About Bolstra

Bolstra is a cloud-based customer success platform, which helps businesses retain customers, gain revenue and manage churn rate by identifying opportunities and market trends. Features include activity feed, customer accounts, task management, analytics and data export. 

The application enables managers to monitor the status of customer's experience, manage sales growth and forecast revenue generation. Team members can visualize customers' journeys, measure the number of actively engaged clients and implement processes/strategies for acquisition, retention and expansion. Bolstra also helps supervisors prioritize daily tasks with a to-do list and organize them under on-hold, closed, urgent or recurring status. Businesses can segment and filter customer's ...


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Supported Operating System(s):

Web browser (OS agnostic)

21 Reviews of Bolstra

Average User Ratings

Overall

3.19 / 5 stars

Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

2.5

Ratings Snapshot

5 stars

(4)

4

4 stars

(3)

3

3 stars

(9)

9

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 21 results

February 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Customer health scores help us make quicker decisions on where to focus

My overall experience has been outstanding. The Bolstra team makes themselves available to assist when I need them. They also proactively reach out to me to check on me which I appreciate.

Pros

I’ve been using Bolstra for the past 2 years. One of the features that I think provides the most value to customer success teams is the customer health scores which consolidate live data to help understand which customers are healthy and candidates for becoming references and which customers need immediate attention. The Bolstra team was extremely helpful with setting this up.

Cons

I would like to see more intuitive widgets. I find that I have to explain what they mean to my exec team.

April 2018

Jenna from PERQ

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

3.0

April 2018

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

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.

February 2019

Zach from PERQ

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

3.0

February 2019

Average Product

I have always had mixed feelings. I think the basics work but the actual management of the customer life cycle from the onboarding to the different reasons to call throughout time needs some work. I dont feel like it is user friendly enough or quick enough for me to use. Creating and modifying the cards/tasks seemed was not quick and easy.

Pros

The main customer page was laid out well and made data entry easy. I like the way the contract section was laid out. Completing tasks that were already created was easy too. Being able to download the list of clients quickly was nice.

Cons

I was not a fan of the full client list page. It is too hard to read anything and I never got the hang of creating filters. You should have a default that is selected company wide for the filter that we can use. Creating tasks is a big hassle and leaving notes on those tasks is a pain. Changing anything about the tasks is really a pain. We could have done a better job in setting up the logic of the tasks for when they are supposed to fire for sure. The system needs to always be as fluid as possible as when you are relying on a client to do something, it can take them what seems like forever to do it. One task might also have multiple objectives so being able to check things off would be nice as they get done.

February 2019

Amanda from Experian

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

1.0

Customer support

3.0

Functionality

1.0

February 2019

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.

February 2019

KEELEY ANN from iSpot.tv

Company Size: 51-200 employees

Industry: Broadcast Media

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2019

The Best Understanding of Account Health

The clients I work with are complex and thus the need for a more robust way to understand overall account health. Bolstra's platform allows me to fine-tune health scores for varying account sizes based on MRR and include not only quantitative values but qualitative.

Pros

The team that supports the software is amazing! They are always willing to jump on the phone and talk features, the user interface, how you might apply the tool to your day-to-day use. The tool is constantly under improvement and immediate benefits to the enhancements are felt.

Cons

Some features or steps to in a process are not intuitive. Feels like things take 5 clicks when 3 would do.