Built Different. Built for the Field.
Most CRMs were designed for inside sales teams sitting at desktops. BoldReach was built from day one for reps who sell face-to-face, on the road, in the field.
Why Not Spreadsheets?
Google Sheets and Excel are great for accounting. They are terrible for managing a sales pipeline with 10+ reps and hundreds of leads.
No pipeline visibility
You have no idea which deals are active, stuck, or lost. Every Monday meeting starts with "where is that lead?"
Visual Kanban pipelines
See every deal across stages at a glance. Drag-and-drop to move leads forward. Filter by rep, region, or stage instantly.
Lost follow-ups
Leads slip through the cracks because nobody remembers who was supposed to call back when. 40% of hot leads go cold.
Automated reminders & tasks
BoldReach creates follow-up tasks automatically. WhatsApp notifications remind your reps before every callback. Never lose a lead again.
No automation
Every report, every proposal, every status update is manual. Your team spends more time on paperwork than on selling.
One-click proposals & reports
Generate branded proposals in 5 minutes. Auto-send daily reports. Let automation handle the busywork so your team can sell.
Manual data entry
Reps type the same data in 3 places. Errors creep in. By month-end, your master sheet is a mess of duplicates and blanks.
Smart auto-capture
Voice notes are auto-transcribed. Google Maps leads are auto-enriched. GPS logs visits automatically. Minimal typing required.
Why Not Zoho or Salesforce?
Enterprise CRMs are powerful tools. They are also overkill, overpriced, and overwhelmingly complex for field sales teams.
Too complex
100+ features you will never use. Reps need weeks of training. Adoption drops below 30% within 3 months.
Simple by design
BoldReach has exactly what field sales teams need. 3 taps to any feature. New reps are productive in under an hour.
Too expensive
$50-150 per user per month. For a 10-person team, that is $6,000-18,000 per year. Plus implementation consulting fees.
Starts at ₹499/user
BoldReach costs a fraction of enterprise CRMs. No implementation fees. No hidden charges. Transparent pricing in Indian Rupees.
Not field-optimized
Salesforce was built for inside sales teams sitting at desktops. Field reps on smartphones get a clunky mobile afterthought.
Mobile-first architecture
Built from the ground up for smartphones. Works on 4G, 3G, even spotty connections. Offline mode for no-coverage areas.
Months to set up
Implementation takes 3-6 months. You need a dedicated admin. Configuration requires a certified consultant at ₹5,000/hour.
5 minutes to start
Sign up, invite your team, import your leads. No consultants, no configuration marathons. You are selling by afternoon.
Why Not WhatsApp?
WhatsApp is great for chatting. Running a sales operation on it is like using a screwdriver to hammer nails — it kind of works, but badly.
No pipeline tracking
You cannot see which leads are in which stage. Every deal lives in a chat thread. Finding the status of a deal means scrolling through 200 messages.
Structured pipeline
Every lead has a clear stage, status, and owner. Filter, sort, and search across thousands of leads in seconds.
No data ownership
When a rep leaves, their WhatsApp chats leave too. Your client relationships walk out the door with them.
You own everything
All data stays in your BoldReach account. Reassign leads to new reps in one click. Full history preserved forever.
No searchable history
Try finding that pricing discussion from 3 months ago. Good luck scrolling through media, memes, and group messages.
Full activity timeline
Every call, visit, email, note, and proposal is logged with timestamps. Search across all leads, all reps, all time.
No automation
You cannot auto-assign leads, auto-create tasks, auto-send reports, or auto-generate proposals. Everything is manual.
Automated workflows
Auto-assign by territory. Auto-create follow-ups. Auto-generate daily reports. Auto-build proposals with one click.
What Makes Us Different
Six things no other CRM in India does the way we do.
Mobile-First, Not Mobile-Adapted
60%+ of BoldReach usage happens on smartphones. We did not shrink a desktop app to fit a small screen — we designed every interaction for thumb-first navigation, small screens, and field conditions.
60%+ mobile usageVoice Notes with AI Extraction
Record a 2-minute voice note after every meeting. Our AI extracts contact details, objections, pricing discussed, follow-up dates, and next steps — automatically. Industry-first for sales CRMs.
Industry-first AIDual Pipeline Architecture
Most CRMs force leads and deals into one pipeline. BoldReach separates lead generation (finding and qualifying) from sales execution (proposals and closing) — because they are two completely different workflows.
2 dedicated pipelinesAutomated Proposals with Approvals
Your reps build branded proposals in 5 minutes instead of 2 hours. Built-in discount approval workflows ensure margin protection. Track when clients open, view, and forward proposals in real time.
5 min proposalsBuilt for Indian Teams
Pricing in Indian Rupees. WhatsApp notifications for your reps. Regional language support. Designed for Indian internet speeds, Indian business workflows, and Indian field conditions.
₹ pricing, WhatsApp alertsYour Data, Your Control
You own your data. Export everything anytime with one click. Need maximum control? We offer a self-hosted option — run BoldReach on your own servers with full database access.
Self-hosted availableReady to See the Difference?
Start your free 14-day trial. No credit card required. Set up in 5 minutes, not 5 months.