---
title: BoldTrail Reviews
meta_title: 'BoldTrail Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1554 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: 1554
  scale: '5'
date_modified: '2026-07-28'
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:** 1,554
## 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&#39;s technology challenging, especially for those not tech-savvy. (4 reviews)
- Slow Performance (4 reviews)
- Users feel there&#39;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. awesome

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donald S. | Professional Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2024

**What do you like best about BoldTrail?**

There is a campaign for buyers and sellers leads and you can set reminders on when to follow up either manual or automatated.

**What do you dislike about BoldTrail?**

The app lags when it comes to responding to nofications.

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

A great way to manage your sphere of influence if you dont have a spreadsheet of your own or excel to keep track of the people you know.

**Official Response from Mary Owen:**

> Hi Donald! We're glad to hear that you find the campaign features helpful for managing buyer and seller leads. We apologize for any inconvenience caused by the app lagging with notifications. We are constantly working to improve the app's performance and appreciate your feedback. Best, Mary Caroline 

  ### 2. Great tool to help build your business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy  C. | Owner/Principal Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

I like how intuitive the platform is and how it began working to bring in new leads immediately!

**What do you dislike about BoldTrail?**

There are little settings here and there I had to play with to get it to do what I wanted.

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

Making is much easier to stay in touch with my database and to bring in new leads all in one tool.

**Official Response from Mary Owen:**

> Jeremy, we're glad to hear that you find kvCORE intuitive and effective in bringing in new leads! We understand that adjusting settings can be a learning curve, but we're here to support you through that process. Best, Mary Caroline

  ### 3. Excellent tool for new agents!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christopher C. | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2024

**What do you like best about BoldTrail?**

The flexibility. Whether putting together Open House flyers or managing leads, it's a one stop shop!

**What do you dislike about BoldTrail?**

So far, no complaints! The tutorials are easy to follow, answering most of if not all of my questions.

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

I'm new to using a CRM, and it's been a huge tool is helping me learn the ins and outs of lead management.

**Official Response from Mary Owen:**

> It's great to hear that kvCORE is serving as a valuable tool for you as a new agent, especially in learning lead management. We appreciate your feedback and are here to support you as you continue to use our platform. Best, Mary Caroline

  ### 4. Kv core usage

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about BoldTrail?**

There is a Bot for questions. There is a lot of functionality, sometimes it can be too much for the agents.

**What do you dislike about BoldTrail?**

Limited access for admins. I can't see the leads assigned to my agents if it is their personal leads. It has glitches.

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

Generating and staying in contact with leads and clients

**Official Response from Mary Owen:**

> Thank you for sharing your feedback with us. We're glad to hear that you find the Bot for questions and the functionality useful. We understand that having too much functionality can be overwhelming, and we're constantly working to improve the user experience. Best, Mary Caroline

  ### 5. Best CRM out there!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jorge M. | Licensed Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2024

**What do you like best about BoldTrail?**

It has all the necessary tools to manage a business. From contacts to lead generatio, follow up campaigns, all sort of integrations etc.

**What do you dislike about BoldTrail?**

I really can't find anything anything that I don't really like.

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

Automatic follow up from real estate campaigns are good to follow up with clients. Just set it up and for get about it.

**Official Response from Mary Owen:**

> Jorge, thank you so much for your review! We're so happy BoldTrail is helping you manage your business and run automated campaigns to help you keep up with your leads. We're here to help with anything you need. Best, Mary Caroline

  ### 6. Comprehensive program for back office and lead capture

**Rating:** 5.0/5.0 stars

**Reviewed by:** Le-Ann H. | Co-Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2024

**What do you like best about BoldTrail?**

Lead capture and website designs, so much great integration and automatic follow up.  A great CRM!  Customer support has been very responsive.

**What do you dislike about BoldTrail?**

There is a learning curve, it will take time and training to learn it all

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

Keeping up with clients and prospects, streamlining processes for communication, marketing, and organization.

**Official Response from Mary Owen:**

> We're glad to hear that you are enjoying the lead capture and website designs, as well as the great integration and automatic follow up features. Our customer support team is committed to being responsive and helpful. Best, Mary Caroline

  ### 7. Customer Support is very bad

**Rating:** 1.0/5.0 stars

**Reviewed by:** Dennis C. | Realtor, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2022

**What do you like best about BoldTrail?**

I like the way KVcore uses the recent visits by showing the properties that each contact recently viewed. Very helpful

**What do you dislike about BoldTrail?**

Just about everything else. The campaigns were minimal, and the website looked like a template. However, the worse part was the customer support.

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

I used KVore to solve my client follow-up and retention. It didn't work well, so it wasn't much of a benefit causing me to switch platforms.

**Official Response from Mary Owen:**

> Dennis, we're sorry to hear about your disappointing experience with our customer support. Your feedback is invaluable to us, and we're committed to improving in this area. We appreciate your positive comments about the recent visits feature and will use your input to enhance the overall kvCORE experience. If you have any further concerns or suggestions, please don't hesitate to reach out to us directly. Best, Mary Caroline

  ### 8. You need KV Core

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wil C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about BoldTrail?**

Using the campaigns has eliminated our monthly physical letter to clients. It has eliminated that cost and time spent. Anything that is clicked on that is sent from KV is tracked and we are notified in real time what clients are looking at on our website. CMAs are a breeze.

**What do you dislike about BoldTrail?**

Anything I have had an issue with has had a resolution. The support team has walked me through processes as I have been learning the new system.

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

There was no way to know what clients were doing with the information we were sending them. KV allows us to narrow down their specs and give them accurate information for their wants and needs. Auto replies allow our clients to know that we actively working their transaction. Monthly mailers are eliminated as we make use of the many campaigns available.

**Official Response from Mary Owen:**

> Hi Wil! Thank you so much for your feedback. We're so happy to hear that our support team has been helpful in solving any issues you've had in the past. Campaigns are great for saving time and increasing efficiency. We appreciate you! Best, Mary Caroline

  ### 9. I love the integration KVCore Offers!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Garelyn S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

I like the ability to send out/schedule mass emails and text msg if I have a special announcement/offer/event coming up.

**What do you dislike about BoldTrail?**

I dislike the fact that there aren't campaigns for vendors included in the campaign marketing.

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

KvCore Is helping me stay in contact with past clients and that is helping in a continuation of receieving referrals.

**Official Response from Mary Owen:**

> Garelyn, we're thrilled to hear that you are benefiting from kvCORE's ability to stay in contact with past clients and receive referrals. We appreciate your feedback about the need for campaigns for vendors and will definitely consider this for future enhancements. Best, Mary Caroline

  ### 10. Functional, easy to use, everything in one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Randi C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 28, 2023

**What do you like best about BoldTrail?**

IDX integration was done automatically and I got a consumer website instantly after setting up my profile it gives me the top 10 opportunities immediately first thing in the morning

**What do you dislike about BoldTrail?**

All of the leads that I imported from my previous CRM were automatically opted out of texts and would have to manually opt into text for future correspondence. I haven't figured out a way around that yet, but that would be the worst part about KV so far.

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

CRM
Drip emails
Lead flow

**Official Response from Mary Owen:**

> Thank you for your feedback Randi! We appreciate you!

  ### 11. Great CRM. Easy to Use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about BoldTrail?**

I'm still learning all the features, but it is a relatively easy to use CRM. Support is helpful and there is tons of training offered.

**What do you dislike about BoldTrail?**

Support can be slow to respond but once they do they are very friendly and helpful.

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

Some app issues need to be resolved.

**Official Response from Mary Owen:**

> We're glad to hear that you find kvCORE easy to use and that our support and training have been helpful for you. We understand the importance of timely support and are continuously working to improve our response times. Best, Mary Caroline

  ### 12. Provides so many tools for efficiency.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lorena M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

CRM and how it tracks everything client is looking at. Just time consuming learning the system, but in the long run will save time.

