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What is Lead2Deed?

Diligently oversee all of your contacts, whether you're cultivating prospective leads or supporting ongoing clients, as each profile contains crucial details, comprehensive notes, communication tools, and checklists for successful drip marketing or personalized engagements. Each transaction is accompanied by a distinct timeline, enabling you to monitor the entire process from the initial sales information to the final closing, ensuring that no step is missed along the way. You can tailor your configuration to align with your unique needs and preferences. Access to this information can be restricted, as it is customizable for different administrative roles and team lead permissions to control visibility. You also have the capacity to create workflows and set reminders for each contact, which ensures that your communications can be highly personalized or automated to fit your approach. By forming detailed lists to address all your reporting requirements, you can quickly generate brokerage sales and title/lender reports with ease. This organized methodology not only boosts your overall efficiency but also strengthens your relationships with clients. With these tools at your disposal, you can effectively enhance the quality of your interactions and ensure that every client feels valued.

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.

Media

Media

Integrations Supported

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations Supported

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$39.99 per month
Free Trial Offered?
Free Version

Pricing Information

$5 to $60/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lead2Deed

Date Founded

2016

Company Location

United States

Company Website

www.lead2deed.com

Company Facts

Organization Name

BoldTrail

Company Location

United States

Company Website

boldtrail.com/platform/

Categories and Features

Real Estate Agency

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

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Real Estate Accounting

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 Agency

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

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management

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

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