# BoldTrail Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BoldTrail Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more. Source: https://www.capterra.com/p/176447/kvCORE --- # BoldTrail Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BoldTrail ## What is BoldTrail? BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents win more business and work more efficiently. From lead capture and CRM to marketing automation, agent productivity tools, and AI-powered assistance, BoldTrail brings the tools agents use every day into one connected system. The result: faster follow-up, stronger relationships, and more opportunities converted from first touch to close. Designed for modern brokerages, BoldTrail gives leaders visibility into performance while empowering agents with technology that actually helps them sell more homes. ## What is BoldTrail used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 564 user reviews Reviews sentiment Positive 87% Neutral 4% Negative 9% Pros & cons Comprehensive client tracking tools All-in-one real estate platform Slow and laggy performance Frequent bugs and glitches ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Real Estate CRM / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BoldTrail?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://insiderealestate.com/&name=BoldTrail) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BoldTrail 4.4 (564) VS. [4.5 (4,466)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (564) Ease Of Use 4.4 (4,367) Value For Money 4.3 (485) Value For Money 4.3 (3,500) Customer Service 4.2 (513) Customer Service 4.4 (3,509) ## BoldTrail alternatives [4.3 (6,978)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (18,786)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [CINC](https://www.capterra.com/p/152829/CINC/) [4.1 (249)](https://www.capterra.com/p/152829/CINC/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152829/CINC/) [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) [4.0 (323)](https://www.capterra.com/p/152143/Top-Producer-CRM/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152143/Top-Producer-CRM/) [View all alternatives](https://www.capterra.com/p/176447/BoldTrail/alternatives/) ## FAQs about BoldTrail Overview ### What problems does BoldTrail solve? BoldTrail solves scattered client follow-up, missed lead activity, and manual property outreach by centralizing contacts, website behavior, calls, texts, campaigns, and reminders in one CRM. Real estate agents, brokers, and small teams use it to track buyer interest in real time, automate nurturing, and stay organized from prospecting through post-close relationships. Answer based on 244 reviews Overview ### Which roles and teams benefit most from BoldTrail? BoldTrail is most used by real estate agents, Realtors, brokers, and team leaders who need to manage leads, follow up consistently, and keep deals moving. Broker-owners and associate brokers use it to oversee team activity, streamline client communication, support sales workflows, and maintain visibility into pipeline performance. Answer based on 564 reviews Overview ### What company size and industries is BoldTrail built for? BoldTrail serves real estate brokerages, enterprise organizations, team leaders, and agents, with strongest adoption among small businesses at 60% and enterprise companies at 26%. It is built primarily for the real estate industry, which accounts for 98% of reviewers, with limited presence in other sectors. Answer based on 564 reviews Features and Usability ### What are the key features of BoldTrail? BoldTrail includes core real estate features like lead generation, CRM, and client management, plus differentiators such as IDX websites, website activity tracking, and Smart Campaigns for automated email and text follow-up. Reviewers also highlight landing pages, listing marketing, and task reminders for managing daily prospecting and long-term nurture. Answer based on 200 reviews Overview ### How well does BoldTrail work for lead generation? BoldTrail supports real estate lead generation well when setup is done correctly. Agents use websites, IDX pages, landing pages, CRM automation, and marketing tools to capture and route buyer and seller leads in one place. Some teams find the platform complex, need training, or question lead quality and support responsiveness. Answer based on 200 reviews Integrations ### Which third-party tools and platforms does BoldTrail integrate with? BoldTrail integrates with Meta for Business, dotloop, Google Ads, Zapier, BombBomb, SkySlope, and Microsoft Excel. Official catalog listings also include Constant Contact and DocuSign. Reviewers most often cite advertising, transaction management, lead routing, and email-video workflows, with Zapier extending connections to additional apps. Answer based on 50 reviews Getting Started and Support ### How easy is it to onboard and train a team on BoldTrail? BoldTrail offers in-person training, live online sessions, webinars, documentation, and videos, so teams can learn in multiple ways. Most agents get started fairly quickly with basic daily tasks, while admins, less technical users, and teams configuring automations or websites usually need more time, repeated training, and clearer setup guidance. Answer based on 139 reviews Getting Started and Support ### What customer support options does BoldTrail offer, and how do users rate the experience? BoldTrail offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users describe support as helpful, knowledgeable, and sometimes very fast, especially for basic questions and training. Others report inconsistent service, slow ticket turnaround, delayed callbacks, limited hours, and difficulty getting complex issues resolved. Answer based on 98 reviews Features and Usability ### How good is BoldTrail for email and text messaging? BoldTrail handles email and text outreach well for lead follow-up, but the experience is mixed. Real estate agents like centralized conversations, scheduled campaigns, and automated messages tied to contact behavior. Some users find setup clunky, want more control over message timing, attachments, and bulk sending, and report occasional support delays. Answer based on 81 reviews ## Who uses BoldTrail? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 114 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 114 reviews Real Estate 74% Real Estate 74% Sales & Business Development 12% Entrepreneurs/ Owners 5% Administrative 4% Others 5% Top industries Based on 114 reviews Real Estate 98% Retail 1% Computer Software 1% ## Pros and Cons Comprehensive client tracking tools 93% positive reviews out of 57 Reviewers feel client management enables efficient tracking, communication, and follow-up, supporting business growth. Berea V Real Estate Agent, 201 - 500 employees. "Kvcore has overall been great with managing my daily to do list and keeping me on track with customers and clients." Slow and laggy performance 81% negative reviews out of 48 Most reviewers describe performance and speed as sluggish, with slow load times and frequent lag disrupting workflow. Monica P Real Estate Agent, 11 - 50 employees. "The app associated with kvCORE can be a little laggy. " All-in-one real estate platform 87% positive reviews out of 46 Most reviewers indicate real estate business features streamline operations, marketing, and growth for real estate professionals. Frequent bugs and glitches 74% negative reviews out of 34 Some reviewers describe bugs and issues as recurring, with unresolved glitches and unreliable features causing frustration. Easy onboarding and learning 85% positive reviews out of 33 Most users report setup is straightforward, with helpful tutorials and intuitive design easing the learning process. Shannon F Broker, 11 - 50 employees. "Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities." Difficult contract and billing processes 83% negative reviews out of 29 Most users report contract and billing issues, citing inflexible agreements, cancellation challenges, and poor communication. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.2 (202) 65.35% of 202 reviewers that rated this feature as important or highly important It gives you tools to organize, label, and follow up with contacts efficiently. Some reviewers find the system easy to use and value the ability to categorize, automate tasks, and track interactions, while a few wish navigation and correspondence viewing were more user-friendly. Lead Management 4.1 (198) 64.14% of 198 reviewers that rated this feature as important or highly important This aspect helps you organize, track, and prioritize leads with automation and categorization. Reviewers indicate it’s thorough and user-friendly, with helpful tools for communication and follow-up, though some mention email deliverability and interface navigation could be improved. Alerts/Notifications 4.2 (133) 63.16% of 133 reviewers that rated this feature as important or highly important BoldTrail offers timely alerts and notifications to keep you informed about client activity and tasks. Users think these reminders help them stay on track, prioritize outreach, and never miss important updates, especially with customizable notifications and Google Calendar integration. Client/Property Matching 4.0 (93) 59.14% of 93 reviewers that rated this feature as important or highly important You benefit from automated matching of clients to properties based on search criteria. Some users say this saves time and helps with engagement, though a few mention that property recommendations can sometimes be irrelevant and suggest the matching could be more precise. Contact Database 4.4 (81) 75.31% of 81 reviewers that rated this feature as important or highly important With this capability, you can easily centralize, organize, and track all your leads and clients. Reviewers appreciate being able to categorize contacts, send mass communications, and maintain ongoing engagement, noting how it streamlines staying in touch and managing relationships. Reporting/Analytics 4.1 (109) 41.28% of 109 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data BoldTrail 58 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems BoldTrail offers timely alerts and notifications to keep you informed about client activity and tasks. Users think these reminders help them stay on track, prioritize outreach, and never miss important updates, especially with customizable notifications and Google Calendar integration. Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients You benefit from automated matching of clients to properties based on search criteria. Some users say this saves time and helps with engagement, though a few mention that property recommendations can sometimes be irrelevant and suggest the matching could be more precise. Tracking, calculating, and paying commissions and earnings to employees With this capability, you can easily centralize, organize, and track all your leads and clients. Reviewers appreciate being able to categorize contacts, send mass communications, and maintain ongoing engagement, noting how it streamlines staying in touch and managing relationships. It gives you tools to organize, label, and follow up with contacts efficiently. Some reviewers find the system easy to use and value the ability to categorize, automate tasks, and track interactions, while a few wish navigation and correspondence viewing were more user-friendly. Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails For realtors, real estate investors, property managers, and other real estate professionals. For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads This aspect helps you organize, track, and prioritize leads with automation and categorization. Reviewers indicate it’s thorough and user-friendly, with helpful tools for communication and follow-up, though some mention email deliverability and interface navigation could be improved. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access the system via a mobile application Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Add, view, and edit details of all properties managed by an agency that are available for sale or rent Tools designed to streamline the process of lead generation and management for sales teams Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Manage, record and track all business exchanges in form of money and its related interactions in the system Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (564) 4.3 Based on 564 reviews ## Pricing Value for money 4.3 (485) ### Starting price Free trial not available Value for money 4.3 (485) 4.3 Based on 485 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[ dotloop](https://www.capterra.com/p/136372/dotloop/)[ SkySlope](https://www.capterra.com/p/172896/SkySlope/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (513) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (513) 4.2 Based on 513 reviews ## User reviews Overall rating 4.4 Based on 564 reviews Filter by rating 5(389) 4(104) 3(20) 2(16) 1(35) Mentioned topic Sorted by most recent BG Barbara G. Realtor Real Estate ### "$12,000 Paid. Ads Suspended Without Notice. Data Access Denied in Writing." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 3, 2026 I contracted BoldTrail/IRE Lead 360 in October 2025 at $1,500/month for managed real estate advertising. After 8 months and $12,000 paid, I have received no data access, experienced an undisclosed ad suspension, and was denied basic campaign transparency in writing by their General Counsel. I have filed complaints with the Florida AG (FDUTPA), the FTC, and the BBB. Pros The platform setup was handled by their team, requiring minimal technical effort from the me. And as a one man show, this seemed straightforward. Cons International phone numbers are not supported — never disclosed at signing. Confirmed in writing March 2, 2026. Google Ads suspended November 25, 2025 with no notice while billing continued at $1,500/month. IRE's General Counsel confirmed in writing May 4, 2026 that campaign data will never be provided to clients as it is "proprietary to IRE." Two formal breach notices rejected without remedy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jarrett S. Realtor Real Estate ### "Still early but INCREDIBLY disappointed" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 May 14, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Agent Real Estate ### "Don’t trust Bold Trail’s contracts" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 26, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jachelle S. Sr. Marketing and Tech Trainer Real Estate ### "Powerful System for REMAX and Other Agents When It’s Set Up and Used Correctly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor 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! Jodi L. Real Estate Broker Associate Real Estate ### "Bold Trail- Great CRM for Agents wanting high Tech" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor 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! JR Joshua R. Agent Real Estate ### "BOLD TRAIL REVIEW" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 15, 2026 Ive used it since it was KV core it's been a big help. Ill keep using until there is a better alternative Pros It's a good way to keep things organized, Very user friendly. The support staff is always very quick to respond when help is needed. Cons The mobile app is horrible. It seems to not work great on any mobile browser which sucks cause im working while on the road a lot. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 18, 2026 Thank you for sharing this — we really appreciate your feedback! So glad to hear BoldTrail has been helpful for staying organized and that our support team has been there when you need it. And we definitely hear you on the mobile experience — especially when you’re on the go, that’s so important. We’ll make sure that feedback is shared with the team. We appreciate you sticking with us since the kvCORE days — that means a lot! SS Shelby S. REALTOR® Real Estate ### "Great product overall." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 14, 2026 Overall great! I have a lot more to learn and love all the programs for educating myself that are easily accessible within the program. Pros The ability to track and maintain all of your leads in one location! Keeping track of all your messages to your client via text and email in one program is great. Cons They recently have been having some issues with notifying me about messages coming from leads and clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 18, 2026 Thank you so much for sharing this — we really appreciate it! Glad to hear the centralized lead and messaging experience has been helpful for you. That’s exactly what we aim for. And thank you for calling out the notification issue — that’s definitely something we want to get right, and we’ll make sure that feedback is shared with the team. Love hearing you’re taking advantage of the training resources too — there’s a lot there, and we’re excited for you to keep building on it! TS Thomas S. Agent Real Estate ### "Bold Trail needs more feedback from users" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 January 14, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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! LN Liana N. Broker-Associate Real Estate ### "DON'T BE MISLEAD!" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 January 13, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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. SG Sara G. Sales Associate Real Estate ### "Boldtrail by Inside Real Estate is a Bad system with big fees" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 January 2, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor 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. 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