# BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/176447/BoldTrail/reviews --- 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 June 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 TM Tina M Director of MarketingReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that allows you to generate, capture and sell to leads from beginning all the way through follow up.“ July 18, 2024 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 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 JR Joshua R AgentReal Estate, Self-employedUsed the software for: 1-2 years. “It seems to not work great on any mobile browser which sucks cause im working while on the road a lot.“ January 15, 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 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! TS Thomas S. Agent Real Estate Used the software for: 1-2 years ### "Bold Trail needs more feedback from users" January 14, 2026 3.0 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 Response from Inside Real Estate 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! 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! SS Shelby S. REALTOR® Real Estate Used the software for: Less than 6 months ### "Great product overall." January 14, 2026 4.0 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 Response from Inside Real Estate 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! 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 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 SG Sara G. Sales Associate Real Estate Used the software for: 6-12 months ### "Boldtrail by Inside Real Estate is a Bad system with big fees" January 2, 2026 2.0 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 Response from Inside Real Estate 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. 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! KG Karen G. Realtor Real Estate Used the software for: 1-2 years ### "So much to tap into with Bold Trail" May 12, 2025 5.0 So far my experience with all the training has been great. There are a lot of resources that I know are out there and I just need to find them. Pros I love all of it so far I know that there are features I haven’t even tapped into Cons Right now, my only frustration is that I don’t know all the features lol. I am tapping into all the training I can find. Review Source Response from Inside Real Estate July 22, 2025 Thanks so much for the kind words! We're thrilled you're loving BoldTrail so far. It’s great to hear you’re diving into the training, there’s definitely a lot to explore, and we’re here if you ever need help finding anything. CG Charles G. Broker Real Estate Used the software for: 1-2 years ### "KvCore is a must have tool in your business " March 15, 2024 5.0 Excellent. I can’t imagine a better CRM platform to help manage and automate my business. Pros The dashboard, smart CRM, automated tools such as the marker report and smart campaigns. API automation is also crucial to do it yourself connection to third party lead gen. Cons There isn’t anything that I don’t like about kvcore. I do wish they’d make a design on releasing the free version of Core Home to all brokerages Alternatives considered [Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) Reason for choosing BoldTrail I did a lot of research beforehand and I really liked what I saw with kcCORE. Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) Franchise negotiated the kVCORE opportunity and it was a no brainer to switch. The other CRMs were so outdated and no user friendly Review Source OLC Orion LauRence C. Real Estate agent Real Estate Used the software for: 1-2 years ### "Easy & User friendly " January 21, 2022 4.0 Overall...after the "need to get used to a new platform" phase, this is a really professional and efficient platform which I enjoy to use. Being able to send a lead several listing in one "click" is great. Pros The way it enables you to see an overview of your business, your leads and their activity is excellent. Easy to filter and contact the leads through the platform. The chat support is excellent and timely, and always ready for any questions and requests...no matter how silly! Cons Some features are not so easily visible and one needs to know where to look which can be frustrating. When sending emails with attachments you need to remember to go into advanced editing mode and "know" that the attachment needs to be placed in a "button"....which complicates the process. Please make this more user friendly! Switched from [Lofty](https://www.capterra.com/p/157457/Lofty/) Started to use the MIR campaign via eXp Realty and the platform's fees are covered within my eXp Realty fees..so it made financial sense! Review Source SF Shannon F. Broker Real Estate Used the software for: 1-2 years ### "KvCore is a monster machine!" March 15, 2024 5.0 Support is excellent with KvCore. Even using a small portion of the complete system increases conversion rates. Pros Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities. Cons This is a big system that requires constant training. Switched from [Market Leader Professional](https://www.capterra.com/p/213723/Market-Leader-Professional/) We switched to benefit from more options within the system and easier lead generation techniques. Review Source CA Catarina A. Licensed Real Estate Salesperson Real Estate Used the software for: 1-2 years ### "Great CRM overall one stop shop for all your daily to do's" January 12, 2022 5.0 Having KvCORE definitely facilitates my business and keeps me organized- just not satisfied with the lack of support for agents. Pros All the integrations, the automation and the ease of lead window. Easy to use and customize Cons the software its self has been great- customer service is another story. very unhappy with the timeline and lack of communication with in the company for any help with this software. Switched from [SkySlope](https://www.capterra.com/p/172896/SkySlope/)[BoomTown](https://www.capterra.com/p/151892/BoomTown/) Changed brokerages and was intrigued with the different features Review Source SL Sheri L. Affiliate Broker Real Estate Used the software for: 1-2 years ### "Pleased but still so much to learn" December 12, 2023 5.0 Pros I love that there is more available and things that I need to work on. Cons There is so much available to use and things I’ve not implemented in my first year of using yet. I haven’t had time to work through it yet. Switched from [BoomTown](https://www.capterra.com/p/151892/BoomTown/) Our office decision after frustration and disappointment with the other. They provide this for us. Review Source 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! BP Barbara P. Real Estate Agent Real Estate Used the software for: Less than 6 months ### "Don't give up!" May 15, 2025 4.0 pretty good, I need to spend more time with the software, and watch the training Pros All of the options to gather your sphere, built in playbooks , and easy to market my expertise Cons