CallSprout + BoldTrail
Connect Sage, your AI voice agent, to BoldTrail (formerly kvCORE) so every inbound call matches the caller to an existing contact, surfaces their record before your agent answers, and routes the lead to the right person across your brokerage automatically. Available for BoldTrail.
How CallSprout works with BoldTrail.
Real estate brokerages run on speed to lead. A prospect calls about a listing, reaches voicemail, and calls the next brokerage on their list. Your agents cannot be everywhere at once, and a shared office line that rings unanswered during a showing costs you the very lead BoldTrail was built to capture.
CallSprout closes the gap by putting Sage, your AI voice agent, in front of every inbound call. Sage reads your BoldTrail contact database by phone number the moment a call arrives, surfaces the matching record for your team, and routes the caller to the right agent using the user data BoldTrail exposes. New callers not yet in the system are captured in full so your team can create the contact from a complete starting point rather than a blank form.
It is the same pattern we run for every real estate team and brokerage: answer every call, identify who is calling before your agent picks up, and move the right lead to the right person without relying on whoever happens to be nearest the phone. Sage works alongside BoldTrail, not instead of it.
CallSprout and BoldTrail, working together.
What Sage does once your call data flows into the tools you already use.
CallSprout looks up the inbound number against your BoldTrail contact database and surfaces the matching record the moment the call connects, so your agent starts the conversation knowing who they are talking to and why they called.
Sage reads BoldTrail user data to route each caller to the right agent or team, so a returning lead reaches the same agent who worked with them last time, and a new inquiry lands with whoever is next in the rotation.
When a caller is not yet in BoldTrail, Sage captures their name, contact details, and reason for calling during the conversation, giving your team a complete record to work from rather than chasing down information after the fact.
Sage transcribes every call and produces a clean summary of what was discussed, so your agents have a searchable record of each conversation and can review exactly what a lead said before they follow up.
Screen-pop the right contact before your agent says hello
BoldTrail's public API exposes contact records by phone number, and that is what drives the caller match. When a call arrives, CallSprout queries BoldTrail in real time, identifies the contact, and surfaces the record on your agent's screen before they answer. For a returning buyer who has spoken with someone at your brokerage before, the agent walks into the call knowing the lead's history rather than asking the caller to repeat themselves.
Shared numbers and main office lines resolve to the organization so even a call routed through a front desk still opens with the right account on screen. When the number is not in BoldTrail at all, Sage captures the caller's details during the call and hands your team a complete starting point for creating the new contact. Here is more on how CallSprout identifies and surfaces caller information across every line.
Route every lead to the right agent automatically
BoldTrail is built around agent teams and user profiles, and CallSprout uses that structure to route calls intelligently. Sage reads the user data BoldTrail exposes and applies the routing rules you define, for example sending a returning lead to their assigned agent, distributing new inquiries round-robin across available team members, or escalating a high-priority caller to a senior agent.
The routing logic lives in CallSprout's own phone network, so it runs the same way whether your team is in one office or spread across multiple branches. You define the rules once and Sage applies them on every call without anyone having to monitor the queue. Learn more about how CallSprout routes calls across distributed teams.
Never miss a lead because nobody answered
Sage answers every call, around the clock, including the Saturday afternoon showing rush and the Sunday evening inquiry that comes in after your office closes. A caller who would have reached voicemail instead speaks with an AI that introduces itself honestly, collects their details, and passes the conversation summary to your team for follow-up first thing in the morning.
During busy periods when multiple calls arrive at once, Sage handles each one without putting anyone on hold. Callers receive a real conversation, not a prompt to leave a message, and your team gets a complete record of every interaction. This is the same reliability model we build into every phone system on CallSprout's cloud voice platform, no hardware required and no calls lost to a busy signal.
A searchable call record across your whole brokerage
Sage transcribes every call using AI transcription and generates a plain-language summary of what was discussed. Your agents can review a full conversation before they return a call, search across calls to find everyone who asked about a specific listing, and understand at a glance which leads have been contacted and what was said.
