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Pipeline CRM vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeline CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 8984 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeline CRM and BoldTrail

Pipeline CRM, BoldTrail, Freshsales, Copper, 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.

Pipeline CRM covers Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.

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

"PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. " - Grant Hensarling

"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.


logo Pipeline CRM

Focus area

Pipeline CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Pipeline CRM for

Software Failure Risk

  • medium

About

Sales Pipeline Enablement Platform

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

Age

2006

Financials

SERIES A

M&A

Business Need

Total Processes
(we found evidences for)

98

69

Total Goals
(we found evidences for)

14

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management

creating contact list




sales document management

proposal & quote management

contract management



promotion management


discount management



pipeline management


generation of new leads


training & onboarding



workflow management


relationship management


helpdesk management


knowledge management


campaign management

campaign monitoring

campaign analytics


business development


customer feedback management

measuring customer satisfaction

measuring net promoter score


conversion management


lifetime value management


sales call management

meeting management


lead qualification

lead qualification: demographic

lead qualification: technographic


conference call management


sales review & feedback


follower management


account management





opportunity management


performance management


content management

searching for content


rating and review management


products & pricelist management


revenue cycle management



competitive intelligence





motivation management




subscription management


customer case management



social media management

social media analytics


personalized marketing





category management





social media marketing


distribution management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 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

low

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medium

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Business Setting