Comparison Summary
Introducing BoldTrail and Practifi
BoldTrail, Practifi, Market Leader, CINC, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
BoldTrail covers Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"We’ve been able to build our own tech ecosystem that fits our culture and brand, so even if another brokerage in our market is using kvCORE, it isn’t going to look like our kvCORE. " - Colby Lampman
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Real estate platform with next-gen solution for modern brokerages and enterprises
Business management platform powering growing financial advice firms
Financials
M&A
SERIES B
Business Need
Total Processes
(we found evidences for)
69
33
Total Goals
(we found evidences for)
9
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Improve ROI
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Enter new markets internationally or locally
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Improve stakeholder relations
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Scale best practices
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Launch new products
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Build brand awareness
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Improve digital and social presence
- See 6 more
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
