Case Study: Berkshire Hathaway HomeServices Jordan Baris Realty achieves streamlined lead management and rapid lead growth with Inside Real Estate

Powered by BoldTrail The Game-Changer for Managing Leads and Boosting Growth

Berkshire Hathaway HomeServices Jordan Baris Realty, led by Paul Spaulding, faced fragmented systems, high CRM costs, and manual processes that made tracking leads and client communication difficult. After trying multiple expensive or incomplete tools, the team adopted Inside Real Estate’s BoldTrail platform to consolidate lead management, texting, email and daily workflows.

Inside Real Estate implemented its BoldTrail all‑in‑one CRM with integrated AI‑assisted text and email, automated workflows, and simplified social media lead generation that routes leads straight to agents’ inboxes. The result was dramatic growth in lead generation and sphere-of-influence (SOI), faster follow-up, and smoother agent adoption — turning a chaotic, costly setup into a streamlined, scalable system.

Berkshire Hathaway HomeServices Jordan Baris Realty

Paul Spaulding

Team Leader