**What do you dislike about BoldTrail?**

Not sure yet. Maybe I have to be on it longer to figure out.

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

Keeping track of leads and helps me stay organized. I need to use it more.

**Official Response from Mary Owen:**

> We appreciate your input! It's great to hear that kvCORE is helping you keep track of leads and stay organized. We're here to assist you in maximizing the benefits of the platform as you continue to use it. Best, Mary Caroline

  ### 13. Great platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Suzie P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

There are so many thing I can do on KV Core and I love how I can connect my email and websites to the platform.

**What do you dislike about BoldTrail?**

I would like to see a business planning and transaction tracking page within the platform

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

Great CRM with leads! Also helping with direct access to my website.

**Official Response from Mary Owen:**

> Suzie, it's great to hear that KV Core is providing you with the tools you need for CRM and website access. We recently released a deep integration with Brokermint, a transaction management platform. Your account manager will have more information to share with you on that! Best, Mary Caroline

  ### 14. KVCore has made my life SO much easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carly L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about BoldTrail?**

KVCORE makes it so much easier to keep everything I need to know about my clients in one place. Not only do my clients have profiles where I can customize their likes and dislikes but I can also set alerts to automatically send them listings from every mls I am a member of. My favorite feature of KVCORE is being able to share listings, and other search criteria to social media. I have been able to aquire many leads through this feature!

**What do you dislike about BoldTrail?**

There currently isn't anything about KVCORE that I have found I dislike. However, it would be more convenient if there was a link that could take me straight to the mls website.

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

KVCORE helps me with the day to day of surfing through multiple mls for multiple clients and different criteria.

  ### 15. kvCORE has been a great addition to my toolbox.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Doug A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

I like the different options for Seller, Buyer campaigns, etc. and ease of integration. Customer support has been great in most instance.

**What do you dislike about BoldTrail?**

There's not a lot to dislike. I've been very impressed by the platform.

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

The automation of CORE Social and quick ROI involving Property Boost have been very helpful.

**Official Response from Mary Owen:**

> Doug, we're thrilled to hear that kvCORE has been a great addition to your toolbox! Our team works hard to provide a variety of options for Seller and Buyer campaigns, and we're glad to hear that you find the integration process easy. We appreciate your feedback about our customer support and are always here to assist you. Best, Mary Caroline

  ### 16. KVCore is fantastic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tracy G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2024

**What do you like best about BoldTrail?**

I enjoy having options and templates and the ability to change the direction of my drips campaigns.

**What do you dislike about BoldTrail?**

The extra charges for some portions of the CRM

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

Keeps track of everyone and puts them in categories.  Lets me add the hash tags.  Reminds me to do certain tasks.

**Official Response from Mary Owen:**

> We're glad to hear that you are enjoying the options and templates available in kvCORE, as well as the ability to customize your drip campaigns. We understand your concern about the extra charges for some features, and we are constantly working to provide the best value for our customers. Thank you for sharing your feedback with us. Best, Mary Caroline

  ### 17. The RLP Sphere

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colin C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2020

**What do you like best about BoldTrail?**

A great platform...I have made many contacts and have had more than a few ends just from SPHERE...its great

**What do you dislike about BoldTrail?**

A little tough to navigate at times....but overall its good

**Recommendations to others considering BoldTrail:**

WE just launched a couple of weeks ago, I tell my colleagues to give it a shot, some do some don't their loss

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

sometimes its a bit over zealous with the reach outs...kind of like a defiant toddler at times. New customers/clients....getting some action on  my squeeze pages...once I have it tweaked, It'll be powerful

**Official Response from Mary Owen:**

> Hi Colin! Thank you so much for taking the time to leave us your feedback. We appreciate you! Best, Mary Caroline

  ### 18. When I was with exp, I self taught through YouTube videos and never really got going.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Diana T. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about BoldTrail?**

I felt that emadding contacts and creating emails was quite easy.

