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
Monitor all of your contacts meticulously, whether you are managing potential leads or nurturing established clients, as each profile captures essential information, detailed notes, communication options, and checklists for effective drip marketing or tailored interactions. Every transaction comes with its own timeline, allowing you to oversee the complete journey from initial sales details to final closing, with nothing overlooked in between. Customize your setup according to your specific requirements and preferences. Not all users will have access to this information, as it can be tailored for various administrative and team lead permissions to restrict visibility. You have the ability to establish workflows and set reminders for each contact, ensuring that your emails and interactions can be either highly personalized or automated to suit your style. Create comprehensive lists to meet all your reporting needs, and effortlessly generate brokerage sales and title/lender reports with a simple click. This streamlined approach enhances your overall efficiency and fosters better client relationships.
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
$39.99 per month
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
Lead2Deed
Founded
2016
Country
United States
Website
www.lead2deed.com
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
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
