--- 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'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. Really good CRM platform **Rating:** 5.0/5.0 stars **Reviewed by:** Ralph N. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** I thkn kvore is really hepful in terms of contact tracking and reminders in general. It has helped me boost my real estate business to the max and I can not imagine dealing business without it! **What do you dislike about BoldTrail?** I have an issue with the automated emails that it sometimes does which sometimes don't fit my preferred template. As well as remind me of calls for people that I do not want to call. **What problems is BoldTrail solving and how is that benefiting you?** Contact creation, tracking, call reminders, text reminders, email reminders. Basically anything related to follow up with my current, past and future clients. Very useful! **Official Response from Mary Owen:** > Hi Ralph! Thank you for your feedback. We're so glad our lead follow-up processes have been helping you grow your business. We appreciate you! Best, Mary Caroline ### 2. Great database program! **Rating:** 5.0/5.0 stars **Reviewed by:** Jami W. | Realtor and Digital Marketer, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2023 **What do you like best about BoldTrail?** I really like the easy of adding a customer to my database and the filter options with hashtags are fantastic. The other great thing is that I can customize the marketing for each contact or do one hashtags for several and customize it for their journey. It's a very powerful system. **What do you dislike about BoldTrail?** I wish I could customize the dashboard with profile details more. **What problems is BoldTrail solving and how is that benefiting you?** Keeping track of my best clients and reminding me of who I need to talk to. Also, mass messaging and keeping facts about the people I'm helping or partners in an organized fashion. **Official Response from Mary Owen:** > Jami, thank you for your feedback! Client communication is a major key for maintaining and growing your business! We appreciate you. Best, Mary Caroline ### 3. KVCore has been a time saver. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian Q. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** CRM and Lead Gen are amazing and very helpful! **What do you dislike about BoldTrail?** The import of contacts is always the best. **What problems is BoldTrail solving and how is that benefiting you?** It is solving my issues of generating leads through my website with its intergrated IDX. I love that i can get a lead sent straight to my crm when they go to my website. ### 4. Kvcore has worked very well for me **Rating:** 5.0/5.0 stars **Reviewed by:** Huzefa B. | Principal Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2022 **What do you like best about BoldTrail?** Everything. I use it as a CRM and everything right from saving the contact information to sending them property listings, property evaluations, drip campaigns to follow up etc. **What do you dislike about BoldTrail?** Whats your home worth widget still does not work for Canadians. **What problems is BoldTrail solving and how is that benefiting you?** Client engagement using Drip campaigns. saves a lot of my time. ### 5. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Arleane A. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2023 **What do you like best about BoldTrail?** Great CRM - One Stop Management for keeping up to date with all clients in one place. Great for setting different types of clients on separate campaigns. **What do you dislike about BoldTrail?** I haven't used any of the Add ons provided iva the platform. **What problems is BoldTrail solving and how is that benefiting you?** Follow Up is very important and KV Core automates this for me without me having to worry about this. I set my clients on an automatic campaign and voila.Automated Follow UP. I go in weekly and check in and tweek what I need to and make phone calls and that is all. ### 6. Impressed with KvCore **Rating:** 5.0/5.0 stars **Reviewed by:** Christine B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about BoldTrail?** The kvCore Platorm, has many tools. The Smart CRM and campaigns are wonderful. **What do you dislike about BoldTrail?** I do not like the "smart number" portion. I want to use ONLY my own cell phone, not another fake number that most will only see as SPAM. **What problems is BoldTrail solving and how is that benefiting you?** Automation of smart campaigns to my sphere. ### 7. What a successful system to connect and build my sphere! **Rating:** 5.0/5.0 stars **Reviewed by:** Mariaann C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** There is a lot that I love about KVCORE. I will name two. I love the CRM & Core Present! I am more organized & feel confident that it shows. I am presenting better too. **What do you dislike about BoldTrail?** I don't think there is anything I dislike. Sometimes I wish power hour training could be slower for the ones who first start the training process. So they are not overwhelmed. **What problems is BoldTrail solving and how is that benefiting you?** Staying organized. Tasks are a big help for ne to stay in contact with someone. I'm more confident in staying in contact and at my presentations **Official Response from Mary Owen:** > Hi Mariaann! Thank you so much for leaving us your feedback. We are so happy that kvCORE is helping you stay organized! Best, Mary Caroline ### 8. Comprehensive all-in-one real estate platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Ronnie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** The user interface is very easy to navigate. Everything i need to know is right there on my dashboard and I know exactly what i have to do each day! **What do you dislike about BoldTrail?