Compare · honest

BoldReach vs Spreadsheet.
An honest comparison.

We will tell you when Spreadsheet fits better. The matrices on competitor pages stop being useful when every column is green.

CapabilityBoldReachSpreadsheet
CostNZ$39/mo for the whole team, after a 14-day trialFree
Reconciling copiesOne shared recordBy hand
Pipeline forecastOpen deals by rep, stage and close monthWhatever you typed
Mobile / field rep captureVoice + GPSNotebook
Multiple users editingEveryone works on one recordLast write wins
Audit trailWho changed which field, and when, on core recordsNo
ReportsBuilt-in + customPivot tables, manually
MigrationCSV or Excel import with a dry run–
When Spreadsheet is the right call

Pick Spreadsheet if…

  • You're a 1-3 person team and revenue is under NZ$1.6M a year.
  • Your sales motion is genuinely simple, one product, one customer type, one rep.
  • You're still figuring out what your sales process looks like.
When BoldReach is the right call

Pick BoldReach if…

  • Your spreadsheet has more than one tab.
  • Multiple people are editing it. Numbers don't match.
  • You've copy-pasted "next steps" into a spreadsheet column for 6 months and it's still inconsistent.
  • You can't tell from the spreadsheet what's about to close.
  • You're paying for HubSpot AND a spreadsheet, pick one.
  • You want to migrate your spreadsheet without losing the history.
Pricing

Real cost for 20 users.

BoldReach Scale · 20 users
NZ$499/mo

Scale plan: one price for the whole team of up to 40, billed yearly, excluding 15% GST.

Spreadsheet
Free/mo

Free + half a finance person

FAQ

About switching.

Will my data import?

Import with a mapping wizard, a dry run, strict duplicate checks and a download of only the rows that failed. HubSpot accounts, contacts, deals and activities come across directly.

Can I test the import first?

Yes. The import runs a dry run before anything is written, and you can download a file of only the rows that failed, fix them, and import again.

Do you help with migration?

Setup and data migration is a one-time NZ$249 service where we move your data and set you up, free on a yearly Scale plan. Prefer to self-serve? The import wizard is in the app at no charge.

What about my existing integrations?

REST API and webhooks for your own integrations, with scoped API keys. Anything that can post a lead, such as IndiaMart, Justdial, Zapier or Make, goes through the same duplicate checks and routing as everything else.

Or compare with

Other CRMs we know.

No commitment

Try BoldReach.
Or book a migration call.

20 minutes. We'll be honest about whether BoldReach beats Spreadsheet for your specific case.