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BoldTrail

SaaS

Real estate platform from Inside Real Estate with CRM, IDX websites, lead generation and back-office tools for agents and brokerages.

boldtrail.com
BoldTrail homepage screenshot

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.

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