--- title: BoldTrail Reviews meta_title: 'BoldTrail Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1555 reviews by the users' company size, role or industry to find out how BoldTrail works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1555 scale: '5' date_modified: '2026-07-18' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # BoldTrail Reviews **Vendor:** Inside Real Estate **Category:** [Real Estate Activities Management Software](https://www.g2.com/categories/real-estate-activities-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,555 ## About BoldTrail BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional. ## BoldTrail Pros & Cons **What users like:** - Users appreciate the **centralized management** of BoldTrail, enabling efficient business operations with integrated tools and information. (18 reviews) - Users value the **user-friendly features** of BoldTrail, appreciating its automation and effective lead capture capabilities. (15 reviews) - Users value the **high level of automation** in BoldTrail, simplifying lead generation and enhancing user experience. (13 reviews) - Users love the **ease of use** of BoldTrail, with a dramatically improved interface and user-friendly automations. (13 reviews) - Users love the **efficient lead generation** capabilities of BoldTrail, enhancing their campaign management with easy automation. (12 reviews) - All-in-one Solution (11 reviews) - Organization (11 reviews) - Lead Management (10 reviews) - Users value the **flexible contact organization** in BoldTrail, enhancing their ability to manage and communicate effectively. (9 reviews) - Tools (9 reviews) **What users dislike:** - Users find the **difficult usability** of BoldTrail hinders productivity, with a lack of guidance for new users. (10 reviews) - Users find the **learning curve steep** , as the multitude of features makes mastery challenging and overwhelming. (9 reviews) - Users find the **difficult learning** curve of BoldTrail challenging, affecting their ability to utilize the platform effectively. (5 reviews) - Users find BoldTrail to be **expensive** , wishing for more affordable options and flexible agent addition. (5 reviews) - Users find the **difficult learning curve** of BoldTrail challenging, often feeling overwhelmed by its extensive features and setup. (4 reviews) - Users find the **learning difficulty** with BoldTrail's technology challenging, especially for those not tech-savvy. (4 reviews) - Slow Performance (4 reviews) - Users feel there's a **steep learning curve** with BoldTrail, wishing for more training to maximize its potential. (4 reviews) - System Complexity (4 reviews) - Complexity (3 reviews) ## BoldTrail Reviews ### 1. Great Time Saver and Features Needs More Options **Rating:** 4.5/5.0 stars **Reviewed by:** Alcira M. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about BoldTrail?** I can choose exactly what I need, like a flyer or a postcard, and with just a couple of clicks I can download it. Then I can print as many copies as I want, or send it out to be printed. I am a user, I don't have any idea on actual dollar amount cost. But there is ease of use and a great time saver. I would think that is worth something. **What do you dislike about BoldTrail?** I’d like to see more templates added, as the current selection feels a bit limited. **What problems is BoldTrail solving and how is that benefiting you?** I needed a flyer, or a one-page document, that I could distribute. With limited time and not much experience creating the kind of document I had in mind, I was worried it would take a lot of effort. BoldTrail made it super easy by letting me simply choose what I wanted and download it. Being able to modify the parts I needed on the document was also really helpful. ### 2. Holding me hostage in a contract! They don't allow you to test software yourself before signing up. **Rating:** 0.0/5.0 stars **Reviewed by:** Desiree Sunshine D. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about BoldTrail?** Nothing. I signed up thinking I would have access to capabilities that they don't have. Then some of the capabilites they do have didn't work for me because I live in a small area. When Itried to cancel several times, they told me no. They said I was stuck in a contract. How was I suppsed to truely know what I was getting and what would or would not work for me without being able to test their software before hand. I feel like they are holding me hostage in this contract and that is shady! Iwould never hold someone to a contract if they weren't satisfied with my work! **What do you dislike about BoldTrail?** I signed up thinking I would have access to capabilities that they don't have. Then some of the capabilites they do have didn't work for me because I live in a small area. When Itried to cancel several times, they told me no. They said I was stuck in a contract. How was I suppsed to truely know what I was getting and what would or would not work for me without being able to test their software before hand. I feel like they are holding me hostage in this contract and that is shady! Iwould never hold someone to a contract if they weren't satisfied with my work! **What problems is BoldTrail solving and how is that benefiting you?** None. I am payign for a software program that I know that I don't want to keep using. So, I am not going to invest anymore of my time converting to this software. ### 3. I am super happy with KvCore! **Rating:** 5.0/5.0 stars **Reviewed by:** Charles F. | Real Estate Associate Broker, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2021 **What do you like best about BoldTrail?** The campaigns are awesome, and the automation is great as well. I’ve never run into a problem that I couldn’t get resolved through chat support, and the Agent Success Plan course is a really solid place to start. **What do you dislike about BoldTrail?** I have not had any significant difficulties. Just the learning curve, but that takes time, I'm sure. The help via chat can be a long wait on occasion, but usually no more than an hour. **Recommendations to others considering BoldTrail:** Always click the help bubble and search for answers when you are having trouble or unsure what to do. If you can't find the answer, then open the help chat, and work on other things while you are waiting for the live chat tech to respond. The answers will be provided when the tech gets to you! **What problems is BoldTrail solving and how is that benefiting you?