Visual Pipeline Management
Stop losing deals in spreadsheet tabs. BoldReach gives you two separate pipelines — one for qualifying leads, one for closing deals — with drag-and-drop Kanban boards, stale deal alerts, and weighted revenue forecasting that updates in real time.
Pipeline Built for Field Sales
From Raw Lead to Closed Deal
Four steps that separate qualification from closing and give you a forecast you can trust.
Capture into Lead Gen
Raw leads land in your Lead Gen pipeline. Every new contact from Google Maps, CSV import, or manual entry starts here — not in your sales funnel.
Qualify & Promote
Once a lead is contacted, scored, and shows real interest, promote them to the Sales pipeline with one click. Unqualified leads never clutter your deal board.
Drag Through Stages
Drag deal cards through custom stages — Proposal Sent, Negotiation, Approval, Closed Won. Every stage change is logged with timestamp and rep name.
Forecast Revenue
Each stage has a probability weight. BoldReach multiplies deal value by stage probability to give you a weighted revenue forecast — updated in real time.
Two Pipelines. One Clear Process.
Most CRMs dump every contact into a single pipeline. The result? Your sales reps waste time chasing leads that were never qualified. BoldReach separates lead qualification from deal closing with two distinct pipelines.
The Lead Gen Pipeline is where raw leads are contacted, scored, and qualified. Only when a lead shows genuine buying intent does it get promoted to the Sales Pipeline — where your closers take over with proposals, negotiations, and approvals.
- Lead Gen pipeline: New Lead, Contacted, Demo Scheduled, Qualified
- Sales Pipeline: Proposal Sent, Negotiation, Approval, Closed Won
- One-click promotion from Lead Gen to Sales with full history preserved
Every Deal at a Glance. No Deal Left Behind.
Each deal card in BoldReach shows everything your rep needs without clicking into it: account name, deal value, last activity, days in stage, assigned rep, and next action. Drag deals between stages and every move is automatically logged with a timestamp.
When a deal sits in a stage longer than the team average, BoldReach triggers a stale deal alert. The assigned rep gets a push notification and an auto-reminder is scheduled. No more deals silently dying in "Proposal Sent" because someone forgot to follow up.
Account name, deal value, stage, days in stage, assigned rep, last activity, and next action — all visible without opening the deal.
Drag any deal card to a new stage. The move is logged with your name and timestamp. Managers see every stage change in the activity timeline.
Set a threshold per stage. When a deal exceeds the average time, an alert fires and an auto-reminder is sent to the assigned rep. No more forgotten deals.
Full audit trail: who moved the deal, when, from which stage, and any notes attached. Perfect for handoffs between reps.
Forecast Revenue. Spot Bottlenecks. Coach Your Team.
Your manager asks for a revenue forecast every Monday. With spreadsheets, that means an hour of calling reps and guessing. With BoldReach, the weighted pipeline forecast is always live — deal value multiplied by stage probability, summed across all active deals.
Beyond forecasting, BoldReach shows you where deals get stuck. If 60% of your deals stall at "Negotiation," you know your pricing or proposal process needs work. Stage-wise conversion rates, average deal velocity, and bottleneck identification help you improve your sales process — not just track it.
- Weighted revenue forecast updated in real time
- Stage-wise conversion rates show where deals drop off
- Average deal velocity per stage and per rep
- Bottleneck detection highlights stages that need attention
Built for How Your Team Actually Sells
These are real problems field sales managers face every week. Here is how BoldReach Pipeline Management handles each one.
"My lead gen team adds 200 leads/month but I don't know which are real opportunities."
The dual pipeline fixes this. All 200 leads enter the Lead Gen pipeline where they are contacted, scored, and qualified. Only the leads that pass qualification — typically 30 to 40 — get promoted to the Sales pipeline. Your closers never see unqualified leads. Your lead gen team gets credit for sourcing. Everyone has clarity.
"Deals sit in 'Proposal Sent' for weeks and no one follows up."
BoldReach tracks how long every deal has been in each stage. When a deal exceeds the team average time for that stage, a stale deal alert fires. The assigned rep gets a push notification and an auto-reminder is created. Managers see a dashboard of all stale deals ranked by value. The biggest deals get attention first — automatically.
"My manager asks for a revenue forecast every Monday."
Open the Pipeline Analytics tab. The weighted forecast is always current — every deal value multiplied by its stage probability, totaled across all active deals. Filter by rep, region, or date range. Export to PDF or share a live link. Your Monday forecast meeting takes 2 minutes instead of 2 hours of calling reps and manually summing spreadsheet columns.
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