BoldTrail

Pros: BoldTrail is a very powerful platform when agents understand how all the pieces connect. I like that it brings together multiple tools in one ecosystem including agent websites, CRM, listing landing pages, market reports, home valuations, CMA tools, DesignCenter marketing, and automation systems. For REMAX agents specifically, it integrates directly with our existing tech stack and can connect website activity to lead capture and follow up. When optimized properly, it allows agents to generate listing websites automatically, capture buyer and seller leads, and build long term database relationships without needing multiple third party tools. From a marketing and technology training perspective, I also appreciate that it gives agents a strong foundation to build on. Once profiles, SEO visibility, and automation systems are configured correctly, it can become a very effective business engine instead of just another software platform running in the background.

Cons: The biggest challenge is that many agents don’t realize how much setup and optimization is required to unlock the full value of the platform. Out of the box, the system exists and technically works, but if profiles, automation, lead routing, website content, and CRM workflows are not configured correctly, it can feel underwhelming. In reality, the platform is powerful but it requires intentional setup, ongoing training, and periodic maintenance. Another challenge is that many agents underestimate the system because they only use a small percentage of what it can actually do.

Pros: Website customization was great. The lead management was extremely helpful in keeping my leads and contacts organized.

Cons: The user interface was a little complicated but with trainings and continued use, it opened up a world of helpful tools.

Pros: It's a good way to keep things organized, Very user friendly. The support staff is always very quick to respond when help is needed.

Cons: The mobile app is horrible. It seems to not work great on any mobile browser which sucks cause im working while on the road a lot.

Pros: The ability to track and maintain all of your leads in one location! Keeping track of all your messages to your client via text and email in one program is great.

Cons: They recently have been having some issues with notifying me about messages coming from leads and clients.

Pros: I like that you can move your customer notes to the top of the contact listing. I like that you can control whether a customer receives texts or calls in profile.

Cons: The number of texts and emails sent to a new lead is much too much! The first thing I do when I receive a lead is to stop texts sent to their phone.

Pros: So far not much to like. I could go on and on but you can read more in the Cons below. I would love to get out of this contract.

Cons: $8e

Pros: Only how they treated you at the beginning. However, thereafter, they are unconscious and indifferent when I asked for cancelation due to their service that did not go anywhere. Their leads sucks and you cannot even one client.

Cons: I was initially told that if the system didn’t work for me or meet my needs, the company would be flexible and allow me to cancel. However, when I tried to do so, I was left in limbo and my cancellation request was denied. I am currently not working and unable to continue payments due to my financial situation. I feel the company did not honor its original commitment or act transparently in this matter.

Pros: I like how easy the Marketing ads are to use as well s the notifications for reminders, very useful for real estate

Cons: Wish there was a way to add more statuses to organize clients, there may be but i have not used boldtrail to its full capability.

Pros: The concept and interface look modern and promising. On paper, it’s an all-in-one platform for agents and brokerages with potential to streamline operations. In reality, it's been a nightmare.

Cons: xecution and reliability are major issues. Many key features don’t work as advertised, including basic site functionality and lead tools. Support is extremely slow, often unresponsive, and tickets can remain open for months without resolution. We even experienced a major security failure where authentication codes were sent to the wrong users, preventing agents from accessing their own accounts. Custom website features we paid thousands for never worked correctly despite repeated follow-up.

Pros: Very little, I have been using this since 2021, because my brokerage chose to use it, back when it was called KVCore. I have been begging them to get rid of it. Nothing changed, its still very bad at most things and OK at some things.

Cons: The support is horrendous, they may up answers, a solution that should take 10 minutes is an all day event and it is very unusual for them to solve anything. The only thing support seems to do well at is to point you to explanations of things but if there is a functional issue, the blame you, pretend like its not an issue or just stall for hours. It got to the point of me stopping to ask for a solution, maybe that was the goal in the end. Simple stuff like email setups, campaigns not triggering or IDX not working appropriately.

Pros: It’s a CRM system used to record and keep track of customers and clients. It provides a marketing and follow up system to help you successfully run your business

Cons: It takes a while to learn how to navigate through the platform. There is so much to learn and without direction you can miss opportunities.

Pros: Boldtrail is helping me get organized. I enjoy being able to set reminders for past clients and current clients.

Cons: More automation and AI would be nice. More automatic follow ups and easdy set up would be great for this platform.

Pros: The number of options and features are incredible. However, this does lead to a somewhat long learning curve to learn everything BoldTrail can do for you.

Cons: "Forcing" you to make phone calls, when in fact you're talking with a potential client via personal phone or text/email. You have to be careful about Market Reports you set up for a specific neighborhood because on more than one occasion, the market report ends up being for an entirely different city, which I've had clients point out to me. It's also easier to set up a more specific search in the MLS than with the options given in BoldTrail.

Pros: All of the options to gather your sphere, built in playbooks , and easy to market my expertise

Cons: Some what cumbersome for end users, need a lot more practice, would be nice to be able to use drag and drop!

Pros: It had a solution for remaining in contact with clients AFTER the sale closed. It also had a separate CRM for the Lender's client's. I own a mortgage company and Real Estate company, this was huge for me.

Cons: The Lender side of the platform is significantly limited. It should be expanded to match some of the features offered on the agent side.

Pros: Ease of use

Cons: I would like to be able to attach my own items in the emails

Pros: I love all of it so far I know that there are features I haven’t even tapped into

Cons: Right now, my only frustration is that I don’t know all the features lol. I am tapping into all the training I can find.

Pros: Tools to consistently connect with my sphere, creating tasks to keep me on track, tracking and utilizing my vitals

Cons: Learning how to create the landing pages were the most difficult

Pros: Property boost and CRM the smart campaign and the fact to manage my own website

Cons: MLS number are not there for some property to share with my client

Pros: The ability to have all my leads generated automatically into my CRM, the automation of campaigns and the combination of the IDX/listing marketing - all in one platform.

Cons: It can be glitchy at times. Ex: sending 2 (duplicate) texts when doing a blast text.

Pros: Absolutely nothing. Horrible customer service, lack of communication, horrible onboarding, hidden fees.

Cons: The fact we paid over 200k in fees and had an ROI of zero. They renew your contract without notifying you and refuse to let you out of it. Lots of hidden fees (ex. Website design quoted 5k and we cannot update our website without using "their techs")

Pros: The creative aspect is wonderful! they have templates that are fairly easy to make your own.

Cons: They set my profile up wrong and 4 days later and I still can't get it fixed. Not worth my time.

Pros: I like how everything connects and it is super responsive

Cons: I do not like how much some of the add ons cost