** Setting up my digital marketing and my website, tracking the activities and favorite properties of the visitors to my KvCore website, automatic communication touches via email and text gives me free time to be in front of potential clients. SPF and DNS has been an issue, but that is from limitations of my brokerage system. ### 4. CRM that was not built with a Real estate agent/broker in mind - Steer Clear! **Rating:** 0.0/5.0 stars **Reviewed by:** Jarrett S. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about BoldTrail?** The website looks pretty good, that's really the only benefit. **What do you dislike about BoldTrail?** Where do I even begin? Before signing with BoldTrail / Inside Real Estate, do yourself a favor and read the Google reviews, Reddit threads, G2 reviews, and Capterra reviews. I really wish we had taken them more seriously. Our experience has been awful. Since switching from CINC to BoldTrail, we’re getting only a small fraction of the leads we used to get—and no, this is definitely not a case of “quality over quantity.” Out of our $1,100 monthly ad spend, they’re pretty much only sending Facebook leads, and the quality is not good at all. With CINC, we were getting over 50 Google leads a month on the same budget. BoldTrail can’t come anywhere close. We’re already into the first week of this month and haven’t received a single Google lead. The results have been HORRIBLE. The CRM itself is clunky and poorly designed, and it clearly isn’t built with the day-to-day reality of Realtors, brokers, or sales teams in mind. Oh and on the sales demo they may say they have certain items like AI text messaging or video text messaging, but everything is an Addon, and costs extra on top of the $1,600 a month we're already paying. Overall, the platform has been a MAJOR step backward for our business. The worst part is that once you realize how bad it is, they still make it extremely difficult to get out of the contract. We regret leaving CINC. BoldTrail has been a complete disappointment, from the product to the overall experience. And despite our best efforts to get out of the contract because they’re not holding up their end of the deal, they’ll just send it to collections. I’ve escalated this multiple times and even emailed their CEO - no surprise, he didn’t respond. Buyer beware... don’t walk, run the other direction! **What problems is BoldTrail solving and how is that benefiting you?** Honestly, it’s been more of a hindrance than a help. We ended up signing up for a much less expensive CRM, FollowUp Boss, because it offers more features and actually lets us accomplish what we need. BoldTrail has been a complete waste for us; the only real benefit is that it’s an all-in-one solution, basically a jack of all trades, master of NONE. ### 5. $12,000 Paid. Ads Suspended Without Notice. Data Access Denied in Writing. Filing with FL AG & FTC. **Rating:** 0.0/5.0 stars **Reviewed by:** Barbara G. | Product Educator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2026 **What do you like best about BoldTrail?** The platform concept is straightforward — a managed Google Ads service for real estate agents. Setup was handled by their team, which requires little technical knowledge from the agent. **What do you dislike about BoldTrail?** The platform does not support international phone numbers — a critical limitation that was never disclosed at contract signing. I discovered this after five months and $7,500 in payments, when it was finally confirmed in writing by IRE staff on March 2, 2026. My Google Ads campaign was suspended on November 25, 2025 with no notice to me. Billing continued at $1,500/month throughout the suspension. On May 4, 2026, IRE's General Counsel confirmed in writing that campaign performance data will never be provided to clients because it is "proprietary to IRE." I contracted for a managed advertising service and was denied any visibility into how my money was being spent. I sent formal breach notices on April 8 and April 29, 2026. Both were rejected. I have now paid $12,000 with no data access, a suspended campaign, and undisclosed platform limitations. I have filed complaints with the Florida AG (FDUTPA), the FTC, and the BBB. **What problems is BoldTrail solving and how is that benefiting you?** It is not solving any problems. I contracted BoldTrail/IRE Lead 360 in October 2025 to generate and manage buyer leads in the Miami real estate market. After 8 months and $12,000, I have no data access, experienced an undisclosed ad suspension, and was told in writing that campaign transparency will never be provided. The service has not benefited my business in any measurable way. ### 6. Streamlined CRM for Real Estate Success **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2026 **What do you like best about BoldTrail?** I like that everything in BoldTrail works very good, but what really stands out for me is their CRM. It's the first one I've seen that's clean and doesn't have too many things where it's overwhelming to go into the back end. Most realtors don't want to log into something overwhelming, but BoldTrail's CRM is nice and clean without a bunch of buttons to click and look at. What they built with their AI makes sure we don't have to spend so much time on lead follow-up. Also, setting it up was very easy and the customer service was amazing. So far, I'm very happy with everything, and I'd definitely rate it a 10 out of 10. **What do you dislike about BoldTrail?** No complaints on any part of the platform **What problems is BoldTrail solving and how is that benefiting you?** I use BoldTrail for clients to look up properties and get alerts for new ones. Its CRM is clean, not overwhelming, helping track clients and leads efficiently without spending much time on lead follow-up. ### 7. Essential Tool for Real Estate Success **Rating:** 5.0/5.0 stars **Reviewed by:** Milly K. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** I use BoldTrail for my Real Estate and mortgage business. It helps me follow up with clients and keeps them on top of mind while also assisting me with task follow-through. I enjoy features like calling video, template emails, and campaigns, which are really great with buyers. The analysis of the market for listings is another aspect I find valuable. I believe these tools are essential for every real estate agent. I love the 'stream' feature because it’s multiversal in terms of what we can accomplish in the app. The communication with clients is clear, creating a nice flow for both me and the client. The transition to BoldTrail had a very nice flow, and the team worked very well. **What do you dislike about BoldTrail?