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eXp BoldTrail FAQs

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What is BoldTrail?

BoldTrail is the next evolution in Inside Real Estate’s product and service portfolio with an enhanced user experience and an ever-expanding set of new capabilities planned for the future. 

What makes BoldTrail better than other CRM platforms?

Because it wasn’t just made for real estate — it was made for you.

BoldTrail is the most powerful, deeply integrated platform available to agents today. It's more than just a CRM — it’s your personal business engine, designed to simplify your day, supercharge your productivity, and help you close more deals without burning out.

Here’s why BoldTrail stands in a league of its own:

  • Built to Automate the Busy Work
    From Smart Campaigns to Behavioral Alerts to AI-driven lead nurturing, BoldTrail works while you work — and even while you sleep. Less manual effort, more deals closed.
  • Made for Teams and Solo Agents
    Whether you're just starting out or running a mega team, BoldTrail flexes to fit your business. Lead routing, pond accounts, team dashboards — it's all here.
  • Exclusive Tools You Can’t Get Anywhere Else
    BoldTrail isn’t a one-size-fits-all CRM. It comes packed with exclusive tools, templates, and branding designed to reflect your business, your voice, and your goals. From the moment you log in, it feels like home — because it was built just for you.
  • Training, Support, and Community That Has Your Back
    Get hands-on onboarding, live coaching, a rock-solid help center, and a community of agents ready to share tips and strategies.

Do top producers really use BoldTrail?

Yes! BoldTrail supports many of the industry's highest-producing agents and teams. It’s built to scale — whether you’re handling a handful of leads a month or hundreds.

Packages Overview

What is included in my package?

Your BoldTrail package is designed to give you the essential tools you need to run your business—smarter, faster, and more efficiently. Every eXp agent will have access to the core features that make BoldTrail powerful, with more details coming soon on what’s included in your specific package.

If you continue to use BoldTrail, you’ll enjoy access to fan favorites like eXp Present, eXp ListingMachine & DesignCenter, and 360 Home.

BoldTrail for Teams

How does BoldTrail support Teams?

BoldTrail was built for high-performing real estate teams. With powerful team-focused features like round-robin lead routing, pond accounts, shared Smart Numbers, collaborative marketing tools, and performance dashboards, BoldTrail gives teams everything they need to move fast and scale smart.

Team leaders can customize how leads are distributed, manage access and permissions, and get full visibility into team performance, whether you're a team of two or two hundred. BoldTrail acts like a "brokerage within a brokerage," giving teams the structure and flexibility they need to operate at the highest level.

As Associate Broker & Team Leader Suzie Savage puts it:

“BoldTrail allows me to effectively power through my most important clients, leads and tasks every morning so I can spend the rest of my day doing real estate and helping people. It gives me confidence that each day is as productive as possible for my business. The support, training and community that come with it have been a game changer.”

From automation to accountability, BoldTrail gives teams the confidence and tools to grow faster — together.

How can I upgrade to a Team package?

You can easily upgrade to a Team package directly from your account. Simply click the 'Marketplace' tab and find the 'Team Add-On' tile. Follow the steps to upgrade!  

BoldTrail for Agents

Why is BoldTrail the best CRM for Agents?

Because it’s built to work for you. BoldTrail automates follow-ups, organizes your day, and keeps your business running behind the scenes — so you can spend more time doing what you love: connecting with clients and closing deals.

How will BoldTrail help me close more deals?

With its smarter automation, better insights, and improved tools, BoldTrail allows you to focus on high-value activities that drive deal closures.

Training & Support

Where can I get training on BoldTrail?

You’ll have access to:

  • The BoldTrail Help Center
  • Weekly live webinars
  • Onboarding materials customized for eXp
  • 1:1 training if needed
  • Access to community support & coaching
  • eXp University LIVE & On Demand BoldTrail webinars Mondays & Wednesdays at 2 p.m. EST in eXp World and on YouTube.

Do I need to be a tech expert to use BoldTrail?

Not at all - BoldTrail is specifically designed to be user-friendly, with intuitive workflows and automation that does the heavy lifting for you. So you can spend your time doing what you do best - building relationships!