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 c...


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Supported Operating System(s):

Web browser (OS agnostic)

22 Reviews of Bolstra

Average User Ratings

Overall

3.18 / 5 stars

Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

Ratings Snapshot

5 stars

(4)

4

4 stars

(3)

3

3 stars

(10)

10

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 22 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.

February 2019

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2019

Bolstra - robust customer success platform

Very positive. Bolstra team is very open to product enhancement feedback and acts on that feedback.

Pros

Integration flexibility to SFDC, ServiceNow, and other sources of customer account, contact, financials, support, and usage metrics.

Cons

Roll-up / dashboard for customer success leaders.

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.

July 2021

Erica from Extendicare

Company Size: 51-200 employees

Industry: Hospital & Health Care

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2021

Still learning about it

Still Using the trial And seeing if It’s something I want to buy

Pros

At first I had no idea what this software was and still unsure if I will Use it after the free trial. So far it’s ok and seems like it’s easy to understand but we will see if my company really needs it

Cons

At first I had no idea what this software was and still unsure if I will Use it after the free trial.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

December 2018

Giving it a try, powerful dashboard tool

Pros

you can customize it exactly to your specific needs based on your own clients and business

Cons

a lot of setup to make it pwoerful and manual work. it doesnt do the heavy lifting