BOLDTRAIL PLATFORM
AI-Powered Smart CRM
Leverage powerful automation to engage more contacts and close more deals.
100M
LEADS & contacts
managed
#1
rated mobile
crm app
1M
phone call minutes
each month
72M
email & Texts automated each month
You Need A Serious Follow-Up Machine
Your CRM should be smart. It should serve as a powerhouse virtual assistant for your agents, helping maximize their efforts and free up their time so they can focus on what they do best: selling real estate. BoldTrail is built to drive more business across your team: from validating and routing leads, to intelligently nurturing prospects and surfacing the hottest opportunities.
Key Features of BoldTrail’s
AI-Powered Real Estate 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.
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.
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.
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.
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.
“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.
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.
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.
Wendy Iglesias
Chief Information Officer // The Keyes Company
The BoldTrail Platform tracks and watches consumer behavior, and then ENGAGES WITH THE CUSTOMER ON BEHALF OF THE AGENTS with timely and relevant information based on their behaviors.
Interested in learning more?
See what BoldTrail can do for your business.
Or call us:
(877) 896-0778