# BoldTrail Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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/kvCORE/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 # Reviews of BoldTrail Ease of use 4.1 Customer Service 4.2 ## Pros and Cons in Reviews Nathan M AgentReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The functions of the base system are basic and can certainly take care of any basic CRM needs.“ March 26, 2026 Jachelle S Sr. Marketing and Tech TrainerReal Estate, 201 - 500 employeesUsed the software for: More than 2 years. “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.“ March 4, 2026 TM Tina M Director of MarketingReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that allows you to generate, capture and sell to leads from beginning all the way through follow up.“ July 18, 2024 LN Liana N Broker-AssociateReal Estate, Self-employedUsed the software for: Less than 6 months. “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.“ January 13, 2026 Jodi L Real Estate Broker AssociateReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The lead management was extremely helpful in keeping my leads and contacts organized.“ February 15, 2026 Jachelle S Sr. Marketing and Tech TrainerReal Estate, 201 - 500 employeesUsed the software for: More than 2 years. “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.“ March 4, 2026 kt katrina t RealtorReal Estate, Self-employedUsed the software for: Less than 6 months. “I enjoy being able to set reminders for past clients and current clients.“ May 30, 2025 JR Joshua R AgentReal Estate, Self-employedUsed the software for: 1-2 years. “It seems to not work great on any mobile browser which sucks cause im working while on the road a lot.“ January 15, 2026 ## Showing most helpful reviews Showing 1-25 of 562 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jose A. Realtor Real Estate Used the software for: 2+ years ### "The Best Realtor Platform" December 18, 2023 5.0 Pros Having previously been an admin in the 90's, followed by then being an assistant to various agents, and now being a licensed Realtor since 2006. I have seen how the industry has evolved along with new technology. I have seen what works and what doesn't work. And, KVCore is a platform that combines all the latest technology into one platform to assist agents. It's the first thing I log into each day. Cons Sometimes I would prefer to be able to call in for help versus waiting for a response. Switched from [IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/) KVCore partnered up with Royal LePage and after trying it out, it seemed it had better value for what it offered. Review Source MM Mindy M. Sales Agent and Admin Real Estate Used the software for: 2+ years ### "The best all inclusive CRM" May 6, 2025 5.0 I've never seen another product that does as much as BoldTrail does and Inside Real Estate really seems to strive to improve constantly. That will keep me as a customer....forever. Pros The ability to have all my leads generated automatically into my CRM, the automation of campaigns and the combination of the IDX/listing marketing - all in one platform. Cons It can be glitchy at times. Ex: sending 2 (duplicate) texts when doing a blast text. Review Source Response from Inside Real Estate July 22, 2025 Thank you for the awesome feedback! We're so glad BoldTrail’s all-in-one platform is making a difference for your business. We appreciate the heads-up on the duplicate texts, our team is always working to smooth out those glitches. Love hearing you're in it for the long haul! RK Raymond K. Realtor Real Estate Used the software for: 2+ years ### "BoldTrail = KVCore = Inside Real Estate = NOT WORTH IT." September 3, 2025 1.0 9 out of 10 times it is a very poor experience. It think they hired subpar people or just trying to create a one stop shop and ended up with just a big fail. Pros Very little, I have been using this since 2021, because my brokerage chose to use it, back when it was called KVCore. I have been begging them to get rid of it. Nothing changed, its still very bad at most things and OK at some things. Cons The support is horrendous, they may up answers, a solution that should take 10 minutes is an all day event and it is very unusual for them to solve anything. The only thing support seems to do well at is to point you to explanations of things but if there is a functional issue, the blame you, pretend like its not an issue or just stall for hours. It got to the point of me stopping to ask for a solution, maybe that was the goal in the end. Simple stuff like email setups, campaigns not triggering or IDX not working appropriately. Review Source JR Joshua R. Agent Real Estate Used the software for: 1-2 years ### "BOLD TRAIL REVIEW" January 15, 2026 4.0 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 Response from Inside Real Estate 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! RS Renee S. Realtor Real Estate Used the software for: 1-2 years ### "Kundos to BoldTrail " May 12, 2025 5.0 It has been user friendly and best program I have used so far for my Business Pros Tools to consistently connect with my sphere, creating tasks to keep me on track, tracking and utilizing my vitals Cons Learning how to create the landing pages were the most difficult Review Source Response from Inside Real Estate July 22, 2025 Thanks so much for your review! We’re glad BoldTrail is helping you stay connected and on track. Landing pages can take a bit to get used to, but we're here to help if you need it. So happy to hear it's been the best fit for your business! Will S. Realtor Real Estate Used the software for: Less than 6 months ### "Do not believe the hype. Go to any KvCore website as a potential buyer or seller and you will be frustrated with the experience." May 25, 2024 1.0 Simply the worst CRM CMS combo I have used and I have been using these kinds of tools for over 25 years. Pros They have good marketing - if it only functioned as advertised. Cons The CMS is terrible and buggy. The "training" materials are dated, with many of the videos not even matching the current layout (their FB site has one from 2019 pinned as the "101 Video). Reason for choosing BoldTrail it was included as part of becoming an eXp agent Switched from [FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/) This is incorrect - the other CRM was Follow Up Boss. This form forces a choice but Follow Up Boss is not on it. eXp provides this CRM / CMS to all agents --- I now understand why a large number of them do not use it. It is bad even for free!!!! Review Source JG Jessica G. Residential Sales and Marketing Manager Real Estate Used the software for: 6-12 months ### "Overpromised, Underdelivered, and Poorly Supported" October 8, 2025 1.0 After six months of use, the experience has been overwhelmingly frustrating. We entered the contract based on promises of automation, integration, and marketing tools, but the system has been unstable, glitchy, and poorly supported from the start. Communication with the support team has been minimal, and problems that directly affect day-to-day business remain unresolved. For a product marketed as a professional-grade real estate solution, it has failed to deliver even the basics reliably. Pros The concept and interface look modern and promising. On paper, it’s an all-in-one platform for agents and brokerages with potential to streamline operations. In reality, it's been a nightmare. Cons xecution and reliability are major issues. Many key features don’t work as advertised, including basic site functionality and lead tools. Support is extremely slow, often unresponsive, and tickets can remain open for months without resolution. We even experienced a major security failure where authentication codes were sent to the wrong users, preventing agents from accessing their own accounts. Custom website features we paid thousands for never worked correctly despite repeated follow-up. Review Source SS Shelby S. REALTOR® Real Estate Used the software for: Less than 6 months ### "Great product overall." January 14, 2026 4.0 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 Response from Inside Real Estate 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! 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. RC Regina C. Agent Real Estate Used the software for: 6-12 months ### "Customer Relationship management " July 1, 2025 5.0 My overall experience is good. It’s a quality online CRM platform that helps you run your business and succeed Pros It’s a CRM system used to record and keep track of customers and clients. It provides a marketing and follow up system to help you successfully run your business Cons It takes a while to learn how to navigate through the platform. There is so much to learn and without direction you can miss opportunities. Review Source 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 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 OLC Orion LauRence C. Real Estate agent Real Estate Used the software for: 1-2 years ### "Easy & User friendly " January 21, 2022 4.0 Overall...after the "need to get used to a new platform" phase, this is a really professional and efficient platform which I enjoy to use. Being able to send a lead several listing in one "click" is great. Pros The way it enables you to see an overview of your business, your leads and their activity is excellent. Easy to filter and contact the leads through the platform. The chat support is excellent and timely, and always ready for any questions and requests...no matter how silly! Cons Some features are not so easily visible and one needs to know where to look which can be frustrating. When sending emails with attachments you need to remember to go into advanced editing mode and "know" that the attachment needs to be placed in a "button"....which