BoldReach: Your AI sales manager
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Your AI sales manager

Stop chasing your reps
for updates.

BoldReach fills the CRM in itself, reminds your team in the app and by email, and flags the deals about to slip, before you have to ask. A pipeline you can trust, without the weekly nag.

Your AI sales manager

Stop doing data entry.
Your CRM does it now.

Speak a note or snap a business card and the record fills itself in. Synced email links itself to the right account. Your worklist says what to do next. You just sell.

See it run your daySee pricing
⤢ Click to expand
app · Manager / Risk dashboard
Search accounts, deals, people…✨ AI · IncludedHelp
Early-warning system
Risk dashboard
Leads at risk, rep hygiene, the recycle queue, and win-back, refreshed live.
⚠️142 open leads. A stalled lead is raised to the rep first, then to you, and recycling rules put it back in the pool.
Leads at risk
142
Alerts · last 24h
28
Recycled this week
6
Win-back candidates
11
Leads at riskAction
Highest risk first, countdown to auto-recycle
Northwind Logistics
Jordan Reyes · Negotiation · 6d ago
At risk
Atlas Manufacturing
Maria Santos · Proposal · no next step
At risk
Cedar Ridge Health
Derek Chen · Demo · 9d ago
At risk
Brightway Foods
Aisha Bell · Negotiation · 14d ago
At risk
Summit Steel Supply
Marcus Lee · Qualify · 5d ago
At risk
Harbor Point Realty
Jordan Reyes · Proposal · 7d ago
At risk
Pioneer Auto Group
Sofia Ramirez · Demo · 8d ago
At risk
Lakeside Hospitality
Derek Chen · Qualify · 11d ago
At risk
Rep activity hygiene
Last 7 days, per rep
RepActsCallsEmailsLeads
Aisha Bell51241231
Jordan Reyes4218927
Sofia Ramirez3314722
Derek Chen2711619
Maria Santos82114
Marcus Lee3019
Watch it run a sales day · 16 seconds
The dirty secret of every CRM

It's a filing cabinet
your reps won't fill.

Reps hate data entry, so records rot. The pipeline stops matching reality. Deals slip because no human remembered to follow up, and you find out at the weekly review, too late. Every CRM has this problem. BoldReach is the one that does the work itself instead of nagging you to.

01 · Stale records

"Half my team meets customers in person. None of them update the system afterwards."

02 · Forgotten follow-ups

"Good leads go cold because nobody remembered to call them back."

03 · Constant nagging

"I spend half my week chasing reps to update the CRM and tell me where deals stand."

04 · Pipeline you can't trust

"My forecast says one thing, the bank says another. I don't trust my own numbers."

How it works · Fill → Nudge → Coach

The CRM that does your
team's busywork, and keeps them on track.

BoldReach is less a database, more a sales manager that never sleeps. It works in three motions.

Motion 1 · It fills itself in

Your reps talk for 15 seconds.
The record writes itself.

Record a voice note after a meeting in the language you think in. You get a transcript, a summary, action items, pain points, competitors mentioned, and a suggested next step with a due date. Photograph a business card and the contact fills itself in. Type a company name and the address fills in from the web. No forms. No excuses.

Motion 2 · It nudges, in the app and by email

It taps your rep
on the shoulder.

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. Every promise a rep makes becomes a tracked task, and the worklist sorts overdue first, then today.

Motion 3 · It keeps the team on track

Stop chasing.
Just review.

One screen for managers: at-risk leads, each rep's activity hygiene, the recycle queue and win-back candidates. Reps behind plan get a one-line coaching nudge on their targets. A daily digest, a morning briefing and a weekly activity report arrive by themselves.

See a day in the life ›
For managers & owners

Meet your AI sales manager.

It does the nagging and the tracking so you do the strategy. See every lead at risk, every rep's activity, and each rep's pace against target, without a single status meeting.

Risk screen
At-risk leads and the recycle queue
Activity hygiene
Every rep, on one screen
Targets
Attainment, pace and a hit-or-miss prediction
See the manager view ›
For reps

Never wonder
what to do next.

Mission Control is your "what do I do right now" screen. The worklist sorts overdue first, then today, then leads nobody has committed to. The AI drafts your follow-ups and logs your voice notes. It helps you hit quota, not a tool that watches you.

See the rep view ›
Reminders, without the noise

In the app. In the inbox.

Each person picks how they hear from BoldReach. Assistive, never spammy.

In the app

Reminders, @mentions and stalled-lead alerts, each person set to their own preference.

By email

A daily digest at a time each person chooses, plus a morning briefing.

They store. We act.

Other CRMs file your data.
Ours does the work.

Legacy CRMs store information and sell AI as a pricey per-seat add-on. BoldReach acts on it.

BoldReachHubSpotZohoSalesforce
Fills records itself (voice, OCR, web enrichment)YesManualManualManual
Raises stalled leads to the rep and the manager, by itselfYesNoNoNo
Idle-deal escalation (rep → manager → recycle)YesNoNoCustom build
Manager risk screen and coaching on targetsBuilt inAdd-onPartialAdd-on
AI included, not a per-seat upchargeYesPer-seat upchargePer-seat upchargePer-seat upcharge
20 people, per monthNZ$499, whole team (Scale)$1,800, plus onboarding$1,800$2,000
Where they're stronger than usMarketing campaignsMarketing campaignsBookkeeping depthBig-company features

Competitor figures are US list prices for 20 users, billed yearly, from each vendor's own pricing page on 26 September 2026. Ours is for the whole team, excluding 15% GST.

Leads off your website,
straight to a rep.

Publish one form three ways: inline, a popup, or a hosted link. One script tag embeds it anywhere. New leads are checked for duplicates, enrolled in a nurture sequence and routed to a rep the moment someone submits, with the page, campaign and referrer recorded.

One subscription,
several businesses.

Branches, sister companies or separate trading entities share staff and one subscription. Everything else belongs to the business it came from, with its own logo, currency, tax registration and document numbering. Granted access is a hard fence, even for an admin.

How workspaces work ›

Beyond the CRM

Add only what
your team uses.

CRM Core is always on. Bolt on modules when you need them, not before.

Help Desk

From NZ$13 a month for the whole team

Billing

From NZ$13 a month for the whole team

Inventory

From NZ$13 a month for the whole team

Team

From NZ$13 a month for the whole team

Field Service

From NZ$25 a month for the whole team

One price per module for the whole team, not per user. The price follows your plan; prices excluding 15% GST.See module prices

AI you can audit and afford

No lock-in. No surprise bill.

Every plan ships with a monthly AI allowance and a spend dashboard showing cost by task, provider and day. Prefer your own? Bring your own Groq, Anthropic, OpenAI, OpenRouter or DeepSeek keys and there is no usage cap. Don't want records sent to a model at all? One admin switch turns AI off. And you can export your whole account whenever you want.

14 days
Trial with every feature and module on
5
Interface languages, chosen per person
17
Record types in one search
NZ$89
A month for a team of up to 5, whole team, billed yearly
Stop chasing. Start reviewing.

Let the AI run the busywork.

Try it with your team for 14 days, or book a 20-minute call and we'll get your team live properly. A 30-day money-back guarantee, cancel anytime, and no long contracts.

Start your 14-day trialBook a 20-minute call