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♥️ Why our agents love BoldTrail CRM 🫶
♥️ Why our agents love BoldTrail CRM 🫶
From an individual agent’s perspective, BoldTrail is a best-in-class CRM because it’s built to run your business, not just manage conversations. We’ve spent time evaluating CRMs. For agents who work hard to build private databases, referral relationships, and long-term pipelines, data ownership and insulation matter. That’s why our agents use BoldTrail.
LOGIN TO YOUR BOLD TRAIL ACCOUNT AT https://boldtrail.exprealty.com
True data ownership. Your contacts, behavior data, searches, and content are not feeding a downstream lead marketplace. Less dependency risk. You are not building your business inside a CRM owned by a company whose core business is selling leads to agents.
One login, fewer tools. Website, CRM, landing pages, email, market reports, and blogging live in one system instead of 6 integrations. A fully synchronized website + CRM ecosystem. Your site, landing pages, and CRM are native to each other, not duct-taped together.
Confident mass email delivery. No need for a newsletter software. Send up to 30,000 emails per day without ending up in Gmail jail or paying for additional software like MailChimp or Constant Contact. You can run real email campaigns directly from the CRM without worrying about throttling or deliverability issues common in FUB. Email, forms, and campaigns are designed to work together, not patched across vendors.
Built-in property searches per contact. You set searches once, see client activity, and track intent without relying on external portals. You see what clients view, save, favorite, and revisit, without relying on portal alerts or browser cookies.
Better support for nurture, not just follow-up. Long-term drips, market education, and content-based nurturing are first-class features.
Native advertising support. Create squeeze pages and funnels for Facebook and Google ads without third-party builders.
Automated market reports that actually tie back to your contacts and their searches.
Blogging inside the platform. Content lives with your SEO, your CRM, and your audience, not on a disconnected site. Better long-term SEO value. Your blog posts, pages, and market content build your domain authority, not a third-party site.
Your new website - yes, you have a free customizable website!
Your new website - yes, you have a free customizable website!
Unless you've purchased a "vanity domain" from BoldTrail your URL will look like this
https://firstlast.exprealty.com (example: https://rachelcahill.exprealty.com)
You also have your own personal app to give to consumers. Get them off of Zillow and the other apps. Keep them right in your CRM!
https://firstlast.exprealty.com/holp/app (example: https://rachelcahill.exprealty.com/holp/app)
IDX Activation Email - esign
You must sign the IDX authorization. Watch for an email with the subject "Reminder to sign document "0037-North Texas Real Estate Info systems (NTREIS)"
If you don't sign it, your website will not be activated and will not show listings.
New to BoldTrail?
New to BoldTrail?
This “Getting to Know BoldTrail” video is a high-level overview of what BoldTrail is, why it was built, and how it supports the full consumer journey from lead generation to repeat and referral business. It explains BoldTrail’s all-in-one ecosystem, website, MLS search, CRM, marketing, automation, analytics, mobile app, and marketplace add-ons, plus what’s new compared to KV Core. You’ll also hear the core strategy BoldTrail is designed to support, stop the search, keep consumers engaged on your website, and use behavioral insights and automation to drive more conversations, faster follow-up, and higher conversion.
GO THROUGH THIS STEP BY STEP TO OPTIMIZE YOUR BOLD TRAIL ACCOUNT
GO THROUGH THIS STEP BY STEP TO OPTIMIZE YOUR BOLD TRAIL ACCOUNT
- Setting Up BoldTrail CRM & Website
- Getting contacts into BoldTrail
- Nurture and Engage your contacts
- Generate new leads!
Daily - 10 minutes
Daily - 10 minutes
Review your dashboard activity and respond to Client questions, texts, and emails. Add notes.
Add today's new contacts.
Check your automation. Create a filtered list for New Leads and ensure that every contact is assigned at least 1 automated touchpoint (Search Alert, Seller Report, Market Report, or Smart Campaign).
Weekly
Weekly
Create a Landing Page and share it to your social media
Create a blog post and share them on your social media
Write a newsletter and send it out to all of your contacts
Monthly
Monthly
Set a goal is to add 10 new contacts to your database each month and capture 10 new leads. (i.e. post a Squeeze Page, a Landing Page or boost a property)
Common Tasks
Common Tasks
How do I...
How do I...
Import contacts
Send a CMA
Send a market report
Create a search alert
Update my website
...
...
Build an email campaign
Promote a listing
Never forget to follow up
Capture internet leads
Squeeze Pages FREE
Landing Pages FREE
Call/Text Capture FREE
...
...
Build your sphere
Know who's looking at homes
BoldTrail Onboarding Guide
BoldTrail Onboarding Guide
Week 1:
Week 1:
Only learn:
✓ Login
✓ Dashboard
✓ Contacts
✓ Search Alerts
✓ Notes
✓ Mobile App
That's it.
Everything else is "later."
Week 2
Week 2
Learn:
Smart Campaigns
Client Journey
Statuses
Week 3
Week 3
Templates
Week 4
Week 4
Playbooks
Week 5
Week 5
Website
Week 6
Week 6
Landing Pages
Meta Ads
AI
Behavior Automation
How to Get Support & More Training Resources
How to Get Support & More Training Resources
Hire Sandy Marshall's "Done for You" Service - Use code CLIFF10
☝️☝️☝️
If setting all this up seems like too much, our friend, Sandy Marshall offers paid Done-For-You services at a 10% discount for CFG Team Members. You can hire her as a consultant to get you up and running FAST!
