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Compare ConvergeHub vs BoldTrail

Comparison Summary

For ConvergeHub vs BoldTrail comparison, Our AI algorithm looked at 3685 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using ConvergeHub and BoldTrail to solve their respective business needs.

Pros and cons of ConvergeHub and BoldTrail

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

Both ConvergeHub and BoldTrail are CRM software, peers recommend ConvergeHub for sales document management and sending & publishing communications where as BoldTrail is more known for lead engagement .

logo ConvergeHub

Focus area

ConvergeHub is better than BoldTrail for

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than ConvergeHub for

Software Failure Risk

  • medium

About

All-in-One Customer Management Platform

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

Age

2013

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

97

69

Total Goals
(we found evidences for)

15

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



contact list management


campaign management

campaign monitoring


generation of new leads


workflow management


communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management


helpdesk management


relationship management


customer feedback management

measuring customer satisfaction

measuring net promoter score


social media management

social media analytics

engaging on social media

scheduling post to social media


loyalty management

identify target customers

customise loyalty program

create engagement based loyalty


lifetime value management


conversion management




account management



pipeline management


training & onboarding


calendar management



lead qualification

lead qualification: technographic


sales call management




billing and invoice management



segmentation and targeting


rating and review management









personalized marketing


customer case management


knowledge management



business development


products & pricelist management


social media marketing





competitive intelligence



content management



promotion management


discount management


distribution management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Increase customer life time value

  • Improve internal communications

  • Improve brand engagement

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • Establish thought leadership

  • Improve visibility

  • Build brand awareness

  • Improve efficiency

  • Improve stakeholder relations

  • See 12 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

low

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medium

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Business Setting