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Compare Platformax CRM vs BoldTrail

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for BoldTrail medium
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Comparison Summary

For Platformax CRM vs BoldTrail comparison, Our AI algorithm looked at 2865 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Platformax CRM and BoldTrail to solve their respective business needs.

Pros and cons of Platformax CRM and BoldTrail

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

Both Platformax CRM and BoldTrail are CRM software, peers recommend Platformax CRM for helpdesk management where as BoldTrail is more known for capturing leads and social media management .

logo Platformax CRM

Focus area

Platformax CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

42

69

Total Goals
(we found evidences for)

3

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (154)

engaging and following up

Read Reviews (18)

Read Reviews (148)

helpdesk management

Read Reviews (25)

Read Reviews (19)

communication management

Read Reviews (20)

Read Reviews (42)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (9)

sending & publishing communications

Read Reviews (4)

Read Reviews (31)

contact list management

Read Reviews (20)

Read Reviews (49)

contacts history

Read Reviews (3)

Read Reviews (9)

lead tracking

Read Reviews (17)

Read Reviews (21)

relationship management

Read Reviews (14)

Read Reviews (7)

pipeline management

Read Reviews (12)

Read Reviews (0)

generation of new leads

Read Reviews (11)

Read Reviews (209)

training & onboarding

Read Reviews (7)

Read Reviews (8)

workflow management

Read Reviews (5)

Read Reviews (4)

sales review & feedback

Read Reviews (4)

Read Reviews (1)

campaign management

Read Reviews (3)

Read Reviews (9)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (2)

opportunity management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (2)

promotion management

Read Reviews (2)

Read Reviews (3)

social media management

Read Reviews (1)

Read Reviews (35)

social media analytics

Read Reviews (1)

Read Reviews (10)

contract management

Read Reviews (0)

Read Reviews (7)

proposal & quote management

Read Reviews (0)

Read Reviews (4)

sales document management

Read Reviews (0)

Read Reviews (13)

contract management

Read Reviews (0)

Read Reviews (7)

proposal & quote management

Read Reviews (0)

Read Reviews (4)

conversion management

Read Reviews (0)

Read Reviews (11)

content sharing

Read Reviews (0)

Read Reviews (8)

content management

Read Reviews (0)

Read Reviews (9)

content sharing

Read Reviews (0)

Read Reviews (8)

social media marketing

Read Reviews (0)

Read Reviews (8)

lead qualification: technographic

Read Reviews (0)

Read Reviews (7)

lead qualification

Read Reviews (0)

Read Reviews (8)

lead qualification: technographic

Read Reviews (0)

Read Reviews (7)

distribution management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • 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

low

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting