cuspera logo CUSPERA

Pipeliner CRM vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeliner CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 4824 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeliner CRM and BoldTrail

Pipeliner CRM, BoldTrail, Teamgate CRM, Capsule 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.

Pipeliner CRM covers Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

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

"One of my favorite parts as a sales manager is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best January sales r...esults in 5 years and I couldn't have run it without Pipeliner. " - Luke Wittenbraker

"For Weichert sales associates and affiliated agents, it is a one-stop, Weichert-only marketplace where they can access all the systems needed to manage their business. " - Denise Smith

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 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

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting