Average Ratings 9 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Establish and execute your returns management and product service procedures swiftly and efficiently. Ensure that you have comprehensive oversight and authority over your service operations. Effortlessly track, assess, and enhance your service processes to boost efficiency. Increase the efficiency of your product service team while significantly cutting down on service response times. Create a customer portal on your website that enables customers to request RMAs, track their progress, submit support tickets, and access a repository of articles and documents. Tailor every element of the returns and service workflow, including data fields, user interfaces, responsibilities, processes, automation, and reporting features. Develop one or multiple processes for various RMA types or distinct product lines and modify them at any time, without requiring coding expertise. Our expertise has successfully assisted numerous manufacturing firms across various sectors with unique product lines in defining and implementing tailored returns and service management tracking systems. By providing versatile and customizable solutions, we empower businesses to adapt quickly to changing market demands.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
TRIBUS
Xero
Zapier
Zendesk

Integrations

Salesforce
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
TRIBUS
Xero
Zapier
Zendesk

Pricing Details

$5 to $60/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

Renewity Systems

Founded

2005

Country

Canada

Website

www.renewityrma.com

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

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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