BoldTrail

Pros

Having previously been an admin in the 90's, followed by then being an assistant to various agents, and now being a licensed Realtor since 2006. I have seen how the industry has evolved along with new technology. I have seen what works and what doesn't work. And, KVCore is a platform that combines all the latest technology into one platform to assist agents. It's the first thing I log into each day.

Cons

Sometimes I would prefer to be able to call in for help versus waiting for a response.

Pros

Ease of use but its very IT centric. People who are not confortable with computers really struggle.

Cons

The Open House app. Poor design.
Too IT centric for the average person.
Interfaces are incorrect.
Unable to set up a range in alerts for maintenance fee and lessehold fee.

Pros

They have good marketing - if it only functioned as advertised.

Cons

The CMS is terrible and buggy. The "training" materials are dated, with many of the videos not even matching the current layout (their FB site has one from 2019 pinned as the "101 Video).

Pros

Sure, I like BoldTrail because of its all-in-one platform for CRM, lead generation, and marketing automation.

Cons

What I like least about BoldTrail is that some features still feel tailored more for the U.S. market, which creates limitations for Canadian agents like myself. Additionally, the support is slow and not always helpful.

Pros

The dashboard, smart CRM, automated tools such as the marker report and smart campaigns. API automation is also crucial to do it yourself connection to third party lead gen.

Cons

There isn’t anything that I don’t like about kvcore. I do wish they’d make a design on releasing the free version of Core Home to all brokerages

Alternatives Considered

Reasons for Choosing BoldTrail

Switched From

Reasons for Switching to BoldTrail

Pros

It's easy to put in names. I like the verifications.

Cons

The cost of the system is just the base price but doesn't really offer anything that other systems offer. I thought the system would provide more other than just a CRM.

Pros

Tutorials are great, the system proves itself worthy even when using a small portion of its capabilities.

Cons

This is a big system that requires constant training.

Pros

All in one database that keeps all clients and customers organized. Allows to make "touches", searches, and categorize.

Cons

Lag time. Program seems to drag often needing a cache flush sometimes more than once in a day. Would like to see more options for criteria when searching properties.

Pros

It’s easy to organize my contacts and stay in touch with them.

Cons

When I send an email, I can only select a few contacts at a time. It would be nice to click on the group and send the info one time.

Pros

I loved the ability to import my leads with ease, and to start them on a smart campaign that was prebuilt into the system right away.

Cons

Sometimes finding notes about the client or the lead is not as easy as with the other CRM's on the market.

Pros

The AI and customer notification feature that alerts you when a user/new user are on the site.

Cons

Upload feature of contacts is complex and formatting of the file needed is difficult

Pros

Data base,weeded out duplicates,very jelpful

Cons

Crm,kvcore,too cumbersome,doesn't condense info

Pros

CRM- Organized and helps me stay focus on what I need to do daily. It also shows me what my contacts' behaviors are and which ones that need my attention first.
Behavior Automation-My inactive contacts that I think are not interested anymore end up still showing active and that they are still searching.
Reports and Analytics- Let me know who needs my follow up that day, what item of value that I need to send, and if I get a new contact and they give me a wrong number or non-working email, It saves me time on that contact or brings it to my attention to contact and get the correct info.
Core Present- My presentations are better and have me ready to look better than other agents that might be competing me for the same listing. I can also customize my own slides with their library of slides. I can use some of their slides or just certain ones with mine.
Landing and Squeeze pages- help me build my business and any prospects from them automatically go into the CRM. Saves me time.

Cons

I wish the articles part of the help support and robot support was a separate blue chat bubble from a team support human helping.
I really do not have a lot of cons.

Pros

I like how the system is so integrated and holistic. I like how updates and improvements and happening all the time. Our system has the SocialCore and DesignCore integrated which is amazing.

Cons

The app associated with kvCORE can be a little laggy. I synced my Google contacts and ended up sending out a mass email to my competitors.

Pros

Functionality is great when it works, but if it goes down - the support is worse that xfinity that is outsourced to aomeone that don't speak your language

Cons

The support team - it takes for ever to respond to you, there is no phone number. I have lost clients due to this system.

Pros

Staying connected to my clients is so vital when I don’t have the time to be on top of the them all.
The education is very informative also.

Cons

Leads could be vetted for relevance, my one lead was for a trailer park over 55 age restriction and the client was 40

Pros

The lead follow ups. I like that the system sends emails to my clients!

Cons

It doesn’t show me listings that are under option period/ under contract

Pros

I love how it automates so many of the activities I spend time doing and tracking.

Cons

The app crashes often. This can be frustrating when on the road.

Pros

the automatic emails the are sent keep me informed about the direction the client is going.

Cons

Navigating throught he program was not very user friendly at first

Pros

Everything about the system is very well done and helps me be more effective

Cons

There really isn’t anything about the system that I don’t like.

Pros

I can access my crm with ease, and keep track of each status

Cons

Hard to transfer from another crm data base. Takes too long

Pros

Not sure yet. Time will tell. Not used to format

Cons

Usage training not easy to navigate set up etc

Pros

I like how i can send bulk text and emails.

Cons

I often go to YouTube for training on KV core

Pros

efficiency in using automation. text and email blasting.

Cons

Not so user-friendly interface, slow support

Pros

Having many features in one place helps.

Cons

Ease of use and especially the mobile application interface is not always functional

Pros

The consistinsey and the depth of how it works

Cons

how it put my leads and contacts organized.

Pros

There are more features in BoldTrail that you can possibly imagine, and even more with optional add-ons and features. It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that allows you to generate, capture and sell to leads from beginning all the way through follow up.

Cons

It can be a bit overwhelming at first, and it seems to be lacking in some basic needs/features - One example: it has a GREAT creative library for flyers, social media, etc. that is easy to use, but it is missing the required Equal Housing graphics with no way to add them.

Pros

When it actually works it is great. however that is rare

Cons

The Alerts work , but they usually do not have any pictures, Just and icon that says coming soon but that actuallly never happens. Also you can not get a hold of anyone to actually help you.

Pros

I like the ease of use and the adaptability for my business.

Cons

There is so much to learn as it is a very in depth CRM.

Pros

Easy to use and not intimidating, I like that it sends reminders of the due task.

Cons

The mobile and the desktop version doesnt function the same way.

Pros

Their platform was too complex and definitely not user friendly

Cons

Too complex, terrible customer service, turn around time up to a week for a ticket through tech support. No live support just automated chat bot

Pros

KVCORE literally has everything. You can monitor messages that have been opened by the client. Set up property alerts right from there. Create campaigns, lead management, etc. Lots of tutorials and info available on fb and youtube. Love that I can prioritize clients on level of interest/commitment.

Cons

The nosey neighbor did not generate any viable leads and was expensive. The screen setup is a little overwhelming, and not super easy to spot everything, so I believe I am probably not utilizing most features because they're not super recognizable. I really do not like that you can't use spaces in the hashtags like you can with FUB, or delete a lead that's not going anywhere or is a telemarketer. Also, you cannot merge duplicate contacts. Or at least I couldn't, and I probably couldn't find the tutorial for it, so I have alot of duplicates. It's a LOT of info to learn and can be very overwhelming. We were using it for roughly two years and I did not have the time to sit and lean all of it. I pretty much gave up after a month or so and just used the basic funtions. Setting up the campaigns is not exactly fluid or easy as well. It's great that you can do it, but by the time you start, then do a tutorial, try to set it up, etc., you've already been interrupted by the phone or someone twenty times that by the time I have a chance to go back to it, I have to learn it all over again I spent the majority of my time on KVCORE trying to learn it, so I just stopped.

Pros

My company provided it, I was new and a CRM was new to me. Easy to use and great management tool.

Cons

I haven't figured out how to email one set of customers set up by filters at one time.

Pros

The search alerts would be my favorite, it easy to set alerts for my clients and they will receive them through their email daily.

Cons

The new kvcore is not as easy to navigate when searching for contacts etc.

Pros

Managing contacts and leads efficiently.
Streaming the tasks and follow ups to maintain communication with clients and new prospects.
Timely reminders to ensure tasks are completed and checked off.

Cons

Not sure how to add campaigns. I haven't worked on this too much.

Pros

If you want a one stop CRM, Marketing tool and lead capture system this is it. You get what you pay for and KVCore is worth every penny. Once you learn the fundamentals and start using the system it is quite easy.

Cons

I would like to add more data about my clients and be able to add wedding anniversaries, kids birthdays etc. I know I can use the Task option but I would rather have it attached in their file.

Pros

I used multiple CRM's in my previous life and current career. This one is OK, nothing innovative that would make me jump for joy. I need CRM that would make my life easier not complicate it.

Cons

too long to set everything up, and while it makes sense for some it doesn't for me

Pros

I like everything about KvCORE. I feel that I am in total control of my business. It gives me access to what works and what doesn’t for my prospects without them even knowing which gives me the opportunity to keep developing my approach. Not to forget how easy it is for me to stay on top of things through all the automated options. Finally I Al always excited about new updates and additions.

Cons

There is so much and it is not simple. But my least favorite is the customer support. It has changed in the past year and now it takes forever to get things resolved. They don’t seem to follow up and if they do, most of the time it’s not relevant.

Pros

Reports kvCORE provides reports on traffic, marketing, lead-gen, behavior, agent accountability, and profitability.

Cons

Generic campaigns Some say the campaigns are generic and most sales agents use the program.

Pros

Easy to navigate through the system, keeps track of my calls, emails or any additional notes that I add.

Cons

I have more than one page of leads and when sending out a database email I can only select one page (250 leads) at a time instead of being able to just select all in my database

Pros

I really like the ability to follow up, market, generate, convert, and stay connected with SOI and new opportunities. This is a one stop business portal that is very intuitive and powerful.

Cons

Load time is slow and some features are not currently working as designed - hopefully those issues will be resolved timely.

Pros

I like how everything connects and it is super responsive

Cons

I do not like how much some of the add ons cost

Pros

There are a lot of nice features like automatically texting clients for me.

Cons

It is difficult to change the frequency and what it says in the automatic texts, sometimes it seems spammy to clients.

Pros

Helps keep me organized beyond belief and I really enjoy the software.

Cons

My AI assistant writes some interesting stuff to my clients, I've learned to turn it off.

Pros

Decent lead gen options in all price points. Ability to see what properties clients are clicking on and what emails they are reading vs. not. Easy to organize with hashtags.

Cons

Kind of clunky exporting listings to social media. Design center doesn't always download designs to your computer, making it difficult to print inhouse on short notice.

Pros

Lots of automation and follow up available

Cons

CRM clunky and not easy to use. Needs better filtering capabilities

Pros

I love so much about KVCore, the effortless presentations to send to sellers and buyers, the ease of building landing pages and squeeze pages, the fantastic templates for emails. I'm looking forward to learning more about the smart campaigns.

Cons

I am still on the fence about allowing it to automatically send my clients emails, so I have not yet integrated that into my strategies.

Pros

I love the integration of AI and the ability to track overall client interactions.

Cons

None at this point. I have been very pleased.

Pros

Comprehensive, integration with leads / marketing to CRM

Cons

Simple development issues like supporting Safari browser not addressed.

Pros

The user-friendly interface and robust CRM tools make it easy to stay organized and effectively nurture leads.

Cons

The reporting features could be more customizable, and integrations with other software platforms can be improved.