Choosing a real estate platform can feel overwhelming.
On paper, many tools promise the same things – more leads, better follow-up, smarter automation. But in practice, how a platform actually fits into your agents’ day makes all the difference.
Both MoxiWorks and BoldTrail are popular options, but they’re built with different priorities in mind. One focuses on guiding agents through their day with clear next steps, while the other offers a broad, all-in-one system designed around lead generation and scale.
Below is a simple side-by-side look at how the two compare so you can quickly see which approach makes more sense for your brokerage and your agents.
An Overview of MoxiWorks vs BoldTrail
What is BoldTrail?
BoldTrail is an all-in-one real estate platform that supports lead generation, marketing automation, websites, and back-office operations. Formerly known as kvCORE, it was rebranded in 2024 after Inside Real Estate unified several acquired products under one brand.
The platform combines CRM, IDX websites, and multi-channel marketing with transaction management, accounting, and recruiting tools, and is widely used by mid-to-large teams and enterprise brokerages across the U.S. and Canada.
What is MoxiWorks?
MoxiWorks is a real estate AI marketing platform built for agents, teams, and brokerages. It brings presentations, email, CRM, advertising, and marketing into one connected system so agents can stay visible and follow up effectively.
MoxiWorks recently introduced RISE, its native-AI platform that proactively surfaces opportunities agents might otherwise overlook and creates the campaigns, emails, and presentations needed for timely, strategic follow-up.
How MoxiWorks Stands Out
Here are a few ways MoxiWorks compares to BoldTrail.
Tells Agents What to Do Next
MoxiWorks is built around intelligent prioritization. With RISE, agents do not have to hunt through their database to find opportunities. RISE automatically surfaces high-intent contacts and recommends the next best actions based on real engagement signals, so agents know where to focus each day.
BoldTrail, by comparison, relies on manual sorting and searching. Agents are expected to filter activity, review data, and “cherry pick” which contacts might be worth following up with, putting the task of prioritization back on the agent.
With MoxiWorks, agents are guided on what to do next. With BoldTrail, they are left to figure it out themselves.
Your Data Stays Yours
MoxiWorks is designed with transparent pricing and clear data ownership from the start. There are no surprise onboarding fees. With RISE, brokerages can add agents individually as they grow, keeping costs predictable and aligned with actual usage.
All contacts, documents, and transaction data can be fully exported, giving brokerages and agents confidence that their data always remains theirs. If circumstances change, access to that data does not disappear with the platform.
BoldTrail, by comparison, includes an onboarding fee and may require bulk agent purchases depending on the package. According to reviews on third-party software sites, access to data may be restricted after contract termination.
Designed for Real Agent Work
Getting value from a platform should not require weeks of training or ongoing technical support. MoxiWorks is designed around how agents actually work, with clear workflows, intuitive navigation, and fewer clicks to complete everyday tasks. Most agents can get productive quickly without heavy setup or constant guidance.
BoldTrail takes a more IT-centric approach. Its depth of configuration and integrations can be powerful, but it often introduces a steeper learning curve and higher training demands before agents feel comfortable using the system day to day.
That difference shows up in adoption. With MoxiWorks, teams spend less time learning the software and more time using it.
No Add-Ons Required
When key tools live behind add-ons, agents are forced to piece together their marketing stack. MoxiWorks takes a different approach by including advanced CMA and marketing capabilities as part of the core platform. Agents can build polished, customizable presentations and promote listings without relying on extra software or upgrades.
By comparison, BoldTrail offers more standard CMA functionality and limits targeting options within its social promotion tools. Expanded promotional features may require additional purchases, increasing both cost and complexity.
The difference is felt in everyday use. With MoxiWorks, agents have what they need out of the box to present confidently, market listings effectively, and avoid stitching together multiple third-party tools.
Focus on the Right Contacts
Not all leads are created equal, and not all follow-up happens at the right time. MoxiWorks focuses on helping agents get more value from the contacts they already have. Behavioral automations and intent-based alerts surface opportunities from your own database at the right moment, so follow-up feels timely, relevant, and personal.
Strong segmentation and data hygiene tools help ensure contacts do not fall through the cracks, reducing missed opportunities and inconsistent outreach. The emphasis is on nurturing relationships within an agent’s own database, rather than relying on high-volume, low-intent lead sources.
BoldTrail, on the other hand, places greater emphasis on social media lead generation. While this can increase lead volume, those leads often require more effort to qualify and may convert at lower rates.
With MoxiWorks, agents focus on higher-quality leads and automated follow-up that supports better conversations and stronger conversion outcomes.
MoxiWorks vs BoldTrail: Which is Best for You?
The right choice comes down to how you want your agents to work and how much support they need to get there.
If you need an all-in-one system with strong lead generation and back-office tools, BoldTrail may be a good fit. It’s designed for teams that want broad functionality and are comfortable with more setup and hands-on management.
If your focus is adoption, consistency, and helping agents follow up without extra effort, MoxiWorks is built for that. Our native-AI guides daily priorities, activates existing databases, and helps agents take action faster without adding complexity.
