quickly and started using it long before I did. It does everything you would want it to and is by far the best system for tracking and managing clients. Pros If you want a one stop CRM, Marketing tool and lead capture system this is it. You get what you pay for and KVCore is worth every penny. Once you learn the fundamentals and start using the system it is quite easy. Cons I would like to add more data about my clients and be able to add wedding anniversaries, kids birthdays etc. I know I can use the Task option but I would rather have it attached in their file. Switched from [Sage Construction Suite](https://www.capterra.com/p/154874/Sage-Construction-Suite/) My company provides it plus the connection to the MLS and the ability of it to run my business almost for me. Review Source GA Gene A. REALTOR® Salesperson Real Estate Used the software for: 6-12 months ### "ZOTO KVCore Review" March 15, 2024 4.0 Outstanding! This program has got me organized and kept me in touch with contacts that I may have never thought of without the notifications. Always learning knew uses for the CRM. Thank you and wishing you continued success. Pros All in one database that keeps all clients and customers organized. Allows to make "touches", searches, and categorize. Cons Lag time. Program seems to drag often needing a cache flush sometimes more than once in a day. Would like to see more options for criteria when searching properties. Switched from [Reliance Network](https://www.capterra.com/p/235867/Reliance-Network/) Company decision. The product offers so much more than the last one did Review Source NE Nichole E. Realtor Real Estate Used the software for: 6-12 months ### "Easy to use" March 22, 2024 5.0 I love the system and currently have no major issues with it Pros Easy to navigate through the system, keeps track of my calls, emails or any additional notes that I add. Cons I have more than one page of leads and when sending out a database email I can only select one page (250 leads) at a time instead of being able to just select all in my database Switched from [Box](https://www.capterra.com/p/148766/Box/) Company changed the system we were using which was Booj Review Source RS Renee S. Realtor Real Estate Used the software for: 1-2 years ### "Kundos to BoldTrail " May 12, 2025 5.0 It has been user friendly and best program I have used so far for my Business Pros Tools to consistently connect with my sphere, creating tasks to keep me on track, tracking and utilizing my vitals Cons Learning how to create the landing pages were the most difficult Review Source Response from Inside Real Estate July 22, 2025 Thanks so much for your review! We’re glad BoldTrail is helping you stay connected and on track. Landing pages can take a bit to get used to, but we're here to help if you need it. So happy to hear it's been the best fit for your business! RT Remi T. Realtor Real Estate Used the software for: 6-12 months ### "Boldtrail RLp Sphere" May 9, 2025 5.0 excellent use full for converting costumer and i like the auto following save me time Pros Property boost and CRM the smart campaign and the fact to manage my own website Cons MLS number are not there for some property to share with my client Review Source Response from Inside Real Estate July 22, 2025 Thanks for the great feedback! We're happy to hear you're enjoying Property Boost, the CRM, and smart campaigns. We appreciate the note about MLS numbers, definitely something we’re working to improve. Glad the automation is saving you time and helping with conversions! RP Ruth P. Affiliate Broker Real Estate Used the software for: Less than 6 months ### "Not worth it!" March 25, 2025 1.0 Horrible. You keep getting passed from one customer service person to the next and get nowhere. 4 days to get to T2 and actually it might be 5 days... a full work week... before I hear from them. Pros The creative aspect is wonderful! they have templates that are fairly easy to make your own. Cons They set my profile up wrong and 4 days later and I still can't get it fixed. Not worth my time. Review Source SM Sushil M. Real Estate Agent Real Estate Used the software for: Less than 6 months ### "BoldTrail: A powerful and efficient Must have tool for Real Estate Agents " November 13, 2024 5.0 Overall, my experience with BoldTrail has been positive. It’s a powerful tool that significantly streamlines client management, lead generation, and marketing tasks. However, there are occasional challenges with feature compatibility in the Canadian market and support responsiveness. Despite these drawbacks, it remains essential for scaling and automating my real estate business. Pros Sure, I like BoldTrail because of its all-in-one platform for CRM, lead generation, and marketing automation. Cons What I like least about BoldTrail is that some features still feel tailored more for the U.S. market, which creates limitations for Canadian agents like myself. Additionally, the support is slow and not always helpful. Review Source Response from Inside Real Estate February 3, 2025 Hey Sushil! Thank you so much for your positive feedback. We are glad that BoldTrail has been helping you streamline your business. Best, Mary RS Robert S. Realtor Real Estate Used the software for: 2+ years ### "KVCore review" December 14, 2022 5.0 Pros Great CRM. I like the labeling of the customers and ability to change throughout relationship. Cons You must put in the time to learn the system to use all of its tools. Would like to have the ability to have someone manage the system on my behalf. Switched from [BoomTown](https://www.capterra.com/p/151892/BoomTown/) Features Review Source JH Jessica H. Realtor Real Estate Used the software for: 6-12 months ### "Easy to Use Program, Great Support and Training" January 28, 2022 5.0 Since switching to kvCORE I have saved a ton of time, hours each week! I am one who has always used a CRM and found when switching to KCV I was able to make the switch pretty quickly and start using it right away. I do wish I had more time to explore all of the features. It would be great if Insider Real Estate would send out shorts to highlight features of the program. This way I would at least know about them and put them on my list of things to explore. I find I spend time looking for the features, I know there is so much I am not using! Pros I love the built-in AI. My clients seem to really engage with the site and do actively come back. Its user interface is intuitive. I myself have experience with CRMs but I have other agents that are not very tech-savvy and they are able to jump in and begin using it fairly easily. Set-up and implementation were easy. Cons I do wish it had the ability to text more than one person at a time. When I set up a transaction with a couple, I always start a group chat so we can stay on the same page. I end up not being able to