BOLDTRAIL PLATFORM

Business Intelligence & Analytics

Get end-to-end visibility throughout your brokerage to minimize mistakes and maximize profitability.

boldtrail business intelligence and analytics

Key Features of BoldTrail’s

Business Intelligence & Analytics

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Understand how your business is doing at every point of your sales pipeline.  No more having to guess which areas positively or negatively impact your bottom line. BoldTrail highlights which contacts are engaged and, more importantly, who needs attention to maximize results.

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Optimize marketing campaigns and advertising spend with detailed source performance reporting. See where your business is coming from and what sources have converted into active clients and closed transactions.

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Get a detailed look at your agents’ pipeline, sales volume and the performance driving it. See who is utilizing the system, who’s responding to new leads, keeping their sphere of influence engaged with campaigns and more.

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Get access to mission critical data across your entire organization. See rollup reporting across your entire brokerage or drill down into a specific office, team or agent. You can compare agents-to-agents, teams-to-teams, and offices-to-offices to highlight coaching opportunities and focus your time where it’s needed most.

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Carlos Villanueva

District Sales Manager // The Keyes Company


I interact with BoldTrail on a daily basis. Looking at the Business Activity pipeline, it prompts me to do a coaching session. If I didn’t have that information, I’d be flying blind.

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