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About

BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more.

About

Expert lead generation, IDX websites, intelligent CRM, lead management services and more, come in flexible packages that scale with your success. See why BoomTown is the #1 user-rated real estate CRM year after year! Expert lead generation, IDX websites, intelligent CRM, lead management services and more, come in flexible packages that scale with your success. You know where you want to go. We know how to get you there. A true extension of your team, we respond to prospects 24/7 in as little as 90 seconds, nurture them for up to one year, so agents get transaction-ready leads. Rest assured that prospects get the attention they need, agents focus on active buyers and sellers, and conversions accelerate. The best-of-the-best do things differently, and that’s why they choose BoomTown over any other CRM to make success easy. The only real estate solution that helps you generate, qualify, manage, and convert leads with ease.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate agencies, professionals and companies looking for a real estate layout planning solution

Audience

Real estate

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.3 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.7 / 5
support 3.3 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 4.0 / 5
design 4.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoldTrail
Founded: 2017
United States
boldtrail.com

Company Information

BoomTown
Founded: 2006
United States
boomtownroi.com

Alternatives

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
Top Producer CRM

Top Producer CRM

Top Producer Systems
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
Elevate CRM

Elevate CRM

Elm Street
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

BoldTrail’s AI-powered Smart CRM is more than a database, it’s a predictive, intelligent assistant that helps agents work smarter, not harder. Its machine learning engine continuously analyzes client behavior (views, clicks, saves, searches) to identify high-intent leads and trigger automated follow-ups, so agents never miss the moment to engage. AI prioritizes daily tasks based on real-time activity, surfaces “likely to convert” contacts, and recommends the right action to take, whether a call, text, video message, or email, fully integrated into one command center. Agents receive smart reminders and insights tied to life events, buying signals, or market shifts, enabling hyper-personalized outreach at scale. The result? A CRM that not only organizes contacts but proactively helps close more deals, faster. With BoldTrail’s AI, agents build deeper relationships, reduce response time, and dramatically increase lead conversion rates.

BoldTrail’s Present CMA & presentation builder is a next‑generation tool that compiles stunning, customizable reports in under a minute. Automatically draft compelling, branded CMAs for buyer and listing presentations with a user-friendly interface and different themes like “traditional” “modern” or “luxury” to tailor the look and feel to your clients’ needs. The platform also tracks engagement, sending instant alerts when clients open or review specific slides, so agents know exactly what resonated and when to follow up. Tailored “Win the Representation” slides further help buyer’s agents showcase their expertise and compensation structures. Trusted by leading agents and brokerages, BoldTrail’s CMA builder turns data into dynamic, client‑ready presentations proven to help win listings, offers, and relationships

BoldTrail’s Real Estate Marketing tools put your marketing efforts on autopilot with advanced behavior-based automation that adapts to client actions like views, saves, clicks, and more, to trigger relevant content automatically, and boost engagement by 5–10× over traditional campaigns. Agents can effortlessly deliver hyper-local, real-time listing alerts that are driven by custom geographic zones, MLS criteria, and customer behavior, so clients receive only the most relevant listings. Engaging market reports showcase home valuations and neighborhood trends, reinforcing agent expertise and trust. Choose from BoldTrail’s intelligent pre-built multi-channel workflows that include email, SMS, video messaging, and voicemail drops, with automated scheduling for birthdays and anniversaries. Built-in video messaging, advanced HTML email editor, and fully integrated print marketing tools make it easy for agents to share beautiful, branded content across channels with minimal effort.

BoldTrail’s transaction management solution offers a fully integrated, end-to-end system to manage real estate deals from contract through closing. It centralizes real-time deal tracking, allowing agents to visualize each transaction’s status, upcoming deadlines, and custom workflow stages. Documents are securely cloud-stored and accessible at any time, with built-in e‑signature tools and automated version control to ensure accuracy and compliance, and eliminate paperwork and errors. Automated workflows assign tasks, pre-fill forms, and trigger reminders for key milestones, reducing admin work and accelerating closings. Collaboration is streamlined with multi-party communication tools, in-app messaging, and a client portal that keeps everyone informed, sharing documents and updates in real time. Plus, robust reporting and analytics surface performance insights, from efficiency and cycle times to conversion rates, empowering brokers and agents to optimize workflows and grow revenue.

Categories

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing Features

Advertising Management
CMA
Contact Management
CRM
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CMA Features

Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Agent Legend
BoldTrail Back Office
Facebook
dotloop
Airtable
Axis LMS
Calendly
CallRail
Campaign Monitor
Google Analytics
Google Contacts
Happy Grasshopper
HubSpot Customer Platform
Mailjet
Microsoft Outlook
SurveyMonkey
Todoist
VoiceDrop.ai
Wufoo
Zoho CRM

Integrations

Agent Legend
BoldTrail Back Office
Facebook
dotloop
Airtable
Axis LMS
Calendly
CallRail
Campaign Monitor
Google Analytics
Google Contacts
Happy Grasshopper
HubSpot Customer Platform
Mailjet
Microsoft Outlook
SurveyMonkey
Todoist
VoiceDrop.ai
Wufoo
Zoho CRM
Claim BoomTown and update features and information
Claim BoomTown and update features and information