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ZooM vs BoldTrail: Which is a better fit?

Updated on December 1st, 2024
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Summary
Features in Sales Tracking
5
41
  • Process/Workflow Automation
  • Territory Management
19
Best performer
41
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
User satisfaction
4.4
User reviews63
Ease of use
4.4
Functionality
4.4
Value for money
4.4
Customer support
4.3
4.5
User reviews540
Ease of use
4.1
Functionality
4.4
Value for money
4.3
Customer support
4.3
Price starts from
/user
Monthly subscription
Free version
Free trial
--
Not provided by vendor
Free version
Free trial
Best for

Manufacturing, Retail & FMCG, Wellness, Distribution, Food & Beverages and more.

Real Estate Brokerages, Enterprises, Team Leaders, and Agents.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
Chelsea O
Realtor
3.0

Chelsea: Hi, I'm Chelsea. I'm a realtor. I give kvCORE a three out of five rating. And for more reviews, click below. So I use kvCORE as my CRM for my client database. It allows me to set up campaigns that keep me accountable for calling clients, sending emails, keeps track of their activity within our website, and gives me prompts to remember to call said clients and to stay in touch. Really just kind of a playbook of sorts. I like the accountability. It's pretty easy to get things set up in there to where you need them to be. So instead of me trying to remember all that I need to do, because as a realtor, I have a lot of people to try and stay in touch with, a lot of things to try and remember. So I like that I can set up a campaign in there or set a reminder for myself that literally keeps me going back. And I have to either clear out that activity by doing it or deleting it. So it definitely serves its purpose in terms of short term memory loss. I don't love the app. There seems to be a lot of bugs to it, a lot of load time. So with the way it is structured for ours, I'll go to our dialer. It'll have a list of all of the clients or leads that I'm supposed to give a call to that day and you can click dial. Now sometimes when you click finish call, it'll prompt you to indicate how that call turned out. Did you contact them? Were they not home? A lot of times I'll put in notes in there and the thing will just, the spinning wheel of death will go on and on and on. And I'll have to exit out of the app so many times during just one session in the morning of trying to get some work done. So that's pretty frustrating. And yeah, I just feel like overall that app is pretty buggy and they could do a lot to amp that up a bit.

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176447 video thumbnail}
1 Video
172461
3 screenshots
176447
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Activity Dashboard
388
Important

ZooM

5/41
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Branding
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting/Tracking
  • Interaction Tracking
  • Kanban Board
  • Leaderboards
  • Lead Scoring
  • Live Chat
  • Mobile Access
  • Mobile App
  • Product Catalog
  • Prospecting Tools
  • Reminders
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Third-Party Integrations
  • Transfers/Routing
  • Commission Management
  • Lead Management
  • Process/Workflow Automation
  • Reporting/Analytics
  • Territory Management
See All features
Hide Sales Tracking Software Features -

BoldTrail

Top Features
19/41
Show Sales Tracking Software Features +
ZooM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
BoldTrail
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
ZooM
  • By SPEC INDIA
  • Located in India
  • Founded in 1987
BoldTrail
  • By Inside Real Estate
  • Located in United States
  • Founded in 2008
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