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Zoho CRM vs BoldTrail: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Zoho CRM vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 25199 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zoho CRM and BoldTrail

Zoho CRM, BoldTrail, HubSpot CRM, Hubspot Sales Hub, 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.

Zoho CRM covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.

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

"We have chosen Zoho CRM as our one-stop-shop for our business needs. We are able to customize every aspect of our workflow thanks to its different modules. Despite its low price tag, Zoho CRM is a robust, evolved tool, ready for deployment in any bu...siness that values the ability to keep track over its sales or client outreach pipeline. The tool includes all the parts for keeping our processes under control, so no resources are wasted with duplicate or inefficient tasks. Zoho CRM is a robust yet simple enough product that is immediately ready to improve the sales processes of any company -- both startups and established organizations are able to optimize their bottom line with Zoho CRM. The product is (despite its favorable price compared to its competitors) powerful enough to create complex automations, custom workflows, and comprehensive reports. " - Michael Brennan

"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.


logo Zoho CRM

Focus area

Zoho CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Zoho CRM for

Software Failure Risk

  • medium

About

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

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

Age

1996

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

130

69

Total Goals
(we found evidences for)

19

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications



workflow management



sales document management

proposal & quote management

contract management



social media management

social media analytics

managing social media account

scheduling post to social media

engaging on social media

monitoring social media



generation of new leads


campaign management

campaign analytics

campaign monitoring


relationship management


sales call management

meeting management

call transcription



conversion management




pipeline management


products & pricelist management


training & onboarding



opportunity management


account management



business development


lead qualification

lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic


customer feedback management

measuring customer satisfaction


subscription management


follower management



social media marketing


content management



competitive intelligence




rating and review management


billing and invoice management


promotion management




discount management


trade show marketing


loyalty management

identify target customers

customise loyalty program


performance management





customer case management


sales review & feedback



conference call management



channel management


touchpoint management


knowledge management


personalized marketing



segmentation and targeting


calendar management


revenue cycle management


sales commission management


relationship marketing





database marketing



lifetime value management



advocacy management


payment management




courses & assessment

create learning path




distribution management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 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

medium

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medium

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Business Setting