Comparison Summary
Introducing Upsales and BoldTrail
Upsales, 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.
Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.
BoldTrail focuses on Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.
"Obviously, the most important thing with CRM is user-friendliness. " - Stefan Stockhaus
"The [kvCORE] platform tracks and watches consumer behavior, and then ENGAGES WITH THE CUSTOMER ON BEHALF OF THE AGENTS with timely and relevant information based on their behaviors. " - Wendi Iglesias
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
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
Top Goals
Goals Achieved
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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 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
-
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?
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