The Done-For-You BoldTrail services for The Cliff Freeman Group are built to take the technical setup and optimization of your BoldTrail (formerly kvCORE) platform off your plate, so you can focus on production. The service handles everything from website design to lead generation tools and SEO, ensuring your system is fully built out to attract, capture, and convert leads. It’s structured for agents, teams, and offices who want a professional, high-converting setup without spending weeks figuring it out themselves, with an exclusive team discount using code CLIFF10.
Key points:
Done-for-you setup of BoldTrail websites, pages, and backend configuration
Custom design aligned with your brand and business model
Lead generation tools added to drive traffic and capture opportunities
SEO and area guides to help rank on Google for local searches
Built for agents, teams, and brokerages at different levels of scale
Eliminates the learning curve and speeds up time to production
Discount available for CFG agents using code CLIFF10
If you want, I can rewrite this as internal marketing copy or a quick agent-facing announcement.
Getting the Most Out of Bold Trail
Getting the Most Out of Bold Trail
You can contact the Support Team using the chat bubble in the bottom right corner of your account. Replies typically take 2-60 minutes during regular business hours. But you don't have to wait for a Support Rep to reply, as all replies are CC'd to your email address.
Find Help Articles at http://help.insiderealestate.com
Looking for more information about Setting Up Your BoldTrail Account?
Join the weekly interactive webinar - Mondays at 11 am CST --> REGISTER HERE
Manage Your Contacts and Build Automations
Manage Your Contacts and Build Automations
Looking for more information about Managing Your Contacts and Automation?
Join the weekly interactive webinar - Tuesdays at 11 am CST --> REGISTER HERE
Getting Familiar with Your Website and Listings
Getting Familiar with Your Website and Listings
- Website Homepage Editor
- Editing your website
- Customize your website navigation
- Website Management - Settings Overview
Compliance Check: Go to Web & IDX > Compliance and upload your IABS form so it displays correctly in your website footer.
Looking for more information about Website & Listings Management?
Join the weekly interactive webinar - Wednesdays at 11 am CST --> REGISTER HERE
Fueling Your Pipeline & Lead Gen
Fueling Your Pipeline & Lead Gen
Looking for more information about Fueling Your Pipeline?
Join the weekly interactive webinar - Thursdays at 11 am CST --> REGISTER HERE
Client Journey, Filters & Smart Campaigns
Client Journey, Filters & Smart Campaigns
This training shows agents how to use BoldTrail the right way, by organizing contacts through the client journey and letting automation do the heavy lifting. It explains the key statuses (new lead, prospect, active, client, contract, sphere, closed), how status changes automatically switch the right smart campaign, and how to use deal types plus hashtags to build targeted lists, like emailing everyone tagged “pool” when you get a pool listing. It also demonstrates the contact record layout, predictive scoring, Smart Assistant for AI-written outreach, and the exact filters you should save to find gaps fast, like contacts with no search alert, no market report, no valuation, or no running campaign.
Next-Level BoldTrail: Templates, Playbooks & Daily Best Practices
Next-Level BoldTrail: Templates, Playbooks & Daily Best Practices
Take your BoldTrail skills up a notch with a practical walkthrough of the tools agents actually use day to day. This training shows you how to create and customize email, text, call, and task templates using merge tags for quick personalization, how to use Smart Assistant, the built-in ChatGPT tool, to write outreach faster, and how to run Playbooks, especially the “Promote a Listing” playbook, to generate exposure, create lead capture links, build text codes, and follow up with the right messaging. It also reinforces simple daily habits like working your dashboard activity stream, texting and emailing from inside the CRM, and using filters and hashtags to target the right people at the right time.
Top 10 Tips to Get Started with BoldTrail
Video Trainings
Video Trainings
BoldTrail Quick intro and other BoldTrail quick videos
BoldTrail 101 - Intro to BoldTrail (50 min)
How to Forward Your GoDaddy Domain to Your eXp Realty Website
How to Forward Your GoDaddy Domain to Your eXp Realty Website
If an agent already owns a domain in GoDaddy and wants it to point to their eXp Realty site, here’s exactly how to do it. This takes less than five minutes when you follow the steps in order.
Step 1: Log In to GoDaddy
Step 1: Log In to GoDaddy
Go to GoDaddy.com and sign in to your account with your username and password.
Step 2: Open Your Domain
Step 2: Open Your Domain
After logging in, click your name in the top right and select “My Products.”
Find the domain you want to use and click Domain Settings.
Step 3: Go to DNS Management
Step 3: Go to DNS Management
On the Domains page, scroll down until you see the domain and find the DNS button
This will take you to the DNS Management screen where forwarding is located.
Step 4: Set Up Domain Forwarding
Step 4: Set Up Domain Forwarding
Select the tab on the DNS Management page that says "Forwarding" then click the "Add Forwarding" button.
Step 5: Enter the Forwarding Details
Step 5: Enter the Forwarding Details
A small pop-up window will appear. Use these exact settings:
Forward to: select https:// from the dropdown
In the field next to it, type your eXp agent site URL in this format:
firstlast.exprealty.com
(No extra slashes at the end)
Your final URL should look like:
https://firstlast.exprealty.com
Forward Type: Permanent (301)
Settings: Forward only
Leave everything else as default.
Step 6: Save Your Settings
Step 6: Save Your Settings
Click Save.
GoDaddy may take a few minutes to update, but it usually works within moments.
Step 7: Test Your Domain
Step 7: Test Your Domain
Wait a couple of hours (up to 24) for the internet to recognize your changes. (DNS changes have to propgate to the web).
Open a new browser window.
Type in your domain.
It should automatically redirect (forward) to your eXp Realty website.
Google Sites
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