Real Estate CRM

BoldTrail

By WeekCRM editorial team · · Editorial policy & disclosures

Real estate platform from Inside Real Estate with a CRM, IDX websites, lead generation, marketing automation and AI. Sold to agents, teams, brokerages and enterprises, with a separate back-office product.

Website boldtrail.com
Pricing Quote-based; no public prices
WeekCRM score24/100
Integrates with QuickBooks
Features AI
Good fit for Real Estate, Enterprise

What is BoldTrail?

BoldTrail is a real estate software suite from Inside Real Estate. The BoldTrail Platform is the front office: IDX websites, lead generation, CRM, marketing automation, transaction tools, analytics and built-in AI. BoldTrail BackOffice handles agent billing, onboarding, commissions, accounting and QuickBooks integration. BoldTrail Recruit adds a recruiting and retention dashboard, and BoldTrail Marketplace sells add-ons such as PropertyBoost, Success Assurance and Leads360.

Who is it for?

Individual agents, teams, brokerages and enterprise organisations; the site names RE/MAX, Weichert, eXp Realty, NextHome and Berkshire Hathaway HomeServices. Brokerages get the most from it because BackOffice and Recruit exist only at that level. A solo agent who only needs a contact database will pay for modules they do not use.

Pricing

  • No public price list. The pricing page offers a demo video and a form; a sales rep sends the quote.
  • The site offers a quiz that matches you to a package.
  • Marketplace add-ons (PropertyBoost, Success Assurance, Leads360) are sold separately.

Prices checked on 6 October 2026.

Strengths

  • One login for front and back office: CRM, IDX website and BackOffice accounting and commissions share one vendor.
  • Brokerage products: Recruit gives recruiting dashboards and valuation tools that a plain CRM does not.
  • Follow-up automation: the platform lists automated follow-up systems and marketing automation in the CRM.
  • Built-in AI across the platform.
  • QuickBooks integration in BackOffice, so commission and billing data reach the accounting ledger.

What to consider

  • Prices are hidden. You need a demo and a quote to compare it with other real estate CRMs.
  • The suite has four products, so the real cost depends on which ones you add.
  • The site gives no free trial or self-serve signup.
  • Add-ons such as Leads360 and PropertyBoost cost extra on top of the platform.

Bottom line

Shortlist BoldTrail if you run a team or brokerage and want CRM, websites, lead generation and back office from one vendor. Before buying, ask for a quote that itemises every module and add-on, and request a reference from a team your size.

WeekCRM score: 24 out of 100

BoldTrail is number 80 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.

CheckPointsWhat we found
Price for 10 people0/20 No public price
Integrations4/20 4 of 20 common apps connect natively or through a marketplace
Ease of use12/20 8.2 out of 10 from customer reviews
Capterra 4.1/5, 565 reviews; G2 8.2/10, 1,533 reviews
Release pace0/15 0 dated releases in 180 days
Openness8/15 public changelog, self-serve export
Price transparency0/5 No public prices
Free entry0/5 Demo only

How we count the score →

BoldTrail integrations we verified

AppHow it connectsWhat syncsChecked
DocuSignBuilt in — Oct 7, 2026
GmailBuilt in — Oct 7, 2026
OutlookBuilt in — Oct 7, 2026
ZapierMarketplace app — Oct 7, 2026

All CRMs × 20 apps →

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