Average Ratings 9 Ratings

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Average Ratings 0 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

Perfect for agents, teams, and brokerages aiming to enhance their efficiency, Propertybase offers a solution that converts leads into long-term clients. Explore how Propertybase, in partnership with Lone Wolf, delivers the most extensive suite of tools in the industry, encompassing CRM, Back Office, Lead Generation, Marketing, and more, ensuring a smart and fluid experience at every stage from search to sale. This innovative combination of IDX websites, CRM, and back-office solutions empowers real estate professionals to tackle the modern challenges they face. While technology plays a significant role, it will never diminish the essential value provided by real estate agents. With Propertybase, you can automate tedious tasks, reach a broader audience, and advance your business effectively. The Propertybase Salesforce Edition is designed to support real estate operations in over 60 countries, leveraging market-leading technology for growth. Moreover, Propertybase GO fosters collaboration and boosts performance, making it the perfect software choice for enhancing your brand’s visibility and impact in the real estate market. As the industry evolves, having the right tools at your disposal is more important than ever for sustained success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BoldTrail Yes 
BoomTown Yes 
Brightcall No 
CommVersion No 
Curb Hero No 
Docusign Yes 
Dropbox Yes 
Follow Up Boss Yes 
Google Drive Yes 
HomeBinder Yes 
Lofty Yes 
Propertybase Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SurveyMonkey Yes 
SyncApps No 
TRIBUS Yes 
Updater Yes 
Xero Yes 
Zapier Yes 

Integrations

BoldTrail No 
BoomTown No 
Brightcall Yes 
CommVersion Yes 
Curb Hero Yes 
Docusign No 
Dropbox No 
Follow Up Boss No 
Google Drive No 
HomeBinder No 
Lofty No 
Propertybase No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SurveyMonkey No 
SyncApps Yes 
TRIBUS No 
Updater No 
Xero No 
Zapier 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

$79 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 Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

BoldTrail

Country

United States

Website

boldtrail.com/platform/

Vendor Details

Company Name

Propertybase

Website

www.propertybase.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

Lease Management

Billing & Invoicing No 
Commercial Leases No 
Contact Management Yes 
Landlord Database No 
Lease Classification Yes 
Portfolio Management No 
Property Management No 
Residential Leases No 
Retail Leases No 
Sublease Management No 
Tenant Database No 

Real Estate Agency

Calendar Management No 
Client / Property Matching Yes 
Client Database No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management No 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Marketing

Advertising Management No 
CMA No 
CRM No 
Contact Management No 
Email Marketing No 
Lead Generation No 
Listing Management / IDX No 
Presentation No 
Reporting / Analytics No 
SEO No 
SMS Marketing No 
Social Media Marketing No 
Virtual Tour No 
Website Builder No 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing No 
Portfolio Management No 
Rent Tracking No 
Residential Properties Yes 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

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