Average Ratings 9 Ratings
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Description
BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience.
Key features of BoldTrail include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes:
- Expert and Responsive Customer Service
- Integration Marketplace along with an Open API
- Organized Implementation Strategy
- Comprehensive Product Documentation
- Availability of Professional Services
This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.
Description
Utilizing the robust features of Microsoft Intelligent Cloud and Dynamics 365, the Facilities Management Accelerator dismantles the data silos often formed by conventional solutions, enabling organizations to manage their properties more effectively. This accelerator is designed to deliver 80% of the essential functionalities required for your industry in a readily deployable format, with ongoing support from Domain 6. By employing an industry accelerator, businesses can implement standardized and best-practice processes within their Dynamics 365 systems. This transition allows customers to shift from reactive to proactive service models, opening up new avenues for revenue generation. Additionally, it enhances the monitoring of asset and property expenses, thereby streamlining the process of charge backs and ensuring better financial management. Ultimately, the Facilities Management Accelerator empowers organizations to optimize their operational efficiency and achieve greater financial success.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BoldTrail
Yes
BoomTown
Yes
CINC
Yes
Docusign
Yes
Dropbox
Yes
Follow Up Boss
Yes
Google Drive
Yes
HomeBinder
Yes
LionDesk
Yes
Lofty
Yes
Integrations
BoldTrail
No
BoomTown
No
CINC
No
Docusign
No
Dropbox
No
Follow Up Boss
No
Google Drive
No
HomeBinder
No
LionDesk
No
Lofty
No
Pricing Details
$5 to $60/month/user
Total number of seats (agents and users) in your brokerage drives pricing, as does your selection of our three levels of plan: Simple Start, Standard, or Enterprise.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
Domain 6
Founded
2016
Country
United States
Website
domain6inc.com/solutions/industry-accelerators/facilities-management/
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Real Estate Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Commission Management
Yes
Contract Management
Yes
General Ledger
Yes
Mobile Access
Yes
Payroll
No
Property Development Management
No
Reporting / Analytics
Yes
Work Order Management
No
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
No
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
Product Features
Building Maintenance
Asset Tracking
Yes
Commercial Properties
Yes
Customer Database
No
Dispatch Management
No
Inventory Management
Yes
Job Costing
No
Job Management
No
Maintenance Scheduling
Yes
Residential Properties
No
Routing
No
Scheduling
No
Work Order Management
Yes
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
Yes
Strategic Planning
No
Equipment Maintenance
Customer Database
No
Dispatch Management
No
Equipment Tracking
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
Yes
Warranty Tracking
No
Work Order Management
Yes
Facility Management
Asset Management
No
Commercial Properties
Yes
Equipment Management
No
Facility Scheduling
Yes
Incident Management
No
Inspection Management
Yes
Inventory Control
No
Maintenance Tracking
No
Preventive Maintenance
Yes
Residential Properties
No
Room Scheduling
No
Schools
No
Space Planning
No
Vendor Management
Yes
Visitor Management
No
Work Order Management
Yes
Fleet Maintenance
Cost Tracking
No
Fuel Tracking
No
Maintenance History
No
Maintenance Scheduling
Yes
Parts Inventory Management
No
Repair Tracking
No
Tire Management
No
Vehicle Information
No
Warranty Tracking
No
Work Order Management
Yes
Hospitality Property Management
Built-in Accounting
No
CRM
No
Catering
No
Employee Management
No
Extended Stay
No
Front Office Management
No
GDS / OTA Integration
No
Group Management
No
Guest Experience (GEM)
No
Housekeeping Management
No
Loyalty Program
No
Maintenance Management
Yes
Marketing Automation
No
Marketing Management
No
Multi-Property
No
Online Booking
No
Point of Sale (POS)
No
Reservations Management
No
Reviews Management
No
Single Property
No
Vacation Rental
No
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
No
Dispatch Management
No
Inventory Control
No
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
No
Planning Calendar
No
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Preventive Maintenance
Condition Monitoring
No
Inspection Management
Yes
Maintenance Scheduling
Yes
Mobile Access
No
Predictive Maintenance
Yes
Purchasing
No
Reminders
No
To-Do List
No
Vendor Management
Yes
Work Order Management
Yes
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
Yes
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
No
Expense Management
No
Insurance Management
Yes
Landlord Database
No
Late Fee Calculation
No
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
No
Payment Processing
Yes
Portfolio Management
Yes
Rent Tracking
Yes
Residential Properties
Yes
Tax Management
No
Tenant Database
No
Tenant Portal
Yes
Vacancy Tracking
No
Website Management
No
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
Yes
Transaction Review
No
Rental Property Management
Credit Check
No
Expense Management
No
Online Payments
No
Owner Portal
No
Tax Management
No
Tenant Management
No
Tenant Portal
Yes
Tenant Screening
No
Vacancy Tracking
No
Website Management
No