** I wish kvCORE has something that I could use for open houses. Some sort of online sign in sheet that i could have on my iPad and hand out to vistors as they walk in. **What problems is BoldTrail solving and how is that benefiting you?** Prior to using kvCORE there were days where I wasn't exactly sure what I should be doing. But now, I just use the playbooks and that lets me know where I am lacking. From lead generation to marketing automation, kvCORE has proven to be a valuable asset in streamlining and enhancing my abilities to provide a better experience for myself and my clients! ### 9. This CRM has allowed me to grow my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Raoul E. | Chief Financial Officer ,Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about BoldTrail?** The leads that I generate through ads and social media are automatically added to the CRM. Then my custom drip campaign instantly starts working to convert the lead into a client. **What do you dislike about BoldTrail?** Customer support could be more responsive. **What problems is BoldTrail solving and how is that benefiting you?** It is allowing me to streamline my business process. ### 10. Poor Customer Service **Rating:** 1.0/5.0 stars **Reviewed by:** Lorenzo S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about BoldTrail?** The concept of KvCORE, being a one-stop shop for all your needs is excellent. **What do you dislike about BoldTrail?** Customer service, particularly with billing, is entirely useless. I'm spending nearly $1,000 a month with KvCORE running digital advertisements and I cannot even get a call back from anyone in the billing department. This is extremely frustrating, especially since they LOCK YOU IN FOR 6 MONTHS. That in itself is absolutely and utterly ridiculous. I'm trying to GROW my business through KvCORE and they're actually setting me back further. I would not recommend spending any money with KvCORE. **What problems is BoldTrail solving and how is that benefiting you?** KvCORE isn't solving any problems that I have, because they are not responding to my inquiries. **Official Response from Mary Owen:** > Lorenzo, thank you for this feedback! We hear you about your customer service frustrations and I apologize for any inconvenience. We are working on updates to our product that help better fit your needs. Your account rep will have more to share in the next few months. I’d love to schedule some time to better understand what’s going on. Please reach out to support@insiderealestate.com so we can schedule some time. Thanks again! ### 11. Super useful! **Rating:** 5.0/5.0 stars **Reviewed by:** Jade D. | Real Estate Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** I love kvCore because it organizes all of my contacts almost automatically. It keeps them all in neat little boxes, so it's easier for me to sort through. **What do you dislike about BoldTrail?** It's a little difficult to learn. It took me several days to figure out how to change a lead from having notifications to no notifications. **What problems is BoldTrail solving and how is that benefiting you?** It's helping me keep all of my ducks in a row by collecting all data I have on any potential, current, and past clients. It's so much easier to compile contact information in one space. ### 12. Canceling is incredibly difficult **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about BoldTrail?** if you have an hour or more a day to use it, it may be a helpful tool. but it takes alot of time. **What do you dislike about BoldTrail?** When my contract was up mid 2022, I emaield to let them know I did not want to renew, They ste up zoom calls and talked me into another year with lots of pomises. On 7/14/23, I got another new rep and asked then my contract was up as i did not want to renew. He said 7/31/23, and to use chatbot on the kvcore app to cancel. I logged onto app and used chatbot, which told me someone would reach out in a few dayd. No reply. I emailed again and finally got an email back to scheudle a zoom call which had a first appt almost 3 weeks out. Today was that call. I am now told I had to give 30 days notice to cancel my renewal so I am billed thorugh 8/31/23. I did not give permission to set up auto renew last year when they talked me into another year. i agreed to 1 year only, They have so many large companies using them at HUGE discounts per agent, that they simply don't care about those of us individuals, spending 500-1000 per month and how hard that is on us. Expscillay when they make it so difficult to cancel. **What problems is BoldTrail solving and how is that benefiting you?** none ### 13. The most comprehensive CRM you will every exerpience **Rating:** 5.0/5.0 stars **Reviewed by:** Mike K. | Real Estate Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2023 **What do you like best about BoldTrail?** KV Core brings it all together, lead generation, marketing, auto followup with your prospects and clients. You are able to run mutiple marketing campaigns . **What do you dislike about BoldTrail?** There is so much to learn you just need to focus and learn each area so that you will enjoy this powerful CRM. **What problems is BoldTrail solving and how is that benefiting you?** Cmmmunication to my clients and potentials. It allows me to continue with clients that are in my funnel while keeping in touch with those that I am trying to convert to clients ### 14. Dynamic Tool with Lots of Capability **Rating:** 4.0/5.0 stars **Reviewed by:** Paul P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** The endless tools to engage clients and propspects. **What do you dislike about BoldTrail?** Customer Support when I have an issue. It is not easy getting help over chat. **What problems is BoldTrail solving and how is that benefiting you?** Having a website that is exngaging for customers. I also like the CRM side of the tool. ### 15. Do not use this crm **Rating:** 0.0/5.0 stars **Reviewed by:** Octavia H. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about BoldTrail?** There is nothing to like about it, it's hard to use. Very clunky, requires so much training to use it and if you try to cancel after not using it they are unwilling to cancel. I have logged in maybe 10 times to try to figure it out, took the classes--do not buy this! **What do you dislike about BoldTrail?** So many things, where to start -- it's expensive, hard to look at, not very functional -- requires a lot of effort to set up. I gave up on it--not worth your time. **What problems is BoldTrail solving and how is that benefiting you?** It's actually caused a ton of problems in my life, instead of having an easy to use CRM I've wasted months trying to figure it out. Just use Follow Up Boss it's the best CRM. **Official Response from Mary Owen:** > Thank you for taking the time to leave us a review, Octavia! I’m so sorry to hear about your experience with kvCORE. I'm curious to hear more about what capabilities you feel were lacking. If you'd like to expand on that, we’d love to hear from you at support@insiderealestate.com. Best, Mary Caroline. ### 16. Love the platform, marketing could be more user friendly **Rating:** 4.0/5.0 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?** The CRM portioin - very logical. Ease of operation **What do you dislike about BoldTrail?** I find the flyers difficult to update - need to rebrand things in Canva after downlod **What problems is BoldTrail solving and how is that benefiting you?** Easy place to drop notes and send bulk messages - saves time **Official Response from Mary Owen:** > We're thrilled to hear that kvCORE is helping you save time with note dropping and bulk messaging. We'll take your feedback on the flyers into account to improve the overall user experience. Best, Mary Caroline ### 17. kvCore is an awesome tool **Rating:** 5.0/5.0 stars **Reviewed by:** Emily V. | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** I love that kvCore makes it easy to post my listings (or other listings) to places like Facebook and Craigslist. This is just a couple of the features that make help make marketing a property easier. **What do you dislike about BoldTrail?** There is so much to learn to use kvCore adequately. I think this is the case with most great tools, however if I had to find something negative to say, that would probably be it. **What problems is BoldTrail solving and how is that benefiting you?** kv Core helps me to market properties and nurture my leads **Official Response from Mary Owen:** > Hi Emily! Thank you for leaving us feedback. We're so happy our product has been helping you with your listings, this saves so much time for agents. We appreciate you! Best, Mary Caroline ### 18. training materials **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon M. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** the content and delivery were easy to follow and designed for information retention **What do you dislike about BoldTrail?** the user interface could be done differently - but that is my personal preference. **What problems is BoldTrail solving and how is that benefiting you?** walking me through all aspects of my new career ### 19. Powerful Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff L. | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about BoldTrail?** The functionality of the tool & lots of features **What do you dislike about BoldTrail?** Lots to learn about each section. Not sure it's obvious where things are sometimes. **What problems is BoldTrail solving and how is that benefiting you?** Keeping my contacts in a central place. Easily tracking my activities. **Official Response from Mary Owen:** > Thank you for sharing your positive experience with kvCORE. We're thrilled that you find the tool to be powerful and feature-rich. We understand that navigating the different sections may require some learning, and we're constantly striving to enhance the user interface for a more seamless experience. Your feedback is valuable, and we're here to support you in maximizing the benefits of kvCORE. Best, Mary Caroline ### 20. KvCore has improved my business tremendously. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about BoldTrail?** I like the updated activity it provides to help you stay connected with clients. **What do you dislike about BoldTrail?** I dislike how it doesn't have free personal brochures. **What problems is BoldTrail solving and how is that benefiting you?** KvCore is solving my CRM problem and that's helping my business. **Official Response from Mary Owen:** > We're delighted to hear that kvCORE has had a tremendous impact on your business! The updated activity feature is designed to provide valuable insights and help you stay connected with clients. We appreciate your feedback about the personal brochures and will consider it for future enhancements. Best, Mary Caroline ### 21. KV Core - Not What I Expected **Rating:** 0.0/5.0 stars **Reviewed by:** Rhonda N. | Professional Sales Representative & Team Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about BoldTrail?** It offers a large range of features and add-ons for those looking for a robust system to manage their business. **What do you dislike about BoldTrail?** I find it difficult to use and most of the features that you want to use are "pay for use" which is disappointing as the costs are prohibitive. Also, it blocks the average user from many of the features/functions and set up is difficult. You really have to think about how you want to set it up before starting and the use of "hashtags" is confusing. **What problems is BoldTrail solving and how is that benefiting you?** I find it's creating rather than solving any problems. It has made CRM management more difficult than our previous CRM. ### 22. LOVE kvCore!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara S. | Realtor, Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** Great way to keep all my contacts organized and in one place. The email mailers are also amazing **What do you dislike about BoldTrail?** Can be tricky to learn at first, especially as a newer agent **What problems is BoldTrail solving and how is that benefiting you?** kvCore helps me organize all my clients into one domain. I also like that I can send in my contacts and they will be imported for me accordingly. Kvcore also makes my life so much easier when it comes to managing my email list and who I have contacted **Official Response from Mary Owen:** > Sara, thank you for taking the time to leave us your feedback! Staying organized makes follow-up so much easier. We appreciate you! Best, Mary Caroline ### 23. KV Core is one of the easiest and helpful systems I’ve used as a Realtor. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about BoldTrail?** I absolutely love the campaigns. They make it easy to share on social media platforms. **What do you dislike about BoldTrail?** I haven't come across any yet. It seems pretty efficient. **What problems is BoldTrail solving and how is that benefiting you?** Its solving the lack of marketing myself. **Official Response from Mary Owen:** > We're thrilled to hear that you find KV Core helpful and easy to use! Our campaigns are designed to make social media sharing a breeze, and we're glad to hear that you're finding them beneficial. If you ever have any questions or need assistance, feel free to reach out to our support team. Best, Mary Caroline ### 24. Steep Learning Curve, Robust Features **Rating:** 4.0/5.0 stars **Reviewed by:** Steve R. | REALTOR®, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2023 **What do you like best about BoldTrail?** I like having well-thought out programs. kvCORE's many features gives you the confidence it will do whatever tasks you expect out of a CRM. **What do you dislike about BoldTrail?** There's so much to it, and not everything is in a place that feels very intuitive. The UX could use some improvement with the help of non-programmers. **What problems is BoldTrail solving and how is that benefiting you?** kvCORE has all of my information in one place and benefits me by knowing there's one place to go every day--or multiple times a day. **Official Response from Mary Owen:** > Hi Steve! Thank you for taking the time out of your day to leave us your feedback. Having everything in one place as a one-stop-shop not only helps you save time, but helps you stay organized too! We appreciate you! Best, Mary Caroline ### 25. Good **Rating:** 5.0/5.0 stars **Reviewed by:** Ronnie M. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about BoldTrail?** You can connect directly to your clients and propect without being a hassel. **What do you dislike about BoldTrail?** I have no dislikes about using Kv Core, it's good for business. **What problems is BoldTrail solving and how is that benefiting you?** Getting connected to clients and prospects **Official Response from Mary Owen:** > Thank you for your feedback, Ronnie! We appreciate you. Best, Mary Caroline ### 26. Could work for beginner agents but support and behind the scenes is chaotic **Rating:** 0.0/5.0 stars **Reviewed by:** JASON R. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2023 **What do you like best about BoldTrail?** KvCore has automation that can be helpful. I can see how starting agent who hasn't developed a marketing plan or brand could potentially find it helpful. It is a program that you set it and leave it. There's a set template and when you sign up as soon as you connect it KvCore starts to do its own automations. **What do you dislike about BoldTrail?** We have had a pretty awful experience. We originally were checking out different programs and soft wares for a new website, our sales representative made it sound like KvCore is a website company when really what they are is a CRM company with a VERY templated website. Their onboarding process actually has your website go live without any sort of editing, along with publishing an unedited, templated website, they also start their automations right away before we were able to review and personalize to make sure it was accurate to our brand. We also signed up for the Facebook integration, property boost. They promoted houses we had already sold or were pending. This all happened automatically before we had any sort of understanding of the system. When we realized the website could not do things like having a page with only our listings represented we requested to leave. This took over a month for the quality representative to contact us, that contact was a quick phone call saying they would need to review everything. After this we didn't hear from anyone for 2 months. My marketing manager sent them an email every week for a month asking for information. Eventually they followed up and informed us we were under contract and they would not be allowing us out of it. We signed our contract in September, we did not get to this point until December. Lack of support and communication has been a constant struggle for us. We are now just trying to make the best of it. **What problems is BoldTrail solving and how is that benefiting you?