BoldTrail
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.
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.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 0/20 | No public price |
| Integrations | 4/20 | 4 of 20 common apps connect natively or through a marketplace |
| Ease of use | 12/20 | 8.2 out of 10 from customer reviews Capterra 4.1/5, 565 reviews; G2 8.2/10, 1,533 reviews |
| Release pace | 0/15 | 0 dated releases in 180 days |
| Openness | 8/15 | public changelog, self-serve export |
| Price transparency | 0/5 | No public prices |
| Free entry | 0/5 | Demo only |
BoldTrail integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| DocuSign | Built in | — | Oct 7, 2026 |
| Gmail | Built in | — | Oct 7, 2026 |
| Outlook | Built in | — | Oct 7, 2026 |
| Zapier | Marketplace app | — | Oct 7, 2026 |
