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Compare Close CRM vs BoldTrail

Comparison Summary

For Close CRM vs BoldTrail comparison, Our AI algorithm looked at 4691 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Close CRM and BoldTrail to solve their respective business needs.

Pros and cons of Close CRM and BoldTrail

Close CRM is more suited to businesses that require Engagement Management with E-Mail and Sales Call Management with Phone Calls where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Close CRM and BoldTrail are CRM software, peers recommend Close CRM for training & onboarding and sales document management where as BoldTrail is more known for generation of new leads and social media management .

logo Close CRM

Focus area

Close CRM is better than BoldTrail for

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than Close CRM for

Software Failure Risk

  • medium

About

Inside Sales Software CRM with Calling & Emailing

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

Age

2013

Financials

SEED

M&A

Business Need

Total Processes
(we found evidences for)

89

69

Total Goals
(we found evidences for)

12

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales call management

meeting management


communication management

sending & publishing communications

tracking & monitoring communications


workflow management



generation of new leads



contact list management



training & onboarding


sales document management

contract management

proposal & quote management



pipeline management



knowledge management


relationship management




account management



content management




products & pricelist management


social media management

social media analytics

engaging on social media


conversion management


competitive intelligence




sales review & feedback


customer feedback management


lead qualification

lead qualification: technographic


campaign management







rating and review management


business development




motivation management



helpdesk management


discount management


promotion management



social media marketing


distribution management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve internal communications

  • Improve ROI

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Build brand awareness

  • Manage risk

  • See 9 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

medium

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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