Some what cumbersome for end users, need a lot more practice, would be nice to be able to use drag and drop! Review Source TM Tina M. Director of Marketing Real Estate Used the software for: 1-2 years ### "Robust Features, Great Support" July 18, 2024 5.0 Pros There are more features in BoldTrail that you can possibly imagine, and even more with optional add-ons and features. It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that allows you to generate, capture and sell to leads from beginning all the way through follow up. Cons It can be a bit overwhelming at first, and it seems to be lacking in some basic needs/features - One example: it has a GREAT creative library for flyers, social media, etc. that is easy to use, but it is missing the required Equal Housing graphics with no way to add them. Review Source Response from Inside Real Estate August 22, 2024 Hi Tina! Thank you for your feedback! We're thrilled to hear that you're finding BoldTrail's features powerful and valuable for lead generation and sales. We understand that it can feel overwhelming at first, and we appreciate your suggestion about adding more graphics to the creative library—it's something we'll take into consideration as we continue to improve the platform. Best, Mary Caroline Vlatka A. REALTOR Real Estate Used the software for: I used a free trial ### "Decent but needs improvement" July 18, 2024 4.0 Pros I used multiple CRM's in my previous life and current career. This one is OK, nothing innovative that would make me jump for joy. I need CRM that would make my life easier not complicate it. Cons too long to set everything up, and while it makes sense for some it doesn't for me Review Source Response from Inside Real Estate August 22, 2024 Vlatka, thank you for sharing your thoughts! We understand that a CRM should simplify your work, not complicate it, and we're sorry to hear that BoldTrail hasn't met your expectations in that regard. Your feedback is invaluable, and we're committed to making improvements that make setup faster and the experience more user-friendly. Best, Mary Caroline 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 CH Carol H. Realtor Real Estate Used the software for: 1-2 years ### "Great Product!!!" May 2, 2024 5.0 My over all experience. is Wow WoW Wow. you can go wrong wiht this product. It's the best on there market and very affordable and though. and it has a freshness about the product . I simply love, Love, Love it!!! Pros The consistinsey and the depth of how it works Cons how it put my leads and contacts organized. Review Source CO Chelsea O. Realtor Real Estate Used the software for: 1-2 years ### "User friendly + streamlined accountability" January 21, 2022 5.0 Overall, love the program- It's easy to use for someone that isn't the least bit tech savvy which is important for me. I frustrate easily when it comes to tech and aside from the occasional glitch or hiccup in the software or app, I have no complaints. Pros Love that this auto generates calls to do each day- not all of them are ones that actually need to be called but it is useful for me to see names pop that I wouldn't think to "look" for- it's great that I can be directed towards some work without trying to drum it up out of thin air. Cons The app can be wonky at times- I will make calls using the app and it will just be loading and not let me update my list or enter the notes about how the call went. That then leads me to have to close out the app and then re-open and usually my note will not have saved so then I have to get on the computer and enter it from there. Reason for choosing BoldTrail See above. Review Source MP Monica P. Real Estate Agent Real Estate Used the software for: 6-12 months ### "kvCORE is an amazing system" January 3, 2024 5.0 I have embraced kvCORE and use it daily in my Real Estate business. It is so simple to use. Pros I like how the system is so integrated and holistic. I like how updates and improvements and happening all the time. Our system has the SocialCore and DesignCore integrated which is amazing. Cons The app associated with kvCORE can be a little laggy. I synced my Google contacts and ended up sending out a mass email to my competitors. Review Source JP Julie P. Owner Real Estate Used the software for: 6-12 months ### "Stay Away, Not worth the money and months of hassel" April 6, 2023 1.0 Atrocious Pros I do not like anything about this program. Cons This is the most underlying platform as of yet that I have used. I heard good things and was ready to give this a shot. I was promised 25 leads a month, that did NOT happen. This program seems to entice more spam calls and then those calls are what filters into this system. I have tried to get out of my contract and there is no getting out of it. I am stuck paying for something I don't use, don't like, and most importantly, DOES NOT WORK. When I have tried to talk to someone about this, they make you schedule on their calendar and it takes 2-3 weeks to get on the calendar. This is not lead generation (As I was promised) and the customer service is beyond atrocious. Do yourself a favor and stay far away from this company as they do not deliver nor will they work with you when you are unhappy about the product. Review Source BC Blaine C. Real Estate Expert Advisor Real Estate Used the software for: 1-2 years ### "A great option for an individual agent or a team... " March 12, 2020 4.0 Overall, I am extremely happy with KVC and know that I will be able to leverage it even more than before in my client campaigns. Over the 1.5 years I have used it they have made tremendous strides in reliability with a minimal amount of backslide as they grow because the large adoption of it brings forth those growing pains. I definitely recommend it as a product and very glad my broker makes it available to its agents. My initial apprehension and frustrations stemmed from it not doing everything how my previous CRM did and did require me to make some slight adjustments to my campaign, but once I got that figured out things got even smoother. Pros Easy to setup and implement as long as you spend the time to do it. It does not take a lot to learn to get started and you can increase your efficiency if you take the time to learn the nuances, even if it is on the go. KVC is full featured and as they have added some terrific features over time I find the ones that apply to my business are easy to implement. Between the community, Facebook group, and helpful videos all have been beneficial whether it is trying to figure out how to do something or to get ideas on how to implement features into my business. Cons Like any software there are bugs and features that I wish it had to make life easier, but realistically there is nothing that will be 100%. The lack of extended support hours can be frustrating when these issues are encountered since I'm in an industry that involves long nights, weekends, and working holidays. 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