**What do you dislike about BoldTrail?**

Didn't get enough training, I wanted more from this platform to engage and I never really tapped into its full potential.

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

When I used it, it was great at keeping track.

**Official Response from Mary Owen:**

> Diana, we're glad to hear that you found the process of adding contacts and creating emails easy to use in kvCORE. We understand the importance of training and are continuously working to improve our resources to help users tap into the platform's full potential. Best, Mary Caroline

  ### 19. Keeps my business moving in the right direction

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa L. | California and Arizona Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2024

**What do you like best about BoldTrail?**

KvCore has so many moving parts that keeps me on task and my CRM up to date almost flawlessly.

**What do you dislike about BoldTrail?**

Took me a little longer than I'd liked to get the system down

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

Keeping my CRM working and automated, giving me some freedoms to focus on other things.

**Official Response from Mary Owen:**

> Lisa, we're glad to hear that kvCORE is helping you stay on task and keep your CRM up to date. We understand that learning a new system can take some time, but we're here to support you every step of the way. Best, Mary Caroline

  ### 20. Easy to use and excellent results with Boost.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anna S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

The website is easy to set up and boost is easy to use. I also like the CRM connected to my contacts and updating on my phone, my computer and KVcore.

**What do you dislike about BoldTrail?**

Sometimes using a certain tool is confusing but once trained it was easy.

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

Fast phone call reply.

**Official Response from Mary Owen:**

> Hey Anna! We're glad to hear that you find BoldTrail easy to use and that it's providing excellent results for you. Our goal is to make the platform user-friendly and efficient, so we appreciate your positive feedback. We understand that certain tools may be confusing at first, but we're committed to providing training and support to ensure a smooth experience for all users. Best, Mary Caroline

  ### 21. I loooovvveee KV Core

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ebony M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about BoldTrail?**

The smart CRM is is an amazing way to keep up with contacts. The daily reminders to keep up with clients is an amazing tool as well as the ability to create drip campaigns.

**What do you dislike about BoldTrail?**

Sometimes is hard to find listings on KV Core even when you are really specific with the address you enter into the system.

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

KVCore is helping me stay on top of all my business as I stated before the reminders of the different task I need to take care of is great!

  ### 22. Kvcore experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2024

**What do you like best about BoldTrail?**

I love having all my info in one place. The templates and tips are also extremely helpful.

**What do you dislike about BoldTrail?**

I wish could make templates fill whole width of page.

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

Keeping track of prospects meet, tips for scripts to use, templates for newsletters

**Official Response from Mary Owen:**

> We're glad to hear that you find kvCORE helpful for keeping all your information in one place and that the templates and tips are beneficial to you. Best, Mary Caroline

  ### 23. Kvcore has changed the way I manage my database!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelley S. | Broker Development Specialist & Social Media Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

I love that I can easily communicate and stay in flow with my sphere!

**What do you dislike about BoldTrail?**

I do not like that the screen is so small and limited when making a custom email template.

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

It's helping me send easy and quick market reports without manually pulling data.

**Official Response from Mary Owen:**

> Kelley, it's great to hear that kvCORE is making it easier for you to send market reports and saving you time on manual data pulling. We appreciate your input! Best, Mary Caroline

  ### 24. Great! Easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about BoldTrail?**

All in one CRM, there are tons of features to help you with marketing and leads!

**What do you dislike about BoldTrail?**

Customer service can be slow to reach but they're helpful and friendly!

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

I mostly work on marketing and it is helpful.

**Official Response from Mary Owen:**

> It's great to hear that kvCORE is helping you with your marketing efforts. We're committed to providing valuable tools and features to support your business goals. Best, Mary Caroline

  ### 25. Kvcore is great

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathryn  L. | Sales, Real Estate, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 15, 2023

**What do you like best about BoldTrail?**

It is easy to use and it keeps me organized.  It has more features than I anticipated and I am learning new uses daily.  Their customer support has also been good.

**What do you dislike about BoldTrail?**

So far, after a few months, I haven't found anything I dislike.

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

It is helping me to stay on top of my work and makes it easy to communicate with my prospects.

**Official Response from Mary Owen:**

> Thank you for your positive feedback! We're glad to hear that kvCORE has been exceeding your expectations and helping you stay organized and communicate with your prospects. We appreciate your support and look forward to continuing to provide you with a great experience.

  ### 26. kvCORE keeps my clients organized and informed.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Charlie M. | Realtor, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

Sending out property alerts and see when clients review them.

**What do you dislike about BoldTrail?**

sometimes campaigns can get a little tricky but we are learning.

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

Lets me know when my clients are showing interest in particular properties.  This allows me to follow up more confidently.

**Official Response from Mary Owen:**

> Thank you for sharing your positive experience with kvCORE. We're pleased to hear that the property alerts are helpful for you and that you're able to follow up with your clients more confidently. We understand that using campaigns can be a bit challenging at times, and we're committed to providing resources and support to help you navigate through it. Your feedback is valuable to us as we strive to enhance the platform for all users. Best, Mary Caroline

  ### 27. kvCORE has it ALL!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric L. | Real Estate Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

Everything I need for lead gen, marketing, you name it, is at my fingertips with kvCORE!

**What do you dislike about BoldTrail?**

Would be nice to be able to snooze reminders for longer than a week.

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

Advertising my and other agents listing to the most relevant prospects.

**Official Response from Mary Owen:**

> Eric, it's great to hear that kvCORE is helping you advertise your and other agents' listings to the most relevant prospects. We're glad to be of service! Best, Mary Caroline


  ### 28. KV Core - a great CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Francine C. | Licensed Real Estate Agent - Elite Real Estate Solutions, Real Estate, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 12, 2023

**What do you like best about BoldTrail?**

So many features. There is a ton of useful information and tools in KVcore.  Ease of integreation into other producs.   Designed for daily use by any real estate agent

**What do you dislike about BoldTrail?**

Support.   Takes too long to get back and cannot reach by phone.

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

All my info is in there.    Easy to send data to other sites through widgets and other integrated pieces of information.

**Official Response from Mary Owen:**

> Hi Francine! We appreciate your positive comments about the features and integration capabilities of KVCore. We apologize for any delays in our support response and are committed to enhancing our support system to better serve our users. Best, Mary Caroline

  ### 29. KVCore has been easy to work into my business & The automation is very helpful to stay top of mind.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan M. | Real Estate Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoldTrail?**

The automation is a great feature. There are also a lot of ads you can pay for to bring in additional leads through their marketplace

**What do you dislike about BoldTrail?**

Sometimes the automation does a great job at reaching out - Some people like to browse only and may be a few years out from purchasing. The system will still send them a checking in reminder even when you may not want it to. I may need to do more digging on this side though as there may be additional options to keep it from doing this.

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

Automation and keeping my database organized. It also helps with lead generation by allowing additional avenues to simplify ads on Social Media and Online.

  ### 30. Kvcore is amazing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bella S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2023

**What do you like best about BoldTrail?**

What I like most about kvcore is that everything is fast it's easy it's convenient it's user friendly it's really great to use for like leads or adding people in

**What do you dislike about BoldTrail?**

Honestly there's nothing I don't really dislike about it yet at least

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

Katie cour is really simple to use especially when you have open houses the customers that walk in and add their information it goes straight to Cave report and I think it's super convenient

**Official Response from Mary Owen:**

> Bella, thank you for sharing your feedback! We appreciate you. Best, Mary Caroline

  ### 31. Love it! The best online CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sabrina C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

KVCORE has helped me extend and retain my business over the last 4 years. I will always recommend it!

**What do you dislike about BoldTrail?**

I can't find anything I don't like. It's easy to use and efficient.

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

Nurturing and constant communication

**Official Response from Mary Owen:**

> Sabrina, we're pleased to hear that kvCORE is helping you with nurturing and constant communication with your leads. Thank you for sharing your experience! Best, Mary Caroline

  ### 32. Great way to keep in front of potential clients

**Rating:** 4.5/5.0 stars

**Reviewed by:** Richard D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2024

**What do you like best about BoldTrail?**

Automated email campaigns make staying in front of them easy.

**What do you dislike about BoldTrail?**

Personalizing the campaigns is tedius and takes more time than I have.

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

I had Command in the past.  It covers the same stuff.

**Official Response from Mary Owen:**

> Hi Richard! We're glad to hear that you find our automated email campaigns helpful for staying in front of potential clients. We understand that personalizing campaigns can be time-consuming, and we are constantly working to improve our platform to make this process more efficient for our users. Thank you for your feedback! Best, Mary Caroline 

  ### 33. New to kvCORE it seems to be trending in the right direction

**Rating:** 3.5/5.0 stars

**Reviewed by:** John M. | Director, Peace Country, Alberta North, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoldTrail?**

Consolidation of features. The app seems user friendly.

**What do you dislike about BoldTrail?**

Continue to receive rentals leads despite being told they are shut off and rural boosts seem compleely ineffective - it seems to be yet another portal designed for Toronto and being tweaked by programmers to accomodate other regions.

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

Hasn't solved any problem; it is a side step in progress to see it it merits use. BackAtYou does better boosts. CRM is a work in progress.

  ### 34. I've had great success with this software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriel J. | Realtor, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2023

**What do you like best about BoldTrail?**

I am able to streamline a lot of my systems making it easy to use. I use it daily and it has a lot of features and easy to integrate.

**What do you dislike about BoldTrail?**

I don't have any issues with it that I dislike.

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

I am able to advertise and also keep notes for my clients comments.

**Official Response from Mary Owen:**

> Gabriel, we're thrilled to hear that you've had great success with kvCORE! Streamlining systems and easy integration are some of our top priorities, so we're glad to hear that it's working well for you. Best, Mary Caroline

  ### 35. Transformative

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wally E. G. | Insurance Advisor / Sales Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2023

**What do you like best about BoldTrail?**

KVCore has truly transformed my real estate business! Its user-friendly interface and robust features make managing leads and transactions a breeze. The automation tools are a game-changer, saving me time and boosting productivity. I can’t recommend KVCore enough for its seamless CRM experience.

**What do you dislike about BoldTrail?**

It doesn't have the ability to write the contracts or be a transaction coordinator

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

Drip email and text reminder and calls front end website with back end metrics

**Official Response from Mary Owen:**

> Wally, thank you so much for taking the time to leave us your feedback! We appreciate you! Best, Mary Caroline

  ### 36. Great program to operate my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Zach H. | Director of Agent Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

Campaign Manager and the ability to take the default and grow it

**What do you dislike about BoldTrail?**

The website editor, and some of the difficulty to understand how to do it

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

Having all the systems under one umbrella

**Official Response from Mary Owen:**

> Zach, thank you for sharing your feedback. We're pleased to hear that you find the Campaign Manager valuable. We apologize for any difficulties you've experienced with the website editor. We are committed to improving the usability of our platform and will take your comments into consideration for future updates. Best, Mary Caroline 

  ### 37. It will change the CORE of your RE business!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kazi K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 23, 2023

**What do you like best about BoldTrail?**

How it has allowed me to save time and effort in finding results for my clients and following up with them.

**What do you dislike about BoldTrail?**

There is a learning curve, but that's not a bad thing. For something that does this many complex tasks, it can't be simple. But if I had to nitpick.

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

It has taken hours off my day in follow ups, especially via automated text and email responses. I can speak to someone who may look to buy or lease in the future. I can set up a search and put them on a campaign and KVCore does the rest to groom them until they are ready. It's as easy as set it and forget it. Another thing that has really helped me is how the results get tailored to the client's browsing habits. THis also has saved me hours in going back and tweaking search perimeters.

  ### 38. Super easy - once you get the hang of it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 22, 2023

**What do you like best about BoldTrail?**

They are very responsive about adding features that are suggested. The integration with Bombbomb is very helpful. The bubble people are very responsive when contacted.

**What do you dislike about BoldTrail?**

Like any tool, there is a steep learning curve. And, there is always something to learn.

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

Contact Management, Campaigns, keeping track of tasks,

**Official Response from Mary Owen:**

> Hi Daniel! Thank you for taking the time to leave us your feedback! We are so happy kvCORE has been helping you manage your contacts and stay on top of your to-do list. We appreciate you! Best, Mary Caroline 

  ### 39. A Complete BUsiness In A Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Darrell E. | Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

Squeeze Pages are amazing tools also landing pages.  Automatic drip campains, so many intigrations

**What do you dislike about BoldTrail?**

A little overwhelming.  Still learning after months of use.

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

Allows working from home to be a breeze

**Official Response from Mary Owen:**

> Hi Darrell! We're glad to hear that you're enjoying the squeeze pages and landing pages, as well as the automatic drip campaigns and integrations. We understand that the platform can be overwhelming at first, but we're here to support you as you continue to learn and navigate the system. If you have any specific questions or need assistance with anything, please don't hesitate to reach out to our success team. Best, Mary Caroline

  ### 40. Frustrated with delivery

**Rating:** 3.5/5.0 stars

**Reviewed by:** Scott D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about BoldTrail?**

Automated marketing with facebook. Grouping of clients from inquiries

**What do you dislike about BoldTrail?**

email delivery, sometimes emails are sent with no opens. Frustrating to market this way when a email is the first form of "getting to know" the neighborhood or a farm area.

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

I am having an issue with emailing and getting peoople to look at the emails. A more advanced email page would help. Better graphics etc.

  ### 41. Best Automated CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eryn R. | Licensed Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2023

**What do you like best about BoldTrail?**

I can do mass marketing for my clients. I have automated texts and emails sent out to people that I'm working with or hoping to work with. Love how it frees up my time!

**What do you dislike about BoldTrail?**

I wish there were more free templates for my website.

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

Speaking to multiple people at once. If I had to send out individual emails every time, I'd be at the computer all day!

**Official Response from Mary Owen:**

> Hi Eryn! Thank you so much for leaving us your feedback! We appreciate you! Best, Mary Caroline 

  ### 42. The platform has a lot of features  but makes following up and keeping track of clients easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey S. | Real Estate Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

The CRM and the ease of making quality mass emails

**What do you dislike about BoldTrail?**

I wish I knew the open rate of mass marketing.

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

Automation of closing anniversaries and birthday

**Official Response from Mary Owen:**

> Jeffery, we're glad to hear that you find the CRM and mass email features easy to use! We appreciate your feedback about wanting to know the open rate of mass marketing, and we'll definitely take that into consideration for future updates. It's great to hear that kvCORE is helping you automate closing anniversaries and birthdays! Best, Mary Caroline

  ### 43. Easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erica  C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

The training and videos that's available

**What do you dislike about BoldTrail?**

That it don't log my personal number with contacts

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

Responding to clients in a timely manner

**Official Response from Mary Owen:**

> We're glad to hear that you find our training and videos helpful! We appreciate your feedback about logging personal numbers with contacts, and we'll definitely take that into consideration for future improvements. Thank you for sharing how kvCORE is helping you respond to clients in a timely manner. Best, Mary Caroline

  ### 44. Great One stop shop!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoldTrail?**

The marketing material that is created when listing and promoting properties.

**What do you dislike about BoldTrail?**

The additional charges for extra applications inside of KVCore such as Core Video. Love the challenge and learning how to use Core Video, however, a newer agent can't afford to pay extra for all the applications.

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

It's a one stop shop that assists with client management.

