# Page 4 | BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 # Page 4 - Reviews of BoldTrail ## Showing most helpful reviews Showing 76-100 of 564 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 TM Tori M. Executive Assistant Real Estate Used the software for: 1-2 years ### "We Love kvCORE!" December 14, 2022 5.0 Overall we love kvCORE. It's everything we'd hoped for in a CRM and our agents love it! Pros kvCORE is user friendly and they offer SO much within the software. Cons Sometimes it can feel overwhelming since there is so much. The other con is that mobile log-ins on the app don't count towards the agents logging in so that they don't get kicked out of lead rotation. Review Source AL Angela L. Broker/Owner Real Estate Used the software for: 6-12 months ### "Use of KV Core" January 8, 2022 5.0 Lead tracking and management Consistent communication with potential clients and clients as well as past clients Pros The lead s coming from property boost on listings are awesome. I love the breakdown report you get so you can track all activity on a certain property and the cost per lead is helpful Cons I wish we had dedicated individuals to help us set up our system from the beginning. Videos are helpful however, I still wonder if I've missed something Reason for choosing BoldTrail Robust system with a long reach Review Source AH Angela H. Real Estate Agent Real Estate Used the software for: 1-2 years ### "Happy Agent" January 7, 2022 5.0 My overall experience as a new agent in Georgia working with a CRM for the 1st time has been a task, fun learning and so helpful, as of matter of fact my past client just messaged me through KV Core saying they want to purchase a 2nd property because they received an email from a drip campaign through KV Core. It follows up with the follow up! Love that. Pros KV Core helps me stay in contact and send the correct properties out to my clients, even while I'm sleeping, on vacation, or working with other clients. Cons It can be overwhelming at times with all the information and things KV Core can do, but we have to take time and learn each value. Review Source Tom F. Realtor Real Estate Used the software for: 6-12 months ### "Kv Core advantages for Agents" January 18, 2022 5.0 Great experience. Pros The ability to lead generate and follow up Cons The drip campaigns are a bit hard to follow Review Source SM Steve M. Realtor Real Estate Used the software for: 1-2 years ### "It works but not my favorite." December 18, 2023 4.0 It's ok. If I had to pay for it myself, I probably wouldn't use. It is a set it and forget it mentality. There is lots of functionality, but everything is an up-sell, which is a turn off. Are any leads better than those I generate myself? No, most that the website generates are just tire kickers. The best feature I have found is that the website tracks clients that search through it, so I can see what they are looking at on the backside. Pros That website captures the activity of contacts. Cons I've tweaked the website presentation pretty hard. I know my brokerage has locked it down quite a bit, but the grey font is really hard to read with older eyes. Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) I was hoping for a better experience and my brokerage supplies it. Review Source EP Evan P. Broker/Owner Real Estate Used the software for: 2+ years ### "Best Real Estate CRM" December 9, 2022 5.0 I love it. Best CRM I have used and they continue to add more features. Customer support is very responsive as well. Pros I like the homepage where I can see all of my customers viewing properties. It is very easy to see which ones they are interested in and go directly to that listing info. Cons I wish I could select 2 Bedrooms instead of 2+. I recently had a buyer who only wanted to see 2 Bedrooms and was not interested in the 3 and 4 that kept popping up because I was only able to select 2+. Alternatives considered [Lofty](https://www.capterra.com/p/157457/Lofty/) Reason for choosing BoldTrail Familiarity. Review Source AR Abby R. Broker Realtor Real Estate Used the software for: 2+ years ### "Best CRM for Realtors period! " June 6, 2022 5.0 I am able to not let clients / sales fall between the cracks with KVCore. It as assisted me also in creating much more better communication habits with my clients, coworkers co agents. Pros I love the complexities of all things realestate. Love how as soon as I add a contact weather it be client or sphere the behavioral actions from KVCore are just absolutely awesome and keep me on top of all things CRM! Cons Nothing to complain about! Everything KVCore does from IDX LANDING PAGES and the easy to integrate software with my social media platform on Facebook. That alone gets my vote for best RE CRM out there! Review Source SH Shan H. Real Estate Professional Real Estate Used the software for: 6-12 months ### "CRM with potential " January 3, 2024 5.0 A good system for keeping your contacts trickle fed. I just wish I knew how to use it better. Pros Staying connected to my clients is so vital when I