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AI-Powered Smart CRM

Leverage powerful automation to engage more contacts and close more deals.

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Key Features

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A Personal, Private CRM

Break down adoption barriers by empowering every agent and team with their own personal, private CRM. Track and control company generated business while providing agents peace of mind with contact privacy for their own leads and database.

One Central Place to Manage Leads

Finally, one central place to manage leads, nurture your sphere and grow your database. BoldTrail is designed to convert leads while also engaging your agents’ sphere of influence to help drive repeat & referral business, from one central dashboard.

Ongoing Contact Validation & Insights

Get the most out of every lead with validation to confirm contact information and add outside data sources like home address, social media profiles, life events and more. BoldTrail’s ongoing validation will make sure your agents always stay in the know and are prompted to follow up with leads & contacts at just the right time.

Sophisticated Lead Routing

Quickly route leads to the right agent, right away. Sophisticated lead routing rules can send listing agents leads from their own listings, while routing other leads by source, location, price point and more. BoldTrail’s built-in accountability rules ensure your best agents are rewarded, while automatically removing agents who don’t follow up.

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AI-Driven, Automated Follow-Up

BoldTrail leverages AI and rich behavioral insights to engage 5-10X more leads and contacts. Did a lead just view several properties? They’ll get a text with more info, automatically. Did they save a property as a favorite? They’ll get an email with similar homes, automatically. Save your agents valuable time while ensuring no opportunity slips through the cracks.

Tasks, Mass Email, Text & Video

“Where do I start today? Who should I contact? And how? Take the uncertainty out of follow-up with a dashboard that surfaces the hottest opportunities and activities for the day. BoldTrail shows agents exactly what to do and makes taking action easy with task plans, a built-in dialer, mass email, text and video messaging – all available right from the homepage.

Collaborate with ISAs, Lenders & More

Collaborating across your brokerage has never been easier. Agents can now share contacts with an ISA, Transaction Coordinator, Listing Coordinator, and even your Lender to minimize roadblocks. BoldTrail provides all the information you need directly on the contacts page and makes sharing notes as simple as the click of a button.

Top Rated Mobile App

Help agents stay productive, right from the palm of their hand with BoldTrail’s top rated Mobile App. Daily call lists and a power dialer ensure they stay in touch with opportunities on the go while logging notes and future follow up automatically.

100M

Leads & Contacts Managed

#1

Rated Mobile
CRM App

1M

Phone Call Minutes Each Month

72M

Email & Texts Automated Each Month

Trusted Voices. Real Results.

“It’s not just a CRM but a lead generating machine that drives leads to my website. Not only can I create ads/links with multiple properties or even a single property, I can easily do neighborhood market reports, send automatic monthly valuations and that’s just to start. It is invaluable to my business!”

Suzie Savage

Associate Broker & Team Leader | eXp Realty LLC

“It’s a solid CRM, it has a lot of tools you can expand on. There’s a lot of things that can fall short with tech; good service can cover up most of those things. And if you don’t have good service and all you have is good tech, you’re gonna fall short every time. BoldTrail has both, which to me, goes a long way from a client-facing role.”

Kristi Wiles

Manager of Agent Success | Radius

“BoldTrail represents a new era, merging the best of technology with a bold vision for the future. As a beta user, I find the new UI nothing short of revolutionary. With enhanced AI integrations, vital statistics/coaching tools, automation, and website customization tools, BoldTrail is transforming how our agents work and succeed.”

Kevin Johnson

CEO and Managing Broker | Century 21 Edge

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(877) 896-0778