Average Ratings 9 Ratings
Average Ratings 0 Ratings
Description
BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience.
Key features of BoldTrail include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes:
- Expert and Responsive Customer Service
- Integration Marketplace along with an Open API
- Organized Implementation Strategy
- Comprehensive Product Documentation
- Availability of Professional Services
This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.
Description
Clozze is an innovative, AI-driven platform designed for real estate transaction management and CRM, catering specifically to agents, brokers, and transaction coordinators as they navigate deals from the initial contract through to closing. By consolidating transaction workflows, task management, communication, documents, and deadlines into a single unified workspace, Clozze significantly minimizes the need for manual coordination while enhancing visibility across all active transactions.
Its Communication Hub integrates both email and text messaging, enabling users to conveniently track discussions related to buyers and listings in one centralized location. The AI Assist feature smartly identifies messages that require attention and offers tailored response suggestions that reflect the user’s individual communication style. Furthermore, Clozze facilitates effective transaction-level task tracking, synchronizes calendars, fosters team collaboration, and streamlines document reviews.
With seamless integrations with platforms such as Dotloop, Follow Up Boss, Gmail, Google Calendar, and Apple Calendar, users can effortlessly import transaction data, eliminate redundant entries, and maintain interconnected systems. This comprehensive approach not only saves time but also enhances the overall efficiency of real estate transactions. Ultimately, Clozze empowers real estate professionals to focus more on client engagement and less on administrative burdens.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Follow Up Boss
Apple Calendar
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Integrations
Follow Up Boss
Apple Calendar
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Pricing Details
$5 to $60/month/user
Free Trial
Free Version
Pricing Details
$10 a month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
Clozze
Founded
2025
Country
United States
Website
www.clozze.io
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review