Spreadsheets Can't Scale. BoldReach Can.
Excel and Google Sheets were never built for field sales. No GPS tracking. No mobile app. No automated follow-ups. If your team is copying data between tabs, it's time to switch.
5 Signs You've Outgrown Spreadsheets
Spreadsheets are great for budgets and lists. But for field sales management, they create more problems than they solve.
You're losing deals because of missed follow-ups
Manual reminder entries. Easy to miss in a long list. No notifications. Follow-up timing is guesswork.
Automated follow-up reminders. WhatsApp and email notifications. Never miss a hot lead again.
Your reps waste 2 hours a day on data entry
Type everything manually. Update the same data in multiple sheets. Copy-paste between tabs.
Voice notes with AI transcription. Auto-capture GPS check-ins. One-tap deal updates. Your reps sell more instead of typing more.
You can't see what your team is doing in the field
No GPS. No real-time updates. You find out at the end of the day if a rep visited 2 clients or 8.
Live GPS tracking. Real-time visit logs. Photo uploads from client sites. Know exactly who's doing what, when.
Version control is a nightmare
Which version is correct? Did someone overwrite my data? Who changed this cell? File named "Leads_Final_FINAL_v3_Dec.xlsx".
Single source of truth. Automatic sync across all devices. Full audit trail of who changed what and when.
Your data lives in 5 different places
Leads in one Google Sheet. Follow-ups in another. Proposals in a shared drive folder. Client contacts in WhatsApp. Meeting notes in a notebook.
One place for everything. Leads, deals, proposals, visit logs, voice notes, emails, and contact history. All searchable. All connected.
Make the Switch in One Week
Import your spreadsheet. Train your team. Start selling smarter. Free 14-day trial. No credit card required.