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Freshsales vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Freshsales vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 10502 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Freshsales and BoldTrail

Freshsales, BoldTrail, Pipeline CRM, Agile 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.

Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

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

"Intelligent workflows are a great way to improve sales productivity. Eliminating manual tasks helps salespeople focus more on selling, because they don't have to worry about maintaining their CRM. We're really excited about two features in particula...r—auto responding to incoming leads and auto flagging of stale leads—because they can return a lot of valuable hours for us at Fyle! " - Yash Madhusudan

"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 Freshsales

Focus area

Freshsales is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Freshsales for

Software Failure Risk

  • medium

About

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

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

Age

2010

Financials

SERIES H

M&A

Business Need

Total Processes
(we found evidences for)

107

69

Total Goals
(we found evidences for)

13

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

tracking & monitoring communications

sending & publishing communications


workflow management



contact list management

creating contact list




generation of new leads


sales call management



conversion management


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic


training & onboarding


pipeline management


campaign management

campaign monitoring

campaign analytics






sales document management

proposal & quote management

contract management


promotion management


discount management



social media management

social media analytics


relationship management


business development



customer feedback management

measuring customer satisfaction

measuring net promoter score


account management


products & pricelist management


follower management



performance management








customer case management


segmentation and targeting


relationship marketing



knowledge management


rating and review management



competitive intelligence




lifetime value management


opportunity management


revenue cycle management


sales review & feedback


loyalty management



content management


database marketing



conference call management


touchpoint management



calendar management


billing and invoice management



motivation management


channel management



social media marketing


distribution management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 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

low

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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