BoldTrail

AI-powered real estate platform that gives agents, teams and brokerages a CRM, IDX websites, lead generation, marketing automation and listing tools on one connected system.

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Overview

Agents capture leads through configurable IDX websites and the built-in lead engine, then use the Smart CRM to score and prioritize contacts by behavior and intent, run automated email and text campaigns, and track every interaction on a timeline. HomeSearchAI lets buyers search in natural language and powers smarter listing alerts, while the Streams mobile app pushes real-time lead signals to agents' phones. Listings can be promoted through social media posting and bulk texting. BoldTrail BackOffice adds transaction checklists, eSignature, commission automation for splits, fees and sliding scales, accounting and agent onboarding for brokerages. Pricing is quote-based and depends on account size, products and add-ons.
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Who it is for

Organization Types
  • Business

Product

Solution Kind
Platform

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Before you choose

Check before choosing

  • A solo agent seeking only a single lightweight lead generation tool may find the full platform more than needed.
  • A brokerage needing only one narrow piece, such as a standalone dialer or simple website, may prefer a smaller tool.

Features

Interaction Tracking

Full timeline of every interaction with a contact

Real-time alerts when a lead visits the site or engages with a listing

Categories: Real Estate CRM

Lead Management

Organize contacts and leads automatically

Prioritize follow-up by behavior and intent

More details & conditions: Lead Management

Send email and text campaigns with merge tags

Schedule and dial calls

Categories: Real Estate CRM

Contact Management

Contacts table with saved filters, ponds, status and type

Bulk email, text and video messaging

More details & conditions: Contact Management

Personalized campaigns with merge tags

Categories: Real Estate CRM

Client/Property Matching

Natural-language home search for buyers via HomeSearchAI

Automated alerts based on natural-language criteria

More details & conditions: Client/Property Matching

Re-engage cold leads with matching listings

Categories: Real Estate CRM

Lead Capture

IDX website forms and property search create tracked leads in the CRM

Lead capture from the branded listing app

Categories: Real Estate CRM

Lead Generation

Lead Engine Dashboard with 20+ lead generation tools and sources

Leads land in the CRM with status and notification

Categories: Real Estate CRM

Lead Qualification

AI-driven lead scoring based on behavior and intent

Follow-up prioritization

Categories: Real Estate CRM

Pipeline Management

Live pipeline view in the Streams mobile app

AI flags contacts heating up and deals needing attention

Categories: Real Estate CRM

Listing Management

Manage and promote listings in one place

One-click Facebook posting and bulk texting

More details & conditions: Listing Management

Capture leads and start nurture campaigns from the branded app

Categories: Real Estate Agency

Lead Management

Lead prioritization by behavior and intent

Automated nurture campaigns

More details & conditions: Lead Management

Lead Engine sources feeding the CRM

Categories: Real Estate Agency

Contact Management

Central contact database with filters and ponds

Contact data feeds BackOffice transactions without duplicate entry

Categories: Real Estate Agency

Client/Property Matching

Natural-language property search for buyers

Listing alerts matched to client intent

Categories: Real Estate Agency

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Transaction Management

Transaction checklists and notifications

Forms and eSignature

More details & conditions: Transaction Management

Start a transaction from CRM contact data

Categories: Real Estate Agency

Lead Capture

IDX website lead capture forms

Lead Engine sources land directly in the CRM

Categories: Real Estate Agency

Commission Management

Splits, fees, sliding scales and unlimited commission plans

Next-day ACH disbursements to agents

More details & conditions: Commission Management

Agent and transaction ledgers

Categories: Real Estate Agency

Technical details

API

Programmatic access
Yes
Outbound webhooks
Yes

Deployment

Client Channels
  • Browser
  • Mobile app
  • API
Delivery Models
  • Cloud (SaaS)

Support

Channels
  • Email
  • Phone
  • Chat
  • Knowledge base

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