Your BoldTrail platform is astoundingly robust from the moment you log in. It is already primed to smoothly integrate into your business and used in conjunction with your current processes and goals.

One of the great aspects of BoldTrail is the ability to seamlessly contact your leads, using channels like email, phone, SMS text, and Video messages.

The Contacts tab from the navigation menu on the left-hand side is where you can find all of your contacts' information (including saved searches, past communication, etc).

Tip: You can use the pop-out menu to filter your leads by the available criteria, and save those filters at the top for later use.

Below are a few quick links to our most helpful Smart CRM features!

If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing marketplacesupport@insiderealestate.com!