** We had hoped KvCore would help us with creating a better website but unfortunately it is not created for the website. At this point KvCore is not helping us solve any problems, we are just trying to figure out how we can make it work with our current marketing plan and branding. We already have a Follow Up Boss as our CRM. ### 27. Extremely customizable. **Rating:** 4.0/5.0 stars **Reviewed by:** Mike D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** If you can think it, KV Core can make your ideas come true. **What do you dislike about BoldTrail?** Since it is so diverse and customizeable, it can be a bit intimidating. **What problems is BoldTrail solving and how is that benefiting you?** CRM and marketing my listings. ### 28. Burn your money before signing up for KvCore **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2023 **What do you like best about BoldTrail?** If you have never used a CRM, don't want any tech support, don't have to pay for it or don't care about money, and are brand new in real estate, kvCore is the solution you need. The biggest positive I can think of is that, once you experience KvCore and decide to take your money elsewhere, every other option is an improvement. **What do you dislike about BoldTrail?** Pretty much everything. Horrible customer service...everyone you talk to (if you get an actual person and not a bot) will say it's someone else's job, they will take weeks to get back to you, they make you sign a 14-month contract (that should be a huge red flag right there...no motivation for them to keep you happy once you're in). The tech set up took 3-weeks and still couldn't get it right. Then tech support completely blew off a scheduled Zoom call, that they made ME schedule, and couldn't handle issues for weeks. Promises about service and capabilities were complete lies - don't believe it. The fact that this company is in business and hasn't yet been charged with multiple FTC or CFPB violations blows my mind. Tech support completely blew off a scheduled Zoom call, that they made me schedule, and couldn't handle issues for weeks. This platform is completely overhyped and underperforms on even a basic level. For a company that touts how good their SEO and social media is, just look at their online engagement...very minimal. They can't back up what they're selling, but will happily take your money for the next year. Burn your money before buying this - at least you'll stay warm. **What problems is BoldTrail solving and how is that benefiting you?** KvCore doesn't solve problems - it creates them. I feel bad for every agent and broker who is forced to use this abomination of a CRM platform. Not worth the hype. **Official Response from Mary Owen:** > Thank you for taking the time to leave us a review! I’m so sorry to hear about your experience with kvCORE. I'm curious to hear more about what capabilities you feel were lacking as far as not being able to engage with leads. If you'd like to expand on that, we’d love to hear from you at support@insiderealestate.com. Best, Mary Caroline. ### 29. I can't imagine life as a Realtor and Broker without kvCORE **Rating:** 5.0/5.0 stars **Reviewed by:** Charles G. | Brokerage Owner, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2023 **What do you like best about BoldTrail?** I love the lead routing and accountability features as a broker. The hashtag and smart number features are true lead-generation tools. I personally generate with just my agent account around 20 leads a week using these tools. I love the dashboard tiles that show me at a glance, real-time activity for my clients. The contact timeline displays each client's activity and is great at helping me and my agents stay organized. And of course I like the fact you can msg, call and email directly from the dashboard. By the way, customer service is great and usually pretty quick to resolve any questions I have! **What do you dislike about BoldTrail?** I would like to see the status of the listing (active, pending, etc) for each home listed when you use the listing tab. Better design and marketing tool for flyers, and make it flexible to add other agents to your flyers, including multiple agent pictures. Better buyer focused presentation tool, similar to the seller presentation. Maybe add more question marks or info hyperlinks to areas of the dashboard and timeline to explain features within each without having to go to the learning portal to get an explanation. KvCORE is rich with tools and features and it is not easy to remember how each works. **What problems is BoldTrail solving and how is that benefiting you?** - Lead generation - primarily organic and leads from using tools that are included - CRM contact organization and tracking - to stay on top of hot leads - Agent accountability and lead tracking - to help keep agents aware and enhance their success rates - Website and online presence - customers need a great place to go to search - Social Media automation - helps keep agents relevant and present ### 30. I have been impressed with the quick response from the agents to any questions I have. **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about BoldTrail?** I am pleased with the continued progress and improvements they make. **What do you dislike about BoldTrail?** I don't like how every response has the option to stop. **What problems is BoldTrail solving and how is that benefiting you?** Great customer service. **Official Response from Mary Owen:** > Thank you for sharing your concerns about the inability to delete contacts and the dated format. We appreciate your feedback and will work on making the platform more user-friendly and allowing for easier management of contacts. Best, Mary Caroline ### 31. KvCore has the appearance of customer support but none is really provided! **Rating:** 0.0/5.0 stars **Reviewed by:** John W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2023 **What do you like best about BoldTrail?** Nothing at all, It has been a huge disappointment across the board. Very slow to no support except taking days to respond to tech support requests and then giving unacceptable responses, which always resulted in no support. **What do you dislike about BoldTrail?** They refused to let my Realtor's name be shown next to their listings, saying it was not possible. Lying to me over and over after charging me $8,000 for a website and then not willing to give me a copy saying they own it. Then they broke the site when I told them none of my Realtors were using their platform, so we needed to move from $1,400 a month bill to a hosting fee of $400 a month. They then changed the site only to display my name next to all listings making me field a lot of unnecessary calls and anger my Realtors. My website is WelcomeHomeRealty.com, and I had to hire another company to rebuild it and then replace them, and they now continue to bill me and threaten to turn me over to a collection agency if I don't continue to pay them to not perform. Amazing how another company had no problem properly displaying listings. This company has no integrity at all; if you are a broker and even considering them, Run away and save yourself from losing thousands of dollars. I feel bad for all those Century 21 agents and EXP agents forced into their poorly performing system. Very seriously considering suing them. I rarely write negative reviews, but I wanted to ensure as many of my fellow brokers and realtors don't have to go through the negative experience, I am still getting billed for. **What problems is BoldTrail solving and how is that benefiting you?** None, they just make excuses not to fix problems and reasons to keep charging me after they stopped providing support for the product I paid dearly to have built on a custom basis! ### 32. Follow up machine **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** The most helpful thing about KVcore is the automation. I love that I can essentially set it and forget it. I also appreciate how KVcore's software plays well with others. **What do you dislike about BoldTrail?** The only thing I really dislike is the added fees for some features although I understand why it's needed. **What problems is BoldTrail solving and how is that benefiting you?** Follow up, lead distribution, and tracking the progress and notes for Leads that have been sent out to my team. **Official Response from Mary Owen:** > Hi Crystal! Thank you for leaving us your feedback! Automation within kvCORE saves agents so much time. We appreciate you! Best, Mary Caroline ### 33. overall good. Some glitches with the system that make it hard to communicate with clients **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about BoldTrail?** Helps me keep track of my clients and where they are at with the buying and selling process. Able to mass market and set up searches which is helpful. **What do you dislike about BoldTrail?** Clients with certain phone carriers do not get my texts or emails which makes it diffucult to work with them. alot of my emails go to spam. **What problems is BoldTrail solving and how is that benefiting you?** client data base managements, client searchs and mass communication ### 34. Great CRM/Marketing Tool for Real Estate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** CRM and all of the additional campaigns to help me stay in touch with my clients. Very easy to use once you get a hang of it. **What do you dislike about BoldTrail?** A few glitches but nothing big. Customer support usually responds quick **What problems is BoldTrail solving and how is that benefiting you?** It's great that it can be on autopilot and I saves me a lot of time to focus more on my business ### 35. KV Core is the best CRM I have found **Rating:** 5.0/5.0 stars **Reviewed by:** Adrienne T. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** It is very user friendly. I know exactly where to go when I need the info i am searching for and it is organized clearly **What do you dislike about BoldTrail?** I don't have any complaints with KV Core. I think it is very user friendly **What problems is BoldTrail solving and how is that benefiting you?** Keeps my clients organized. I can create campaigns with ease and I can set up alerts and reminders to keep me looking top of my game **Official Response from Mary Owen:** > Hi Adrienne! Thank you so much for your feedback! We're happy to hear our product is easy for you to navigate. We appreciate you! Best, Mary Caroline ### 36. KV Core is simply the best smart CRM for a realtor **Rating:** 5.0/5.0 stars **Reviewed by:** Youbel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** Simple and you have alot of tools like squeeze pages. The done for you stuff is great but it is really easy to use and create great campaigns yourself. **What do you dislike about BoldTrail?** It really does work well for a sigle agent but might be more than they need. Really shines for a team **What problems is BoldTrail solving and how is that benefiting you?** I use it for squeez pages to target specific buyers and sellers through facebook campaigns **Official Response from Mary Owen:** > Hi Youbel! Thank you so much for leaving us feedback. We're so happy to hear the squeeze pages are helping you target your buyers. We appreciate you! Best, Mary Caroline ### 37. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Seth P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** CRM organization is great and easy to use **What do you dislike about BoldTrail?** Leads aren't great, really don't amount to anything **What problems is BoldTrail solving and how is that benefiting you?** Organization and follow up ### 38. using Kvcore **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** I like the many marketing options I have. I love the ability to set my clients up on birthday or anniversary plans, just set and forget. it is easy to see who has visited our website, or any new leads that come in. **What do you dislike about BoldTrail?** Not much really. There is a lot too, so I think, honestly I am probably not using it to its full capacity. But there is plenty of training to help wiht that. Thanks! **What problems is BoldTrail solving and how is that benefiting you?** Staying in touch more reglarly with clients. ANd reaching out to new leads automatically for us! THis helps us be more productive **Official Response from Mary Owen:** > Lisa, thank you for your feedback! Lead follow-up is crucial to growing your business. We appreciate you! Best, Mary Caroline ### 39. Very effective! **Rating:** 4.0/5.0 stars **Reviewed by:** Mandi P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** Landing pages and campaigns help to keep you in front of clients. **What do you dislike about BoldTrail?** For me, the training could use some more detail. **What problems is BoldTrail solving and how is that benefiting you?** KvCore helps me to keep up with multiple contacts in one place. Allowing me to just send them my website and they enter their own info. Takes the work away from me so I can focus on something else ### 40. Easy to use and appreciate the auto responder **Rating:** 5.0/5.0 stars **Reviewed by:** Scott W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about BoldTrail?** Love the automatic response and once set up do notnhave to worry about making sure prospects are getting the touches necessary **What do you dislike about BoldTrail?** The mobile app on the phone seems a bot harder to use than the desktop access **What problems is BoldTrail solving and how is that benefiting you?** They are making easier to keep in touch with prospects so I do not need to keep track on my own ### 41. Program itself is good but too complicated and Customer service is not great. **Rating:** 2.5/5.0 stars **Reviewed by:** Melissa D. | Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2023 **What do you like best about BoldTrail?** The system itself is great. It helps to keep all your tools in one place. Has the capability that most CRMS do not. **What do you dislike about BoldTrail?** Trying to get assistance via chat or on the phone is awful. Half the time, the person who assists you gives you the wrong information, which is very frustrating. They need better training. I feel like I understand the System better than they do. It's tough to get the agents to buy into using it when we can't get answers easily or even correctly. They are supposed to be about saving agents time and automation, but the amount of time I spend trying to get emails to not go to spam is outrageous. What good is a drip campaign if no one sees them? I had to pay someone to look into this issue to see what can be done, but that seems counterproductive. If this is such an advanced system, you should have things in place to prevent that. There are several other things in the system that make no sense, and when I ask about them, I am told by Customer service that it is a good idea and we will bring it up to our technicians for future improvements. **What problems is BoldTrail solving and how is that benefiting you?** Keeping my contacts in one place and tracking my interactions ### 42. Clunky, terribly service, half operational tools and awful for Canadian users **Rating:** 1.0/5.0 stars **Reviewed by:** Jen N. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2023 **What do you like best about BoldTrail?** I like all the filtering options for leads. I like the way you can now change Smart Campaigns and templates better. **What do you dislike about BoldTrail?** I don't like that it doesn't feed into the Canadian MLS properly, you can't customize the website at all, the customer service is mostly terrible with people who have no idea what's going on. I dislike the reports, they are basically useless, I don't like that you cant mass add things liek hashtags and campaigns to more than 250 people at a time. I dont like you cant change sources after they have been entered into the system. I dont like administrators cant edit and merge all hashatgs in the organization. I dont like that it crashes a lot. I dont like that the help articles are usually outdated. I dont like the training videos. they are drawn out and boring. **What problems is BoldTrail solving and how is that benefiting you?** a place to hold leads. Literally its most useful use. ### 43. Comprehensive website and contact management **Rating:** 5.0/5.0 stars **Reviewed by:** Chad H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about BoldTrail?** Powerful website and comprehensive contact manager to organize and keep in contact with the most important contacts in your business. **What do you dislike about BoldTrail?** Default drip campaigns can be overwhelming to new prospects and need to be dialed back. **What problems is BoldTrail solving and how is that benefiting you?** It saves me a lot of time managing and prioritizing prospective leads while keeping in contact with existing clients. ### 44. Game Changer for Real Estate **Rating:** 5.0/5.0 stars **Reviewed by:** Antonio M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about BoldTrail?