don’t have the time to be on top of the them all. The education is very informative also. Cons Leads could be vetted for relevance, my one lead was for a trailer park over 55 age restriction and the client was 40 Review Source CC Cristina C. Realtor Real Estate Used the software for: 1-2 years ### "Necesarry Tool For Business" December 14, 2022 5.0 It is a very versatile tool to help expand your business and allow you to manage your leads, SOI, and customers to stay in touch and handle their needs more easily. Pros It has all the tools you will need for Real Estate, marketing, lead generation, keeping in touch with your SOI, and much more. Have tutorials for basically all the services offered, and there is always support available thru the chat to help navigate thru it. Cons Because a lot is offered, it sometimes becomes overwhelming to learn new tools. Review Source HR Heidi R. Broker Associate Real Estate Used the software for: 2+ years ### "KVCore nice experience" December 9, 2022 5.0 I save time working with KVCore. Pros It is very easy to use and I can keep track of my clients. KVCore send them properties with their search criteria. It reminds me to call clients that visit the site and liked a property. Cons I like everything, if I have a question the chat is always available. Review Source JL Julianne L. Team Leader Real Estate Used the software for: 1-2 years ### "kvCore" May 6, 2021 5.0 It has been quite useful for my team! My team uses it every single day and are converting leads better than ever. Pros Artificial Intelligence! It has been quite useful for my team! My team uses it every single day and are converting leads better than ever. Cons Support is not great... the chat feature takes a while to obtain a response and usually they don't understand what you are asking and you have to explain like you are talking to 2 year old. It's easier to use the help feature and online information and figure it out yourself. Alternatives considered [BoomTown](https://www.capterra.com/p/151892/BoomTown/) Reason for choosing BoldTrail Cost was the biggest factor between Boomtown and kvCore. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) My team needed something that did more and was easier to use. Review Source JP Jennifer P. Realtor Real Estate Used the software for: 2+ years ### "This is user friendly" January 7, 2022 5.0 I absolutely love KvCore. It keeps me organized and updates my clients behavior. It helps me to determine and qualify prospective clients. Pros This product is user friendly and keeps me organized Cons The app does not seem to be as easy to use as the site online. Possibly more training, because whenever I am in the field, I want to be able to respond to clients Review Source TS Timothy S. Realtor Team Lead Real Estate Used the software for: 1-2 years ### "An All-in-0ne Client Management system" January 12, 2022 5.0 Helped free up time to meet clients, allows for a variety of marketing options, free and for pay Pros I was able to integrate all my leads in one place. I can do mass emails and text to my clients. I am able to categorize clients for ease of communicating on specific properties or area. I can set up social media marketing campaigns within the system and capture all leads generated Cons Seeing more BOT responses to inquires - helpful to a beginning but not specific enough for a longer user Review Source PH Peggy H. Realtor Real Estate Used the software for: 6-12 months ### "KvCore for Real Estate CRM is a Must! " April 2, 2024 5.0 KvCore has proven invaluable in managing my contacts and new leads. By assigning tasks to these contacts and leads, I receive timely alerts that assist me in completing my tasks. This streamlined process enables effective communication with both existing clients and potential leads, ultimately helping me guide my clients toward achieving their real estate goals. Pros Managing contacts and leads efficiently. Streaming the tasks and follow ups to maintain communication with clients and new prospects. Timely reminders to ensure tasks are completed and checked off. Cons Not sure how to add campaigns. I haven't worked on this too much. Switched from [Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) RE/MAX provided KvCore. Our Office RE/MAX Revolution . Review Source IW Ivellies W. Sales Associate Real Estate Used the software for: 6-12 months ### "How important is KV Core" December 16, 2023 5.0 Pros Lead generation and CRM all in one place. Also, listing management Cons Too many things to deal with. Sometimes it can be confusing and overwhelming. I usually get help from my broker's office. Review Source MK Margarett K. Realtor Real Estate Used the software for: 2+ years ### "KV Core Review" December 12, 2023 5.0 Pros I like that it talks to my buyers and keeps them active looking at my campaigns Cons The ability to link a video and have it open on the page without a person having to click a link Review Source HR Heather R. Realtor Real Estate Used the software for: 1-2 years ### "Best Client data CRM ever!" December 13, 2023 5.0 Pros I love so much about KVCore, the effortless presentations to send to sellers and buyers, the ease of building landing pages and squeeze pages, the fantastic templates for emails. I'm looking forward to learning more about the smart campaigns. Cons I am still on the fence about allowing it to automatically send my clients emails, so I have not yet integrated that into my strategies. Review Source CS Connie S. Realtor Real Estate Used the software for: 6-12 months ### "Love the Campaigns" December 11, 2022 5.0 Pros I love the ability to launch campaigns and the leads drop into my crm system and are started on a campaign and added to my database immediately. I also love that when a potential client interacts with my website and it will automatically respond on my behalf. It is a great feature. Cons I have set up the feature to auto-set up campaigns if someone looks at a property listing. Sometimes this works and sometimes this doesn't. It's not a big deal because I verify that they do get set up, but it would be nice to know that they work every time. Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) I didn't feel the previous product was very useful and easy to use. It also was hard to customize campaigns. Review Source VR Verified Reviewer REALTOR® Real Estate Used the software for: Less than 6 months ### "Integrated Business Solution" November 13, 2018 5.0 It's a great tool for my job. It's really a push toward a much better flow of client-agent communications Pros \- Provides various forms of help and training with an in dept training library, videos, customer service chat, and direct help clicks for the user. - kvCore provides access to a collection of ideas for improvement submitted and voted on by users. - kvCore shows and picks from that pool for their next releases. - KvCore shows a strong commitment to improve the product steadily. - KvCore integrated my flow of business into their solution. My client is basically as close as a click to call, text, or email. Cons \- Limit of max 100 clients at a time to be selected for mass emailing/texting. Should be able to mass email/text by selecting a hashtag. - Cannot combine a squeeze page (for showing the results) together with my own content (text+images) - Don't like the displayed space reduced HTML code. It's great that kvCore suggests (in the help library) to use Note++ and Code Beautifier! This could be integrated into the web editor to internally beautify the code but showing the user the (beautified code) what web inspect tools provide as HTML. - Hashtags in searches should be able to combine them to perform (regex) like OR, AND, NOR, NAND. - The private Smart Number should have user seleceted Name/Team/Company associated Review Source MR Miguel R. Realtor Real Estate Used the software for: 1-2 years ### "Excellent CRM " March 29, 2024 5.0 Excellent service. Will definitely keep enjoying it due to my broker paying for it! Haha. Pros The lead follow ups. I like that the system sends emails to my clients! Cons It doesn’t show me listings that are under option period/ under contract Review Source KL Kathryn L. Realtor Real Estate Used the software for: 6-12 months ### "I love KVCore" March 16, 2024 5.0 it has been easy to use and figure out on my own but classes within the company have helped a lot Pros It keeps me organized and on top of things - I need to learn more ways to utilize it but so far it is superior to what my real estate company was using before Cons Haven't found anything that I don't like yet but I am making more uses of it daily Review Source HF Holly F. Trainer and Coach Real Estate Used the software for: 6-12 months ### "kvCORE is GREAT!" March 20, 2024 4.0 Very easy to learn and powerful tools to run a business in growth mode or to just nurture relationships. The platform is great for all levels of desired action. Pros I really like the ability to follow up, market, generate, convert, and stay connected with SOI and new opportunities. This is a one stop business portal that is very intuitive and powerful. Cons Load time is slow and some features are not currently working as designed - hopefully those issues will be resolved timely. Switched from [Reliance Network](https://www.capterra.com/p/235867/Reliance-Network/) Company wide adoption. RE/MAX switched to this platform for entire company. Review Source MS Michael S. Realtor Real Estate Used the software for: 2+ years ### "Support lack the sense of urgency needed" April 17, 2024 5.0 POOR SUPPORT! - No way to call for support ... Go online and submit a ticket that gets answered in a day or so. Pros Functionality is great when it works, but if it goes down - the support is worse that xfinity that is outsourced to aomeone that don't speak your language Cons The support team - it takes for ever to respond to you, there is no phone number. I have lost clients due to this system. Reason for choosing BoldTrail EXP included it as part of your package. 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. 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