** I wish we could tag multiple people on a client. Like a Lead Realtor and a showing agent plus the mortgage loan officer. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail helps me follow up with clients, remember tasks, and maintain clear communication. It provides tools like calling videos, template emails, and campaigns that are essential for real estate agents. ### 8. BoldTrail Makes CRM Tasks Fast and Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** The Toates T. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** I like how user friendly it is. It is easy to use and figure out what to do. I also like how quickly I can accomplish my tasks in BoldTrail! **What do you dislike about BoldTrail?** I can't say that there is anything I don't like. I have used several other CRMs and I can say there are things I don't like about them! **What problems is BoldTrail solving and how is that benefiting you?** It helps me keep my contacts organized and helps with their status, updating their situations and communication. I am a very organized person and this helps relieve any anxiety I have since it is well organized! ### 9. Easy Communication Automation and Follow-Up Reminders That Keep Leads Engaged **Rating:** 5.0/5.0 stars **Reviewed by:** Troy M. | REALTOR, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** There are many ways to automate communication with leads and clients in order to stay engaged. Your activities and follow-up is easily managed with reminders. **What do you dislike about BoldTrail?** Some of the screens are clunky and not designed well. They are functuonal but could be more user friendly **What problems is BoldTrail solving and how is that benefiting you?** Keeping in touch with clients and future clients. It also does a great job of managing leads and notifying me when someone revisits my website. It does a good job of watching the funnel of leads and letting know who is actively engaging in real time. ### 10. STAY FAR AWAY **Rating:** 0.0/5.0 stars **Reviewed by:** Michael F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about BoldTrail?** There is nothing positive to say... I recommend everyone read the reviews about this company on multiple platforms **What do you dislike about BoldTrail?** The system proved to be unnecessarily complex for our workflow, and several critical features were either unavailable or did not function as expected. Most notably, I never received text notifications for incoming leads, which significantly affected our ability to respond promptly. In addition, the platform lacked the lead routing capabilities our business requires, making it unsuitable for our operations. **What problems is BoldTrail solving and how is that benefiting you?** They are not interested in solving problems ... just excuses ### 11. Frustrating Experience; Unresolved Issues and Charges Persist **Rating:** 0.5/5.0 stars **Reviewed by:** GINA A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about BoldTrail?** The Sales person . He is very persistent. Be careful. **What do you dislike about BoldTrail?** I faced a lot of trouble with BoldTrail. First off, the onboarding process took way too long, which was frustrating. Then, even after I specifically asked them not to activate my account due to the delayed onboarding and issues with contacting them, they still charged me $409.75 and kept my account active. I wasted both time and money, and eventually had to switch to another CRM provider who delivered the services quickly, unlike BoldTrail where two months passed and I received emails saying my account is only 20% in process. I called them to try and resolve the issue, but they wouldn't fix it. There was no communication, and they didn't resolve my problems. Despite not receiving any services, they continued to charge me. **What problems is BoldTrail solving and how is that benefiting you?** I felt pressured into remaining in a service I never fully received ### 12. Effortless Lead Management with BoldTrail **Rating:** 5.0/5.0 stars **Reviewed by:** Denise H. | Licensed Associate Real Estate Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2026 **What do you like best about BoldTrail?** I like BoldTrail for real estate because it helps with constant follow-up, creates tasks, landing pages, and squeeze pages. I appreciate how it allows valuations to be sent and manages landing pages. What I find most valuable is that BoldTrail keeps me front of mind without having to do anything. Even though it was difficult to understand initially, I'm now having a better understanding of it. I still use BoldTrail, and I would recommend it highly to a friend or colleague. **What do you dislike about BoldTrail?** I have issues with emails going to spam or getting unsubscribed due to bounce backs, even when they are verified. The initial setup was difficult to understand, but I have a better understanding now. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail handles constant follow-up, task management, and landing pages, keeping me front of mind effortlessly. ### 13. The Ultimate Black Book for Organizing Contacts and Staying on Top of Leads **Rating:** 4.5/5.0 stars **Reviewed by:** Ricky R. | Real Estate Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about BoldTrail?** Great for organizing all contacts like my ultimate black book. Reminders are awesome to stay on top of new leads & keep old ones engaged **What do you dislike about BoldTrail?** So far so good nothing I would change currently **What problems is BoldTrail solving and how is that benefiting you?** Bold Trail problem solving for my is keep track of more than 600 contacts the benefit of this is to allow me to stay engaged ### 14. Effective Reminder Tool with Room for Improved Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Diamond B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about BoldTrail?** I really like BoldTrail's alarm feature. It sets alarms to contact people I haven't reached in a while. If I haven't spoken with a client in thirty days or more, it gives me a note alert to reach out to them after thirty days. This is beneficial for staying in touch with clients. **What do you dislike about BoldTrail?** I think BoldTrail could be a little more user-friendly, and learning how to use it is challenging. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail sets alarms to contact people I haven't reached in a while, reminding me to reach out to clients after thirty days. ### 15. The site is east to navigate. It surprises me all the time with new functions. **Rating:** 4.5/5.0 stars **Reviewed by:** ellen a. | Real Estate Agent, Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about BoldTrail?** As I said in my Title, and also in my previous review, I love the fact that it’s my go to app. It keeps everything in one place and it keeps everything consolidated and easy to get around and keep track of everyone separately. I also like that I’m able to group different Contacts together based on hashtags or what their criteria is. **What do you dislike about BoldTrail?** The only thing I don’t like is the yellow highlighting because it makes it a little difficult for me to see things but other than that, I don’t think there’s much to change or add. **What problems is BoldTrail solving and how is that benefiting you?** It keeps things in place. I love that there is a place to add tasks. I also love that you can schedule things to be done automatically. Each contact has a very concise page dedicated just to them. ### 16. Powerful CRM with Excellent Property Boost Feature **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about BoldTrail?** I really like the PropertyBoost feature in BoldTrail. It's simple and acts as an additional asset for my listing consultations, helping me stand apart from other agents. The initial setup of BoldTrail was also very easy. **What do you dislike about BoldTrail?** I wish I could just see my information on the dashboard and not my whole team's information all the time. **What problems is BoldTrail solving and how is that benefiting you?** I use BoldTrail to track CRM and PropertyBoost, making it simple for clients to check property searches through my dashboard. It helps me stand apart in listing consultations. ### 17. Bold Trail:Making the Bold choice! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Realtor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** The ease of use and functionality. The tech support is ultra fast and super knowledgable and friendly. **What do you dislike about BoldTrail?** I have not found a feature that I dislike about bold trail. **What problems is BoldTrail solving and how is that benefiting you?** The means to seamlessly incorporate my CRM and transactions has been a real game changer for my business. ### 18. Powerful Contact Tracking and Drip Campaigns, but a Long Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about BoldTrail?** It helps me keep all my contacts stored in a neat way so that I can check in daily and see what activity they have been up. For example: viewing listings, opening emails, etc. This allows me to follow up and start conversations. The system also makes it easy to create marketing campaigns and drip campaigns so that I am staying top of mind. It also has useful tools that make it easy to add web pages and blog posts. **What do you dislike about BoldTrail?** It can be really difficult to learn all the different features that the system has to offer. It's also cumbersome to set up campaigns. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail makes it easier for me to stay in touch and connect with current clients and leads as they explore the real estate market and search for solutions. **Official Response from Isabella Durso:** > We're glad to hear that you are finding BoldTrail helpful in keeping your contacts organized and in creating marketing campaigns. We understand that learning all the features can be challenging, and we are continuously working to improve our user experience and provide better training resources. ### 19. Flexible Contact Collection Options That Deliver **Rating:** 4.0/5.0 stars **Reviewed by:** Karen G. | Realtor, Sales Production Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** The many different options you can use to gather contacts **What do you dislike about BoldTrail?** Sometimes a learning curve is a bit steep **What problems is BoldTrail solving and how is that benefiting you?** Keeping me updated on what my clients are looking at as far as property and opening emails ### 20. BoldTrail’s Simple CRM and Marketing Tools Make Lead Management Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about BoldTrail?** My favorite and most helpful features on BoldTrail include the simple CRM for keeping track of my leads, as well as the marketing tools for blogs, my website, etc. **What do you dislike about BoldTrail?** The PropertyBoost feature hasn’t been successful for me. The leads are often not qualified, or they don’t realize they’ve requested contact. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail has helped me create pricing/roi for clients, and the AI support has been helpful. ### 21. Versatile Marketing Simplified with BoldTrail **Rating:** 4.0/5.0 stars **Reviewed by:** Brady W. | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about BoldTrail?** I like the variation in the premade marketing pieces with BoldTrail. The interface is fine, and I like being able to quickly go in and edit the open house kits to utilize them to market my properties. **What do you dislike about BoldTrail?** Some of the interface within the graphic work gets a little bit wonky on my desktop. **What problems is BoldTrail solving and how is that benefiting you?** BoldTrail keeps my marketing simple and clean for all of my listings. ### 22. BoldTrail review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2023 **What do you like best about BoldTrail?** adding the BrokerMint option to BoldTrail has been a game changer to keep my and my companies transactions in one place. **What do you dislike about BoldTrail?** Calls from PC to phone is working but still glitchy sometimes. Fails to connect or get disconnected. Wish they would add an better option to send out a newsletter to my list **What problems is BoldTrail solving and how is that benefiting you?** I don't see much what kvcore is doing to solve any problems and to benefit me , there should be more features unique to each agent or brokerage. ### 23. Getting Leads Made Easy with Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Mindy B. | Real Estate Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about BoldTrail?** Getting leads and great customer service **What do you dislike about BoldTrail?