13 industries, and how BoldReach fits the way each one actually sells: the pipeline stages, custom fields, visit check-ins and modules that matter. You set it up in the app, and guided onboarding walks you through it.
A twelve-step job lifecycle, technician check-in with GPS and an arrival photo, on-site checklists, and automatic pricing on completion. Industry templates for HVAC, industrial, medical, solar and lifts ship with real checklists, custom fields and part categories.
Run each business as its own workspace with shared staff. Each keeps its own data, logo, currency, tax registration and document numbering, and you decide module by module whether data is shared.
Custom fields on accounts, contacts, deals and products, pipeline stages you configure, territories and your own reports. Rename "Deals" to "Projects" if that is what you call them. Guided onboarding walks you through company, details, product and AI context, then inviting the team.
Start a 14-day trial. Set up your pipeline, fields and team in the app.
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