See what's about to slip.
One live screen: leads at risk with a countdown to breach, the recycle queue, and win-back candidates. Ping a rep or reassign without leaving the page. Refreshes every minute.
BoldReach does the nagging and the tracking so you do the strategy. It chases reps for updates, flags the deals about to slip, and writes the coaching report — so you get a pipeline you can trust without the weekly status meeting.
| 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 |
The grunt work — chasing updates, watching for stalls, compiling reports — runs itself. You spend your time on strategy and real coaching. If you're an owner doing the manager's job too, it means you don't have to hire one yet.
One live screen: leads at risk with a countdown to breach, the recycle queue, and win-back candidates. Ping a rep or reassign without leaving the page. Refreshes every minute.
Calls, emails, dispositions, and alerts per rep, rated green / amber / red — plus a quiet desk-entry honesty check that flags records typed at a desk rather than logged in the field.
When a deal goes quiet, the AI nudges the rep first, loops you in if it stays quiet, and recycles the lead before it dies. You only step in when it matters.
For each rep: strengths, concerns, coaching points, and the topics to raise. Plus targets vs actuals, forecasts, and anomaly alerts — generated on demand and on a schedule.
Morning briefing, stuck-deal alerts, weekly summaries, leaderboards — delivered automatically. Team scope is database-enforced, so managers see their team, reps see their work, and you see everything. No spreadsheet, no exports, no "let me get back to you."
Book a 20-minute walkthrough — we'll show you the risk dashboard on real-shaped data.