Industrial Sales, Reinvented
Whether you sell through dealers or direct to factories, BoldReach handles the complexity of industrial sales cycles — machinery specifications, capacity tracking, dealer coordination, and multi-stage quoting. Built for Indian manufacturers.
Why Manufacturing Sales Breaks Generic CRMs
Industrial sales is not about "leads in, deals out." It is about technical evaluations, site surveys, dealer networks, and configurations that no generic CRM was built to handle.
Long, Multi-Stage Sales Cycles
Industrial machinery sales take 3 to 18 months. From initial inquiry to technical evaluation, factory visit, commercial negotiation, and purchase order — every stage requires different information, different stakeholders, and different follow-up cadences.
Complex Technical Requirements
Every deal has unique specifications — output capacity, material compatibility, power supply requirements, floor space constraints. Your CRM needs to capture these technical parameters, not just "deal amount" and "expected close date."
Dealer Network Coordination
Many manufacturers sell through dealer and distributor networks across India. Tracking which dealer covers which territory, managing channel conflict, and ensuring dealers follow up on leads is a coordination nightmare with spreadsheets.
Compliance and Documentation
Industrial sales involve BIS certifications, factory inspection reports, installation requirements, and warranty terms. Losing a document or missing a compliance checkpoint can stall a deal worth crores for months.
Built for Heavy Industry
A CRM That Knows the Factory Floor
From the first inquiry to the annual AMC renewal, BoldReach tracks every detail that matters in industrial sales.
Factory Profile with Capacity Tracking
Every client record in BoldReach has a factory profile — operation type (manufacturing, packaging, assembly), daily and monthly capacity, shift patterns, floor space, and power availability. When your sales engineer opens a record before a visit, they know exactly what the factory can handle.
Machine Install Base Management
Track what machinery the factory currently runs — make, model, year of installation, and condition. Know which machines are competitors' and due for replacement. Your reps can pitch upgrades intelligently instead of asking "So what machines do you have?" at every visit.
Dealer Relationship Tracking
Assign dealers to territories. Track dealer-sourced leads separately from direct leads. See dealer performance by region, product line, and conversion rate. Get alerts when a dealer has not followed up on a lead within your SLA window. Eliminate channel conflict before it starts.
Proposal Automation for Complex Configurations
Manufacturing proposals are not one-line items. They include machine specifications, optional modules, installation costs, AMC terms, and delivery timelines. BoldReach proposal wizard handles multi-line configurations with optional add-ons, bulk discounts, and phased delivery schedules.
Technical Evaluation Pipeline
Standard CRM pipelines go Lead to Qualified to Closed. Manufacturing needs Lead to Site Survey to Technical Evaluation to Commercial Negotiation to PO to Installation to AMC. BoldReach pipelines mirror your actual sales process, not a SaaS playbook.
See How a Factory Record Looks
Industrial sales is not just about "Contact Name." It is about what machinery they run, their capacity, their expansion plans, and their dealer relationships. BoldReach captures it all natively.
Your sales engineer opens the record before a site visit and knows the factory's capacity, current machinery, past purchases, and pending quotes — without calling anyone.
Key Features for Manufacturing Sales
The six BoldReach features that industrial sales teams rely on most — each designed for the complexity of selling machinery and industrial products across India.
Pipeline for Multi-Stage Technical Sales
Custom pipeline stages that match manufacturing sales — from inquiry through site survey, technical evaluation, commercial negotiation, purchase order, installation, and annual maintenance contract renewal.
Learn MoreProposal Wizard for Product Configurations
Build multi-line proposals with machine specs, optional modules, installation charges, freight, taxes, and AMC terms. Generate branded PDF quotes in under 3 minutes with approval workflows for discount overrides.
Learn MoreGPS for Factory Visit Verification
Geo-fenced check-ins at factory locations ensure your field engineers and sales reps actually visited the site. Automatic visit logs with timestamps, duration tracking, and map trails for management review.
Learn MoreAnalytics for Territory Performance
Track revenue by territory, dealer, product line, and sales engineer. Identify which regions are underperforming. See pipeline health by factory capacity tier. Make informed decisions about territory realignment and dealer expansion.
Learn MoreVoice Notes for Site Observations
After a factory visit, your engineer records observations — floor condition, existing machinery layout, power availability, space constraints. BoldReach AI transcribes and extracts key parameters directly into the factory profile.
Learn MoreLead Scoring for Industrial Prospects
Score factory leads based on production capacity, number of existing machines, operation type, and engagement signals. A 50,000-unit-per-month plant with aging machinery scores higher than a general inquiry — your reps focus on the right prospects.
Learn MoreStart Managing Your Manufacturing Sales Pipeline Today
Join industrial companies across India who replaced Excel trackers and generic CRMs with a tool built for factory visits, dealer networks, and complex quoting.