Key Points
- Included in eXp’s 85/month fee: BoldTrail CRM saves agents ~500/month vs. competitors.
- Automated lead nurturing: Follow-ups via text, email, video, and bulk messaging to boost conversions.
- Centralized client management: Track leads, communication, and client data in one dashboard.
- AI-driven insights: Prioritizes high-value leads and predicts deal-closing opportunities.
- Integrated marketing tools: IDX websites, automated social posts, and email campaigns.
- Time-saving automation: Saves 5-10 hours/week with scheduling, reminders, and drip campaigns.
- Scalable for growth: Works for solo agents and teams (lead concierge, team management).
- Top-rated CRM: Ranked top 10 for lead generation, analytics, and automation.
If you’re a real estate agent looking for a top-tier CRM that simplifies your business and helps you close more deals, BoldTrail CRM is it. This all-in-one real estate CRM and lead generation platform is turning heads—and for good reason.
And if you’re with eXp Realty, there’s even better news: BoldTrail CRM comes included in your $85 monthly eXp Realty fee. While agents at other brokerages often pay up to $500 a month for a comparable CRM (without half the features), eXp Realty agents get BoldTrail plus an entire tech suite—without breaking the bank.
BoldTrail CRM isn’t just another contact database. It’s a smart, intuitive system built to help you nurture leads, automate your follow-up, and grow your pipeline. Plugged into eXp Realty’s powerful virtual brokerage, it’s the perfect combination of high-level tech and hands-on support, making eXp one of the top real estate brokerages in the USA. Here’s your handy dandy index to this information:
Table of Contents
What Is BoldTrail?
BoldTrail is the top real estate CRM designed specifically for busy, modern agents. Learn more about its features and benefits on the official BoldTrail website, Originally launched as kvCORE and rebranded for eXp Realty, BoldTrail is the command center for managing your leads, nurturing client relationships, and automating time-consuming tasks.
It’s like having a virtual assistant who works 24/7—without you lifting a finger. BoldTrail helps you stay organized, build client trust, and close deals faster, all from one simple, easy-to-use platform.
And the best part? BoldTrail CRM is free for eXp Realty agents. It’s included in your $85/month fee, offering the same features other agents are paying hundreds for—plus access to eXp’s broader tech stack.
What Makes BoldTrail Different?
Thousands of top-producing eXp Realty agents trust BoldTrail CRM because it’s built to scale your business without the hassle. With BoldTrail, you can:
- Capture and convert more leads with customizable IDX websites.
- Automate your follow-up with text, email, and voicemail drops that sound personal.
- Manage your entire database through a Smart CRM that prioritizes leads based on behavior.
- Get AI-driven insights on who to call next—so you never miss an opportunity.
BoldTrail seamlessly combines lead generation, client management, and automation—all in one platform designed for eXp agents.
Benefits of Using BoldTrail CRM
Whether you’re a solo agent or leading a growing team, BoldTrail CRM is built to make your business run smoother, faster, and more profitably. It’s not just one of the top 10 CRMs for real estate—it’s a true all-in-one platform that simplifies your workflow and scales with you as you grow.
Simplify Client Communication
No more jumping between apps! BoldTrail organizes all your conversations—email, text, and calls—into one easy-to-use dashboard. You’ll never lose a lead (or your mind) trying to track who said what, and when.
- Instantly book showings
- Respond to inquiries without delay
- Send personal messages that build client trust
Consistent, clear communication keeps deals moving and clients happy.
Automate Lead Nurturing and Follow-Ups
BoldTrail’s automation handles the heavy lifting while you focus on closing. Its smart workflows keep your pipeline active 24/7—without you lifting a finger.
- Drip campaigns that nurture leads automatically
- Text reminders for listing views and appointments
- Behavioral tracking that keeps you ahead of client needs
One team closed 600 deals in two years—crediting BoldTrail’s automation for freeing them up to do what they do best: close.
Supercharge Your Marketing (No Tech Skills Needed)
Forget hiring a designer. BoldTrail gives you a pro-level marketing suite that makes you look like a genius.
- Customizable IDX websites to showcase listings
- Automated social posts and polished email blasts
- Analytics to fine-tune your strategy
These tools attract and convert more leads—without extra effort (or extra cost if you’re with eXp Realty).
Make Smarter, Data-Driven Decisions
BoldTrail’s real-time insights help you zero in on the leads and markets that matter most.
- Track your hottest prospects
- Spot trends in your local neighborhoods
- Get actionable recommendations that save time and close deals
This isn’t guesswork. It’s data that drives real results.
Maximize Value and Save Big
BoldTrail CRM offers everything you need for a fraction of the cost of other top real estate CRM platforms.
- Included in eXp Realty’s $85/month agent fee
- No extra contracts or surprise upsells
- All-in-one tech stack that’s already built into your eXp Realty business
Agents outside eXp are paying $500+ per month just for BoldTrail (formerly kvCORE)—and they don’t get access to everything else eXp Realty agents do, like live training, lead generation, and round-the-clock support.
