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Compare BoldTrail and ReferralMaker 
At a Glance
Market Segments
Small-Business (54.3% of reviews)
Small-Business (63.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
BoldTrail
Star Rating
(1,531)4.5 out of 5
Market Segments
Small-Business (54.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about BoldTrailReferralMaker
Star Rating
(35)4.7 out of 5
Market Segments
Small-Business (63.6% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about ReferralMakerSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that BoldTrail excels in overall user satisfaction, reflected in its higher G2 Score of 74.51 compared to ReferralMaker's 51.19. This suggests that users find BoldTrail to be a more reliable choice for their CRM needs.
- Users say that ReferralMaker stands out for its simplicity and effectiveness in relationship management. Many appreciate how it "prompts" users with necessary tasks, making it easy to stay organized and focused on client follow-ups and email marketing.
- According to verified reviews, BoldTrail's analytics and dashboard features are particularly praised, with users highlighting the ease of boosting listings and generating market reports. This all-in-one capacity makes it a strong contender for those needing comprehensive tools in one place.
- Reviewers mention that ReferralMaker is highly user-friendly, with a mobile-friendly interface that allows for easy goal setting and tracking. This ease of use is a significant advantage for small business owners looking for straightforward CRM solutions.
- Users highlight that while BoldTrail offers a variety of features, some find it less intuitive than ReferralMaker. The feedback suggests that users may face a steeper learning curve with BoldTrail, despite its robust capabilities.
- G2 reviewers note that ReferralMaker's quality of support is exceptional, with a score of 9.4, indicating that users feel well-supported in their CRM journey. In contrast, BoldTrail's support, while still good, received a lower score of 8.8, suggesting there may be room for improvement in this area.
Pricing
Entry-Level Pricing
BoldTrail
No pricing availableReferralMaker
No pricing availableFree Trial
BoldTrail
No trial information availableReferralMaker
Free Trial is available
Ratings
Meets Requirements
8.9
1,057
9.3
30
Ease of Use
8.3
1,076
8.9
30
Ease of Setup
7.7
238
Not enough data
Ease of Admin
7.9
182
Not enough data
Quality of Support
8.8
1,022
9.4
30
Has the product been a good partner in doing business?
8.1
181
Not enough data
Product Direction (% positive)
8.8
972
9.2
29
Features by Category
Administrative
7.8
190
Not enough data
7.6
198
Not enough data
9.0
307
Not enough data
Operational
7.8
195
Not enough data
8.6
292
Not enough data
7.8
196
Not enough data
7.9
299
Not enough data
8.4
249
Not enough data
8.2
228
Not enough data
Agent Effectiveness
7.6
67
Not enough data
8.0
70
Not enough data
8.2
62
Not enough data
Operations
6.5
55
Not enough data
6.1
50
Not enough data
7.9
56
Not enough data
7.1
54
Not enough data
6.3
47
Not enough data
6.7
47
Not enough data
Agentic AI - Brokerage Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management
7.9
400
Not enough data
8.2
383
Not enough data
8.6
389
Not enough data
Presentation
8.0
375
Not enough data
8.6
409
Not enough data
7.9
310
Not enough data
8.6
376
Not enough data
Platform Branding
8.1
285
Not enough data
8.1
258
Not enough data
Platform Content
7.7
237
Not enough data
8.3
266
Not enough data
8.0
257
Not enough data
8.3
266
Not enough data
Platform Additional Functionality
7.7
232
Not enough data
Platform Integrations
8.2
233
Not enough data
7.4
182
Not enough data
7.9
205
Not enough data
Client Management
8.0
690
Not enough data
8.7
768
Not enough data
8.1
740
Not enough data
Task Management
8.6
716
Not enough data
7.6
490
Not enough data
8.0
518
Not enough data
Platform Features
8.7
744
9.5
27
8.6
708
9.1
26
8.6
733
9.3
27
8.1
606
Feature Not Available
8.5
744
8.8
26
7.7
493
8.5
23
8.8
759
8.8
26
8.2
635
Feature Not Available
7.7
501
8.3
21
8.7
767
9.4
26
Agentic AI - Real Estate CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
BoldTrail and ReferralMaker are categorized as Real Estate CRM
Unique Categories
BoldTrail is categorized as Brokerage Management, Real Estate Activities Management, and Real Estate Marketing
ReferralMaker has no unique categories
Reviews
Reviewers' Company Size
BoldTrail
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
ReferralMaker
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Real Estate
97.6%
Commercial Real Estate
1.0%
Accounting
0.4%
Marketing and Advertising
0.2%
Financial Services
0.2%
Other
0.6%
Real Estate
97.0%
Law Practice
3.0%
‐
‐
‐
Other
0.0%
Alternatives
Discussions
Can I Integrate My Existing Leads To kvCORE?
5 Comments
Official Response from BoldTrail
kvCORE has multiple ways to upload and keep your listings, both through your brokerage and your personal sphere of influence leads.Read more
Please read the question I am asking about pricing.
3 Comments
MK
I’m very lucky to have KV Core as a benefit of working at my brokerage. I’ve contacted customer service before and had a good experience, so I’d recommend...Read more
Why do the training and programmers remember who their audiences are?
2 Comments
KC
Hi Mina, I am 65 and I use KVCore everyday, but I have a husband who taught me and got it set up. He teaches a class that you can attend virtually....Read more
How do you use a referral maker?
2 Comments
VG
I have changed to KV Core which has more featuresRead more
What CRM does Brian Buffini use?
1 Comment
VR
Brian Buffini's team developed Referral Maker CRM for real estate agents based on what we saw missing in the marketplace. Read more
Is buffini CRM worth?
1 Comment
VG
I liked it. My company pays for another one so I changed to that one because it was freeRead more
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