About
BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more.
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About
If you don't know your numbers, you don't know your business. ClarityNOW’s P&L is the best in the industry. Specific to real estate, it breaks down your income, your cost of sale, and all of your expenses. View your P&L through the numbers or through charts & graphs. Add vendor income, profit/revenue share, and more. Complete with a Quickbooks integration. Finally, every real estate agent can have a P&L and take control of their business. Our goal/gap report is unique to ClarityNOW and is a game changer for your business. This report breaks your goals down with seasonality and lets you know how many days you have left to take listings and sell homes to hit your next milestone goal. Complete with a summary of what you need to specifically do to stay on track the next 7 days to hit your goal. The goal should be part of every team meeting, every agent 1:1, and will be visible to your coach.
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About
Ideal for agents, teams and brokerages looking to increase their productivity. Discover how Propertybase helps you turn leads into life-long clients. Propertybase and Lone Wolf offer the industry’s most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More making every step from search to sale an intelligent and seamless experience. See how we pair IDX websites, CRM, and back-office tools that help real estate professionals meet the demands of today’s challenges. Technology will never replace the value of real estate agents. Propertybase provides the tools you need to automate time-consuming tasks, reach more consumers, and drive your business forward. Propertybase Salesforce Edition helps real estate businesses in 60+ countries grow with market-leading technology. Designed to drive collaboration and performance, Propertybase GO is the ideal software to grow your brand.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Real estate agencies, professionals and companies looking for a real estate layout planning solution
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Audience
Businesses and agents needing a solution to manage their numbers, profits, income, and revenue operations
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Audience
Property managers and commercial renters seeking a solution to manage their commercial properties
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$79 per month
Free Version
Free Trial
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Pricing
$79 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoldTrail
Founded: 2017
United States
boldtrail.com
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Company InformationClarityNOW
United States
www.claritynowre.com
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Company InformationPropertybase
www.propertybase.com
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CategoriesBoldTrail’s AI-powered Smart CRM is more than a database, it’s a predictive, intelligent assistant that helps agents work smarter, not harder. Its machine learning engine continuously analyzes client behavior (views, clicks, saves, searches) to identify high-intent leads and trigger automated follow-ups, so agents never miss the moment to engage. AI prioritizes daily tasks based on real-time activity, surfaces “likely to convert” contacts, and recommends the right action to take, whether a call, text, video message, or email, fully integrated into one command center. Agents receive smart reminders and insights tied to life events, buying signals, or market shifts, enabling hyper-personalized outreach at scale. The result? A CRM that not only organizes contacts but proactively helps close more deals, faster. With BoldTrail’s AI, agents build deeper relationships, reduce response time, and dramatically increase lead conversion rates. BoldTrail’s Present CMA & presentation builder is a next‑generation tool that compiles stunning, customizable reports in under a minute. Automatically draft compelling, branded CMAs for buyer and listing presentations with a user-friendly interface and different themes like “traditional” “modern” or “luxury” to tailor the look and feel to your clients’ needs. The platform also tracks engagement, sending instant alerts when clients open or review specific slides, so agents know exactly what resonated and when to follow up. Tailored “Win the Representation” slides further help buyer’s agents showcase their expertise and compensation structures. Trusted by leading agents and brokerages, BoldTrail’s CMA builder turns data into dynamic, client‑ready presentations proven to help win listings, offers, and relationships BoldTrail’s Real Estate Marketing tools put your marketing efforts on autopilot with advanced behavior-based automation that adapts to client actions like views, saves, clicks, and more, to trigger relevant content automatically, and boost engagement by 5–10× over traditional campaigns. Agents can effortlessly deliver hyper-local, real-time listing alerts that are driven by custom geographic zones, MLS criteria, and customer behavior, so clients receive only the most relevant listings. Engaging market reports showcase home valuations and neighborhood trends, reinforcing agent expertise and trust. Choose from BoldTrail’s intelligent pre-built multi-channel workflows that include email, SMS, video messaging, and voicemail drops, with automated scheduling for birthdays and anniversaries. Built-in video messaging, advanced HTML email editor, and fully integrated print marketing tools make it easy for agents to share beautiful, branded content across channels with minimal effort. BoldTrail’s transaction management solution offers a fully integrated, end-to-end system to manage real estate deals from contract through closing. It centralizes real-time deal tracking, allowing agents to visualize each transaction’s status, upcoming deadlines, and custom workflow stages. Documents are securely cloud-stored and accessible at any time, with built-in e‑signature tools and automated version control to ensure accuracy and compliance, and eliminate paperwork and errors. Automated workflows assign tasks, pre-fill forms, and trigger reminders for key milestones, reducing admin work and accelerating closings. Collaboration is streamlined with multi-party communication tools, in-app messaging, and a client portal that keeps everyone informed, sharing documents and updates in real time. Plus, robust reporting and analytics surface performance insights, from efficiency and cycle times to conversion rates, empowering brokers and agents to optimize workflows and grow revenue. |
Categories |
Categories |
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Real Estate Agency Features
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 Accounting Features
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 CMA Features
Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Marketing Features
Advertising Management
CMA
Contact Management
CRM
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder
Real Estate Transaction Management Features
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Sales Tracking Features
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
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Real Estate Agency Features
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
Lease Management Features
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Property Management Features
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management
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Integrations
Agent Legend
BoldTrail Back Office
ChatGPT
Cirrus8
CommVersion
Curb Hero
Docusign
Facebook
Open House Wizard
QuickBooks Online
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Integrations
Agent Legend
BoldTrail Back Office
ChatGPT
Cirrus8
CommVersion
Curb Hero
Docusign
Facebook
Open House Wizard
QuickBooks Online
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Integrations
Agent Legend
BoldTrail Back Office
ChatGPT
Cirrus8
CommVersion
Curb Hero
Docusign
Facebook
Open House Wizard
QuickBooks Online
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