** nothing! Always great!!! I do not have complaints. **What problems is BoldTrail solving and how is that benefiting you?** They are trying to fix my platform getting leads ### 24. Effortless Listing Boosts and Reports—A Fantastic App Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley E. | Principal Broker & Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about BoldTrail?** The app is fantastic! I love how easy it is to boost a listing, send a CMA, set up a search or market report. All fantastic features! **What do you dislike about BoldTrail?** the search feature for the contacts could use some improvement. It's not always clear which filters are on/off and it spins for a while leaving me waiting for the contacts to pop up. The AI chatbot is typically wrong when I ask it qs about the software. **What problems is BoldTrail solving and how is that benefiting you?** boldtrail dashboard is helping us target Buyers that are looking at the listings we're sending them. It's easy to see who is actively looking and what they're looking **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail's features fantastic and easy to use! We appreciate your feedback about the search feature and AI chatbot, and we'll work on improving those areas for a better user experience. ### 25. KV Core accelerates my Real Estate business **Rating:** 5.0/5.0 stars **Reviewed by:** Brett M. | Realtor, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about BoldTrail?** Boldtrail has improved the user interface dramatically. The follow up reminders are vastly improved and the new AI assistance makes this CRM better than ever. **What do you dislike about BoldTrail?** The main dashboard could be graphically better and load faster. **What problems is BoldTrail solving and how is that benefiting you?** Managing my 1,000-plus contacts for follow-up and emails and texts **Official Response from Mary Owen:** > Thank you so much for your feedback! We appreciate you! ### 26. Randy Bratton Realtor® **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about BoldTrail?** Ease to boost property and get feedback! **What do you dislike about BoldTrail?** There is so much to learn and someting confusing **What problems is BoldTrail solving and how is that benefiting you?** Just really starting to use most of the services offered ### 27. Expensive and Complicated, with a Steep Learning Curve and Underwhelming Support **Rating:** 2.5/5.0 stars **Reviewed by:** Stephen V. | Licensed Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoldTrail?** It’s ok steep learning curve and support is underwhelming **What do you dislike about BoldTrail?** It’s expensive and complicated to use Ok **What problems is BoldTrail solving and how is that benefiting you?** It’s a relationship manager great to keep top of mind **Official Response from Isabella Durso:** > Thank you for sharing your feedback. We understand the importance of a seamless user experience and effective support. We're continuously working to improve in these areas. ### 28. Frustrating Experience with BoldTrail **Rating:** 0.5/5.0 stars **Reviewed by:** Bryan C. **Reviewed Date:** January 14, 2026 **What do you like best about BoldTrail?** I like that BoldTrail is an all-in-one platform. **What do you dislike about BoldTrail?** I had a hard time responding to inbound messages and emails on mobile because it didn't work properly. Plus, the lead Gen program didn't work at all. They lock you into a 12 month contract. I'm 45 days in for around $2400 and they haven't delivered a single motivated lead. Zillow would have been way cheaper. **What problems is BoldTrail solving and how is that benefiting you?** I use BoldTrail as a CRM and lead gen platform. **Official Response from Isabella Durso:** > We apologize for the inconvenience you experienced with our platform. We are constantly working to improve our mobile responsiveness and lead generation program. We appreciate your feedback and will use it to enhance our services. ### 29. Time-Saving and User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Joshua S. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about BoldTrail?** Saves me time with a strong user-friendly interface. **What do you dislike about BoldTrail?** I think a simpler setup would be appreciated. **What problems is BoldTrail solving and how is that benefiting you?** I can always trust the system and it gives me peace of mind with activities management. **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail's interface time-saving and user-friendly. We appreciate your feedback about the setup and will take it into consideration for future improvements. ### 30. Great system **Rating:** 5.0/5.0 stars **Reviewed by:** Margarett K. | Real estate agent, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about BoldTrail?** I enjoy the campaign flexibility of writing my own **What do you dislike about BoldTrail?** I would like there to be some affordable options for generating leads **What problems is BoldTrail solving and how is that benefiting you?** KVCore benefits me by sending out texts and emails to my potential buyers to keep them engaged in conversations with what they think is me! KVCore keeps track of how often people are on the site which is helpful. ### 31. Great Features and Usability, But Watch Out for Scam Leads **Rating:** 5.0/5.0 stars **Reviewed by:** Joen B. | Real Estate Agent, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about BoldTrail?** I love the variety of features that are all easy to use. **What do you dislike about BoldTrail?** At times, I have received scam leads, which I find quite frustrating and disappointing. **What problems is BoldTrail solving and how is that benefiting you?** I like that I can automatically post to my social media pages. It's also helpful to have access to flyers and other marketing materials for my listings. **Official Response from Isabella Durso:** > Thank you for your feedback. We're pleased that you find our features easy to use and beneficial for your real estate business. We understand the frustration caused by scam leads and are actively enhancing our lead verification system. ### 32. Outstanding Analytics and Dashboard Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Richard E. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about BoldTrail?** The analytics and Dashboard, also the all in one capacity. **What do you dislike about BoldTrail?** I don’t like that every property alert I set up for my clients has a spam warning. **What problems is BoldTrail solving and how is that benefiting you?** I appreciate having all the tools I need for lead generation and client organization conveniently located in one place. **Official Response from Isabella Durso:** > We're glad to hear that you are enjoying the analytics and dashboard experience with BoldTrail. We understand your concern about the spam warning for property alerts and we are constantly working to improve our filtering system to provide a better user experience. ### 33. BoldTrail Unite 2025 Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Richard D. | Owner CFO of Brokerage, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** Unite had fantastic information and collaboration. The BoldTrail package with Front Office, Back Office and Recruiting creates an entire database that integrates and helps you run your business in the most effective possible way with the latest technology! **What do you dislike about BoldTrail?** Would prefer more add-ons to be inclusive in pricing **What problems is BoldTrail solving and how is that benefiting you?** Currently we primarily use front office and back office but we are not proficient as a brokerage utilizing front office properly. Back office is something we can’t do without. Keeps everything together and compliant. Now we just need to get caught up with front office and then hopefully recruiting **Official Response from Isabella Durso:** > We're glad to hear that you found Unite to be a fantastic experience with valuable information and collaboration. We appreciate your feedback about the pricing and add-ons, and we will take this into consideration for future improvements. ### 34. Powerful CRM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nick C. | Chief Technology Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about BoldTrail?** The ability to hashtag/label contacts any way that makes sense to me is huge. **What do you dislike about BoldTrail?** The UI can be overwhelming and make it seem much more complicated to use than it is. Thankfully there have been many UI improvements over the years to mitigate this! **What problems is BoldTrail solving and how is that benefiting you?** Boldtrail gives our agents a central hub to run their business from. By housing their database in the same place as where they generate their marketing, Boldtrail has removed the need to bounce from one tool to another. **Official Response from Mary Owen:** > Nick, thank you for sharing your feedback. We are continuously striving to make the platform more user-friendly, and we appreciate your patience as we work on UI enhancements. Best, Mary Caroline ### 35. Business on Auto-Pilot and Endless Resources **Rating:** 5.0/5.0 stars **Reviewed by:** Ivy C. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about BoldTrail?** The system is incredibly robust. Its great for making sure no leads fall through the cracks, and you are always connecting with your sphere in different ways. If you aren't logging in daily, you're missing something. The presentation tool, digital and print marketing material templates are wonderful for those agents who just need a good place to start. Never go empty handed! The chat support is also great to use. The AI usually can point you in the right direction, but if you need further information you can easily connect with a person. **What do you dislike about BoldTrail?** Sometimes the mobile application has issues when using. I recommend to all my team to use the web version. I also wish the search alerts for clients had more filter options. **What problems is BoldTrail solving and how is that benefiting you?** follow up- and connecting with my sphere. its easy to forget to call someone, but bold trail helps communicate with your leads and reminds you when its time to reach out! Its a good place to keep your notes on clients to easily refer back later on. **Official Response from Mary Owen:** > Hey Ivy! Thank you so much for taking the time to leave us such an awesome review! BoldTrail is helpful with keeping you on track and making sure all of your leads have been followed up with. We appreciate you, your business and your support! Best, Mary ### 36. This is the platform if you are ready to scale **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl S. | Sales Agent and Adminidtrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** All of the integrations and partners in the market place allow agents to live in BoldTrail and have ongoing relationships with buyers and sellers on their terms with a partner who really knows them. **What do you dislike about BoldTrail?** The features that need attention to work easily like the drawing tool. **What problems is BoldTrail solving and how is that benefiting you?** Ability to engage with everyone in my database easily and with tagging, segmentation of date grows richer and richer and so does your value to the clients you serve. **Official Response from Isabella Durso:** > We appreciate your input. Our goal is to provide a platform that enables you to engage with your database effectively. We are committed to continuously improving our features, including the drawing tool, to better serve your needs. ### 37. I love the customization ability! **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle B. | Transaction Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** Being able to customize the fields and other features for our individual needs is a game changer in my opinion! **What do you dislike about BoldTrail?** Some features could use improvement, but couldn’t we all! It’s on the right track. There are mini adjustments that can be made such as fonts and color customization within comments but also to allow select users the ability to adjust themselves (such as themes) without bugging customer support. **What problems is BoldTrail solving and how is that benefiting you?** Automation for lists! ### 38. Automation for lead follow up with Boldtrail is very very good. I also love **Rating:** 4.5/5.0 stars **Reviewed by:** Diane C. | Broker Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** Marketing of listings directly from the platform is very good. **What do you dislike about BoldTrail?** I would like to be able to add agents in smaller groups. The cost to jump to 10 agents is too high for us. We would like ability to add one or two at a time. **What problems is BoldTrail solving and how is that benefiting you?** Lead engagement is very beneficial up front. It allows me to focus on marketing and then work with a lead once they start engaging. **Official Response from Isabella Durso:** > We're glad to hear that you are enjoying the lead follow-up automation and marketing features of BoldTrail. We appreciate your feedback about adding agents in smaller groups, and we will definitely take that into consideration for future updates. ### 39. One System to Rule them All **Rating:** 5.0/5.0 stars **Reviewed by:** Tavia R. | Manager customer training, Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** BoldTrail integrate seamlessly with all the processes that agents use to build their business , they can generate a leads, convert leads stay in touch with past clients all while tracking their business and understanding return on investment in the time that they are spending to generate leads in every pathway. **What do you dislike about BoldTrail?** There isn’t the ability to merge or dedupe **What problems is BoldTrail solving and how is that benefiting you?** This is a lot. ### 40. Amazing all inclusive platform **Rating:** 5.0/5.0 stars **Reviewed by:** Chad B. | Owner/Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about BoldTrail?** BoldTrail allows me to keep the consumer 1st and continually updated in the process, the top available properties, and next steps. The AI is a game changer! **What do you dislike about BoldTrail?** Nothing yet as we are still learning the platform. The app could be a little more user friendly. **What problems is BoldTrail solving and how is that benefiting you?** Time Management. Communication. Technology. Keeping us in one platform vs 10 **Official Response from Jess Cave:** > Thank you for sharing your positive experience with BoldTrail! We understand the importance of time management, communication, and technology consolidation, and we're glad to hear that BoldTrail is helping you in these areas. We will definitely take your feedback on the app's user-friendliness into account. ### 41. Get on The Bold Trail! **Rating:** 5.0/5.0 stars **Reviewed by:** Phil H. | Associate Broker, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about BoldTrail?** Bold Trail keeps me in constant contact with my client and prospect data base as well as providing me with cutting edge technology to promote my listings. Bold Trail just about does it all. **What do you dislike about BoldTrail?** Nothing comes to mind. I am very pleased with Bold Trail. **What problems is BoldTrail solving and how is that benefiting you?** Constant contact with clients and prospects. **Official Response from Isabella Durso:** > Thank you for sharing your positive experience with Bold Trail! We're glad to hear that it's meeting your needs and providing the solutions you require for constant contact with clients and prospects. ### 42. I love the desk top version. The options and flexibility and ease. **Rating:** 4.0/5.0 stars **Reviewed by:** Megan S. | Real estate agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** The vitals and the AI integration system is really a plus. It keeps things going when I’m on the road **What do you dislike about BoldTrail?** Sometimes it’s not helpful with people who are tech challenged **What problems is BoldTrail solving and how is that benefiting you?** Integrating AI through the program. Working more as us rather the wait time it takes for us to respond to clients **Official Response from Isabella Durso:** > We're glad to hear that you love the desktop version and find the AI integration system helpful for staying productive on the road. Thank you for sharing your positive experience! ### 43. Unite-Boldtrail **Rating:** 4.5/5.0 stars **Reviewed by:** Debbie F. | Broker/Owner/Team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** Love the Dashboard Love the hashtag management Campaign Management **What do you dislike about BoldTrail?** As a former Boomtown user I liked the transfer between agents easier and could transfer between all offices within the brokerage. **What problems is BoldTrail solving and how is that benefiting you?** 1. Lead management 2. After I learned the campaigns and added some I am able to get a better flow. **Official Response from Isabella Durso:** > We're glad to hear that you love the dashboard and hashtag management features! We appreciate your feedback about the transfer between agents and offices, and we'll definitely take that into consideration for future improvements. ### 44. BoldTrail makes business a lot more efficient and profitable **Rating:** 5.0/5.0 stars **Reviewed by:** Adam H. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** It is user friendly but also provides complex tools for those that can use them. But you don’t have to use those to still use the system effectively **What do you dislike about BoldTrail?** The vital rating is sometimes skewed and makes it hard to achieve higher ratings **What problems is BoldTrail solving and how is that benefiting you?** Contact management and follow up **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail user-friendly and efficient. We understand your concern about the skewed vital rating and will work on improving this feature for a better user experience. ### 45. The technology tool needed to support my brokerage to the max! **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa C. | Principal Broker/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about BoldTrail?** The best Bold Trail feature is how it can link to so many platforms so that it’s a one stop connection tool. **What do you dislike about BoldTrail?** Bold Trail has so many features it’s difficult not find a specific place from time to time. **What problems is BoldTrail solving and how is that benefiting you?** AI interactions that keep clients engaged. ### 46. My Business Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Suzie S. | Owner, Associate Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** It’s the dashboard for my business. Everything I need is all in one place. I know what to do every day! **What do you dislike about BoldTrail?** There is nothing I dislike. Everything is headed in the right direction with agents best interests at heart. **What problems is BoldTrail solving and how is that benefiting you?** Connecting with my contacts. **Official Response from Isabella Durso:** > We're glad to hear that BoldTrail's dashboard is helping you stay organized and focused on your daily tasks! ### 47. Highly recommended event **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy O. | D, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** This is the 1st time I went to the class on Sunday! I am going to encourage all of our agents to attend this event **What do you dislike about BoldTrail?