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BoldTrail Back Office vs Top Producer CRM
Features Comparison

Discover how BoldTrail Back Office and Top Producer CRM compare to each other by their features

Total

53
30

Accounting

Accounts Payable

Accounts Receivable

Activity Dashboard

Agent Management

Agent Onboarding

Agent Recruiting

Alerts/Notifications

Approval Process Control

Audit Management

Audit Trail

Bank Reconciliation

Billing & Invoicing

CRM

Calendar Management

Campaign Management

Cash Flow Analysis

Cash Flow Management

Chart of Accounts

Client Management

Client/Property Matching

Commercial Property Management

Commission Calculations

Commission Management

Commission Rules/Conditions

Commission Statements

Communication Management

Compliance Management

Contact Management

Contract/License Management

Customizable Reports

Customizable Templates

Data Import/Export

Deal Management

Document Management

Electronic Signature

File Sharing

Financial Reporting

For Brokers

For Investors & Traders

For Property Managers

For Real Estate

General Ledger

Incentive Management

Lead Capture

Lead Management

Listing Management

Multi-Location

Percentage Commissions

Performance Metrics

Pipeline Management

Presentation Tools

Price Forecasting

Property Database

Proposal Generation

Reporting & Statistics

Reporting/Analytics

Sliding Scale Commissions

Split Commissions

Strategic Planning

Task Management

Tax Management

Template Management

Transaction Management

Website Management

Workflow Management


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