Your AI sales manager

Stop chasing your reps
for updates.

BoldReach fills the CRM in itself, nudges your team on WhatsApp, email or push, and flags the deals about to slip — before you have to ask. A pipeline you can trust, without the weekly nag.

Your AI sales manager

Stop doing data entry.
Your CRM does it now.

Speak a note, snap a card, forward an email — the AI logs it, researches the company, and tells you who to call next. You just sell.

See it run your day See pricing

⤢ Click to expand

app · Manager / Risk dashboard

Search accounts, deals, people… ✨ AI · Included Help

Early-warning system

Risk dashboard

Leads at risk, rep hygiene, the recycle queue, and win-back — refreshed live.

Leads at risk

142

Alerts · last 24h

Recycled this week

Win-back candidates

Leads at riskAction

Highest risk first — countdown to auto-recycle

Northwind Logistics

Jordan Reyes · Negotiation · 6d ago

At risk

Atlas Manufacturing

Maria Santos · Proposal · no next step

At risk

Cedar Ridge Health

Derek Chen · Demo · 9d ago

At risk

Brightway Foods

Aisha Bell · Negotiation · 14d ago

At risk

Summit Steel Supply

Marcus Lee · Qualify · 5d ago

At risk

Harbor Point Realty

Jordan Reyes · Proposal · 7d ago

At risk

Pioneer Auto Group

Sofia Ramirez · Demo · 8d ago

At risk

Lakeside Hospitality

Derek Chen · Qualify · 11d ago

At risk

Rep activity hygiene

Last 7 days, per rep

Rep	Acts	Calls	Emails	Leads
Aisha Bell	51	24	12	31
Jordan Reyes	42	18	9	27
Sofia Ramirez	33	14	7	22
Derek Chen	27	11	6	19
Maria Santos	8	2	1	14
Marcus Lee	3	0	1	9

Watch it run a sales day · 16 seconds

The dirty secret of every CRM

It's a filing cabinet
your reps won't fill.

Reps hate data entry, so records rot. The pipeline stops matching reality. Deals slip because no human remembered to follow up — and you find out at the weekly review, too late. Every CRM has this problem. BoldReach is the one that does the work itself instead of nagging you to.

01 · Stale records

"Half my team meets customers in person. None of them update the system afterwards."

02 · Forgotten follow-ups

"Good leads go cold because nobody remembered to call them back."

03 · Constant nagging

"I spend half my week chasing reps to update the CRM and tell me where deals stand."

04 · Pipeline you can't trust

"My forecast says one thing, the bank says another. I don't trust my own numbers."

How it works · Fill → Nudge → Coach

The CRM that does your
team's busywork — and keeps them on track.

BoldReach is less a database, more a sales manager that never sleeps. It works in three motions.

Motion 1 · It fills itself in

Your reps talk for 15 seconds.
The record writes itself.

A voice note becomes a logged activity in 100+ languages — summary, pain points, budget, decision-makers, next step — with the lead rescored and the follow-up drafted. Snap a card to add a contact. The AI researches the company on the web to fill the gaps. No forms. No excuses.

Motion 2 · It nudges, on their channel

It taps your rep
on the shoulder.

When a deal goes quiet, the AI nudges the rep — by WhatsApp, email, push, or in-app, their choice, with quiet hours. Still ignored? It escalates: a gentle reminder, then a loop-in to you, then a recycle to someone who'll work it. The dialer always says who to call next.

Motion 3 · It keeps the team on track

Stop chasing.
Just review.

A live risk dashboard shows the deals about to breach, a green/amber/red hygiene heatmap per rep, and the recycle queue. AI coaching reports surface each rep's strengths, concerns, and 1:1 talking points. Targets, forecasts, and the morning briefing land in your inbox — automatically.

See a day in the life ›

For managers & owners

Meet your AI sales manager.

It does the nagging and the tracking so you do the strategy. See every deal at risk, every rep's hygiene, and a coaching report you didn't have to write — without a single status meeting.

Risk dashboard

Deals about to slip, ranked

Hygiene heatmap

Every rep, green to red

AI coaching report

Per rep, on demand

See the manager view ›

For reps

Never wonder
what to do next.

Mission Control opens to an AI-ranked "do these first" list. The dialer queues your next call. The AI drafts your follow-ups and logs your voice notes. It's the assistant that helps you hit quota and look good in your 1:1 — not a tool that watches you.

See the rep view ›

Nudges, where your team already is

Email. WhatsApp.
Push. In-app.

Per-user channel preferences and quiet hours. Assistive, never spammy.

Reminders and alerts where field reps actually look.

Email

Digests, briefings, and stuck-deal alerts in the inbox.

Push

Mobile nudges that deep-link straight into the dialer.

In-app

Signals and mentions, with per-user quiet hours respected.

They store. We act.

Other CRMs file your data.
Ours does the work.

Legacy CRMs store information and sell AI as a pricey per-seat add-on. BoldReach acts on it.

	BoldReach	HubSpot	Zoho	Salesforce
Fills records itself (voice, OCR, web enrichment)	Yes	Manual	Manual	Manual
Nudges reps across WhatsApp / email / push	Yes	No	No	No
Idle-deal escalation (rep → manager → recycle)	Yes	No	No	Custom build
Manager risk dashboard + AI coaching	Built in	Add-on	Partial	Add-on
AI included — not a per-seat upcharge	Yes	Per-seat upcharge	Per-seat upcharge	Per-seat upcharge
Starting price	Free, then $59/mo	$1,170/mo	$57/seat	$165/seat
Where they're stronger than us	Marketing campaigns	Marketing campaigns	Bookkeeping depth	Big-company features

Beyond the CRM

Add only what
your team uses.

CRM Core is always on. Bolt on modules when you need them — not before.

$15/user

Help Desk

$25/user

Field Service

$19/user

Quote-to-Cash

$49 flat

Workforce

AI you can audit and afford

No lock-in. No surprise bill.

Every plan ships with AI credits and a live cost dashboard. Don't like our rate? Bring your own OpenAI, Anthropic, Groq, or OpenRouter keys and pay the provider directly — unlimited, zero markup. The AI works for you, and you can always see exactly what it costs.

Free plan — 1 user, AI included

100+

Languages your team can speak

Channels for nudges (WhatsApp, email, push, in-app)

$59

A month to start a team — 3 users included

Stop chasing. Start reviewing.

Let the AI run the busywork.

Start free, or book a 20-minute call and we'll get your team live properly. Your launch rate is locked for 12 months.

Start free Book a 20-minute call

Stop chasing your repsfor updates.

Stop doing data entry.Your CRM does it now.

It's a filing cabinetyour reps won't fill.

The CRM that does yourteam's busywork — and keeps them on track.

Your reps talk for 15 seconds.The record writes itself.

It taps your repon the shoulder.

Stop chasing.Just review.

Meet your AI sales manager.

Never wonderwhat to do next.

Email. WhatsApp.Push. In-app.

WhatsApp

Email

Push

In-app

Other CRMs file your data.Ours does the work.

Add only whatyour team uses.

Help Desk

Field Service

Quote-to-Cash

Workforce

No lock-in. No surprise bill.

Let the AI run the busywork.

Stop chasing your reps
for updates.

Stop doing data entry.
Your CRM does it now.

It's a filing cabinet
your reps won't fill.

The CRM that does your
team's busywork — and keeps them on track.

Your reps talk for 15 seconds.
The record writes itself.

It taps your rep
on the shoulder.

Stop chasing.
Just review.

Never wonder
what to do next.

Email. WhatsApp.
Push. In-app.

Other CRMs file your data.
Ours does the work.

Add only what
your team uses.