It turns a voice note into a written activity, grades your leads, drafts the follow-up in the customer's language, and briefs you before a meeting. Every plan includes a monthly AI allowance for the whole team; bring your own AI keys and there is no usage cap. A spend screen shows what it costs.
An AI spend screen shows cost by task, provider and day, plus an error log. Each plan comes with a monthly AI allowance. AI can be turned off entirely with one admin switch, separate from billing, for customers who do not want records sent to a model.
Each lead gets a grade, a win probability, the reasoning, its strengths and risks, and two or three one-click "add this task" suggestions.
Record a voice note after a meeting. You get a transcript, then a summary, action items, pain points, competitors mentioned, and a suggested next step with a due date. Transcription detects the language automatically.
A personalised email, letter or message in the customer's language and your chosen tone, referencing the actual last conversation. You edit and send.
On any open deal: a close probability with its reasoning, the risks, and a recommended next action.
A one-page pre-meeting summary of the history, talking points and what you previously promised.
Photograph a business card and the contact fills itself in. Type a business name and the address fills in from a web search. Deep Enrich fills domain-specific fields from the web in one click, each with a confidence score.
Replies to nurture email are sorted as positive, negative, a question, an unsubscribe, out-of-office or a bounce. Each can trigger the next action by itself or wait for a rep to approve it.
Ask a question in plain language and get a table of real rows back. Preset questions answer instantly without spending an AI call.
Category and priority suggestions, reply suggestions that cite your knowledge-base articles, a four-bullet thread summary for a clean handoff, and a tone rewrite.
A one-line nudge for a rep behind plan, a hit-or-miss prediction with its confidence, and suggestions to adjust targets that are always over or under, which an admin approves.
Your industry, ideal customer, qualification criteria and brand voice go into every AI call for your account.
Rate any AI output. The feedback improves later outputs for your account.
If one AI provider is down, out of credit, or retires a model, the task routes to the next one instead of failing.
AI evaluation of an individual employee is blocked for EU and EEA customers, and AI-written outbound messages carry an automated-reply disclosure you can reword.
Already have an account with Groq, Anthropic, OpenAI, OpenRouter or DeepSeek? Add your key to BoldReach. The AI features use your account, your bill goes to the provider, and there is no usage cap.
Every plan includes a monthly AI allowance shared by the whole team, from 800 credits on Starter to 15,000 on Scale. Top-ups never expire, or bring your own AI key and use it without limit.
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