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Compare CloudYogi CRM vs BoldTrail

Comparison Summary

For CloudYogi CRM vs BoldTrail comparison, Our AI algorithm looked at 4136 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using CloudYogi CRM and BoldTrail to solve their respective business needs.

Pros and cons of CloudYogi CRM and BoldTrail

CloudYogi CRM is more suited to businesses that require Helpdesk Management and Engagement Management where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both CloudYogi CRM and BoldTrail are CRM software, peers recommend CloudYogi CRM for helpdesk management and membership management where as BoldTrail is more known for lead engagement and advertisement .

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than BoldTrail for

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than CloudYogi CRM for

Software Failure Risk

  • medium

About

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

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

Financials

NA

M&A

Business Need

Total Processes
(we found evidences for)

73

69

Total Goals
(we found evidences for)

12

9

Top Processes

Evidences indicate better relative satisfaction


helpdesk management


engagement management

engaging and following up


social media management

social media analytics

engaging on social media

scheduling post to social media



membership management


workflow management



contact list management

creating contact list


customer feedback management

measuring customer satisfaction




communication management

tracking & monitoring communications

sending & publishing communications


campaign management


sales document management

proposal & quote management

contract management


relationship management


pipeline management



performance management


competitive intelligence


social media marketing






conversion management



generation of new leads


content management


products & pricelist management



opportunity management



training & onboarding


account management


lifetime value management


relationship marketing


sales call management

meeting management



knowledge management




promotion management


discount management





lead qualification: technographic


lead qualification

lead qualification: technographic




distribution management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • 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

low

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medium

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Integration Risk

low

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low

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Migration Risk

low

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medium

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Business Setting