BoldReach — Your AI sales manager
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Industries · Coaching & EdTech

An AI sales manager for your coaching business or EdTech sales team.

Lead → enquiry → counsellor visit → application → admission, with cohort/intake fields so reports always show the right batch.

What we pre-configure Book a walkthrough
Industry templates · 30 seconds
Where a passive CRM stops

Coaching & EdTech sales is different.
A CRM that just stores can't keep up.

01 · Coaching & EdTech

Counsellor calls in a Google Sheet.

02 · Coaching & EdTech

Cohort start dates spread across cohorts.

03 · Coaching & EdTech

Fee collection in a separate tool.

04 · Coaching & EdTech

Multi-product cross-sell (course → masterclass → mentorship) is opaque.

What your AI sales manager runs

Pipeline, fields, automation —
ready on first login.

№ 01

Lead → enquiry → counsellor → application → admission pipeline.

№ 02

Cohort / intake field on every record.

№ 03

Counsellor performance reports.

№ 04

Multi-product cross-sell tracking.

№ 05

Fee-collection workflow.

16
Pre-configured fields
7
Pipeline stages
5
Built-in reports
5
Min · to first deal
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Apply this template

Start with the Coaching & EdTech template.

Pipeline, fields, automation, reports — pre-configured. 5 minutes to your first deal.

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