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Compare Pipeliner CRM vs BoldTrail

Comparison Summary

For Pipeliner CRM vs BoldTrail comparison, Our AI algorithm looked at 4824 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Pipeliner CRM and BoldTrail to solve their respective business needs.

Pros and cons of Pipeliner CRM and BoldTrail

Pipeliner CRM is more suited to businesses that require Engagement Management and Forecasting where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Pipeliner CRM and BoldTrail are CRM software, peers recommend Pipeliner CRM for forecasting and pipeline management where as BoldTrail is more known for drip marketing and capturing leads .

logo Pipeliner CRM

Focus area

Pipeliner CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Pipeliner CRM for

Software Failure Risk

  • medium

About

Pipeliner CRM | Sales CRM Software - Sales Enablement

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

Financials

NA

M&A

Business Need

Total Processes
(we found evidences for)

77

69

Total Goals
(we found evidences for)

9

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



contact list management


pipeline management


workflow management



helpdesk management


opportunity management


generation of new leads




business development


products & pricelist management


social media management

social media analytics

engaging on social media

scheduling post to social media


communication management

sending & publishing communications

tracking & monitoring communications



conversion management


training & onboarding


sales call management


relationship management





competitive intelligence


customer case management


promotion management


content management

content publishing

searching for content


sales document management

proposal & quote management

contract management


loyalty management

identify target customers

customise loyalty program



discount management


social media marketing



performance management


lifetime value management


motivation management


follower management



campaign management



lead qualification

lead qualification: technographic



customer feedback management












distribution management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 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