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About

BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more.

About

We pair local Redfin Agents with powerful technology to get you into the right home, sell your current one for more, and save you thousands in fees. See new listings first, book home tours on demand, and sell your home for more through better marketing—all with the power of Redfin’s technology. You’ll get full service with a local Redfin Agent who will move mountains to get you what you want without the sales pressure to settle for anything less. Get notified when the perfect home hits the market, and book a tour to see it in person. Tour one home or 100—your local Redfin Agent will guide you through the process to get you to the right one. Rent growth is easing as landlords respond to a tightening in tenant budgets brought on by inflation.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Real estate agencies, professionals and companies looking for a real estate layout planning solution

Audience

Real estate sellers and buyers looking for a powerful MLS solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact team
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.8 / 5
support 3.8 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • BoldTrail provides a state-of-the-art website that integrates seamlessly with its CRM, creating a powerful and user-friendly experience. While I've already learned so much about the platform, I'm discovering there is still so much more to explore. The capabilities are impressive, and we're excited to continue learning and growing with it. Our agents are enthusiastic about the system and the opportunities it provides to better serve their clients.
  • This is a wonderful platform for most marketing automations and also has all features that I needed, so in all this was a wonderful platform.
  • Support has been very responsive and they generate a lot of content through live webinars and on-demand articles to explain features and use-cases. Software is continually improving and new features like the recently-added comments/tagging feature has boosted our efficiency and created a better paper trail for our office compliance.
  • BoldTrail offers a lot of function in the tools provided to elevate my business. I like the tools!

Pros & Cons from Real Users

Pros

  • The Redfin App pulls accurate information right away from the Multiple Listing Service. It helps keep buyers and sellers aware of the market. If a seller is looking to sell their home, it even offers a "Redfin Estimate" that is usually very close or spot on for the accurate value. I am a Realtor with another brokerage and have to say that Redfin's app is unmatched so far.

Cons

  • I really can't think of a con for this app. So far, it has all the features that someone would need. The only con that I can say some clients haven't liked for the brokerage is that you sign up with one Redfin Realtor but it's transactional so you'll work with different people throughout the transaction.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BoldTrail
Founded: 2017
United States
boldtrail.com

Company Information

Redfin
Founded: 2006
United States
www.redfin.com/why-redfin

Alternatives

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
Zillow

Zillow

Zillow Group
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Categories

AI Real Estate Supported

BoldTrail’s AI-powered Smart CRM is more than a database, it’s a predictive, intelligent assistant that helps agents work smarter, not harder. Its machine learning engine continuously analyzes client behavior (views, clicks, saves, searches) to identify high-intent leads and trigger automated follow-ups, so agents never miss the moment to engage. AI prioritizes daily tasks based on real-time activity, surfaces “likely to convert” contacts, and recommends the right action to take, whether a call, text, video message, or email, fully integrated into one command center. Agents receive smart reminders and insights tied to life events, buying signals, or market shifts, enabling hyper-personalized outreach at scale. The result? A CRM that not only organizes contacts but proactively helps close more deals, faster. With BoldTrail’s AI, agents build deeper relationships, reduce response time, and dramatically increase lead conversion rates.

Real Estate Supported
Real Estate Agency Supported
Real Estate CMA Supported

BoldTrail’s Present CMA & presentation builder is a next‑generation tool that compiles stunning, customizable reports in under a minute. Automatically draft compelling, branded CMAs for buyer and listing presentations with a user-friendly interface and different themes like “traditional” “modern” or “luxury” to tailor the look and feel to your clients’ needs. The platform also tracks engagement, sending instant alerts when clients open or review specific slides, so agents know exactly what resonated and when to follow up. Tailored “Win the Representation” slides further help buyer’s agents showcase their expertise and compensation structures. Trusted by leading agents and brokerages, BoldTrail’s CMA builder turns data into dynamic, client‑ready presentations proven to help win listings, offers, and relationships

Real Estate CRM Supported

BoldTrail’s Real Estate Marketing tools put your marketing efforts on autopilot with advanced behavior-based automation that adapts to client actions like views, saves, clicks, and more, to trigger relevant content automatically, and boost engagement by 5–10× over traditional campaigns. Agents can effortlessly deliver hyper-local, real-time listing alerts that are driven by custom geographic zones, MLS criteria, and customer behavior, so clients receive only the most relevant listings. Engaging market reports showcase home valuations and neighborhood trends, reinforcing agent expertise and trust. Choose from BoldTrail’s intelligent pre-built multi-channel workflows that include email, SMS, video messaging, and voicemail drops, with automated scheduling for birthdays and anniversaries. Built-in video messaging, advanced HTML email editor, and fully integrated print marketing tools make it easy for agents to share beautiful, branded content across channels with minimal effort.

BoldTrail’s transaction management solution offers a fully integrated, end-to-end system to manage real estate deals from contract through closing. It centralizes real-time deal tracking, allowing agents to visualize each transaction’s status, upcoming deadlines, and custom workflow stages. Documents are securely cloud-stored and accessible at any time, with built-in e‑signature tools and automated version control to ensure accuracy and compliance, and eliminate paperwork and errors. Automated workflows assign tasks, pre-fill forms, and trigger reminders for key milestones, reducing admin work and accelerating closings. Collaboration is streamlined with multi-party communication tools, in-app messaging, and a client portal that keeps everyone informed, sharing documents and updates in real time. Plus, robust reporting and analytics surface performance insights, from efficiency and cycle times to conversion rates, empowering brokers and agents to optimize workflows and grow revenue.

Sales Tracking Supported

Categories

Real Estate Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Commission Management Supported
Contract Management Supported
General Ledger Supported
Mobile Access Supported
Payroll Not Supported
Property Development Management Supported
Reporting / Analytics Supported
Work Order Management Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Supported
Flyer / Catalog Printing Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Real Estate CMA Features

Contact Management Supported
Lead Capture Supported
Market Charts Supported
Presentation Tools Supported
Price Forecasting Supported
Proposal Generation Supported
Templates Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Real Estate Marketing Features

Advertising Management Not Supported
CMA Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Lead Generation Supported
Listing Management / IDX Supported
Presentation Supported
Reporting / Analytics Supported
SEO Supported
SMS Marketing Supported
Social Media Marketing Supported
Virtual Tour Not Supported
Website Builder Supported

Real Estate Transaction Management Features

Accounting Supported
Appointment Scheduling Supported
Commission Management Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Not Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

Agent Legend Supported
BoldTrail Back Office Supported
BuyHoldTrack Not Supported
CFO Silvia Not Supported
ChatGPT Supported
Docusign Supported
Facebook Supported
First Street Not Supported
Lendware Not Supported
Lofty Not Supported
Open House Wizard Supported
PlusVibe Not Supported
QuickBooks Online Supported
Thanks.io Supported
TotalBrokerage Not Supported
beycome Not Supported
dotloop Supported

Integrations

Agent Legend Not Supported
BoldTrail Back Office Not Supported
BuyHoldTrack Supported
CFO Silvia Supported
ChatGPT Not Supported
Docusign Not Supported
Facebook Not Supported
First Street Supported
Lendware Supported
Lofty Supported
Open House Wizard Not Supported
PlusVibe Supported
QuickBooks Online Not Supported
Thanks.io Not Supported
TotalBrokerage Supported
beycome Supported
dotloop Not Supported
Claim Redfin and update features and information
Claim Redfin and update features and information