BoldTrail Reviews

The Best Realtor Platform

Pros:

Having previously been an admin in the 90's, followed by then being an assistant to various agents, and now being a licensed Realtor since 2006. I have seen how the industry has evolved along with new technology. I have seen what works and what doesn't work. And, KVCore is a platform that combines all the latest technology into one platform to assist agents. It's the first thing I log into each day.

Cons:

Sometimes I would prefer to be able to call in for help versus waiting for a response.

KvCore is a must have tool in your business

Comments: Excellent. I can’t imagine a better CRM platform to help manage and automate my business.

Pros:

The dashboard, smart CRM, automated tools such as the marker report and smart campaigns. API automation is also crucial to do it yourself connection to third party lead gen.

Cons:

There isn’t anything that I don’t like about kvcore. I do wish they’d make a design on releasing the free version of Core Home to all brokerages

Frequent User

Comments: Mine is good. Other agents are frustrated.

Pros:

Ease of use but its very IT centric. People who are not confortable with computers really struggle.

Cons:

The Open House app. Poor design. Too IT centric for the average person. Interfaces are incorrect. Unable to set up a range in alerts for maintenance fee and lessehold fee.

BoldTrail formerly KVCore

Comments: Worse experience I have ever had with any companies that I've paid for services! They just want you to pay for their services and did not follow through with their service. They also would not let me out of their contract.

Pros:

Their platform was too complex and definitely not user friendly

Cons:

Too complex, terrible customer service, turn around time up to a week for a ticket through tech support. No live support just automated chat bot

Robust Features, Great Support

Pros:

There are more features in BoldTrail that you can possibly imagine, and even more with optional add-ons and features. It takes a while to dig into everything that is offered, but once you do BoldTrail is a powerful tool that allows you to generate, capture and sell to leads from beginning all the way through follow up.

Cons:

It can be a bit overwhelming at first, and it seems to be lacking in some basic needs/features - One example: it has a GREAT creative library for flyers, social media, etc. that is easy to use, but it is missing the required Equal Housing graphics with no way to add them.

Client management and tracking at it's finest!

Comments: Once I got past the intimidation of everything that it can do and started handling it one task at a time until I was comfortable and mastered that task I found that it's really quite easy. I wish I had dove in more quickly and started using it long before I did. It does everything you would want it to and is by far the best system for tracking and managing clients.

Pros:

If you want a one stop CRM, Marketing tool and lead capture system this is it. You get what you pay for and KVCore is worth every penny. Once you learn the fundamentals and start using the system it is quite easy.

Cons:

I would like to add more data about my clients and be able to add wedding anniversaries, kids birthdays etc. I know I can use the Task option but I would rather have it attached in their file.

Great and Easy to Use CRM

Comments: When I get a new lead, I enter Turk into KVCore and label them. I’m able to find them easily. It’s a great CRM.

Pros:

It’s easy to organize my contacts and stay in touch with them.

Cons:

When I send an email, I can only select a few contacts at a time. It would be nice to click on the group and send the info one time.

Decent but needs improvement

Pros:

I used multiple CRM's in my previous life and current career. This one is OK, nothing innovative that would make me jump for joy. I need CRM that would make my life easier not complicate it.

Cons:

too long to set everything up, and while it makes sense for some it doesn't for me

Boldtrail for Realtors

Pros:

Lead capture capabilities and reminders to connect.

Cons:

Often difficult to know where to go on the very busy page

Easy to Use!

Pros:

How easy it was to navigate and use! I've been searching high and low and this is perfect.

Cons:

Disliked nothing other than having to switch from a different CRM now

Still wondering where the value is for a single agent

Comments: My overall experience has been 2.5 out of a 1-5 rating system. It's been frutstrating and a lot of extra work trying to figure out the system and make it work. The emails going to junk is something I have not experienced before. I also wonder what your other services provide like your listing service. I am afraid to try it because I don't want to spend more money.

Pros:

It's easy to put in names. I like the verifications.

Cons:

The cost of the system is just the base price but doesn't really offer anything that other systems offer. I thought the system would provide more other than just a CRM.

Easy & User friendly

Comments: Overall...after the "need to get used to a new platform" phase, this is a really professional and efficient platform which I enjoy to use. Being able to send a lead several listing in one "click" is great.

