Pricing, AI, security, migration, support. If something here is wrong or out of date, email us — we'll fix it.
Yes — a Free plan: one user, free forever, with 200 AI credits a month so you can feel the AI work. Paid plans add your team; right now we onboard them with a quick setup call, and there's a 30-day money-back guarantee.
Each plan includes 3, 5, or 10 users. Beyond that, extra users are ₹499–999 / $19–59 per user a month — a fraction of what per-seat CRMs charge.
The 33% launch discount runs for the first 200 customers or until 2026-09-30, whichever comes first. Sign up before then and your rate is locked for 12 months — 24 if you pay annually.
Upgrade to Grow or Scale mid-cycle. Pro-rated. Your data carries over instantly. Add module packages and extra users without switching plans.
Yes — annual billing is 10× the monthly price, so you get 2 months free on every plan.
30 days, no questions. If we're not the right fit, you get a refund.
For Scale customers with 50+ users we'll do annual MSAs and custom SLAs.
Yes. Configurable at /admin/configuration. Your usage doesn't count against plan AI limits, and you pay the provider directly. Zero markup.
Groq, Anthropic, OpenAI, OpenRouter, Mistral. Multi-provider routing with fallback — if one is down, we route to the next.
An SMB tenant typically spends $30–80/month on AI through BoldReach. Compare to "premium AI" plans on HubSpot or Salesforce that hide $5,000–15,000/year in seat upgrades.
Yes. The cost dashboard at /admin/ai-usage lets you toggle each AI feature individually.
AWS, Postgres with row-level security. EU subprocessors listed at /trust. India + EU + US data residency options for Scale.
Type II audit in 2026. We won't fake-claim it before then.
SAML / OIDC included on Scale, alongside audit log, approvals, and an SLA.
No. Cloud-only. We removed the on-prem claim because we don't ship it.
GDPR-aware (DPA available). India DPDP-compliant. Data-export endpoint live.
CSV / Excel / API import for Account, Contact, Deal, Activity. We've migrated from HubSpot, Pipedrive, Zoho, spreadsheets.
A 10-rep team typically migrates in 1-3 days. Larger teams 1-2 weeks.
Migration & onboarding is a one-time ₹9,999 / $499 service where we do the data move and setup for you. Prefer to self-serve? Follow our documented CSV / API import flow for free.
We have webhooks + a free public REST API. If your tool isn't pre-integrated, you can wire it up in an afternoon.
A small team in 7 timezones. Real humans answer support — including the founder.
Email + Slack support. Founder is on the channel for Scale customers.
WhatsApp number in the footer. We answer.