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Compare Upsales vs BoldTrail

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for BoldTrail medium
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Comparison Summary

For Upsales vs BoldTrail comparison, Our AI algorithm looked at 2432 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Upsales and BoldTrail to solve their respective business needs.

Pros and cons of Upsales and BoldTrail

Upsales is more suited to businesses that require Generation Of New Leads and Upselling where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

logo Upsales

Focus area

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Upsales for

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

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

Financials

SERIES A

M&A

Business Need

Total Processes
(we found evidences for)

37

69

Total Goals
(we found evidences for)

7

9

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (28)

Read Reviews (209)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (2)

engagement management

Read Reviews (5)

Read Reviews (154)

engaging and following up

Read Reviews (4)

Read Reviews (148)

lead management

Read Reviews (4)

Read Reviews (39)

workflow management

Read Reviews (4)

Read Reviews (4)

training & onboarding

Read Reviews (3)

Read Reviews (8)

account management

Read Reviews (3)

Read Reviews (0)

competitive intelligence

Read Reviews (2)

Read Reviews (1)

social media management

Read Reviews (2)

Read Reviews (35)

social media analytics

Read Reviews (2)

Read Reviews (10)

sales document management

Read Reviews (2)

Read Reviews (13)

proposal & quote management

Read Reviews (1)

Read Reviews (4)

helpdesk management

Read Reviews (1)

Read Reviews (19)

relationship management

Read Reviews (1)

Read Reviews (7)

conversion management

Read Reviews (1)

Read Reviews (11)

communication management

Read Reviews (1)

Read Reviews (42)

contact list management

Read Reviews (1)

Read Reviews (49)

campaign management

Read Reviews (0)

Read Reviews (9)

content sharing

Read Reviews (0)

Read Reviews (8)

content management

Read Reviews (0)

Read Reviews (9)

content sharing

Read Reviews (0)

Read Reviews (8)

social media marketing

Read Reviews (0)

Read Reviews (8)

lead qualification: technographic

Read Reviews (0)

Read Reviews (7)

lead qualification

Read Reviews (0)

Read Reviews (8)

lead qualification: technographic

Read Reviews (0)

Read Reviews (7)

promotion management

Read Reviews (0)

Read Reviews (3)

sales call management

Read Reviews (0)

Read Reviews (2)

distribution management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 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

No Data

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting