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Shape Software vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Shape Software vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 2620 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and BoldTrail

Shape Software, 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.

Shape Software covers Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

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

"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell

"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 Shape Software

Focus area

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than Shape Software for

Software Failure Risk

  • medium

About

CRM that connects team, applications, and clients in one centralized hub.

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

Financials

M&A

Business Need

Total Processes
(we found evidences for)

44

69

Total Goals
(we found evidences for)

6

9

Top Processes

Evidences indicate better relative satisfaction





sales document management

contract management

proposal & quote management


workflow management



engagement management

engaging and following up


campaign management

campaign monitoring


generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications




competitive intelligence



sales call management


helpdesk management


billing and invoice management


advocacy management


conversion management


training & onboarding



social media management

social media analytics


lead qualification

lead qualification: technographic


relationship management


content management



contact list management



social media marketing




promotion management


distribution management



discount management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 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

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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Business Setting