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Compare Agile CRM vs BoldTrail

Comparison Summary

For Agile CRM vs BoldTrail comparison, Our AI algorithm looked at 9406 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Agile CRM and BoldTrail to solve their respective business needs.

Pros and cons of Agile CRM and BoldTrail

Agile CRM is more suited to businesses that require Contact List Management with E-Mail and Communication Management with E-Mail where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Agile CRM and BoldTrail are CRM software, peers recommend Agile CRM for helpdesk management and forecasting where as BoldTrail is more known for advertisement .

logo Agile CRM

Focus area

Agile CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Agile CRM for

Software Failure Risk

  • medium

About

Agile CRM | Automate your sales, marketing, and service in one platform

Real estate platform with next-gen solution for modern brokerages and enterprises

Age

2012

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

103

69

Total Goals
(we found evidences for)

16

9

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications



engagement management

engaging and following up


campaign management

campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media


workflow management



sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction


content management




pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers



revenue cycle management




account management



follower management


sales review & feedback





distribution management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more
  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Scale best practices

  • Launch new products

  • Build brand awareness

  • Improve digital and social presence

  • See 6 more

Top Channels

Channels Used

  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more
  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

high

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting