The CRM should fill itself.
A voice note becomes a transcript, a summary, action items and a next step with a due date. Photograph a business card and the contact fills itself in. Reps shouldn't be data-entry clerks.
We built it because the
CRM never updated itself.
Every CRM asks the rep to do the data entry, then blames the rep when it's empty. We built BoldReach to be an AI sales manager: it fills the records in itself, reminds reps in the app and by email, and gives managers one screen of the deals at risk.
Founder letter
A note from us.
We ran a B2B sales operation for years. We bought HubSpot. Then Salesforce. Every one of them was a system of record that only worked if the reps fed it, and reps in the field, on a phone, between meetings, never do. By Friday the pipeline was fiction and we were coaching off stale data.
The fix wasn't a prettier form. It was a CRM that does the work itself. A rep speaks a voice note in their own language; it becomes a logged activity with a summary and a next step. A lead that goes quiet is raised to the rep, then to the manager, before it goes cold. So we built BoldReach instead.
A CRM that does the work itself. It fills the records, it raises the stalled leads, it helps reps hit their targets. AI you can switch off, or bring your own keys to. An app for iOS and Android. Pricing you can predict: one price for the whole team, not per user.
What we believe
Five short statements.
It should chase the work, not the rep.
When a lead goes quiet with no next step and no open follow-up, it is raised to the rep, then to the manager. Recycling rules put idle leads back in the pool. The worklist sorts itself: overdue first, then today.
Accountability should help the rep win.
One screen for managers: at-risk leads, each rep's activity hygiene, the recycle queue and win-back candidates. It's a coach in the rep's corner, not surveillance.
AI should be transparent and yours.
Bring your own keys and there is no usage cap. An AI spend dashboard shows cost by task, provider and day. One admin switch turns AI off entirely.
The rep on the field deserves a tool that works on their phone.
An app for iOS and Android. Staff join with one 8-digit code from their manager. Visit check-ins made with no signal are saved and sent when signal returns. Built for the rep, not the headquarters.
Where we're based
A small team in 7 timezones.
Real humans answer support, including the founder.
Talk to us
Try it for 14 days, or talk first.
Start a 14-day trial with every feature on, or book a 20-minute walkthrough. We'll tell you honestly whether BoldReach fits.