** Nothing! Our company is still new to this platform. **What problems is BoldTrail solving and how is that benefiting you?** CRM and online leads **Official Response from Isabella Durso:** > Thank you for the positive feedback! We're glad to hear that you had a great experience at our event. We appreciate your support and look forward to having more of your agents attend in the future. ### 48. Great for a team/solo agent platform **Rating:** 4.5/5.0 stars **Reviewed by:** Kaitlyn R. | Agent Development / Realtor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** The amount of tools & features it has! Free & paid **What do you dislike about BoldTrail?** The lack of ability to run as a whole brokerage like boomtown could. **What problems is BoldTrail solving and how is that benefiting you?** Organization & lead gen - as well as having an active & useful website **Official Response from Isabella Durso:** > We're glad to hear that you appreciate the variety of tools and features available on BoldTrail. We understand the importance of being able to run as a whole brokerage, and we are constantly working on improving our platform to better meet the needs of our users. ### 49. Great management and lead source system for our team over the past 15 years! **Rating:** 5.0/5.0 stars **Reviewed by:** Drew P. | Broker, Team Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** Automated systems and continued additions to the technology stack. **What do you dislike about BoldTrail?** userbility can ve difficult at times, new app is going to be huge! **What problems is BoldTrail solving and how is that benefiting you?** Management of our leads and continued touches to engage the leads over extended periods of time. **Official Response from Isabella Durso:** > Thank you for being a loyal customer for 15 years and for your positive feedback on our management and lead source system. We're glad to hear that you appreciate the automated systems and technology additions. We understand the usability concerns and are working on addressing them with the upcoming new app release. It's great to hear that BoldTrail is helping with lead management and engagement for your team. ### 50. Overall okay, the transition from boomtown ti hold trail wasn’t great **Rating:** 4.0/5.0 stars **Reviewed by:** cory d. | Broker owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail?** I like the one stop shop it offers me for my agents **What do you dislike about BoldTrail?** I don’t like how buggy it still is compared to how boomtown was **What problems is BoldTrail solving and how is that benefiting you?** It is giving me an efficient place for all my company information **Official Response from Isabella Durso:** > Thank you for sharing your experience. We understand the importance of a seamless transition and are committed to addressing any bugs to provide a better user experience. ## BoldTrail Discussions - [Any tips on a leads program? We are just about to get CORE Property Boost and drop them into a pond.](https://www.g2.com/discussions/any-tips-on-a-leads-program-we-are-just-about-to-get-core-property-boost-and-drop-them-into-a-pond) - 1 comment, 2 upvotes - [The quickest way to cancel kvcore?](https://www.g2.com/discussions/50539-the-quickest-way-to-cancel-kvcore) - 2 comments, 2 upvotes - [BOOMTOWN IS A SCAM!!!](https://www.g2.com/discussions/boomtown-is-a-scam) - 1 comment, 1 upvote - [Best strategies to work around the opt out language being sent out?](https://www.g2.com/discussions/best-strategies-to-work-around-the-opt-out-language-being-sent-out) - 1 comment, 1 upvote - [I would like to get set up with a BT coach to see if it would be beneficial](https://www.g2.com/discussions/i-would-like-to-get-set-up-with-a-bt-coach-to-see-if-it-would-be-beneficial) - 1 comment, 1 upvote - [View BoldTrail pricing details and edition comparison](https://www.g2.com/products/boldtrail/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-19+12%3A27%3A08+-0500&secure%5Bsession_id%5D=80757f8f-9ce8-40e5-be30-28f366ff7396&secure%5Btoken%5D=852da959dc6305c5528ba8b00d48a596421bf8a5c15499b1df8e94cace3b66a7&format=llm_user) ## BoldTrail Integrations - [BoldTrail BackOffice](https://www.g2.com/products/boldtrail-backoffice/reviews) - [Canva](https://www.g2.com/products/canva/reviews) ## BoldTrail Features **Administrative** - E-Signature Capabilities - Document Management - Contact Management **Agent Effectiveness** - Market Intelligence - Pipeline Management - Real-Estate Specific RM **Relationship Management** - Lead Generation - Social Media Integration - CRM Integration **Client Management** - Lead Scoring - Contact Management - Lead Generation **Operations** - Transaction Management - Financial Management - Real Estate Software Integration - Back Office Automation - Commissions Management - Compliance Checks **Operational** - Contract Management - Communication Tools - Transaction Management - Mobile App - Opportunity Tracking - Agent Monitoring **Presentation** - Website Builder - MLS Integration - SEO Strategization - IDX Website **Task Management** - Marketing Automation - Document Management - Third-Party Integration **Platform Features** - Contact & Account Management - Opportunity & Pipeline Management - Task / Activity Management - Listing Management - Email Marketing - Transaction Management - Lead Management - CMA Management - Forecasting & Reporting - Dashboards **Platform Branding** - Operability - Brand Management **Agentic AI - Brokerage Management** - Multi-step Planning - Cross-system Integration - Decision Making **Platform Content** - Social Media Management - Communication Management - Website Management - Campaign Building **Agentic AI - Real Estate CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Natural Language Interaction - Decision Making **Platform Additional Functionality** - Reporting **Platform Integrations** - Integration with Real Estate CRM - Integration with Virtual Tour - Integration with Real Estate Activities Management ## Top BoldTrail Alternatives - [Lofty](https://www.g2.com/products/lofty-lofty/reviews) - 4.3/5.0 (401 reviews) - [Brivity](https://www.g2.com/products/brivity/reviews) - 4.2/5.0 (43 reviews) - [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews) - 4.5/5.0 (260 reviews)