fully utilize my smart number because I can not setup a group chat. Also, would like to be able to use emojis and send attachments in texts - not just listing links. I would like to have the ability to customize some of the features. We specialize in Trust and Probate and I find myself forcing parts of the program to work, utilizing fields as others to save info, etc. I would like to be able to import and export a little easier. I use Zaps to do many functions. Reason for choosing BoldTrail It was included with eXp. Review Source RA Richard A. Realtor Real Estate Used the software for: 2+ years ### "kvCORE used to be a Rocketship, now it's a broken down Go-Cart" February 21, 2023 1.0 Here are some of the many problems… 1.) It does not show all of the available MLS listings in my area. This is extremely disappointing when you want your Buyers to go to your website to search for properties.2.) Market Reports provide inaccurate information. They provide statistical data that is just WRONG. As Realtors®, we have a legal obligation to provide our clients with accurate information. This is untenable!3.) Now they also seem to be "throttling" the number of emails that you can send out. I have templated emails for things like recommended home inspection companies, mortgage brokers, lawyers, etc. since not every single person needs all of these referrals, they are each in separate emails. I've tested this on several contacts and I was not able to send out all 3 emails on the same day to a single client. So now the email tool doesn't work.Summary: MLS Search Alerts don't show all available homes in my area; Market Reports provide data that is not correct; and the email tool won't send the emails to my clients that I want to send.Very disappointed! Very very very disappointed. I will probably be switching to something else very soon if these items don't get fixed. This review was created February 21, 2023 Pros This software is included for me free by my brokerage. That's a plus. Cons This software is NOT RELIABLE. I have spent as much time over the last 2 years engaging customer support to fix problems as I have using the product. Review Source Bob J. Broker/Owner Real Estate Used the software for: Less than 6 months ### "Great Concepts but not ready for prime time" January 11, 2019 1.0 Not good. It took them over a month to get my 20 lead source up and running and my data migrated. They refuse to fix bugs . Pros I like the fact that the system is geared towards lead follow-up and it helps drive agents to follow-up with leads. It is also nice to have an integrated dialer, email system and texting included all in the lead view. The IDX website is also very good Cons The product only came out in November 2017 and it shows. Customer Support and product quality are poor. Customer Support fights back on every bug you find saying it's working as designed. The only way they will fix bugs is if you escalate them to your Success Manager. Here is my current bug list: 1.) 103207 - Search on Hashtag only matches the first part of the hashtag before the hypen, so Buyer-A and Buyer-B are both matched then you enter Buyer-A. Closed as working as designed. 2.) Auto responder message says "Oh its Sandy Jamison, we've been talking on sandyjamison.svhousesearch.com - sorry to bother you, just wanted to see if you had interest in looking at homes this weekend.  - Per \[SENSITIVE CONTENT HIDDEN\] on 12/26 we can't configure this or turn it off. It is sent every time someone replies back 'Who is this?". This is causing problems with our seller leads and since we turned the system on last week have had three confusing situations with sellers. Since half our leads are sellers we can't use the text features of KVCore. 3.) Sprint cell phone customers see a "Scam Likely" message when they are called from the Smart Number, They are refusing to try to fix this. 4.) 106227 - Hashtag search list in Smart CRM & Lead Editing have entries in it that don't match any records, such as ApptSet, appointmentsetbychristia, appointmentsetbyjanan, appointmentsetbychristina, RescheduleAppointment. They are refusing to try to fix this. 5.) They only support Google Chrome. Review Source SP Sajida P. Realtor Real Estate Used the software for: 1-2 years ### "KvCore should be called KvWar as it is a battle " June 22, 2024 1.0 at first it was great but as time went on the issue got worse and i could not find anyone to help me. You get sent to videos that are supposed to help you solve a problem. Trying to find a phone number is impossible and my emails to support do unanswered Pros When it actually works it is great. however that is rare Cons The Alerts work , but they usually do not have any pictures, Just and icon that says coming soon but that actuallly never happens. Also you can not get a hold of anyone to actually help you. Switched from [BoomTown](https://www.capterra.com/p/151892/BoomTown/) It also wasn't great but at least it worked Review Source BV Berea V. Real Estate Agent Real Estate Used the software for: 1-2 years ### "Active User" March 20, 2024 5.0 Kvcore has overall been great with managing my daily to do list and keeping me on track with customers and clients. Pros The search alerts would be my favorite, it easy to set alerts for my clients and they will receive them through their email daily. Cons The new kvcore is not as easy to navigate when searching for contacts etc. Review Source RD Ross D. Broker/Owner Real Estate Used the software for: 6-12 months ### "KvCore was the top platform that I considered" January 12, 2022 5.0 Agent adoption has been slower than I would like. In hindsight I would have structured their onboarding to focus only on the basics of their CRM. Once they are each established then I would have started turning on the next priority item for them on their dashboards. Baby steps so to speak...there is so much that they almost instantly are overwhelmed and frustrated. Pros Main reason was the powerful and easy to use CRM that my agents will actually use and grow their business with. Cons The only issue I have had is keeping my agents focused on the basics in implementing KvCore into their business before they get too distracted by the other bright shiny things that KvCore offers. Reason for choosing BoldTrail kvCore stood out as the platform we needed that will help us grow and compete both now and on into the future. I won't need to change platforms several years down the road. Review Source VR Verified Reviewer Real Estate Broker - Realtor Real Estate Used the software for: 6-12 months ### "Real Estate Broker / kvCORE user " March 20, 2024 4.0 Great - excellent responsiveness from support Pros Comprehensive, integration with leads / marketing to CRM Cons Simple development issues like supporting Safari browser not addressed. 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