Power Up with BoldTrail CRM

♥️ Why our agents love BoldTrail CRM 🫶

From an individual agent’s perspective, BoldTrail is a best-in-class CRM because it’s built to run your business, not just manage conversations. We’ve spent time evaluating CRMs. For agents who work hard to build private databases, referral relationships, and long-term pipelines, data ownership and insulation matter. That’s why our agents use BoldTrail.

LOGIN TO YOUR BOLD TRAIL ACCOUNT AT https://boldtrail.exprealty.com

JOIN OUR LIVE MONTHLY MASTERMINDS

2ND WEDNESDAYS AT 12 PM ON ZOOM

WATCH PAST RECORDINGS

True data ownership. Your contacts, behavior data, searches, and content are not feeding a downstream lead marketplace. Less dependency risk. You are not building your business inside a CRM owned by a company whose core business is selling leads to agents.
One login, fewer tools. Website, CRM, landing pages, email, market reports, and blogging live in one system instead of 6 integrations. A fully synchronized website + CRM ecosystem. Your site, landing pages, and CRM are native to each other, not duct-taped together.
Confident mass email delivery. No need for a newsletter software. Send up to 30,000 emails per day without ending up in Gmail jail or paying for additional software like MailChimp or Constant Contact. You can run real email campaigns directly from the CRM without worrying about throttling or deliverability issues common in FUB. Email, forms, and campaigns are designed to work together, not patched across vendors.
Built-in property searches per contact. You set searches once, see client activity, and track intent without relying on external portals. You see what clients view, save, favorite, and revisit, without relying on portal alerts or browser cookies.
Better support for nurture, not just follow-up. Long-term drips, market education, and content-based nurturing are first-class features.
Native advertising support. Create squeeze pages and funnels for Facebook and Google ads without third-party builders.
Automated market reports that actually tie back to your contacts and their searches.
Blogging inside the platform. Content lives with your SEO, your CRM, and your audience, not on a disconnected site. Better long-term SEO value. Your blog posts, pages, and market content build your domain authority, not a third-party site.

Getting Started with BoldTrail

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.

https://exp.thegettingstartedguide.com

GO THROUGH THIS STEP BY STEP TO OPTIMIZE YOUR BOLD TRAIL ACCOUNT

Setting Up BoldTrail CRM & Website
Getting contacts into BoldTrail
Nurture and Engage your contacts
Generate new leads!

Daily

Review your dashboard activity and respond to Client questions, texts, and emails.
Check your automation. Create a filtered list for New Leads and ensure that every contact is assigned at least 1 automated touchpoint (Search Alert, Seller Report, Market Report, or Smart Campaign).

Weekly

Create a Landing Page and share it to your social media
Create a blog post and share them on your social media
Write a newsletter and send it out to all of your contacts

Monthly

Set a goal is to add 10 new contacts to your database each month and capture 10 new leads. (i.e. post a Squeeze Page, a Landing Page or boost a property)

How to Get Support & More Training Resrouces

Hire BoldTrail's "Done for You" Services Group

☝️☝️☝️

If setting all this up seems like too much, Inside Real Estate, the company that runs Bold Trail offers paid Done-For-You services. You can hire them as a consultant to get you up and running FAST!

You can contact the Support Team using the chat bubble in the bottom right corner of your account. Replies typically take 2-60 minutes during regular business hours. But you don't have to wait for a Support Rep to reply, as all replies are CC'd to your email address.

Find Help Articles at http://help.insiderealestate.com

Getting the Most Out of Bold Trail

Learn how to easily setup your Agent Profile

Learn more about the BoldTrail Dashboard

Looking for more information about Setting Up Your BoldTrail Account?

Join the weekly interactive webinar - Mondays at 11 am CST --> REGISTER HERE

Manage Your Contacts and Build Automations

Learn how to easily create hashtags within your BoldTrail account to use as labels for further contact organization and filtering.

Learn how to manage Behavioral Alerts & Create Automations

How to Automate Emails and Texts for Birthdays and Purchase Anniversaries

How to Disable Automatic Emails, Reports, & Texts for a Contact

Learn how lenders work inside BoldTrail and how to request your preferred lender through eXp’s internal form.

Looking for more information about Managing Your Contacts and Automation?

Join the weekly interactive webinar - Tuesdays at 11 am CST --> REGISTER HERE

Getting Familiar with Your Website and Listings

Compliance Check: Go to Web & IDX > Compliance and upload your IABS form so it displays correctly in your website footer.

Looking for more information about Website & Listings Management?

Join the weekly interactive webinar - Wednesdays at 11 am CST --> REGISTER HERE

Fueling Your Pipeline & Lead Gen

>> Text Deliverability Tips

Professional Advertising Tips

Looking for more information about Fueling Your Pipeline?
Join the weekly interactive webinar - Thursdays at 11 am CST --> REGISTER HERE

Client Journey, Filters & Smart Campaigns

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.

Next-Level BoldTrail: Templates, Playbooks & Daily Best Practices

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.