Bolstra

Bolstra


Who Uses This Software?

Bolstra targets medium sized to large enterprise B2B companies. Specific targets include Software vendors who have recurring revenue streams.


Average Ratings

1 review
  • 3 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 3 / 5
    Customer Service
  • 3 / 5
    Features
  • 5 / 5
    Value for Money

Product Details

  • Starting Price
    $145/month
  • Pricing Details
    with annual contract
  • Free Version
    No
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    In Person
    Live Online
  • Support
    Business Hours
    Online

Vendor Details

  • Bolstra
  • https://www.bolstra.com/
  • Founded 2016

About This Software

An agile customer success management platform built to help companies plan, manage and engage with their customers.


Bolstra Features

  • Action Management
  • Analytics
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Collection
  • Sentiment Analysis
  • Survey Management
  • Text Analysis
  • Trend Analysis
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis

Bolstra Most Helpful Reviews

My company uses Bolstra as our current CRM tool for client management.

  Translate with Google
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that the tool pulls data from Salesforce and allows me to upload documents at a client level. The look of the main interface, Activity Dashboard, looks good and clean. They ended up implementing a feature that allows us to now leave account notes at a client level rather than just at an overall book of business level. This is much better due to when I'm speaking with a client, I'm most likely at a client level in the tool.

Cons: There have been some bugs that have caused me to have to export my account list monthly and cross check with a separate tool to ensure that all of my activity (day to day tasks) are auto-populating accurately and/or to find which clients' activity cards are not visible. Also, if a client is is terminated then there's not a good way to shut off the activity cards without pausing all of the triggers (system wide) for the cards we're trying to manually shut off. Hopefully in the future, once the client is marked as 'Terminated,' the activity cards will quit firing off.