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Compare Insightly CRM vs BoldTrail

Comparison Summary

For Insightly CRM vs BoldTrail comparison, Our AI algorithm looked at 13349 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Insightly CRM and BoldTrail to solve their respective business needs.

Pros and cons of Insightly CRM and BoldTrail

Insightly CRM is more suited to businesses that require Contact List Management with E-Mail and Engagement Management with E-Mail where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Insightly CRM and BoldTrail are CRM software, peers recommend Insightly CRM for pipeline management and business development where as BoldTrail is more known for engaging and following up and engagement management .

logo Insightly CRM

Focus area

Insightly CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Insightly CRM for

Software Failure Risk

  • medium

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


contact list management

creating contact list


engagement management

engaging and following up


workflow management



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


social media marketing


distribution management


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?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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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