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BoldTrail vs Cloze

BoldTrail logo
BoldTrail
Inside Real Estate's flagship CRM (formerly kvCORE) — an all-in-one platform bundling CRM, IDX website, marketing, and AI lead routing.
Custom (~$500+/mo teams)
Visit BoldTrail
Cloze logo
Cloze
Cloze is an AI-powered CRM built for real estate brokerages — it auto-syncs email, texts, and calls to build a complete relationship history without manual data entry.
$17/mo
Visit Cloze

BoldTrail vs Cloze: feature comparison

FeatureBoldTrailCloze
IDX Website Integration✓✗
Lead Routing & Round-Robin✓✓
SMS / Email Drip Campaigns✓✓
AI Lead Nurture✓✓
Transaction Management✓✗
Team & Brokerage Reporting✓✓
Mobile App (iOS + Android)✓✓
Open API / Webhooks✓✓

BoldTrail — Pros & Cons

Pros

  • Most comprehensive all-in-one platform in the category
  • Strong brokerage-level controls and back-office features
  • Predictive AI ranks leads by likely-to-transact
  • Built-in IDX websites with lead capture

Cons

  • Expensive relative to standalone CRM options
  • Steep learning curve — lots of surface area
  • "Jack of all trades" — best-in-class CRM ergonomics still belong to Follow Up Boss

Cloze — Pros & Cons

Pros

  • Auto-logs emails, texts, and calls with zero manual entry — relationship history stays current without agent discipline
  • Connects with 50+ tools out of the box including Gmail, Microsoft 365, DocuSign, and Slack
  • Serves individual agents ($17/mo) through to enterprise brokerages — Windermere, Sotheby's, and Compass are live customers
  • 14-day free trial, no credit card required, cancel anytime — lowest-commitment entry point in the CRM category

Cons

  • No native IDX website — agents must pay separately for a site and wire it in via integration
  • Full AI features including lead capture, generative AI, and lead routing require the Platinum plan at $42/user/month
  • No built-in dialer or calling — requires a separate third-party integration for phone outreach
  • Concierge support (priority help and personalized training) costs an extra $20/user/month with a $500/month minimum — standard support is self-serve documentation
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