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Compare Sage CRM vs BoldTrail

Comparison Summary

For Sage CRM vs BoldTrail comparison, Our AI algorithm looked at 5520 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Sage CRM and BoldTrail to solve their respective business needs.

Pros and cons of Sage CRM and BoldTrail

Sage CRM is more suited to businesses that require Sales Document Management with Mobile and Business Development where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Sage CRM and BoldTrail are CRM software, peers recommend Sage CRM for business development and digital signature where as BoldTrail is more known for lead engagement and capturing leads .

logo Sage CRM

Focus area

Sage CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Sage CRM for

Software Failure Risk

  • medium

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


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics

engaging on social media


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management


sales review & feedback






lead qualification


training & onboarding



discount management


promotion management





social media marketing




distribution management




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 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

low

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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

low

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medium

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Business Setting