This call history is stored on CallSprout's secure infrastructure and is available to your whole team, not locked to a single agent's phone. When an agent leaves or a team reorganizes, the call record stays in place. Sage also announces itself as an AI and discloses recording at the start of every call, so your brokerage meets two-party consent requirements in the states that require it. You can browse the full integrations catalog to see what else Sage connects to alongside BoldTrail.
What this looks like day to day.
Four calls arrive while your agents are out on showings. Sage answers each one, matches the caller to their BoldTrail contact record, captures the details of anyone who is new, and routes each call to the right agent's cell. Your team follows up from complete summaries, not missed calls.
A lead who toured listings two months ago calls back ready to move. The moment the call connects, their BoldTrail record surfaces for your agent, including what properties they looked at. The agent starts the conversation with context instead of asking the caller to remind them who they are.
A first-time buyer calls at 8 p.m. after seeing a listing online. Sage answers, introduces itself as an AI assistant, captures the caller's name, number, and property interest, and queues the summary for your team to act on first thing in the morning. The lead does not move on to the next brokerage.
Getting connected to BoldTrail.
- 1
Book a 15 minute call and tell us how your brokerage handles inbound leads, which agents take which calls, and how your BoldTrail account is structured.
- 2
We connect Sage to your BoldTrail account using the public API, map your agent users to the routing rules you define, and configure caller lookup against your contact database.
- 3
Sage starts answering calls, matching callers to their BoldTrail records, routing each lead to the right agent, and capturing every new contact in full. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
BoldTrail, answered.
- Does CallSprout integrate with BoldTrail?
- Yes. CallSprout connects to BoldTrail through its public API to match inbound callers to existing contacts and route each call to the right agent. Sage also captures full details for new callers not yet in your BoldTrail database. Book a call and we will walk you through the setup for your brokerage.
- BoldTrail used to be called kvCORE. Does it still work?
- Yes. BoldTrail is the rebranded version of kvCORE and the integration connects to the same platform under the same API. Whether your team still calls it kvCORE or BoldTrail, the caller lookup and routing work the same way.
- How does the caller match work?
- When a call arrives, CallSprout queries your BoldTrail contact database by phone number in real time and surfaces the matching record for your agent before they answer. Shared numbers resolve to the organization. Callers who are not yet in BoldTrail are captured during the conversation so your team can create the contact from a complete starting point.
- Can CallSprout route calls to specific agents in BoldTrail?
- Yes. Sage reads the user data BoldTrail exposes and routes each caller according to the rules you define, such as returning a lead to their assigned agent, distributing new inquiries round-robin, or escalating priority callers. The routing runs on CallSprout's phone network and applies automatically on every call.
- Will Sage write call notes back to BoldTrail?
- BoldTrail's standard public API does not expose endpoints for writing call notes or activity records back to contacts, so Sage does not write directly to BoldTrail. Instead, Sage captures the AI transcript and call summary on CallSprout's platform, where your team can review it and add the relevant details to BoldTrail manually or through any workflow you already use.
- Does Sage disclose that it is an AI and that the call is recorded?
- Yes. Sage introduces itself as an AI assistant and discloses recording at the start of every call, keeping your brokerage compliant with two-party consent requirements in the states that require them.
- Do we need new phone hardware or to leave BoldTrail?
- No. Sage works alongside BoldTrail, not instead of it, and CallSprout is fully cloud based. There is no new hardware to buy and no disruption to how your team already uses BoldTrail for lead management.
The call and contact data Sage captures is also a signal worth acting on at scale. Our sister company Ereos builds custom AI for real estate teams and brokerages on its Watchtower platform, reading across the systems you already run to surface which leads are most likely to convert.
When the answer is in your lead data, not just your phone line
CallSprout keeps your brokerage phones answered, your callers matched to the right agent, and every new lead captured in full. When you want AI that reads across your CRM, your call history, and your pipeline to tell you which leads are going cold or which agents need coaching, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your brokerage already runs and turns that data into signals your team can act on before the opportunity moves on.
Schedule a discovery call with EreosMore Real estate integrations.
Connect CallSprout to BoldTrail
Book a 15 minute call and we will get you set up.