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Brand: BoldTrail
BoldTrail is an all-in-one real estate CRM that helps agents manage leads, automate marketing, and close deals faster using smart AI tools....Read more
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Features
Contact Management Lead Management Property Management Marketing Automation Task and Workflow Automation See all 
Contact Management
Client Management Organize and manage all your client details easily. Interaction Tracking Keep a record of every call, email, or meeting with clients. Customer History View past communications and transactions with clients. Centralized Database Store all client information in one secure place. Lead Management
Lead Scoring Rate leads based on their interest and readiness to buy or sell. Lead Distribution Automatically assign leads to the right agents or teams. Lead Nurturing Send automated follow-ups to keep leads engaged. Lead Qualification Identify the most promising leads to prioritize. Lead Capture Collect leads directly from websites, forms, or ads. Lead Segmentation Group leads by category or behavior for targeted marketing. Property Management
Commission Management Track and manage commissions for sales. Payment Tracking Record payments related to property transactions. Transaction Tracking Monitor all steps of property deals from start to finish. Property Listing Management Add and update property listings efficiently. Property Matching Match clients with suitable properties using advanced search and recommendation tools. Marketing Automation
Email Campaigns Create and send email marketing campaigns automatically. Campaign Management Oversee and manage marketing campaigns for lead generation and client engagement. SMS Campaigns Send targeted SMS messages to clients and leads for promotions and updates. Landing Page Builder Design and deploy custom landing pages for lead generation and property promotion. Task and Workflow Automation
Alerts & Notifications Get reminders for important tasks and deadlines. Task Scheduling Assign and schedule tasks for yourself or your team. Automated Workflows Set up rules to automate repetitive tasks. Automated Follow-Ups Automatically send follow-up messages to leads. Auto Lead Distribution Automatically route new leads based on custom rules. Analytics and Reporting
Commission Tracking Track commissions earned by agents or deals. Comparative Market Analysis (CMA) Generate reports comparing market property values. AI Insights Leverage AI to gain insights and recommendations for optimizing sales and marketing. Real-Time Updates Get up-to-the-minute information on listings, leads, and transactions. Performance Dashboards View key performance metrics in real time for a quick overview of business progress. Conversion Rate Tracking Track the success rate of leads converting to clients for better strategy planning. Integrations
Payment Gateway Integration Accept and manage online payments securely. API Integration Connect BoldTrail with other software and apps. Calendar Integration Sync appointments and tasks with your calendar. E-Signature Integration Collect electronic signatures for contracts. Third Party Integrations Work smoothly with external tools and platforms. Multiple Listing Services (MLS) Integration Import and sync property listings from MLS. IVR Integration Streamline client communication with integrated Interactive Voice Response systems. Collaboration and Communication
Document Management Upload, share, and organize documents securely. Internal Communication Facilitate team collaboration with built-in chat and messaging features. Bulk Email and SMS Send mass emails and SMS messages to clients or leads in just a few clicks. Call Tracking and Recording Track, record, and analyze calls to improve client service and sales strategies. Security & Compliance
API Access Securely allow third-party apps to access your data. Audit Logs Keep detailed logs of system activity for security and accountability. Data Encryption Protect sensitive data with high-level encryption for secure storage and transmission. IP Whitelisting Restrict access to the system by allowing only specific IP addresses for enhanced security. Role-Based Access Control (RBAC) Assign specific roles and permissions to ensure proper access control within the CRM. Audit Trails Track changes and updates within the system for enhanced security and transparency. GDPR and CCPA Compliance Ensure full compliance with privacy regulations like GDPR and CCPA. Backup & Disaster Recovery Ensure data protection with automatic backups and disaster recovery features. Others
Sales Pipeline Management Visualize and manage all sales stages clearly. Appointment Scheduling Easily book and manage appointments with clients. | Brand Name | BoldTrail |
| Information | BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. |
| Founded Year | 2017 |
| Director/Founders | Joe Skousen |
| Company Size | 101-500 Employees |
India
USA
