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Compare BoldTrail vs CiviCRM

Comparison Summary

For BoldTrail vs CiviCRM comparison, Our AI algorithm looked at 3492 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using BoldTrail and CiviCRM to solve their respective business needs.

Pros and cons of BoldTrail and CiviCRM

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

Both BoldTrail and CiviCRM are CRM software, peers recommend BoldTrail for generation of new leads and lead engagement where as CiviCRM is more known for membership management and event management .

logo BoldTrail

Focus area

BoldTrail is better than CiviCRM for

Software Failure Risk

  • medium

logo CiviCRM

Focus area

CiviCRM is better than BoldTrail for

Software Failure Risk

  • medium

About

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

Open source CRM software for nonprofits

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

69

49

Total Goals
(we found evidences for)

9

4

Top Processes

Evidences indicate better relative satisfaction


generation of new leads


engagement management

engaging and following up


contact list management

creating contact list




communication management

sending & publishing communications

tracking & monitoring communications




social media management

scheduling post to social media

social media analytics

engaging on social media




helpdesk management



sales document management

contract management

proposal & quote management


conversion management


campaign management

campaign monitoring


content management


social media marketing


lead qualification

lead qualification: technographic


training & onboarding


relationship management



workflow management



promotion management


sales call management


distribution management






discount management


courses & assessment



membership management



customer case management


community building




subscription management


advocacy management


Top Goals

Goals Achieved

  • 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
  • Scale best practices

  • Launch new products

  • Grow market share

  • Enhance customer relationships

  • See 1 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • newsletter

  • promotions

  • website

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • mobile

  • events

  • trade shows

  • print media

  • magazine

  • chat

  • video

  • mobile app

  • See 15 more
  • offline

  • causes and charity

  • e-mail

  • newsletter

  • promotions

  • website

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • mobile

  • events

  • trade shows

  • print media

  • magazine

  • chat

  • video

  • mobile app

  • See 15 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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high

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting