--- title: "BoldTrail Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BoldTrail Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more." source_url: "https://www.capterra.com/p/176447/BoldTrail/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # BoldTrail Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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 system performance Frequent software 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://www.g2.com/products/boldtrail/claim_requests/new?auto=true) ## 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 (565) VS. [4.2 (40)](https://www.capterra.com/p/205125/iHomefinder/reviews/) Starting Price Contact vendor Starting Price $160 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (565) Ease Of Use 4.2 (249) Value For Money 4.3 (486) Value For Money 4.2 (228) Customer Service 4.2 (514) Customer Service 4.1 (235) ## BoldTrail alternatives [4.3 (7,010)](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 Highest Rated [4.4 (19,024)](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/) [Lofty](https://www.capterra.com/p/157457/Lofty/) [3.8 (128)](https://www.capterra.com/p/157457/Lofty/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 70% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157457/Lofty/) [View all alternatives](https://www.capterra.com/p/176447/BoldTrail/alternatives/) ## FAQs about BoldTrail Overview ### What problems does BoldTrail solve? BoldTrail solves fragmented real estate lead management by bringing website inquiries, ad leads, property searches, contact records, and follow-up tasks into one system. Automated email, text, and campaign workflows reduce missed responses and manual reminders, while activity tracking helps agents, teams, brokerages, and mortgage professionals tailor outreach to buyer and seller interest. Answer based on 358 reviews Overview ### Which roles and teams benefit most from BoldTrail? BoldTrail is most used by real estate agents, Realtors, and sales associates who manage leads, client follow-up, property marketing, and transaction communications. Brokers, associate brokers, and broker-owners use it to oversee agent activity and pipelines, while team leaders coordinate lead distribution, sales workflows, and performance across real estate teams. Answer based on 565 reviews Overview ### What company size and industries is BoldTrail built for? BoldTrail serves real estate brokerages, enterprise organizations, team leaders, and agents, with small businesses representing 60% of reviewers and real estate accounting for 98%. It also supports enterprise organizations, which make up 26% of reviewers, and midsize businesses, representing 14%. Answer based on 565 reviews Features and Usability ### What are the key features of BoldTrail? BoldTrail includes core real estate CRM features for contact management, lead management, and a searchable contact database. Alerts and reminders flag inactive leads and pending follow-ups, while interaction tracking records calls, texts, emails, and notes. Campaign management and email marketing support customized outreach, and reporting and analytics track activity and follow-up priorities. Answer based on 97 reviews Integrations ### Which third-party tools and platforms does BoldTrail integrate with? BoldTrail integrates with seven third-party tools, including Meta for Business and Google Ads for advertising, dotloop and SkySlope for transaction workflows, Zapier for app connections, and DocuSign and Constant Contact for documents and marketing. Reviewers also report using BombBomb and Microsoft Excel alongside BoldTrail. Answer based on 47 reviews Getting Started and Support ### How easy is it to onboard and train a team on BoldTrail? BoldTrail offers in-person and live online training, webinars, documentation, and videos. Reviewers find basic daily use and initial setup manageable, especially with guided training, while teams need time to learn its extensive features. Nontechnical users and admins configuring automation, websites, and workflows often require ongoing practice and more hands-on support. 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, knowledge base, phone support, and chat. User experiences are mixed: many describe staff as helpful, knowledgeable, and quick to answer questions, while others report delayed replies, unresolved tickets, inconsistent follow-up, limited access to live assistance, and frustration when technical issues require escalation. Answer based on 99 reviews Features and Usability ### How well does BoldTrail support real estate lead generation? BoldTrail combines IDX listing pages, CRM capture, and automated follow-up to support real estate lead generation in one system. Agents who configure profiles, routing, campaigns, and website content report stronger results and clearer organization. Some experienced agents find setup demanding, while concerns about lead quality and notification reliability can affect outcomes. Answer based on 200 reviews Features and Usability ### How does BoldTrail handle email and text messaging? BoldTrail centralizes client text messages and email activity, helping agents track conversations, behavior, and follow-up from the CRM. Real estate teams value scheduled campaigns, property alerts, and contact records, but some users report sending limits, cumbersome attachment editing, and limited options for communicating with multiple household members. 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 ## Pros and Cons Comprehensive client tracking tools 93% positive reviews out of 57 Most reviewers indicate client management enables seamless tracking, automated follow-ups, and efficient communication with clients. 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 system performance 81% negative reviews out of 48 Most reviewers report performance and speed issues, describing frequent lag, slow load times, and frustrating delays. 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 describe real estate business features as essential for running, marketing, and growing their real estate operations. Frequent software glitches 74% negative reviews out of 34 Most reviewers comment bugs and issues are persistent, causing unreliable functionality and unresolved technical problems. Streamlined onboarding and setup 85% positive reviews out of 34 Most reviewers find setup straightforward, with helpful tutorials and minimal technical effort required to get started. Shannon F. Broker, 11 - 50 employees. "Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities." Challenging contract and billing policies 83% negative reviews out of 30 Most reviewers indicate contract and billing issues include inflexible agreements, cancellation difficulties, and poor responsiveness to billing concerns. ## Features AI summary Based on 1,459 Real Estate CRM reviews Capterra data shows that buyers of real estate CRM software rank the following features as their top priorities: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **Client Management** (**54%**) - **Customer Database** (**49%**) BoldTrail supports all three features that reviewers rate highest: **Contact Database**, **Client Management**, and **Customer Database**. Together, these capabilities give teams a central place to organize contact records, manage client relationships, and maintain accurate customer information, helping businesses respond faster, track interactions more clearly, and build more consistent sales and service processes. Contact Database 4.4 (82) 75.61% of 82 reviewers that rated this feature as important or highly important With this capability, you can easily organize, categorize, and track all your leads and clients in one place. Reviewers appreciate how it helps them maintain consistent communication, send mass emails or texts, and quickly access or update contact information. Client Management 4.1 (52) 75.00% of 52 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 4.2 (203) 65.52% of 203 reviewers that rated this feature as important or highly important It gives you tools to categorize, label, and organize contacts, making follow-up and relationship management straightforward. Users think the system is easy to use, helps them stay on top of tasks, and keeps all client information accessible and organized. Lead Management 4.1 (198) 64.14% of 198 reviewers that rated this feature as important or highly important It helps you manage, categorize, and follow up with leads efficiently, using automation and organizational tools. Reviewers appreciate the system’s user-friendliness, automation, and ability to track interactions, though some mention occasional email deliverability and interface issues. Lead Capture 3.5 (54) 66.67% of 54 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Alerts/Notifications 4.2 (133) 63.16% of 133 reviewers that rated this feature as important or highly important This aspect keeps you informed about client activity, new leads, and tasks through customizable alerts via app and email. Reviewers indicate notifications help them prioritize contacts, stay on track, and never miss important updates, even when away from their desk. BoldTrail 59 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 This aspect keeps you informed about client activity, new leads, and tasks through customizable alerts via app and email. Reviewers indicate notifications help them prioritize contacts, stay on track, and never miss important updates, even when away from their desk. 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 BoldTrail offers automated client-property matching and property search alerts, saving you time. Some reviewers find the AI-driven matching helpful, but mention occasional mismatches requiring manual adjustment. Users value prompt property updates and the ability to filter leads by interest. Tracking, calculating, and paying commissions and earnings to employees With this capability, you can easily organize, categorize, and track all your leads and clients in one place. Reviewers appreciate how it helps them maintain consistent communication, send mass emails or texts, and quickly access or update contact information. It gives you tools to categorize, label, and organize contacts, making follow-up and relationship management straightforward. Users think the system is easy to use, helps them stay on top of tasks, and keeps all client information accessible and organized. 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 It helps you manage, categorize, and follow up with leads efficiently, using automation and organizational tools. Reviewers appreciate the system’s user-friendliness, automation, and ability to track interactions, though some mention occasional email deliverability and interface issues. 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. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 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 (565) 4.3 Based on 565 reviews ## Pricing Value for money 4.3 (486) ### Starting price Free trial not available Value for money 4.3 (486) 4.3 Based on 486 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 (514) 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 (514) 4.2 Based on 514 reviews ## User reviews Overall rating 4.4 Based on 564 reviews Filter by rating Counts reflect reviews available in this feed. 5(388) 4(104) 3(20) 2(16) 1(36) Mentioned topic Recent reviews first, then most helpful BR Broker Broker Used the software for: 1-3 years ### "Overall, NOT worth it! " 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 October 5, 2026 BEWARE THE AUTORENEWAL! I have emails going back weeks that I didn't want my policy renewed... and low and behold this month.. they auto-renewed me. Be extra weary of anything you sign over at boldtrail. They have a good pitch, but their delivery is pretty average and can be achieved on a much cheaper system/CRM. Pros The system does have some neat integration with other systems. But not enough to justify how much you have to learn about the system to navigate it effectively or efficiently. Cons BIG FLOP! Boldtrail has almost no customization and is so "ONE SIZE FITS ALL" in every aspect of their decision making. Barbara G. Realtor Used the software for: Less than 1 year ### "$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 5, 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. Jarrett S. Realtor Used the software for: Less than 1 year ### "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 20, 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"... AG Agent Agent Used the software for: 1-3 years ### "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 31, 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. Jachelle S. Sr. Marketing and Tech Trainer Used the software for: 3-5 years ### "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 10, 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. RE Real Estate Broker Associate Real Estate Broker Associate Used the software for: 1-3 years ### "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 19, 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. AG Agent Agent Used the software for: 1-3 years ### "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 16, 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. RE REALTOR® REALTOR® Used the software for: Less than 1 year ### "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 15, 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. Liana N. Broker-Associate Used the software for: Less than 1 year ### "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 15, 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. AG Agent Agent Used the software for: 1-3 years ### "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 15, 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. [View all Reviews](https://www.capterra.com/p/176447/BoldTrail/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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