complicates the process. Please make this more user friendly! Switched from [Lofty](https://www.capterra.com/p/157457/Lofty/) Started to use the MIR campaign via eXp Realty and the platform's fees are covered within my eXp Realty fees..so it made financial sense! Review Source CA Catarina A. Licensed Real Estate Salesperson Real Estate Used the software for: 1-2 years ### "Great CRM overall one stop shop for all your daily to do's" January 12, 2022 5.0 Having KvCORE definitely facilitates my business and keeps me organized- just not satisfied with the lack of support for agents. Pros All the integrations, the automation and the ease of lead window. Easy to use and customize Cons the software its self has been great- customer service is another story. very unhappy with the timeline and lack of communication with in the company for any help with this software. Switched from [SkySlope](https://www.capterra.com/p/172896/SkySlope/)[BoomTown](https://www.capterra.com/p/151892/BoomTown/) Changed brokerages and was intrigued with the different features Review Source BP Barbara P. Real Estate Agent Real Estate Used the software for: Less than 6 months ### "Don't give up!" May 15, 2025 4.0 pretty good, I need to spend more time with the software, and watch the training Pros All of the options to gather your sphere, built in playbooks , and easy to market my expertise Cons Some what cumbersome for end users, need a lot more practice, would be nice to be able to use drag and drop! Review Source 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 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 NH NICHOLE H. agent Real Estate Used the software for: 1-2 years ### "GOOD PRODUCET" December 12, 2023 5.0 Pretty good. There is always a rep or someone you can reach out to for assistance, lots of tutorial, (but you will definitely spend a lot of time on those tutorials) If you are not a super busy agent or if you have an assistant to learn it and use it for you, it's great. But if you are a busy agent and you don't have a transaction coordiantor, or an assistant, you will probably not have the time to learn it and end up either not using it at all, avoiding it, (like I did), or not even close to scratching the full potential. Pros KVCORE literally has everything. You can monitor messages that have been opened by the client. Set up property alerts right from there. Create campaigns, lead management, etc. Lots of tutorials and info available on fb and youtube. Love that I can prioritize clients on level of interest/commitment. Cons The nosey neighbor did not generate any viable leads and was expensive. The screen setup is a little overwhelming, and not super easy to spot everything, so I believe I am probably not utilizing most features because they're not super recognizable. I really do not like that you can't use spaces in the hashtags like you can with FUB, or delete a lead that's not going anywhere or is a telemarketer. Also, you cannot merge duplicate contacts. Or at least I couldn't, and I probably couldn't find the tutorial for it, so I have alot of duplicates. It's a LOT of info to learn and can be very overwhelming. We were using it for roughly two years and I did not have the time to sit and lean all of it. I pretty much gave up after a month or so and just used the basic funtions. Setting up the campaigns is not exactly fluid or easy as well. It's great that you can do it, but by the time you start, then do a tutorial, try to set it up, etc., you've already been interrupted by the phone or someone twenty times that by the time I have a chance to go back to it, I have to learn it all over again I spent the majority of my time on KVCORE trying to learn it, so I just stopped. Review Source Kaili N. Broker Real Estate Used the software for: Less than 6 months ### "Have you experienced contractual unconscionability and are seeking a solution?" September 10, 2023 2.0 Very unfortunate! Pros A great service if you have someone with expertise to set up it's functions, campaigns, etc. Cons I want to share my experience with Inside Real Estate/KvCore. When my KvCore website went live, my emails were unexpectedly forwarded to the KvCore software without prior notice. This lack of communication led to several issues, stress, chaos. I reached out to customer service for assistance in disabling the email forwarding but received a delayed response. During this time, I lost access to my domain, which had been taken over by a third-party provider, Cloudflare. This disruption affected my business operations. To compound matters, I had to rebook my travel plans at a higher cost due to these complications. Additionally, I was unable to access contracts and offers, which are crucial in my line of work. Disconnecting KvCore from GoDaddy and Cloudflare required extensive troubleshooting with GoDaddy.The overall impact was not only financial but also disruptive to my business