Comparison Summary
This comparison report of Insightly CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 13349 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and BoldTrail
Insightly CRM, BoldTrail, Freshsales, Pipeline 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.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
BoldTrail focuses on Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.
"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton
"I really wanted a single platform for everything, but one that also gave us the flexibility to customize it into what we needed, and kvCORE was our answer. " - Ernesto Vega
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.
About
CRM Software for Gmail, G Suite and Outlook.
Real estate platform with next-gen solution for modern brokerages and enterprises
Age
2009
Financials
PRIVATE
M&A
Business Need
Total Processes
(we found evidences for)
108
69
Total Goals
(we found evidences for)
13
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
-
Improve internal communications
-
Improve stakeholder relations
-
Enter new markets internationally or locally
-
Improve visibility
-
Improve ROI
-
Launch new products
-
Improve consistency
-
Improve efficiency
-
Scale best practices
-
Increase average basket value
- 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?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
