About BoldTrail
BoldTrail, from Inside Real Estate, is a commercial platform for real estate agents, teams and brokerages. Its front-office system combines IDX websites, a lead engine, a smart CRM, marketing automation, transaction integration, business analytics and AI, and a separate product handles the back office.
BoldTrail BackOffice covers agent billings, agent onboarding, accounting with a QuickBooks integration, commission management and reporting. BoldTrail Recruit supports brokerage recruitment, retention and coaching through dashboards, reports, a transaction heat map, a net income valuation tool and smart campaigns. A marketplace adds extras such as PropertyBoost and Leads360.
BoldTrail is hosted software sold as packages, with a pricing and demo page and a quiz to help buyers choose. It has separate logins for the platform, back office and recruit products.
Key features
- Smart CRM for agents and teams
- IDX websites and a lead engine
- Marketing automation and integrated AI
- Back-office billing and commission management
- Brokerage recruiting and retention dashboards
- QuickBooks accounting integration
Good fit for
- →Running a brokerage back office
- →Recruiting and retaining agents
- →Generating leads through IDX websites
- Tags
- real-estate
- crm
- idx
- back-office
- brokerage
- lead-generation
- saas
BoldTrail: questions and answers
- What is BoldTrail used for?
- BoldTrail is a real estate platform from Inside Real Estate with CRM, IDX websites, lead generation and back-office tools for agents and brokerages. It is a good fit for running a brokerage back office, recruiting and retaining agents, and generating leads through IDX websites.
- How much does BoldTrail cost?
- BoldTrail is a paid product with no free plan.
- Is BoldTrail open source?
- No. BoldTrail is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Wukong CRM 15, Twenty and Krayin CRM.
- What are some alternatives to BoldTrail?
- BoldTrail competes with Lofty, Follow Up Boss and Cloze.
Open-source alternatives to BoldTrail
See all
Wukong CRM 15
CRM
Wukong CRM 15 is a comprehensive customer relationship management system that supports the
OSSvs Salesforce★ 535
Twenty
CRM
The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business
OSSvs Salesforce★ 58k
Krayin CRM
CRM
Krayin CRM is Free & Open Source CRM Built with Laravel for Customer, Lead, and Sales Mana
MITvs Salesforce★ 24k
SuiteCRM
CRM
SuiteCRM - Open source CRM for the world
AGPL-3.0vs Salesforce★ 5.8k
DeskcommCRM
CRM
Open-source AI sales OS — self-hosted CRM with native AI agents + WhatsApp (WAHA). Open al
MITvs Kommo★ 4.4k
Frappe CRM
CRM
Fully featured, open source CRM
AGPL-3.0vs HubSpot★ 3.7k
SaaS alternatives to BoldTrail
See all
Lofty
CRM
Real estate CRM with IDX websites, lead generation and team management
SaaS
Follow Up Boss
CRM
CRM and lead routing for real estate agents and teams
SaaS
Cloze
CRM
AI-assisted relationship CRM for real estate agents and brokerages
SaaS
Salesforce
CRM
Salesforce is a cloud CRM platform for sales, service and marketing teams to manage customers, deals and customer support in one system.
SaaS
HubSpot
CRM
HubSpot is a CRM platform that unites marketing, sales and customer service software, with a free CRM tier and paid hubs for each function.
SaaS
Attio
CRM
Customizable data-model CRM for startups and growth teams
SaaS

