BoldReach — Your AI sales manager
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Industries · Retail & Wholesale

An AI sales manager for your retail / wholesale team.

B2B retail relationships. Trade-credit. Scheme management. Stock-out cost real money. Most CRMs are built for SaaS.

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

Retail & Wholesale sales is different.
A CRM that just stores can't keep up.

01 · Retail & Wholesale

Dealer onboarding = manual KYC, manual credit limit.

02 · Retail & Wholesale

Tier-based pricing + scheme rules change weekly.

03 · Retail & Wholesale

Stock-out blocks the dispatch — discovered at dispatch.

04 · Retail & Wholesale

Order capture from sales rep at dealer = phone call.

What your AI sales manager runs

Pipeline, fields, automation —
ready on first login.

№ 01

Dealer onboarding with KYC + credit limit.

№ 02

Tier-based pricing + scheme management.

№ 03

Order capture from sales rep at dealer's premises.

№ 04

Auto-applies dealer-specific schemes.

№ 05

Multi-warehouse stock with allocation logic.

18
Pre-configured fields
7
Pipeline stages
6
Built-in reports
5
Min · to first deal
Adjacent industries

Or pick something close.

Secondary sales · 20 fields
F
FMCG & Distribution
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Quote-to-cash · 14 fields
M
Manufacturing
Quote-to-cash · 14 fields
Project sales · 16 fields
B
Building Materials
Project sales · 16 fields
Apply this template

Start with the Retail & Wholesale template.

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

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