Power Up with BoldTrail CRM

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.

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.

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.