BoldTrail Features

Contact Management

Client Management Manage clients, preferences, and communication efficiently for better service.
Interaction Tracking Track client interactions across all channels to stay updated on ongoing discussions.
Customer History View complete client history to personalize engagement and improve customer relationships.
Centralized Database Centralised database for client information. Access contact history and customise fields for details.

Lead Management

Lead Scoring Rank leads by their likelihood of conversion to target efforts more effectively.
Lead Distribution Distribute leads to the right agents based on expertise or location for faster conversion.
Lead Nurturing Maintain ongoing engagement with leads to increase the chances of successful conversion.
Lead Qualification Prioritize high-quality leads based on predefined criteria for focused follow-ups.
Lead Capture Automatically gather leads from various sources to create a database of potential clients.
Lead Segmentation Categorize leads into groups for tailored marketing strategies and personalized outreach.

Property Management

Commission Management Automate tracking and gain real-time insights into commission payouts.
Payment Tracking Track payments and outstanding dues to ensure proper financial management.
Transaction Tracking Monitor transactions through each stage to ensure smooth processing and record-keeping.
Property Listing Management Easily add, update, and track the status of property listings with advanced filtering.
Property Matching Match clients with suitable properties using advanced search and recommendation tools.

Marketing Automation

Email Campaigns Create and automate email marketing campaigns to engage clients and nurture leads.
Campaign Management Oversee and manage marketing campaigns for lead generation and client engagement.
SMS Campaigns Send targeted SMS messages to clients and leads for promotions and updates.
Landing Page Builder Design and deploy custom landing pages for lead generation and property promotion.

Task and Workflow Automation

Alerts & Notifications Receive real-time notifications for appointments, tasks, and lead activities.
Task Scheduling Organize and schedule tasks to stay on top of appointments and deadlines.
Automated Workflows Automate repetitive tasks and processes to enhance efficiency and reduce errors.
Automated Follow-Ups Set up automated follow-up reminders to never miss an opportunity for client interaction.
Auto Lead Distribution Automatically distribute leads to the right team members based on set rules.

Analytics and Reporting

Commission Tracking Monitor and track commission data to ensure accuracy in payments.
Comparative Market Analysis (CMA) Generate market reports to help agents price properties competitively.
AI Insights Leverage AI to gain insights and recommendations for optimizing sales and marketing.
Real-Time Updates Get up-to-the-minute information on listings, leads, and transactions.
Performance Dashboards View key performance metrics in real time for a quick overview of business progress.
Conversion Rate Tracking Track the success rate of leads converting to clients for better strategy planning.

Integrations

Payment Gateway Integration Accept online payments easily with integrated payment gateways.
API Integration Connect the CRM with external systems to expand functionality and integrate workflows.
Calendar Integration Sync your calendar for appointment scheduling and reminders across all devices.
E-Signature Integration Facilitate digital document signing for faster, paperless transactions.
Third Party Integrations Integrate with third-party platforms for extended capabilities in lead generation and client management.
Multiple Listing Services (MLS) Integration Seamlessly integrate MLS data for updated property listings and details.
IVR Integration Streamline client communication with integrated Interactive Voice Response systems.

Collaboration and Communication

Document Management Store, organize, and share important documents securely within the CRM.
Internal Communication Facilitate team collaboration with built-in chat and messaging features.
Bulk Email and SMS Send mass emails and SMS messages to clients or leads in just a few clicks.
Call Tracking and Recording Track, record, and analyze calls to improve client service and sales strategies.

Security & Compliance

API Access Enable custom integrations and extend functionality with secure API access.
Audit Logs Keep detailed logs of system activity for security and accountability.
Data Encryption Protect sensitive data with high-level encryption for secure storage and transmission.
IP Whitelisting Restrict access to the system by allowing only specific IP addresses for enhanced security.
Role-Based Access Control (RBAC) Assign specific roles and permissions to ensure proper access control within the CRM.
audit trails Track changes and updates within the system for enhanced security and transparency.
GDPR and CCPA Compliance Ensure full compliance with privacy regulations like GDPR and CCPA.
Backup & Disaster Recovery Ensure data protection with automatic backups and disaster recovery features.

Others

Brand Name	BoldTrail
Information	BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity.
Founded Year	2017
Director/Founders	Joe Skousen
Company Size	101-500 Employees

BoldTrail