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FreeAgent CRM vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 2689 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and BoldTrail

FreeAgent CRM, BoldTrail, Claritysoft CRM, Solve CRM, 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.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

BoldTrail focuses on Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.

"We’re always trying to be the best we can be. FreeAgent helps us achieve that. " - Royal Palm Properties

"The [kvCORE] platform tracks and watches consumer behavior, and then ENGAGES WITH THE CUSTOMER ON BEHALF OF THE AGENTS with timely and relevant information based on their behaviors. " - Wendi Iglesias

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.


logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than FreeAgent CRM for

Software Failure Risk

  • medium

About

CRM and Work Management

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

Financials

SEED

M&A

Business Need

Total Processes
(we found evidences for)

35

69

Total Goals
(we found evidences for)

11

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management


sales document management

proposal & quote management

contract management



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management




conversion management


lead qualification




scheduling post to social media


social media analytics


engaging on social media


social media management

scheduling post to social media

social media analytics

engaging on social media




campaign management



content management


social media marketing




promotion management



sales call management


distribution management





discount management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 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

medium

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low

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Migration Risk

medium

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medium

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Business Setting