  ### 45. Perfect Dashboard to Run your Real Estate Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tobias K. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about BoldTrail?**

My personal favorite is the campaign manager as it allows me to switch a lot of repeating customer communication on autopilot and even design my own campaigns additionally to using the amazing premade campaigns.

**What do you dislike about BoldTrail?**

Lead generation is currently mainly using Facebook Ads which I think are somewhat outdated for real estate. It would be great to include TikTok, YouTube and Google Ads.

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

kvCORE is phenomenal in helping me manage client relationships, keeping phone notes, sending quick CMAs and sending out neighborhood reports and great search results. I love that I can see when and how often my contacts look at listings.

**Official Response from Mary Owen:**

> Tobias, thank you so much for taking the time to leave us your feedback! Campaign manager saves so much time and is a great way to communicate with customers and leads. Best, Mary Caroline 

  ### 46. Automate!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lenore S. | Team Leader, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 11, 2022

**What do you like best about BoldTrail?**

Automation of leads. I am adding hashtags, assigning to campaigns.

**What do you dislike about BoldTrail?**

I really can't say that I do nnot like any features except I would like the "frequency" button to be at the top of the page.

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

Automation of leads. I am adding hashtags, assigning leads to campaigns after they are imported through Zapier from my ads.

  ### 47. KVCore needs transaction management

**Rating:** 1.5/5.0 stars

**Reviewed by:** Diane M. | Associate Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2024

**What do you like best about BoldTrail?**

Easy to use and good to see what stage contacts are at

**What do you dislike about BoldTrail?**

the add ons are costly and you have to pay extra for every little piece

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

It allows us to see what stage the consumer is at

**Official Response from Mary Owen:**

> Diane, we appreciate your feedback on the ease of use and contact tracking capabilities of kvCORE. We understand your concern about the additional costs and will take this into account as we continue to enhance our platform. Brokermint is a wonderful transaction management software that integrates with kvCORE! I can put you in touch with someone if you 're interested in learning more about it. Best, Mary Caroline

  ### 48. Very informative and practical

**Rating:** 5.0/5.0 stars

**Reviewed by:** Keith G. | Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

The automated features and client follow-up systems

**What do you dislike about BoldTrail?**

Some information does not match the situation

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

Immediate Client follow-up

**Official Response from Mary Owen:**

> It's great to hear that kvCORE's automated features and client follow-up systems are meeting your needs. We take your feedback about information accuracy seriously and will strive to make necessary improvements. Thank you for sharing your thoughts with us! Best, Mary Caroline 

  ### 49. Abandoned Software Development, Ruthless Contract

**Rating:** 0.0/5.0 stars

**Reviewed by:** Drew B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 03, 2023

**What do you like best about BoldTrail?**

I used the because I had hoped it would simplify our agent transactions.

**What do you dislike about BoldTrail?**

There has been no updates to the software during the past two years. The software is not capable of handling trust money or earnest money properly. The contract auto-renews at 14-month intervals. I would avoid this company and their software.

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

Transaction management for commission disbursal and accounting synchronization with Quickbooks.

  ### 50. KVCore

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about BoldTrail?**

I really like that you can integrate KVCore with lead generating services.  Its also great to keep all contacts together and mass email.

**What do you dislike about BoldTrail?**

I would like if KvCore had better automated responses to their marketing autopilot system.

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

Keeping my contacts all in one place.  Allowing to add notes when needed.

**Official Response from Mary Owen:**

> It's great to hear that KVCore is helping you keep all your contacts in one place and allowing you to add notes as needed. We value your input about the automated responses and will strive to improve the marketing autopilot system. Best, Mary Caroline 


## 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?page=4&section=pricing&secure%5Bexpires_at%5D=2026-07-29+10%3A13%3A33+-0500&secure%5Bsession_id%5D=cbddfe49-7651-468e-8afa-329348a6f3e3&secure%5Btoken%5D=e45740bec37c52a0aafd2f8a426316dcdfc65d0324a1f5241fba8ddaccd0a64e&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)

