Business Intelligence and Analytics

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

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Key Features

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Full Lead Lifecycle

See exactly how your business performs at every stage of the sales pipeline. BoldTrail highlights engaged contacts and shows who needs attention to maximize results.

Marketing Source Performance

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.

Agent Performance & Accountability

Get a clear view of your agents’ pipeline, sales volume, and performance. See who’s using the system, responding to leads, and keeping their sphere engaged with campaigns.

Visibility Across Agents, Teams, and Offices

Get a clear view of your agents’ pipeline, sales volume, and performance. See who’s using the system, responding to leads, and keeping their sphere engaged with campaigns.

The Ultimate Performance Dashboard

In-depth agent performance insights served up automatically, so you can track progress, celebrate & coach your agents, and act on insights faster than ever.

Marketing source performance product shot

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