BoldTrail - Why Our Clients Love Us!
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Customer Quotes

JF
Associate Broker
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()

"Powerhouse Agent CRM Tool"

What do you like best about BoldTrail?

I love the fact that I can manage all of my contacts, website, landing pages, and marketing campaigns in a single tool. kvCore is a beast in a positive way! I'm just scratching the surface to leverage it's full potential.

What do you dislike about BoldTrail?

The downsides to such a powerhouse of a tool is the learning curve can be steep if you're not tech savvy. In addition, the capabilities and numerous add-ons are overwhelming. Feels like that was done intentionally to get agents to purchase consulting services to have someone set it up for you.

What problems is BoldTrail solving and how is that benefiting you?

kcCore is definitely helping me with managing my contacts in a centralized location and keeping good notes on all communications with each person, It also helps me to remain compliant with leads that are on the Do-Not-Call list. A huge benefit is its ability to send out bulk emails and text messages.

Natrina L.
NL
Head E-Sports Coach
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great for a New agent to hit the ground running!"

What do you like best about BoldTrail?

I like seeing all my SOI information in one place and the tools to connect with them differently. I'm excited about the autodialer function and sending mass emails.

What do you dislike about BoldTrail?

I'm still working on my email campaigns. I want certain ones for various types of statutes in my SOI but I also want to see what they are getting as a reference. I also want to send email flyers of my Open Houses to certain groups in my SOI as well. I'm still working through it at a slower pace than I anticipated.

What problems is BoldTrail solving and how is that benefiting you?

It's my one-stop shop CRM.

JA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"As quick and automatic as you can possibly get!"

What do you like best about BoldTrail?

Whenever I input a listing, I automatically have videos, ads and social media campaigns generated....free! Can't beat that!

What do you dislike about BoldTrail?

Putting people on a campaign after I've "cloned" it is not that easy. I wind up paying some Core Guru to do it.

What problems is BoldTrail solving and how is that benefiting you?

Haven't been using it long enough to accurately evaluate it, but it sure looks good right now.

GH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great Versatile CRM"

What do you like best about BoldTrail?

All the available options that are available.

What do you dislike about BoldTrail?

Can be somewhat complex at times depending on use

What problems is BoldTrail solving and how is that benefiting you?

Organization of tasks needed to facilitate my real estate business

CJ
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great platform"

What do you like best about BoldTrail?

The ability to manage my clients build relationships

What do you dislike about BoldTrail?

The learning process is challenging but overall rewarding once you understand how to use the platform

What problems is BoldTrail solving and how is that benefiting you?

KvCORE allows me to manage my clients and keep track of them.

Ivy C.
IC
Office Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Business on Auto-Pilot and Endless Resources"

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.

LH
Licensed real estate agent
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"I love bold trail. I get quality leads on my listings"

What do you like best about BoldTrail?

The leads are specific to the property and have valid contact information

What do you dislike about BoldTrail?

It's hard to find the icon for leaving a note on some screens

What problems is BoldTrail solving and how is that benefiting you?

It provides targeted quality leads and has saved me having to look for a lead provider. Lead providers are costly and are usually priced in US dollars.

Stefan B.
SB
Real Estate Agent
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review

"BoldTrail can be a game changer."

What do you like best about BoldTrail?

As close to total automation as I have seen. It comes with training which is needed as there are so many features. I believe that one could actually sit down with BoldTrail and do all their lead generation from one CRM. The lead capture function is the best. I check and use it daily and love it. They hav a great customer service chat button. AI can solve easy and quick questions but for more complex questions, a real person is within 15 minutes away. It is easy to empliment and integration is simple.

What do you dislike about BoldTrail?

Some of the dashboard functions and appearance could be better.

What problems is BoldTrail solving and how is that benefiting you?

BoldTrail automates many different systems of lead generation and follow-up.

David S.
DS
Licensed Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great CRM for Realtors"

What do you like best about BoldTrail?

I like the connections with my listing and my Buyers as it is seamless to stay in touch.

What do you dislike about BoldTrail?

Sometimes it is clunky or slow when changing between screens.

What problems is BoldTrail solving and how is that benefiting you?

Giving me a chance to stay in touch and still free up time for networking.

PH
Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great experience"

What do you like best about BoldTrail?

Keeping track of my contacts and my follow up with my contacts.

What do you dislike about BoldTrail?

There isn't much that I dislike about this program.

What problems is BoldTrail solving and how is that benefiting you?

It is helping me to keep on task with my follow ups.