BoldTrail Back OfficeBoldTrail
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Related Products
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About
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available.
• Transaction Management
• Commission Automation
• Accounting
• Agent Management
• Reporting and Analytics
In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support:
• Knowledgeable, Responsive Customer Service
• Integration Marketplace and Open API
• Structured Implementation
• Detailed Product Documentation
• Professional Services
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About
Keep track of each and every one of your contacts. From servicing leads to maintaining long-term clients, each profile includes details, notes, communication fields, and checklist capabilities for drip marketing or personalized communication. With each transaction, there is a specific timeline to complete. Here, you can keep track of the entire process from selling details to final closing to everything in between. Set up exactly what you want to use and how you want to use it. Information is not available for all users. It can be applied to different admin and team lead access levels for limited viewing. Set up workflows and reminders for each of your contacts. These emails and touch points can be as personal or as automated as you wish. Pull lists for all of your reporting needs. Generate brokerage sales reports and title/lender reports at the click of a button.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Real estate brokers, owners, office managers, transaction coordinators
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Audience
Real estate agencies looking for an CRM platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$5 to $60/month/user
Free Version
Free Trial
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Pricing
$39.99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoldTrail
United States
boldtrail.com/platform/
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Company InformationLead2Deed
Founded: 2016
United States
www.lead2deed.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Real Estate Agency Features
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management
Real Estate Transaction Management Features
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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Real Estate Agency Features
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
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Integrations
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
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Integrations
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
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