For Nancy Curasi, vice president and co-owner of Curasi Realty, being tough on vendors isn’t just a habit, it’s part of the job. With more than 100 licensed agents relying on her to provide the tools and systems they need to succeed, she’s spent over a decade navigating customer relationship management (CRM) systems and tech platforms that promised the world but consistently fell short.
“We were in desperate need of a good website and CRM program that worked together,” Nancy explains. “Within the last 10 years, I had tried two or three different programs, and they were just never what we needed.”
After a thorough evaluation process, Nancy ultimately chose BoldTrail. She was drawn to the platform’s intuitive interface, integrated workflows and robust reporting features — tools that she knew her agents would actually use.
A year of recalibration
In a rapidly changing market, with buyers expecting faster communication, tighter inventory and increasing demands on brokers’ time, Nancy knew Curasi Realty needed a serious recalibration of its tech stack. This past year, she carefully evaluated the brokerage’s systems, testing new platforms thoroughly before rolling them out.
“I don’t jump into anything. I need to know the program once I’ve decided it’s the one I’m going to use. I need to go through all the aspects of it, how it works,” she says.
Nancy spent months learning BoldTrail before introducing it to leadership and staff, and later to agents. The result: More streamlined workflows, better reporting and tools that agents actually want to use.
Technology that works how agents work
The impact on daily operations has been clear. Marketing campaigns that once required manual repetition can now be reused, saving Nancy significant time in recruiting and communication. Agents can instantly market new listings using integrated tools, while reporting features provide insight into leads and conversions.
“The agents love ListingMachine [BoldTrail’s fully automated digital and print marketing suite]. They list their properties, the assets come in, and they can right away begin to market the properties,” Nancy says.
She also highlights BoldTrail’s comprehensive reporting and dashboards, which allow staff and management to pull reports easily, improving lead management and conversion:
“We were never able to capture the reporting part of our leads before. Now we’ve implemented tags so our staff, management, and agents are using them, and we can easily pull reports based on what we’re looking for. It’s helping us close more of those leads because we’re able to see more data.”
Lead assignment, which once required manual coordination, now happens instantly:
“We get them in right away, get them assigned to an agent, and then let the agent run with whatever campaign they want to use. It’s been so easy to use that way.”
Lessons in leadership and technology
Curasi Realty, founded in 1999, has been a top-10 brokerage in its market for over 20 years. Nancy views the tech recalibration as a foundational step in supporting agents and the broader brokerage’s long-term growth.
“BoldTrail really promised and delivered. I can really honestly say that I don’t have to look any further — I have everything that I need,” she says.
She also emphasizes the importance of a partner who understands the unique workflows of each brokerage:
“Every brokerage does things differently, and we’re no different. BoldTrail’s team got us set up immediately with operations running specific to our needs. If you want agents to have a good experience, this is it.”
Navigating a changing market
Nancy’s experience underscores a key lesson for brokers: Thoughtfully investing in technology and ensuring it’s implemented correctly is essential. The right tools enable faster action, better reporting and stronger agent experiences, which ultimately benefit clients.
For Curasi Realty, the investment has paid off. Agents are more efficient, campaigns are more effective, and leadership has clear visibility into performance. Nancy’s journey of trial, error and careful implementation illustrates that building a strong foundation — tech, workflow and culture — can set the stage for sustained success. Beyond the numbers, the true impact is the confidence it gives the team: Agents can focus on relationships and sales rather than fighting with cumbersome systems, and leadership can focus on strategy rather than troubleshooting operations. In a market that demands speed, precision and adaptability, having a cohesive, well-integrated platform is a competitive advantage.
For Curasi Realty, BoldTrail isn’t just a tool; it’s the backbone of a brokerage ready for growth now and in the future. Click here to learn more about BoldTrail.
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