Introducing Real Estate CRM BoldTrail - What's New In BoldTrail?

Summary

Tamila Rajsingam introduces Bold Trail, the next evolution of the KB Core platform for real estate agents. With an improved user interface and advanced features, Bold Trail aims to enhance productivity and simplify workflows for users. The transition brings a cleaner, more intuitive experience without any additional costs for current subscribers. While the platform’s core functionalities remain, the upgraded system is designed to meet the growing needs of agents, offering greater flexibility, streamlined tools, and better scalability. Stay tuned for further training and resources to help agents make the most of this new platform.

Takeaways

• 😀 **Bold Trail** is the next generation of the **KB Core** CRM platform, offering a more seamless and user-friendly experience for real estate agents.
• 😀 The transition from KB Core to Bold Trail does not require any additional costs for users; your subscription price remains the same.
• 😀 The user interface has been redesigned for **improved usability**, making it easier for agents to navigate and complete tasks more efficiently.
• 😀 Bold Trail integrates an expanded suite of tools, creating a more connected ecosystem that simplifies business operations.
• 😀 New **advanced page editors** make creating and managing web pages easier, addressing previous difficulties faced by users with KB Core.
• 😀 Bold Trail enhances the search functionality, allowing agents to find what they need faster and more effectively.
• 😀 The core principles and strategies of CRM marketing remain applicable across Bold Trail, KB Core, and other CRM platforms.
• 😀 **EXP Realty agents** will benefit from a smooth transition to Bold Trail, with **clear communication** provided by both EXP and Inside Real Estate.
• 😀 Current KB Core users will automatically transition to Bold Trail without losing any existing contacts or information.
• 😀 Bold Trail is designed to make scaling and productivity easier for agents, with a focus on **efficiency** and **enhanced performance**.
• 😀 Bold Trail is not a completely new product but rather a rebranded and **enhanced version** of KB Core, continuing to serve the same foundational needs for real estate agents.

Q & A

What is Bold Trail?

Bold Trail is the next evolution of KB Core, an enhanced real estate CRM platform with a focus on improved user experience, more seamless integration, and expanded features. It aims to provide agents with better tools for productivity and efficiency.

Is Bold Trail the same as KB Core?

No, Bold Trail is not the same as KB Core, but rather a rebranding and an enhanced version of it. While the underlying CRM concepts remain similar, Bold Trail offers an improved user interface and additional features.

Will there be any additional costs for existing KB Core users when transitioning to Bold Trail?

No, existing KB Core users will not face any additional costs. The platform’s subscription prices will remain the same as before. The goal is to provide these enhancements without increasing the cost to users.

What kind of improvements can users expect from Bold Trail?

Users can expect an improved user interface, enhanced search functionality, better page editors for creating and managing web pages, and an overall more intuitive and user-friendly platform.

How will the transition from KB Core to Bold Trail affect current users?

Current users will gradually transition to Bold Trail without losing any of their existing contacts or CRM data. The core functionalities of KB Core will remain intact, but users will experience a new look and additional features.

Will agents have to take any immediate action to switch to Bold Trail?

No immediate action is required from current KB Core users. Updates and instructions about the transition will be communicated through email and in-app messaging. Users will be notified when it’s time to access Bold Trail.

Is there a timeline for when Bold Trail will be fully rolled out?

The full rollout of Bold Trail will begin around June 20th, with further information about how to transition being shared over the following weeks. EXP agents should expect the transition to be completed by the end of the year.

What if I don’t want to use Bold Trail and prefer to stick with KB Core?

Bold Trail is the next generation of KB Core, and there is no option to remain on the old version. However, the transition is designed to be smooth, and the enhanced features are meant to improve your CRM experience.

How will the new features in Bold Trail benefit real estate agents?

The new features, such as the advanced search bar and better page management tools, are designed to make agents' daily workflows easier and more efficient. These improvements will help agents save time, better manage their contacts, and boost productivity.

Are the CRM strategies I’ve learned for KB Core still applicable in Bold Trail?

Yes, the CRM strategies you’ve learned for KB Core are still applicable in Bold Trail. While the platform’s interface and certain features may change, the core marketing principles and strategies remain the same and can be applied across different CRM platforms.