01Probability
Close probability
Know which deals will close.
On any open deal, the AI gives you a close probability with its reasoning, the risks, and a recommended next action. Above that sits a pipeline forecast of open deals by rep, stage and expected close month.
- A close probability on any open deal, with the reasoning
- The risks, in plain language
- A recommended next action for that deal
- A pipeline forecast of open deals by rep, stage and expected close month
- Runs on the plan's AI allowance, or your own keys with no usage cap
02Why
Reasoning and risks
03Action
One next step
04Pipeline
By rep, stage, month
Output
Three answers per deal.
Ask for a forecast on any open deal and you get three things you can act on.
- A close probability, with the reasoning behind it
- The risks that could stop it closing
- A recommended next action for this deal
Pipeline view
The whole pipeline by month.
The pipeline forecast shows open deals by rep, stage and expected close month, so a manager can see what is due to land and who owns it.
Manager view
See the at-risk leads before they slip.
One screen for managers: at-risk leads, each rep's activity hygiene, the recycle queue and win-back candidates. A lead whose last activity left no next step and no open follow-up is raised to the rep and the manager.
What most CRMs do.
What BoldReach does.
| Capability | BoldReach | Most CRMs |
|---|---|---|
| Forecasting model | AI reads the deal | Stage-weighted formula |
| Output | Probability, risks and next action | Number on a chart |
| Risk surfacing | Plain-language reason | Red dot, no context |
04: Deal Forecasting