# Page 2 | BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is BoldTrail the right Real Estate CRM solution for you? Explore 563 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 (563) [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 March 13th, 2026 # Page 2 - Reviews of BoldTrail ## Showing most helpful reviews Showing 26-50 of 563 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jachelle S. Sr. Marketing and Tech Trainer Real Estate Used the software for: 2+ years ### "Powerful System for REMAX and Other Agents When It’s Set Up and Used Correctly" March 4, 2026 5.0 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 Response from Inside Real Estate 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! VR Verified Reviewer Agent Real Estate Used the software for: 1-2 years ### "Don’t trust Bold Trail’s contracts" March 26, 2026 1.0 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 LN Liana N. Broker-Associate Real Estate Used the software for: Less than 6 months ### "DON'T BE MISLEAD!" January 13, 2026 2.0 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 Response from Inside Real Estate 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. JS Jarrett S. Realtor Real Estate Used the software for: Less than 6 months ### "Still early but INCREDIBLY disappointed" May 14, 2026 2.0 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 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 Jodi L. Real Estate Broker Associate Real Estate Used the software for: 1-2 years ### "Bold Trail- Great CRM for Agents wanting high Tech" February 15, 2026 5.0 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 Response from Inside Real Estate 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! JC James C. Broker - Owner Real Estate Used the software for: 1-2 years ### "Best CRM for Real Estate Professionals" May 13, 2025 5.0 It's been fantastic. I have been able to cultivate new client's while at the same time nurturing long time clients that are more likely to refer or come back to me. Pros It had a solution for remaining in contact with clients AFTER the sale closed. It also had a separate CRM for the Lender's client's. I own a mortgage company and Real Estate company, this was huge for me. Cons The Lender side of the platform is significantly limited. It should be expanded to match some of the features offered on the agent side. Switched from [CINC](https://www.capterra.com/p/152829/CINC/) Your platform had a lender component for the CRM, and it had a solution for keeping in contact with customers after the sale. Review Source Response from Inside Real Estate July 22, 2025 Thanks so much for your feedback! We're glad BoldTrail has helped you stay connected with clients after closing and that the dual CRM setup is supporting both your mortgage and real estate businesses. We hear you on the lender side, enhancing those features is definitely a priority as we continue to grow. So happy to hear it's helping you nurture long-time clients and generate more referrals! GM Gabi M. Director of Business Development Real Estate Used the software for: 2+ years ### "I would give them a 0 if possible" April 15, 2025 1.0 The absolute worst company I have ever worked with in my entire life. I would not recommend this platform to anyone. I work at a brokerage of over 200 agents, we've been with them for 3 years. Tried countless times to re-engage our agents, failure every time. Lack of engagement on their end with issues, they never respond to emails, you get a new customer service rep every 3 months but they never tell you. When I contacted them right before our contract renewal they told me that they refused to let me out of my contract due to the fact I didn't provide 90 day notice. Pros Absolutely nothing. Horrible customer service, lack of communication, horrible onboarding, hidden fees. Cons The fact we paid over 200k in fees and had an ROI of zero. They renew your contract without notifying you and refuse to let you out of it. Lots of hidden fees (ex. Website design quoted 5k and we cannot update our website without using "their techs") Switched from [DELTA](https://www.capterra.com/p/264650/DELTA/) False promises from KVCore. We were having issues with Delta and KVcore made it appear in the sales pitch we would have customer support, access to all the necessary things and an account manager. Review Source AG Adam G. Agent Real Estate Used the software for: Less than 6 months ### "user friendly" December 16, 2025 5.0 the system is easy to use, notifications are beneficial for reminders. Provides good e-learning education on how to use the CRM Pros I like how easy the Marketing ads are to use as well s the notifications for reminders, very useful for real estate Cons Wish there was a way to add more statuses to organize clients, there may be but i have not used boldtrail to its full capability. Switched from [Google Cloud Storage](https://www.capterra.com/p/253631/Google-Cloud-Storage/) Brokerage offered boldtrail so decided to switch. An i have used kv core in the past Review Source Response from Inside Real Estate March 18, 2026 Thank you so much for sharing this — really appreciate the feedback! Glad to hear the marketing ads and notifications have been helpful — that’s exactly what we aim for. And totally hear you on wanting more ways to organize clients — there are definitely some additional options there, and our training resources can help you unlock more of that as you continue exploring. Love that you’re taking advantage of the e-learning too — thanks again for taking the time to write this! SC Stephen C. Sales Agent Real Estate Used the software for: 6-12 months ### "It's Good, But Has a Few Bumps" May 15, 2025 4.0 Over, it's been a great experience, even with a substantial learning curve. I know I'm staying in touch with COI and past/potential clients much better than I could ever do without it. Pros The number of options and features are incredible. However, this does lead to a somewhat long learning curve to learn everything BoldTrail can do for you. Cons "Forcing" you to make phone calls, when in fact you're talking with a potential client via personal phone or text/email. You have to be careful about Market Reports you set up for a specific neighborhood because on more than one occasion, the market report ends up being for an entirely different city, which I've had clients point out to me. It's also easier to set up a more specific search in the MLS than with the options given in BoldTrail. Switched from [IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/) My brokerage was offering this platform free of charge Review Source RC Regina C. Agent Real Estate Used the software for: 6-12 months ### "Customer Relationship management " July 1, 2025 5.0 My overall experience is good. It’s a quality online CRM platform that helps you run your business and succeed Pros It’s a CRM system used to record and keep track of customers and clients. It provides a marketing and follow up system to help you successfully run your business Cons It takes a while to learn how to navigate through the platform. There is so much to learn and without direction you can miss opportunities. Review Source EP Eric P. Realtor Real Estate Used the software for: 1-2 years ### "Boldtrail - The CRM to use " May 12, 2025 5.0 I have not had any trouble using it Pros Ease of use Cons I would like to be able to attach my own items in the emails Review Source Response from Inside Real Estate July 22, 2025 Thanks for the feedback! We're glad to hear it's been easy to use. Adding the ability to attach your own items to emails is a great suggestion, we’ll pass it along to the team! SP Shannon P. Realtor Real Estate Used the software for: 2+ years ### "I love kv core " March 10, 2025 5.0 I love it. My favorite feature is the smart number with kvCORE. Pros I like how everything connects and it is super responsive Cons I do not like how much some of the add ons cost Review Source Response from Inside Real Estate March 13, 2025 Shannon, thank you so much for taking the time out of your day to leave us your feedback! Having a system that works together saves real estate agents time and money. We appreciate you! Best, Mary 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 kT katrina T. Realtor Real Estate Used the software for: Less than 6 months ### "review of boldtrail" May 30, 2025 5.0 Just starting to use it to get organized on boldtrail. It had simple integration and is easy to navigate Pros Boldtrail is helping me get organized. I enjoy being able to set reminders for past clients and current clients. Cons More automation and AI would be nice. More automatic follow ups and easdy set up would be great for this platform. Review Source Response from Inside Real Estate July 22, 2025 Thanks so much for your feedback! We're glad to hear Boldtrail is helping you stay organized and that you're enjoying the reminders and easy navigation. We're actively working on expanding automation and AI features, stay tuned for updates! 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 SAG Sheral Ann G. Realtor Associate Real Estate Used the software for: 2+ years ### "Frequent User" July 26, 2024 4.0 Mine is good. Other agents are frustrated. Pros Ease of use but its very IT centric. People who are not confortable with computers really struggle. Cons The Open House app. Poor design. Too IT centric for the average person. Interfaces are incorrect. Unable to set up a range in alerts for maintenance fee and lessehold fee. Switched from [Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/) Corporate decision. SAGE is awful. But we still use it for many things. Review Source Response from Inside Real Estate August 22, 2024 Hi Sheral Ann! Thank you for sharing your experience. We’re glad to hear that you find the platform easy to use, but we understand that its IT-centric nature may pose challenges for some users. Our support and training team is here to help every step of the way! Best, Mary Caroline ET Emile T. Realtor Real Estate Used the software for: 6-12 months ### "BoldTrail formerly KVCore " July 26, 2024 1.0 Worse experience I have ever had with any companies that I've paid for services! They just want you to pay for their services and did not follow through with their service. They also would not let me out of their contract. Pros Their platform was too complex and definitely not user friendly Cons Too complex, terrible customer service, turn around time up to a week for a ticket through tech support. No live support just automated chat bot Review Source Response from Inside Real Estate August 22, 2024 Emile, Thank you for your feedback. We're truly sorry to hear about your experience and understand your frustration with the platform's complexity and support issues. Your concerns about customer service and contract flexibility are important, and we'll use your feedback to work on improvements. If there’s anything specific we can address or if you'd like to discuss this further, please let us know. Best, Mary Caroline LA Leah A. sales Real Estate Used the software for: 6-12 months ### "Stay on top of your business" July 23, 2024 3.0 This product is excellent for lead generation and organization. Unlike other CRMs, it is mobile-friendly and convenient, helping you maintain a professional appearance and stay on top of your real estate leads. Pros Easy to use and not intimidating, I like that it sends reminders of the due task. Cons The mobile and the desktop version doesnt function the same way. Review Source Response from Inside Real Estate August 22, 2024 Leah, thank you for your positive feedback! We're glad you find BoldTrail easy to use and appreciate the task reminders. We understand that consistency between the mobile and desktop versions is important, and we're working to improve that experience. We're thrilled that BoldTrail is helping you stay organized and professional with your lead generation! 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 HM Holly M. Realtor Real Estate Used the software for: Less than 6 months ### "Boldtrail for Realtors" July 30, 2024 5.0 Pros Lead capture capabilities and reminders to connect. Cons Often difficult to know where to go on the very busy page Review Source Response from Inside Real Estate August 22, 2024 Holly, thank you for highlighting the strengths of our lead capture capabilities and reminder features! We appreciate your feedback about the navigation challenges on our busy page and are working to improve the user experience. Your input helps us enhance the platform, and we're committed to making it more intuitive and easier to navigate. Best, Mary Caroline 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 MAC Maria Ann C. Realtor Real Estate Used the software for: 6-12 months ### "KV Core Motivates Me and Connects Me Better with My Book of Business." December 18, 2023 5.0 I am always telling everyone to give it a try and use it before the competition gets it and knows how to use it for their business before it is too late for them. I am very happy with KV Core and I am always offering help to others in my office and our other locations on setting it up, what tutorials to watch in the learning portal, and to make sure they learn and see how great the behavior automation is. Pros CRM- Organized and helps me stay focus on what I need to do daily. It also shows me what my contacts' behaviors are and which ones that need my attention first. Behavior Automation-My inactive contacts that I think are not interested anymore end up still showing active and that they are still searching. Reports and Analytics- Let me know who needs my follow up that day, what item of value that I need to send, and if I get a new contact and they give me a wrong number or non-working email, It saves me time on that contact or brings it to my attention to contact and get the correct info. Core Present- My presentations are better and have me ready to look better than other agents that might be competing me for the same listing. I can also customize my own slides with their library of slides. I can use some of their slides or just certain ones with mine. Landing and Squeeze pages- help me build my business and any prospects from them automatically go into the CRM. Saves me time. Cons I wish the articles part of the help support and robot support was a separate blue chat bubble from a team support human helping. I really do not have a lot of cons. Review Source SD Scott D. Associate Broker Real Estate Used the software for: 6-12 months ### "Still wondering where the value is for a single agent" January 3, 2024 4.0 My overall experience has been 2.5 out of a 1-5 rating system. It's been frutstrating and a lot of extra work trying to figure out the system and make it work. The emails going to junk is something I have not experienced before. I also wonder what your other services provide like your listing service. I am afraid to try it because I don't want to spend more money. Pros It's easy to put in names. I like the verifications. Cons The cost of the system is just the base price but doesn't really offer anything that other systems offer. I thought the system would provide more other than just a CRM. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) I switched because I am also an agent with Remax in another state and I have the system in Arizona so I thought using the same system in both states would work for me. I am still with Top Producer and my clients receive my emails and market updates. I am afraid to switch totally at this time. I thought the switch would allow me to use 1 system in 2 states. But that is not the case I was told. Review Source 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. 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