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BoldTrail Reviews & Product Details

BoldTrail Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

BoldTrail Media

BoldTrail Demo - IDX Website Builder
IDX website builder for brokerages, teams, and agents.
BoldTrail Demo - Marketing Automation
A robust marketing automation system nurtures SOI contacts & leads on autopilot (mass text & email blasts, video messaging with BombBomb, and more).
BoldTrail Demo - Lead Engine Dashboard
Over 20 different lead generation tools help agents build pipelines and have better conversations.
BoldTrail Demo - Smart CRM
A smart CRM organizes and prioritizes SOI contacts & leads based off intent data and notifies agents and teams.
BoldTrail Demo - Mobile App
A mobile app empowers agents to access the BoldTrail platform with the swipe of a thumb.
BoldTrail Demo - Vitals
Vitals is a dynamic, data-driven feature designed to empower real estate professionals with actionable insights to improve performance, foster engagement, and drive results
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BoldTrail Reviews (1,528)

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Reviews

BoldTrail Reviews (1,528)

View 1 Video Reviews
4.5
1,528 reviews

Pros & Cons

Generated from real user reviews
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RD
Owner CFO of Brokerage
Small-Business (50 or fewer emp.)
"BoldTrail Unite 2025 Experience"
What do you like best about BoldTrail?

Unite had fantastic information and collaboration. The BoldTrail package with Front Office, Back Office and Recruiting creates an entire database that integrates and helps you run your business in the most effective possible way with the latest technology! Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Would prefer more add-ons to be inclusive in pricing Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail

We're glad to hear that you found Unite to be a fantastic experience with valuable information and collaboration. We appreciate your feedback about the pricing and add-ons, and we will take this into consideration for future improvements.

Nick C.
NC
Chief Technology Officer
Mid-Market (51-1000 emp.)
"Powerful CRM Platform"
What do you like best about BoldTrail?

The ability to hashtag/label contacts any way that makes sense to me is huge. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

The UI can be overwhelming and make it seem much more complicated to use than it is. Thankfully there have been many UI improvements over the years to mitigate this! Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail

Nick, thank you for sharing your feedback. We are continuously striving to make the platform more user-friendly, and we appreciate your patience as we work on UI enhancements. Best, Mary Caroline

Ivy C.
IC
Office Manager
Mid-Market (51-1000 emp.)
"Business on Auto-Pilot and Endless Resources"
What do you like best about BoldTrail?

The system is incredibly robust. Its great for making sure no leads fall through the cracks, and you are always connecting with your sphere in different ways. If you aren't logging in daily, you're missing something. The presentation tool, digital and print marketing material templates are wonderful for those agents who just need a good place to start. Never go empty handed! The chat support is also great to use. The AI usually can point you in the right direction, but if you need further information you can easily connect with a person. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Sometimes the mobile application has issues when using. I recommend to all my team to use the web version. I also wish the search alerts for clients had more filter options. Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail

Hey Ivy! Thank you so much for taking the time to leave us such an awesome review! BoldTrail is helpful with keeping you on track and making sure all of your leads have been followed up with. We appreciate you, your business and your support! Best, Mary

Cheryl S.
CS
Sales Agent and Adminidtrator
Small-Business (50 or fewer emp.)
"This is the platform if you are ready to scale"
What do you like best about BoldTrail?

All of the integrations and partners in the market place allow agents to live in BoldTrail and have ongoing relationships with buyers and sellers on their terms with a partner who really knows them. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

The features that need attention to work easily like the drawing tool. Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail

We appreciate your input. Our goal is to provide a platform that enables you to engage with your database effectively. We are committed to continuously improving our features, including the drawing tool, to better serve your needs.

Michelle B.
MB
Transaction Manager
Small-Business (50 or fewer emp.)
"I love the customization ability!"
What do you like best about BoldTrail?

Being able to customize the fields and other features for our individual needs is a game changer in my opinion! Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Some features could use improvement, but couldn’t we all! It’s on the right track. There are mini adjustments that can be made such as fonts and color customization within comments but also to allow select users the ability to adjust themselves (such as themes) without bugging customer support. Review collected by and hosted on G2.com.

DC
Broker Owner
Small-Business (50 or fewer emp.)
"Automation for lead follow up with Boldtrail is very very good. I also love"
What do you like best about BoldTrail?

Marketing of listings directly from the platform is very good. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

I would like to be able to add agents in smaller groups. The cost to jump to 10 agents is too high for us. We would like ability to add one or two at a time. Review collected by and hosted on G2.com.

Tavia R.
TR
Manager customer training
Enterprise (> 1000 emp.)
"One System to Rule them All"
What do you like best about BoldTrail?

BoldTrail integrate seamlessly with all the processes that agents use to build their business , they can generate a leads, convert leads stay in touch with past clients all while tracking their business and understanding return on investment in the time that they are spending to generate leads in every pathway. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

There isn’t the ability to merge or dedupe Review collected by and hosted on G2.com.

CB
Owner/Broker
Small-Business (50 or fewer emp.)
"Amazing all inclusive platform"
What do you like best about BoldTrail?

BoldTrail allows me to keep the consumer 1st and continually updated in the process, the top available properties, and next steps. The AI is a game changer! Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Nothing yet as we are still learning the platform. The app could be a little more user friendly. Review collected by and hosted on G2.com.

Response from Jess Cave of BoldTrail

Thank you for sharing your positive experience with BoldTrail! We understand the importance of time management, communication, and technology consolidation, and we're glad to hear that BoldTrail is helping you in these areas. We will definitely take your feedback on the app's user-friendliness into account.

Phil H.
PH
Associate Broker
Enterprise (> 1000 emp.)
"Get on The Bold Trail!"
What do you like best about BoldTrail?

Bold Trail keeps me in constant contact with my client and prospect data base as well as providing me with cutting edge technology to promote my listings. Bold Trail just about does it all. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Nothing comes to mind. I am very pleased with Bold Trail. Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail

Thank you for sharing your positive experience with Bold Trail! We're glad to hear that it's meeting your needs and providing the solutions you require for constant contact with clients and prospects.

Megan S.
MS
Real estate agent
Small-Business (50 or fewer emp.)
"I love the desk top version. The options and flexibility and ease."
What do you like best about BoldTrail?

The vitals and the AI integration system is really a plus. It keeps things going when I’m on the road Review collected by and hosted on G2.com.

What do you dislike about BoldTrail?

Sometimes it’s not helpful with people who are tech challenged Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

16 months

Average Discount

15%

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BoldTrail Features
Contact & Account Management
Opportunity & Pipeline Management
Task / Activity Management
Lead Scoring
Contact Management
Lead Generation
Marketing Automation
Third-Party Integration
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