01Grade
A grade per lead
A score you can read.
Each lead gets a grade, a win probability, the reasoning behind them, its strengths and risks, and two or three one-click "add this task" suggestions. You see why, and what to do next.
- A grade and a win probability on every lead
- The reasoning in plain language, with strengths and risks listed
- Two or three one-click "add this task" suggestions
- Teach it your business: your ideal customer and qualification criteria go into every score
- A thumbs up or down on any score improves later ones for your account
- Runs on the plan's AI allowance, or your own keys with no usage cap
02Probability
Win probability
03Reasoning
Strengths and risks
04Next step
One-click tasks
What you get
A grade, and the reason for it.
A score on its own is a number to argue with. BoldReach gives you the grade and the win probability together with the reasoning, the strengths and the risks, so a rep can see what the score rests on before they call.
- Grade and win probability
- Reasoning in plain language
- Strengths and risks
- Two or three task suggestions, each one click to add
Tuned to you
Scored against your ideal customer.
An admin panel holds your industry, ideal customer, qualification criteria and brand voice, and it goes into every AI call for your account. Rate any score with a thumbs up or down and later scores improve for your account.
What most CRMs do.
What BoldReach does.
| Capability | BoldReach | Most CRMs |
|---|---|---|
| Scoring approach | AI grade and win probability | Weighted spreadsheet formula |
| Reasoning | Reasoning, strengths and risks | Black box or no explanation |
| Next step | One-click task suggestions | Left to the rep |
| AI provider | Allowance included, or your own keys | Locked to vendor |
02: AI Lead Scoring