Average Ratings 9 Ratings
Average Ratings 6 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
The Top Producer CRM gives agents the tools they need today to maintain client relationships at all stages of the client lifecycle. Top Producer is more than just contact management. It provides MLS data, email and websites, text, intelligent insight, and automated marketing to keep you top of mind. Top Producer provides a wealth of conversion campaigns, transaction workflows and situational templates that will help you maximize your day.
Keep in touch with contacts by using 360 views and X-Factor insights from social media. These insight auto-update profiles, photos and interests, as well as jobs and locations.
MLS Property Insights Track your client's properties of interests with a free MLS Connection* for listings shown, viewed or inquired about.
Create dynamic workflows starting with a new lead and ending with a close. These will be updated as tasks are completed, minds change, or dates miss.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Dropbox
Yes
Google Drive
Yes
123FormBuilder
No
BoldTrail
Yes
BoomTown
Yes
CINC
Yes
Follow Up Boss
Yes
Gmail
No
HomeBinder
Yes
LionDesk
Yes
Integrations
Dropbox
Yes
Google Drive
Yes
123FormBuilder
Yes
BoldTrail
No
BoomTown
No
CINC
No
Follow Up Boss
No
Gmail
Yes
HomeBinder
No
LionDesk
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
$109/month/user
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
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
Top Producer Systems
Founded
1982
Country
United States
Website
www.topproducer.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
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
No
Strategic Planning
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
No
Property Database
Yes
Website Management
Yes
Real Estate CMA
Contact Management
Yes
Lead Capture
Yes
Market Charts
Yes
Presentation Tools
No
Price Forecasting
Yes
Proposal Generation
No
Templates
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
Yes
Real Estate Marketing
Advertising Management
No
CMA
No
CRM
Yes
Contact Management
Yes
Email Marketing
Yes
Lead Generation
Yes
Listing Management / IDX
Yes
Presentation
No
Reporting / Analytics
Yes
SEO
No
SMS Marketing
No
Social Media Marketing
Yes
Virtual Tour
No
Website Builder
Yes
Real Estate Property Management
Billing & Invoicing
No
Commercial Properties
No
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
Yes
Rent Tracking
No
Residential Properties
Yes
Tax Management
No
Tenant Database
No
Tenant Portal
No
Vacancy Tracking
No
Website Management
No
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
Yes
CRM
Yes
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
No
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
