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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.
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.
LOGIN TO YOUR BOLD TRAIL ACCOUNT AT https://boldtrail.exprealty.com
Getting Started with BoldTrail
Getting Started with 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
- Managing Your Contacts and Automation
- Getting Familiar with Your Website and Listings
- Fueling Your Pipeline
Customize Your Website
Customize Your Website
If setting all this up seems like too much, Inside Real Estate, the company that runs Bold Trail offers Done-For-You services. ☝️☝️☝️
Marketing with BoldTrail
Marketing with BoldTrail
Advertising
Advertising
Blogging & Mass Emails
Blogging & Mass Emails
Importing Leads, Integrations & Lead Sources
Importing Leads, Integrations & Lead Sources
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.
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