How BoldTrail Supports Real Estate Agents
BoldTrail isn’t just another real estate CRM—it’s your secret weapon for running a smoother, smarter, and more successful business.
Streamline Daily Operations
Real estate moves fast—but BoldTrail keeps you in control. With built-in scheduling and task management features, you can plan your showings, follow-ups, and appointments in advance, and then let BoldTrail keep you on track.
Automate listing alerts, market updates, and even lead nurturing—saving you time and eliminating busy work. Some eXp Realty agents report saving 5-10 hours per week just by using BoldTrail to automate follow-ups.
Centralize All Client Data
No more digging through emails or spreadsheets. BoldTrail brings all your contacts, conversations, and property details into one central hub—easy to access, and always up-to-date.
Client profiles track preferences, communication history, and search activity, so you can jump into every conversation fully prepared. This kind of organization builds confidence and leads to better client relationships.
Boost Lead Conversion Rates
BoldTrail’s lead management tools help you respond faster and stay top-of-mind with prospects. Automated reminders and smart follow-ups ensure no lead slips through the cracks.
Features like the lead concierge service and seller lead generation tools help eXp Realty agents convert more leads and increase their GCI (Gross Commission Income).
Provide Consistent Follow-Ups
Fortune is in the follow-up, and BoldTrail makes it easy. Set up customizable automated sequences for texts, emails, or even video messages—so you’re consistently engaging leads without feeling overwhelmed.
Bulk texting and in-app video messaging help you maintain a personal touch at scale. The result? Stronger client trust, more referrals, and repeat business.
Ready to Build Your Future with eXp Realty and Smart Agent Alliance?
eXp Realty agents are leveraging BoldTrail CRM to streamline their businesses, convert more leads, and close deals faster—all without paying extra for top-tier technology. With BoldTrail CRM included in eXp Realty’s $85 monthly fee, agents get the kind of powerful real estate CRM and lead generation platform others pay up to $500 a month for. Combine that with eXp’s innovative virtual brokerage model, and it’s easy to see why eXp is one of the top real estate brokerages in the USA.
But if you’re ready to take things to the next level, with the added value of a sponsor group like Smart Agent Alliance, you’re not just getting a brokerage—you’re getting a launchpad.
Smart Agent Alliance gives agents access to:
- A done-for-you real estate attraction website for passive income
- Social Agent Academy Pro ($10,500 value) for social media marketing
- Weekly coaching sessions with top producers
- Customizable lead funnels, email campaigns, and marketing templates
- Step-by-step revenue share growth strategies
All free for agents who join through the Smart Agent Alliance sponsor line. When you combine that kind of value with eXp’s scalable team model, you get the kind of career growth that’s both smart and sustainable.
To learn more about how eXp Realty and Smart Agent Alliance can help you scale your career. Not sure if eXp is the right fit for you? Take this quick quiz to find out if eXp is a good match—especially if support and systems matter to you.
Not sure how passive income grows? You can play with the numbers using our exp realty revenue share calculator to see how much you could earn.
Frequently Asked Questions
What is BoldTrail CRM?
BoldTrail CRM is an all-in-one real estate CRM and lead generation platform designed for real estate agents. It helps agents manage leads, automate follow-ups, and grow their businesses.
Is BoldTrail CRM free for eXp Realty agents?
Yes! BoldTrail CRM is included in the $85 monthly eXp Realty fee. Agents at other brokerages can pay up to $500 per month for similar tools.
Why do eXp Realty agents use BoldTrail CRM?
eXp Realty agents love BoldTrail CRM because it automates lead nurturing, simplifies client management, and includes powerful marketing tools—all in one easy-to-use platform.
What makes BoldTrail one of the top 10 CRMs for real estate?
BoldTrail combines lead generation, customizable IDX websites, AI-driven insights, and automated follow-ups, making it one of the top CRMs for real estate agents.
How does BoldTrail CRM help real estate agents close more deals?
BoldTrail helps agents capture more leads, automate communication, and prioritize high-value prospects, so they can close deals faster and more efficiently.
What features does BoldTrail offer eXp Realty agents?
BoldTrail offers Smart CRM tools, automated lead follow-ups, IDX websites, AI-powered insights, and marketing automation—all included in the eXp Realty $85/month fee.
Is BoldTrail CRM good for solo agents and teams?
Yes! BoldTrail CRM is designed to support both solo agents and growing teams, with features that scale as your business grows.
Does BoldTrail help with lead generation?
Absolutely. BoldTrail CRM offers customizable IDX websites and automated marketing tools that attract and convert high-quality leads.
What are the benefits of using BoldTrail CRM with eXp Realty?
Agents get a top real estate CRM, automated lead nurturing, marketing tools, and support—all included in their eXp Realty plan, saving up to $500 a month compared to other platforms.
