Overview
Equipped with your own individual BoldTrail system from your Brokerage, you might be wondering how you can use BoldTrail to manage a group of Agents. While the individual BoldTrail is a very powerful platform to run your business on, it lacks many of the administrative tools needed to manage a Team. The BoldTrail Team add-on includes the tools needed to manage a sales BoldTrail team including a BoldTrail Team-branded website with an Agent roster, BoldTrail Team branding, a Smart Number to automate inbound call routing, custom lead routing for your BoldTrail Team's advertising dollars, and more.
The BoldTrail Team Add-on includes all of this, for a fraction of the price you would pay for a stand-alone group BoldTrail system.
Specific Team Features
Team Website
Get a branded Team-level website with an Agent roster, on a domain of your choosing. Should a Team decide to add custom or premium design work to the Team-level site, all Agent-level sites (e.g. agentname.teamdomain.com) may inherit the design to their personal site if they choose to.
Team Lead Dropbox
Send leads from any source to your Team to be easily routed to its members.
To learn more about the Lead Dropbox, click here.
Team Lead Routing
For every lead that is sent to your Team, control how they are routed to your Team members.
To learn more about Lead Routing, click here.
Team Squeeze & Landing Pages
Squeeze and landing pages are BoldTrail's most effective tools for turning traffic funnels into leads, allowing users to create pages of content tailor made for a specific audience, and allow services that provide traffic to be cost justified for effectiveness.
To learn more about Squeeze Pages, click here.
To learn more about Landing Pages, click here.
Team Smart Number
Your Team wouldn't be complete without all of the Advertising tools at your disposal, including your own BoldTrail Smart Number. Use the Smart Number to generate leads via text message, as well as to receive calls to be distributed how you see fit. Your BoldTrail Team Smart Number will be a local area code phone number which will become the primary outbound display number for all Team members’ calls made from the desktop platform.
To learn more about Smart Numbers, click here.
Team Smart Campaigns
You can easily configure and deploy Smart Campaigns for your entire Team, to employ any follow-up or incubation strategies as quickly and seamlessly as possible. This empowers Team leaders and Admins to ensure uniformity in their Agent’s approach to working and converting Team owned leads.
To learn more about Smart Campaigns, click here.
Team Lead Ownership: "Non-owners Mode"
Pro teams have the ability to configure their Team to be the owner of all new contacts added to BoldTrail. This powerful feature should only be enabled when the Team operating practices are aligned with this lead ownership strategy.
If an Agent is a member of this type of Team, every lead they receive/create/are assigned to is owned by the Team. When an Agent is moved onto this team, their leads do not change ownership, but any new contacts from this time forward will be owned by the team.
To learn more about Lead Ownership, click here.
Lender Login Creation
Team Admins are given the ability to generate special Lender login credentials for any Lenders the Team may partner with. A Lender login will ensure that the lending partner is alerted when they are assigned a lead in parallel with the agent assigned to the lead. Lenders can collaborate via the Smart CRM with the assigned Agent to each lead they themselves are assigned to.
To learn more about connecting a Lender, click here.
Ability to Create Ponds
Team Admins are able to create and configure unlimited lead ponds, configuring each pond with different settings.
To learn moire about ponds, click here!
Agent Accountability
Team Admins are able to set metrics regarding how often the Team members are required to login to BoldTrail, as well as minimum daily completion rates on assigned calls and tasks to be completed.
To learn more about Agent Accountability, click here.
Team Business Analytics
Your Business Analytics section will provide information about your Team's system and how your Agents are performing.
To learn more about Business Analytics, click here.
Multi-Team Plus
With the Multi-Team Add-on, you have a limit of 15 users with the basic package, but with Multi-Team there is a limit of up to 50 users. The Multi-Team Plus comes with other benefits like 3 MLS' instead of 1, and up to 10 included Smart Numbers, and more (including everything included in the Multi-Team Add-On basic package).
Frequently Asked Questions
Do I or my team members get a second BoldTrail login with the BoldTrail Team add-on?
No. All members, yourself included, continue to use the same BoldTrail login provided by your brokerage. Your account will now be updated to be a Team Admin' account.
Do I need to re-upload my lead database for the BoldTrail Team add-on?
No. If your lead database is already uploaded into BoldTrail, you will have a new mass action in the CRM allowing you to convert your existing your own Agent-owned leads into Team-owned leads so that they may be distributed to your Team members or a pond.
Can my Lender help pay for my marketing?
Yes. Lenders or other 3rd parties may be added as payers. For assistance with adding a Lender as a payer please reach out to the Inside Real Estate Billing Department.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!