** The open house feature is next level. Capturing the leads that come through and adding them to your contacts. **What do you dislike about BoldTrail?** Some of the add-ons are a little on the pricey side **What problems is BoldTrail solving and how is that benefiting you?** Follow up is my biggest area for improvement. This software helps me look like a rockstar. ### 45. KcCORE helps me to stay organized and maintain my client database. **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa S. | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** Reminders and Anniversaries are most helpful when it comes to using KvCORE. **What do you dislike about BoldTrail?** I haven't yet found anything to dislike using KvCORE. I find it a very helpful tool. **What problems is BoldTrail solving and how is that benefiting you?** KvCORE is helping me to maintain my contacts by providing categories to place them in relation to my business. Organization is extremely important for any business to flourish. **Official Response from Mary Owen:** > Melissa, thank you so much for your feedback! You're right, staying organizing is so important for growing your business and maintaining the relationships with leads! Best, Mary Caroline ### 46. KVCORE HAS STREAMLINED MY FOLLOW UP SYSTEMS **Rating:** 5.0/5.0 stars **Reviewed by:** Barb A. | REALTOR, Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2023 **What do you like best about BoldTrail?** I FIND THE REMINDERS VERY HELPFUL. ADDITIONALLY, IT IS NICE TO BE ABLE TO FOLLOW UP WITH THOSE PROSPECTS I SEE ENGAGING/LOOKING AT PARTICULAR LISTINGS. I CAN USE THIS INFORMATION TO SET UP A SEARCH BASED ON THE CRITERIA THAT I SEE THEM LOOKING AT ONLINE. WHEN I SEE AN EMAIL, IF SOMEONE IS NOT OPENING MY EMAILS, IT'S EASY TO FOLLOW UP WITH A TEXT OR PHONE CALL SO I KNOW I AM STAYING TOP OF MIND TO THEM. **What do you dislike about BoldTrail?** THERE IS NOTHING I DISLIKE, BUT I DO WISH IT WAS A LITTLE EASIER TO SEND GROUP BCC EMAILS. MAYBE IT IS THE TRAINING THAT I NEED, BUT FELT IT SHOULD BE EASIER TO FIGURE THIS OUT. **What problems is BoldTrail solving and how is that benefiting you?** FOR ME, KVCORE SOLVES THE PROBLEM OF SORTING THROUGH CONTACTS. I REALIZED WITH A QUICK LOOK AT MY DASHBOARD, ON A REGULAR BASIS, I CAN STAY IN TOUCH WITH THOSE PROSPECTS THAT APPEAR TO BE ACTIVELY ENGAGING IN A HOME SEARCH AND/OR MY EMAILS. ### 47. CRM and then some! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia E. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about BoldTrail?** Efficient. Easy to use. Actionable insights. The products are always improving. The team is quick to respond to questions and issues. **What do you dislike about BoldTrail?** The criteria for listing alerts are not as robust as the MLS system itself. **What problems is BoldTrail solving and how is that benefiting you?** Seeing what leads are looking at, visibility into their activity. Easy to deploy bulk messages or campaigns. Task reminders. **Official Response from Mary Owen:** > Alicia, thank you for taking the time to leave us feedback! We are always looking for ways to update our product. Lead insights are a game changer for follow-up! Best, Mary Caroline ### 48. Super EASY to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Roberto A. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about BoldTrail?** Everything that I have needed up untill today as a new agent is in one place! **What do you dislike about BoldTrail?** That not everyone is utilizing such a great platform! **What problems is BoldTrail solving and how is that benefiting you?** As a new agent things can be confusing, or so I thought! Personally kvCORE is like having your own personal virtual marketing, administrative office! ### 49. Must have for realtors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoldTrail?** The ease of use and the customer service. Alway if you have a question they are quick to help. **What do you dislike about BoldTrail?** I would say it should run smother on safari browser. Seems to run better on chrome. **What problems is BoldTrail solving and how is that benefiting you?** Keeping me organized and keeping me in contact with my clients. ### 50. This is the POWER TOOL you need to be successful in real estate sales **Rating:** 4.5/5.0 stars **Reviewed by:** Tara E. | Principal Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about BoldTrail?** KV Core takes your customer database and super charges how you communicate with your customers. It integrates with Google accounts, so you can seamlessly sync your contacts, and your calendar. This CRM feature alone would be reason enough to use KV Core, but when you pair it with it's Lead Generation, task management, and Presentation builder, you have all the tools you need to generate leads, convert them, and close sales faster. It makes communication easy within transactions, and you can manage all of these things through one portal. **What do you dislike about BoldTrail?** The one thing I don't like about KV Core is that it doesn't have the option to separate spouses as separate contacts you can search. You have to list them individually and that can lead to confusion because you may end up with two mailers going to the same address. **What problems is BoldTrail solving and how is that benefiting you?** The problem KV Core solves is database management, and lead generation to conversion. It just makes Staying In Touch easy. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+10%3A27%3A12+-0500&secure%5Bsession_id%5D=c6c94e60-f2b6-4fbe-bf95-bf84039cdb3e&secure%5Btoken%5D=23024a8238c6f5c6554df442e2e0d463353625083885e099c0a79242d6c4346e&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)