Basic
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Pros
"One Year of Bolstra"
Pros: The best feature of Bolstra is the automatic cadence of the program. You always know what to do next.
Cons: Even with the cadence feature, the timeline of when tasks need to get done is easily lost. Managing upward of 100 clients caused tasks/meetings to be missed.
"Slick interface, but lack of features and reporting are frustrating"
Pros: The interface, UI, and UX are well thought through. It's easy to pick up quickly and run as a CSM.
Cons: Reporting and integrations. The reporting and managerial side of the software is entirely disappointing. It's difficult to pull useful data in a way we can present to our leadership. There are integrations that come out of box, however the fields they interact with are limited to a frustrating degree. Their dev team are willing to custom build as needed, and are good to work with, which is probably one of the key reasons we haven't yet sought another solution. Just don't expect it to work as smoothly as demo'd right out of the gate and without significant effort and customization.