# Page 3 | BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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BoldTrail

4.4 (563)

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

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Last updated March 13th, 2026

# Page 3 - Reviews of BoldTrail

## Showing most helpful reviews

Showing 51-75 of 563 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MG

Matthew G.  
Agent  
Real Estate  
Used the software for: 6-12 months

### "kvCore"

December 19, 2022

5.0

My overall experience with kvCore has been very good, it's a great system and I'm lucky to be with eXp so this CRM is free for me!

Pros

The most impactful features are hashtags for tagging leads, property boost which imports leads automatically and the AI technology which is like having a virtual assistant within the CRM. These features are excellent and I use them regularly.

Cons

Often I find it difficult to find leads I have recently chatted with or emailed back and forth and even looking up leads in the CRM could be more user friendly.

Switched from

[Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/)

I was on a team with a different brokerage and they incorporated FUB for us. Then I switched to eXp and kvCore as a result.

Review Source

DM

Dexter M.  
Admin  
Real Estate  
Used the software for: 6-12 months

### "Effective CRM Free to eXp Agents"

January 12, 2022

4.0

For being a mostly free program, it's great. It's not perfect, but doesn't leave me needing another CRM.

Pros

The many features including task management, lead management, and Web IDX manager all in one place makes this \*mostly\* a one-stop shop.

Cons

While this is a free program, you do have to subscribe and pay for a lot of necessary add-ons, and the system can be quite buggy or clunky at times.

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

Kaili N.  
Broker  
Real Estate  
Used the software for: Less than 6 months

### "Have you experienced contractual unconscionability and are seeking a solution?"

September 10, 2023

2.0

Very unfortunate!

Pros

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

Cons

I want to share my experience with Inside Real Estate/KvCore. When my KvCore website went live, my emails were unexpectedly forwarded to the KvCore software without prior notice. This lack of communication led to several issues, stress, chaos. I reached out to customer service for assistance in disabling the email forwarding but received a delayed response. During this time, I lost access to my domain, which had been taken over by a third-party provider, Cloudflare. This disruption affected my business operations. To compound matters, I had to rebook my travel plans at a higher cost due to these complications. Additionally, I was unable to access contracts and offers, which are crucial in my line of work. Disconnecting KvCore from GoDaddy and Cloudflare required extensive troubleshooting with GoDaddy.The overall impact was not only financial but also disruptive to my business operations. The lack of timely support and communication added to the frustration.This experience has left me disheartened about KvCore. I decided to cancel my credit card and stop using their service. However, they refuse to terminate the contract and are billing me $736, with plans to continue monthly charges of $600 due to the outstanding balance. I believe it's important for individuals facing similar issues to consider their legal options. I've created a FB group called 'kvCore | Inside Real Estate: Pissed Consumer & Reviews' to provide a platform for those who believe they deserve a remedy.

Review Source

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

TL

Tim L.  
REALTOR®  
Real Estate  
Used the software for: 6-12 months

### "Wow"

January 7, 2022

5.0

The interface isn't intuitive to me (I'm pretty technically inclined). It has a relatively short learning curve but bad workflow. Some very basic features seem to be missing.

Pros

Smart campaigns are executed well and I can rely on KvCore to help me stay top of mind with my leads.

Cons

Smart campaigns are executed well but confusing to implement as an agent. If I want to create a custom new drip campaign, the interface interferes with my ability to do so. Determining which campaigns a lead is subscribed to is unexpectedly difficult–one needs to navigate through several profile sections to find that type of information.

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

VR

Verified Reviewer  
Broker  
Real Estate  
Used the software for: 6-12 months

### "Avoid "

February 3, 2023

1.0

Horrible waste of money and aggravation.

Pros

Really nothing. I have hated KVCore since the moment (ok third month because it took that long to get them to get me set up). And they have NO TERMINATION ability in their contracts.

Cons

I have had KVCore for a year and I LOATHE them to the fullest extent. Their customer service is HORRIBLE...they avoid you and ignore your messages. I have had THE worst time with them. Their contracts are ridiculous and they do not work with you. And, the CRM is VERY clumsy and not very intuitive or user friendly. And the marketing articles they may post for you on your social media was so embarrassing to me that I had to block them from posting and delete their posts. AVOID

Reason for choosing BoldTrail

Speel from sales person who rapidly dissappeared and passed me over to someone else (the name of their game is pass you along to new acct managers over and over again...I had THREE this week as I was trying to get assistance).

Switched from

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

I left my previous brokerage to start my own and wanted something new. Boomtown leads are not scrubbed...and most are trash.

Review Source

VR

Verified Reviewer  
Broker Associate  
Real Estate  
Used the software for: Less than 6 months

### "Save your money...or burn it instead. But skip kvCore"

July 22, 2023

1.0

Awful. Customer service is non-existent. Platform was not as advertised, promises made by salespeople were completely unattainable. Worst business experience of my life.

Pros

kvCore is no different than any other CRM, and may in fact be worse due to cost, complexity, and complete lack of support by personnel. Every conversation is with an AI bot. If you're looking to minimize human interaction and spend unnecessary amounts of money to do exactly what every other CRM does, this is the perfect platform for you.

Cons

Zero support after the sale. Took 3 weeks just to get the website up and running, and even then it was still wrong. Tech support is slow to respond (if at all). Their template for uploading contacts doesn't work. They will happily take your money and lock you into a 14-month contract then forget all about you. They brag about how good their SEO is, but it's all hype... (just check their social media...minimal engagement on their site). Platform doesn't do anything better or faster than any other CRM out there. I've used 4 CRMs and kvCore is the absolute worst. Don't waste your money.

Reason for choosing BoldTrail

Based on recommendations by other agents

Switched from

[CINC](https://www.capterra.com/p/143799/CINC-Systems/)[LionDesk](https://www.capterra.com/p/151891/LionDesk/)

Colleagues recommended it. They are now regretting that recommendation and are looking to switch.

Review Source

KS

Kevin S.  
Realtor  
Real Estate  
Used the software for: 6-12 months

### "Why I love kvCORE"

January 3, 2024

5.0

After using several CRM's, I can't imagine ever using another CRM.

Pros

I like the ease of use and the adaptability for my business.

Cons

There is so much to learn as it is a very in depth CRM.

Switched from

[Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-CRM/)

I switched to kvCORE because of the price.

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

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

DM

Dena M.  
Realtor  
Real Estate  
Used the software for: 2+ years

### "Love KV CORE"

March 16, 2024

5.0

Wonderful, self explanatory and easy to figure out how to use

Pros

My company provided it, I was new and a CRM was new to me. Easy to use and great management tool.

Cons

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

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

Skip Y.  
Realtor  
Real Estate  
Used the software for: 2+ years

### "Check out the features I use on KVcore"

January 21, 2022

5.0

Great it has helped me and my clients in many ways

Pros

The fact that the broker has the ability to share with the brokerage. This gives us all a head start on the secrets to real estate.

Cons

It's pretty complex to learn. I have been using it since 2017 and I still don't have a handle on all the features.

Reason for choosing BoldTrail

Broker had it available.

Review Source

ZZ

Zeke Z.  
Real Estate Agent  
Real Estate  
Used the software for: 6-12 months

### "Zeke review "

January 8, 2022

4.0

It’s super powerful, tons of great features, and it’s helped me stay on task and get things done all in one place.

Pros

There is a lot of features and all of them actually do what they advertise. It’s also kinda simple to learn after you get the hang of it.

Cons

The design and speed. I know it just went through a redesign recently and it definitely improved but I live on that minimalist lifestyle and I like the clean modern feel when this has more of focus of getting the task done and less concerned with look. There are also times when I do an action and it takes a second to show the action.

Switched from

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

All the agents in my brokerage highly recommend it and I’m glad I switched.

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

RR

Robin R.  
Associate Broker  
Real Estate  
Used the software for: 2+ years

### "Love the platform but need more customer service"

December 14, 2022

5.0

Good except for customer service. I have been trying to reach someone to go over my database for months and can’t get a call back.

Pros

Full integration between the MLS and leads.

Cons

Lack of showing correspondence with leads in one area.

Switched from

[Market Leader Professional](https://www.capterra.com/p/213723/Market-Leader-Professional/)

More functions

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

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

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

Dennis H.  
Real Estate Agent  
Real Estate  
Used the software for: 1-2 years

### "Review of kvCORE"

November 2, 2018

4.0

I am very impressed with the overall experience with the software. The lead capture capabilities are so varied that learning the things it can do for you takes a while to master. In fact I am not sure anyone can master them all, simply because you will regularly discover new ways to use the system.

Pros

This is the most powerful lead nurturing tool I have ever used. It is a combination of lead generation, CRM, IDX, and web site. It requires very little set up in order to use...it is almost ready "right out of the box". One very useful feature is the ability to see all properties viewed by a prospect and all correspondence with them on a single screen. Building landing pages & squeeze pages is a snap and sharing out to social media is quick and easy. Nurturing leads is almost totally automatic, behavioral automation is wonderful.

Cons

Some of the navigation is a bit "clunky". For example when viewing multiple prospects information you almost have to start over at the dashboard to go from one prospect to the other. This is a bit distracting, but overall the entire system functions very well.

Review Source

Ricardo J.  
Partner  
Real Estate  
Used the software for: 1-2 years

### "Forefront of the Industry"

January 4, 2024

5.0

Pros

Reports kvCORE provides reports on traffic, marketing, lead-gen, behavior, agent accountability, and profitability.

Cons

Generic campaigns Some say the campaigns are generic and most sales agents use the program.

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.

Review Source

SL

Stephanie L.  
Realtor  
Real Estate  
Used the software for: 2+ years

### "Great and Easy to Use CRM"

March 15, 2024

5.0

When I get a new lead, I enter Turk into KVCore and label them. I’m able to find them easily. It’s a great CRM.

Pros

It’s easy to organize my contacts and stay in touch with them.

Cons

When I send an email, I can only select a few contacts at a time. It would be nice to click on the group and send the info one time.

Switched from

[365 Command](https://www.capterra.com/p/158278/365-Command/)

My real estate company provided it. I’m very pleased with it.

Review Source

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