--- title: Bluetrait Reviews meta_title: 'Bluetrait Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Bluetrait works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 1 scale: '5' date_modified: '2025-03-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Bluetrait Reviews **Vendor:** Dalegroup **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 ## About Bluetrait Bluetrait is a Cloud-based Helpdesk & Company Management Software ## Bluetrait Reviews ### 1. Daily Bluetrait Use **Rating:** 5.0/5.0 stars **Reviewed by:** Jaynie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Bluetrait?** Bluetrait is helpful in the office. The thing that I like most about Bluetrait is managing timesheets. Timesheets can be confusing, but with Bluetrait it is much more effective and simple. **What do you dislike about Bluetrait?** There are not many complaints about Bluetrait, but like a lot of software, I wish it worked quicker sometimes. However, sometimes I think this may just be my personal wifi. **What problems is Bluetrait solving and how is that benefiting you?** There are many business problems that Bluetrait has helped me solve. Some of these include easier use of timesheets, better organization, better reports, and a clearer look at how the billing is working. - [View Bluetrait pricing details and edition comparison](https://www.g2.com/products/bluetrait/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+07%3A58%3A56+-0500&secure%5Bsession_id%5D=e2739431-1198-4021-9518-04a0f343c12c&secure%5Btoken%5D=ef285d6c34d5817a1ccd60c44cb71d7fcbc3891e52ca3fc54e969a186d8c34a9&format=llm_user) ## Bluetrait Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Bill Processing** - Consolidation - Batch Invoicing - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Agentic AI - Billing** - Autonomous Task Execution **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Bluetrait Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,761 reviews) - [EngageBay](https://www.g2.com/products/engagebay/reviews) - 4.6/5.0 (698 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 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