operations. The lack of timely support and communication added to the frustration.This experience has left me disheartened about KvCore. I decided to cancel my credit card and stop using their service. However, they refuse to terminate the contract and are billing me $736, with plans to continue monthly charges of $600 due to the outstanding balance. I believe it's important for individuals facing similar issues to consider their legal options. I've created a FB group called 'kvCore | Inside Real Estate: Pissed Consumer & Reviews' to provide a platform for those who believe they deserve a remedy. Review Source TL Tim L. REALTOR® Real Estate Used the software for: 6-12 months ### "Wow" January 7, 2022 5.0 The interface isn't intuitive to me (I'm pretty technically inclined). It has a relatively short learning curve but bad workflow. Some very basic features seem to be missing. Pros Smart campaigns are executed well and I can rely on KvCore to help me stay top of mind with my leads. Cons Smart campaigns are executed well but confusing to implement as an agent. If I want to create a custom new drip campaign, the interface interferes with my ability to do so. Determining which campaigns a lead is subscribed to is unexpectedly difficult–one needs to navigate through several profile sections to find that type of information. Review Source SM Scott M. Sales Rep Real Estate Used the software for: 1-2 years ### "Love kvCORE for Real Estate Use" May 7, 2024 5.0 I love kvCORE, I use it daily and never have any issues with it. Pros Helps keep me organized beyond belief and I really enjoy the software. Cons My AI assistant writes some interesting stuff to my clients, I've learned to turn it off. Review Source MP Monica P. Real Estate Agent Real Estate Used the software for: 6-12 months ### "kvCORE is an amazing system" January 3, 2024 5.0 I have embraced kvCORE and use it daily in my Real Estate business. It is so simple to use. Pros I like how the system is so integrated and holistic. I like how updates and improvements and happening all the time. Our system has the SocialCore and DesignCore integrated which is amazing. Cons The app associated with kvCORE can be a little laggy. I synced my Google contacts and ended up sending out a mass email to my competitors. Review Source JP Julie P. Owner Real Estate Used the software for: 6-12 months ### "Stay Away, Not worth the money and months of hassel" April 6, 2023 1.0 Atrocious Pros I do not like anything about this program. Cons This is the most underlying platform as of yet that I have used. I heard good things and was ready to give this a shot. I was promised 25 leads a month, that did NOT happen. This program seems to entice more spam calls and then those calls are what filters into this system. I have tried to get out of my contract and there is no getting out of it. I am stuck paying for something I don't use, don't like, and most importantly, DOES NOT WORK. When I have tried to talk to someone about this, they make you schedule on their calendar and it takes 2-3 weeks to get on the calendar. This is not lead generation (As I was promised) and the customer service is beyond atrocious. Do yourself a favor and stay far away from this company as they do not deliver nor will they work with you when you are unhappy about the product. Review Source RR Robin R. Associate Broker Real Estate Used the software for: 2+ years ### "Love the platform but need more customer service" December 14, 2022 5.0 Good except for customer service. I have been trying to reach someone to go over my database for months and can’t get a call back. Pros Full integration between the MLS and leads. Cons Lack of showing correspondence with leads in one area. Switched from [Market Leader Professional](https://www.capterra.com/p/213723/Market-Leader-Professional/) More functions Review Source RD Ross D. Broker/Owner Real Estate Used the software for: 6-12 months ### "KvCore was the top platform that I considered" January 12, 2022 5.0 Agent adoption has been slower than I would like. In hindsight I would have structured their onboarding to focus only on the basics of their CRM. Once they are each established then I would have started turning on the next priority item for them on their dashboards. Baby steps so to speak...there is so much that they almost instantly are overwhelmed and frustrated. Pros Main reason was the powerful and easy to use CRM that my agents will actually use and grow their business with. Cons The only issue I have had is keeping my agents focused on the basics in implementing KvCore into their business before they get too distracted by the other bright shiny things that KvCore offers. Reason for choosing BoldTrail kvCore stood out as the platform we needed that will help us grow and compete both now and on into the future. I won't need to change platforms several years down the road. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.