How BoldTrail CRM Functions for Agents at eXp Realty
Key Takeaway: BoldTrail CRM is one of three brokerage-supported CRM options at eXp Realty. It is included in the $85 monthly tech fee and combines lead generation, IDX websites, marketing automation, and client management tools. Agents may choose BoldTrail, Lofty, or Cloze based on workflow preference.
TL;DR About BoldTrail CRM at eXp Realty
- BoldTrail replaced kvCORE as a brokerage-supported eXp CRM
- Included in the $85 monthly tech fee
- Combines CRM, lead generation, automation, and IDX websites
- Designed for solo agents, teams, and scalable growth
- Agents may choose Lofty or Cloze instead
- Integrates into eXp’s broader cloud brokerage technology platform
BoldTrail CRM is a cloud-based customer relationship management platform provided to eXp Realty agents. It combines lead generation, marketing automation, IDX website functionality, and client management tools in a single system.
A common misunderstanding is that BoldTrail is the only CRM available to eXp Realty agents. It is one of three brokerage-supported options; agents may also choose Lofty or Cloze based on their workflow needs.
This article explains how BoldTrail CRM fits into the broader eXp Realty Technology ecosystem available to eXp agents.
This article covers how BoldTrail CRM is structured, what it includes, how it integrates with eXp’s brokerage platform, and how it compares to the other supported CRM options:
Table of Contents
What Is BoldTrail?
BoldTrail is a cloud-based CRM that was originally launched as kvCORE and rebranded for eXp Realty. It manages leads, client communications, and marketing automation within a single platform. More information is available on the official BoldTrail website.
BoldTrail is available to eXp agents through the $85 monthly technology fee and does not require a separate contract or additional per-seat cost.
BoldTrail CRM Core Capabilities
BoldTrail CRM supports lead management, automated follow-up, and IDX website functionality within a single platform.
- Customizable IDX websites for lead capture
- Automated text, email, and voicemail follow-up sequences
- Behavioral lead prioritization through Smart CRM
- AI-driven insights for lead prioritization
BoldTrail combines lead generation, client management, and automation in a single platform.
BoldTrail CRM Features
BoldTrail CRM includes tools for client communication, lead nurturing, marketing, analytics, and cost-efficient access to the eXp technology platform.
Client Communication Tools
BoldTrail centralizes email, text, and call communication within a single dashboard.
- Direct scheduling for showings
- Inquiry response tracking
- Personalized message templates for client outreach
Automate Lead Nurturing and Follow-Ups
BoldTrail automates lead nurturing through drip campaigns, text reminders, and behavioral tracking workflows.
- Drip campaigns that nurture leads automatically
- Text reminders for listing views and appointments
- Behavioral tracking to monitor client activity patterns
Marketing Automation Tools
BoldTrail includes marketing tools for website customization, social media automation, and email campaigns.
- Customizable IDX websites to showcase listings
- Automated social posts and polished email blasts
- Analytics and performance reporting
Analytics and Data Reporting
BoldTrail provides real-time analytics on lead activity, local market trends, and agent performance.
- Lead activity tracking
- Local market trend reporting
- Actionable recommendations based on behavioral data
Cost Structure and Inclusions
BoldTrail is included in the eXp Realty monthly technology fee and does not require a separate subscription.
- Included in eXp Realty’s $85/month agent fee
- No additional contracts or separate subscription fees
- Accessible through eXp’s technology platform without a separate subscription
BoldTrail CRM Operational Functions
Daily Operations and Task Management
BoldTrail includes scheduling and task management tools for planning showings, follow-ups, and appointments.
BoldTrail automates listing alerts and market updates. Agents can configure automated follow-up workflows within the platform.
Client Data Management
BoldTrail stores contacts, conversations, and property details in a centralized database.
Client profiles include communication history, property search activity, and preference tracking.
Lead Management Tools
BoldTrail includes automated reminders and follow-up scheduling for active leads.
BoldTrail includes a lead concierge service and seller lead generation tools as part of the platform.
Automated Follow-Up Features
BoldTrail supports automated follow-up sequences for text, email, and video messages.
BoldTrail supports bulk text messaging and in-app video messaging.
What Agents Also Ask About BoldTrail CRM
Is BoldTrail CRM required at eXp Realty?
BoldTrail is one of three supported CRM options at eXp Realty. Agents may instead choose Lofty or Cloze, or use an external CRM independently. eXp pays only for the supported options, giving agents choice without mandating a single workflow or system.
How does BoldTrail compare to Lofty or Cloze?
BoldTrail focuses on lead generation, automation, and IDX websites. Lofty emphasizes marketing automation and design, while Cloze is relationship-centric and does not include IDX websites. Each CRM supports a different business style rather than ranking as better or worse.
Who is BoldTrail best suited for?
BoldTrail works well for agents who rely on online lead generation, automated follow-up, and IDX websites. It is commonly used by solo agents and teams who want structured workflows, behavioral tracking, and marketing tools without assembling multiple third-party platforms.
Why This Matters
eXp Realty technology is designed to address agent use cases like lead management, marketing automation, and compliance, but it does not operate in isolation or replace the broader brokerage experience.
At eXp Realty, all agents receive the same core brokerage platform, including compliance, compensation, and access to company divisions. What differs is the sponsor ecosystem an agent aligns with.
The sponsor an agent selects shapes which tools, training, and attraction systems they have access to, including which CRM workflows and lead generation resources are available within the sponsor’s ecosystem. Agents evaluating eXp Realty should understand that CRM access is a brokerage function, while additional support systems vary by sponsor.
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Karrie Hill
Co-Founder, Smart Agent Alliance
UC Berkeley Law (top 5%). Built a six-figure real estate business in her first full year without cold calling or door knocking, now coaching other agents to greater success.