BoldTrail Back Office
4.2 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 9 Ratings
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BoldTrailBoldTrail stands out as the premier platform for real estate, designed to enhance your brokerage through innovative technology that agents will eagerly adopt. Tailor your office, company, and each agent's website to reflect your distinct brand identity. Enhance lead capture by merging a contemporary consumer search interface with smart behavior analytics. With hyper-local area insights and home valuation pages, alongside rich lifestyle content, customers continuously turn to your brokerage for local expertise. Our lead generation tools are unparalleled in the industry, empowering brokerages, agents, and teams to effectively cultivate new business opportunities. The user-friendly IDX squeeze pages and landing pages enable agents to generate leads in real-time effortlessly. Boost your lead volume while reducing expenses and improving lead quality with the integrated tools available on the platform. Additionally, broaden your lead sources through automated social media postings, integrated advertising on Google and Facebook, custom text codes, and more, ensuring a comprehensive marketing approach that captures attention. With BoldTrail, the possibilities for your real estate business are limitless.
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What is Crexi?
Over 100,000 real estate brokers and agents turn to Crexi for connecting with potential buyers or tenants. Our committed team is here to provide you with comprehensive support! We help with everything from adding listings to using our closing tracker, which enables you to complete transactions more effectively. Our customer service team promises to respond to inquiries within an hour during weekdays, with additional support available on weekends as well. You can upload your listings and optimize them for better search visibility, ensuring they stand out to interested parties. We also offer insights on effective communication techniques with prospective leads. In addition, leverage our marketing efforts to tap into a network of qualified buyers and tenants, further boosting the visibility of your listings. Stay updated with notifications regarding any interactions with your listings, connect seamlessly with leads, and access detailed lead reports, analytics, and beyond. Our cutting-edge tools empower you to make swift, informed decisions. Instantly evaluate demographics and aggregated data—such as population statistics and median income—using map overlays and the insights tab. Moreover, our data center provides an easy way to explore the latest trends and developments in the commercial real estate sector. With Crexi, your success is our priority, and we are committed to enhancing your overall experience in the real estate industry while fostering growth and efficiency. We believe that by equipping you with the right tools and support, we can help you thrive in your endeavors.
What is BoldTrail Back Office?
A comprehensive cloud-based back office solution that is designed to be mobile-friendly and streamline operations. It enhances efficiency and precision by automating various back office tasks, ensuring that data flows effortlessly without manual input. This solution is capable of integrating with multiple CRMs and tools, allowing for a cohesive workflow. The customer service team is both attentive and well-organized, ready to assist clients with their needs, and additional professional services are offered to further support users.
Key features include Transaction Management, Commission Automation, Accounting, Agent Management, and detailed Reporting and Analytics. BoldTrail places a strong emphasis on delivering exceptional client support.
Moreover, it boasts knowledgeable and responsive customer service, an open API, and a robust integration marketplace. Clients can expect a structured implementation process and comprehensive product documentation, ensuring that they are well-equipped to utilize the service effectively. The availability of professional services enhances the overall experience, making it a versatile solution for diverse business needs.
Integrations Supported
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
$5 to $60/month/user
Total number of seats (agents and users) in your brokerage drives pricing, as does your selection of our three levels of plan: Simple Start, Standard, or Enterprise.
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Crexi
Date Founded
2015
Company Location
United States
Company Website
www.crexi.com/broker-plans
Company Facts
Organization Name
BoldTrail
Company Location
United States
Company Website
boldtrail.com/platform/
Categories and Features
Brokerage Management
Not specified
Finance
Not specified
Multiple Listing Service (MLS)
Not specified
Property Intelligence
Not specified
Real Estate
Not specified
Real Estate Agency
Not specified
Real Estate CRM
Not specified
Categories and Features
Brokerage Management
Not specified
Commission
Not specified
Real Estate Accounting
Accounts Payable
Accounts Receivable
Commission Management
Contract Management
General Ledger
Mobile Access
Reporting / Analytics
Real Estate Agency
Commission Management
Contact Management
Contract Management
Real Estate CRM
Not specified
Real Estate Transaction Management
Accounting
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review