Comparison Summary
Introducing Sage CRM and BoldTrail
Sage CRM, BoldTrail, Quickbase, SalesNOW, 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.
Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.
BoldTrail focuses on Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.
"It became very apparent to all of us, if all of the data was in one centralized location then everyone could have access to current information all of the time, It was time to find a new solution. " - Karen Zfaty
"We’ve been able to build our own tech ecosystem that fits our culture and brand, so even if another brokerage in our market is using kvCORE, it isn’t going to look like our kvCORE. " - Colby Lampman
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.
About
Top-rated cloud financial management
Real estate platform with next-gen solution for modern brokerages and enterprises
Age
2002
Financials
M&A
M&A
Business Need
Total Processes
(we found evidences for)
67
69
Total Goals
(we found evidences for)
13
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Scale best practices
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Improve ROI
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Improve navigation
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Improve digital and social presence
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Improve efficiency
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Launch new products
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Shorten ramp up time
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Enter new markets internationally or locally
- See 10 more
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Acquire customers
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Enhance customer relationships
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Improve ROI
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Enter new markets internationally or locally
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Improve stakeholder relations
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Scale best practices
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Launch new products
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Build brand awareness
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Improve digital and social presence
- See 6 more
Top Channels
Channels Used
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website
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social media
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e-mail
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phone calls
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Facebook
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video
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text SMS
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user generated content
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blogs
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offline
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mobile
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promotions
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on premises
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point of sale
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mobile app
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Instagram
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Facebook at work
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events
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trade shows
- See 16 more
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website
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social media
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e-mail
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phone calls
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Facebook
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video
-
text SMS
-
user generated content
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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?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
