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Referral Maker CRM vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Referral Maker CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 2415 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and BoldTrail

Referral Maker CRM, and BoldTrail 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.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

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

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

"kvCORE is different—unlike anything I’ve seen before—and it’s enabled us to keep our agent-first culture thriving. " - Jeff Russell

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 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