# Page 2 | BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is BoldTrail the right Real Estate CRM solution for you? Explore 562 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 (562) 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 562 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. 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 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! 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! 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. 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! 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. 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 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! 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 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 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! 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 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 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 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 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. 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