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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 9 Ratings

Total 4 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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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

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

API Availability

Has API

Pricing Information

$39.99 per month

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
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online 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

Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Listing Management
Property Database

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation

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

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