Pros:

The way it enables you to see an overview of your business, your leads and their activity is excellent. Easy to filter and contact the leads through the platform. The chat support is excellent and timely, and always ready for any questions and requests...no matter how silly!

Cons:

Some features are not so easily visible and one needs to know where to look which can be frustrating. When sending emails with attachments you need to remember to go into advanced editing mode and "know" that the attachment needs to be placed in a "button"....which complicates the process. Please make this more user friendly!

kvCore

Comments: My overall experience with kvCore has been very good, it's a great system and I'm lucky to be with eXp so this CRM is free for me!

Pros:

The most impactful features are hashtags for tagging leads, property boost which imports leads automatically and the AI technology which is like having a virtual assistant within the CRM. These features are excellent and I use them regularly.

Cons:

Often I find it difficult to find leads I have recently chatted with or emailed back and forth and even looking up leads in the CRM could be more user friendly.

It works but not my favorite.

Comments: It's ok. If I had to pay for it myself, I probably wouldn't use. It is a set it and forget it mentality. There is lots of functionality, but everything is an up-sell, which is a turn off. Are any leads better than those I generate myself? No, most that the website generates are just tire kickers. The best feature I have found is that the website tracks clients that search through it, so I can see what they are looking at on the backside.

Pros:

That website captures the activity of contacts.

Cons:

I've tweaked the website presentation pretty hard. I know my brokerage has locked it down quite a bit, but the grey font is really hard to read with older eyes.

I switched my business model to work with KVcore at eXp Realty

Comments: Simply the best.

Pros:

It is very easy to use and ideal for my industry of real estate.

Cons:

I wish I could see what campaigns have ran and ended with certain clients so I don't repeat on accident. Also it would be nice to have a feature to send the property valuations over text messages.

Not Happy with Customer Service

Comments: great software concept but the worst and I mean the worst customer service I have ever experienced in 15 years in the real estate industry. Kvcore either needs to hire more people or stop taking in customers if not able to keep up with customer service. I get no response to questions regarding my bill, if it has been canceled and being billed for August. So since do not know if being billed I have to cancel my credit card now that is bad customer service when you have no choice but cancel a credit card because no response from the billing department.

Pros:

The leads and able to generate leads, the bomb bomb video messages and many other features.

Cons:

too many issues with the software and No help. you have to set up an appointment that takes days before you can talk about the issue your having which delays the performance of your job.

GOOD PRODUCET

Comments: Pretty good. There is always a rep or someone you can reach out to for assistance, lots of tutorial, (but you will definitely spend a lot of time on those tutorials) If you are not a super busy agent or if you have an assistant to learn it and use it for you, it's great. But if you are a busy agent and you don't have a transaction coordiantor, or an assistant, you will probably not have the time to learn it and end up either not using it at all, avoiding it, (like I did), or not even close to scratching the full potential.

Pros:

KVCORE literally has everything. You can monitor messages that have been opened by the client. Set up property alerts right from there. Create campaigns, lead management, etc. Lots of tutorials and info available on fb and youtube. Love that I can prioritize clients on level of interest/commitment.

Cons:

The nosey neighbor did not generate any viable leads and was expensive. The screen setup is a little overwhelming, and not super easy to spot everything, so I believe I am probably not utilizing most features because they're not super recognizable. I really do not like that you can't use spaces in the hashtags like you can with FUB, or delete a lead that's not going anywhere or is a telemarketer. Also, you cannot merge duplicate contacts. Or at least I couldn't, and I probably couldn't find the tutorial for it, so I have alot of duplicates. It's a LOT of info to learn and can be very overwhelming. We were using it for roughly two years and I did not have the time to sit and lean all of it. I pretty much gave up after a month or so and just used the basic funtions. Setting up the campaigns is not exactly fluid or easy as well. It's great that you can do it, but by the time you start, then do a tutorial, try to set it up, etc., you've already been interrupted by the phone or someone twenty times that by the time I have a chance to go back to it, I have to learn it all over again I spent the majority of my time on KVCORE trying to learn it, so I just stopped.

Great Concepts but not ready for prime time

Comments: Not good. It took them over a month to get my 20 lead source up and running and my data migrated. They refuse to fix bugs .

Pros:

I like the fact that the system is geared towards lead follow-up and it helps drive agents to follow-up with leads. It is also nice to have an integrated dialer, email system and texting included all in the lead view. The IDX website is also very good

Cons:

The product only came out in November 2017 and it shows. Customer Support and product quality are poor. Customer Support fights back on every bug you find saying it's working as designed. The only way they will fix bugs is if you escalate them to your Success Manager. Here is my current bug list: 1.) 103207 - Search on Hashtag only matches the first part of the hashtag before the hypen, so Buyer-A and Buyer-B are both matched then you enter Buyer-A. Closed as working as designed. 2.) Auto responder message says "Oh its Sandy Jamison, we've been talking on sandyjamison.svhousesearch.com - sorry to bother you, just wanted to see if you had interest in looking at homes this weekend.  - Per [SENSITIVE CONTENT HIDDEN] on 12/26 we can't configure this or turn it off. It is sent every time someone replies back 'Who is this?". This is causing problems with our seller leads and since we turned the system on last week have had three confusing situations with sellers. Since half our leads are sellers we can't use the text features of KVCore. 3.) Sprint cell phone customers see a "Scam Likely" message when they are called from the Smart Number, They are refusing to try to fix this. 4.) 106227 - Hashtag search list in Smart CRM & Lead Editing have entries in it that don't match any records, such as ApptSet, appointmentsetbychristia, appointmentsetbyjanan, appointmentsetbychristina, RescheduleAppointment. They are refusing to try to fix this. 5.) They only support Google Chrome.

I wouldn’t work without it

Comments: I love the system but hate the customer support.

Pros:

I like everything about KvCORE. I feel that I am in total control of my business. It gives me access to what works and what doesn’t for my prospects without them even knowing which gives me the opportunity to keep developing my approach. Not to forget how easy it is for me to stay on top of things through all the automated options. Finally I Al always excited about new updates and additions.

Cons:

There is so much and it is not simple. But my least favorite is the customer support. It has changed in the past year and now it takes forever to get things resolved. They don’t seem to follow up and if they do, most of the time it’s not relevant.

Built for the modern agent

Pros:

I like the library of videos to help aid in learning the platform.

Cons:

I wish there were other features to it that I have submitted to the team to review. But there is a lot of positivities

Daily user and teaching others

Comments: Simply the best

Pros:

A one-stop CRM. Videos, the ROBO help desk, the conversation is then sent to me in a message, the team follows up to make sure the answer was sufficient

Cons:

The videos are great, but a step by step written procedures would make this #1, more outstanding, easy for everyone to use regardless of IT easy. No one has videos and step by step. written documentation for training

Stay Away, Not worth the money and months of hassel

Comments: Atrocious

Pros:

I do not like anything about this program.

Cons:

This is the most underlying platform as of yet that I have used. I heard good things and was ready to give this a shot. I was promised 25 leads a month, that did NOT happen. This program seems to entice more spam calls and then those calls are what filters into this system. I have tried to get out of my contract and there is no getting out of it. I am stuck paying for something I don't use, don't like, and most importantly, DOES NOT WORK. When I have tried to talk to someone about this, they make you schedule on their calendar and it takes 2-3 weeks to get on the calendar. This is not lead generation (As I was promised) and the customer service is beyond atrocious. Do yourself a favor and stay far away from this company as they do not deliver nor will they work with you when you are unhappy about the product.

I wouldn't run my business without it.

Comments: I have been using Kunversion Plus and now KV Core over two years. I don't know how I possibly controlled my business and leads before using the service. It is now an integral part of my work week from the first thing I do in the morning to the last at the end of the day. It keeps me in continued contact with everyone in my sales funnel. For the most part, it's on autopilot and allows me to focus my attention on where my clients' needs are without dropping potential clients.

Pros:

The best features are its functionality and intuitiveness. The system helps me maintain control over my current and future business. Without it, I would have much less control over my schedule.

Cons:

There are a few bugs being worked out with the merge tags in emails. The IT team is currently working on a fix and maintains communication during the process.

KV Core CRM

Pros:

the automatic emails the are sent keep me informed about the direction the client is going.

Cons:

Navigating throught he program was not very user friendly at first

Rick Geha KvCore love

Comments: incredible

Pros:

it automates so much that I would have used a human for

Cons:

Not educated enough to answer this. I have people who take care of it