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Compare Referral Maker CRM vs BoldTrail

Comparison Summary

For Referral Maker CRM vs BoldTrail comparison, Our AI algorithm looked at 2415 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Referral Maker CRM and BoldTrail to solve their respective business needs.

Pros and cons of Referral Maker CRM and BoldTrail

Referral Maker CRM is more suited to businesses that require Generation Of New Leads and Engagement Management with Phone Calls where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Referral Maker CRM for

Software Failure Risk

  • medium

About

Real estate CRM with lead generation tool offering realtor training and support

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

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

35

69

Total Goals
(we found evidences for)

3

9

Top Processes

Evidences indicate better relative satisfaction


generation of new leads


engagement management

engaging and following up


contact list management



communication management

sending & publishing communications

tracking & monitoring communications



helpdesk management


sales document management

contract management

proposal & quote management



training & onboarding



conversion management


campaign management


relationship management





lead qualification

lead qualification: technographic





scheduling post to social media


social media analytics


engaging on social media


social media management

scheduling post to social media

social media analytics

engaging on social media





content management


social media marketing


workflow management


promotion management



sales call management


distribution management





discount management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • 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