Stop chasing your reps for updates — let the CRM do the busywork
BoldReach fills the CRM in itself, nudges your team on their channel of choice, and flags the deals about to slip before you have to ask. A pipeline you can finally trust.
What BoldReach does
BoldReach is a field-sales CRM built around one idea: the system should do the work, not nag your reps to do it. A 15-second voice note becomes a fully logged activity; the AI researches the company, rescores the lead and drafts the follow-up. When a deal goes quiet it nudges the right person, escalates if ignored, and gives managers a live view of what’s at risk — without a single status meeting.
What's inside BoldReach
Records that write themselves
Speak a note in any of 100+ languages or snap a business card — the AI logs the activity, captures next steps and enriches the account from the web.
Nudges on the right channel
When a deal stalls, reps get a tap on the shoulder by WhatsApp, email, push or in-app — their choice, with quiet hours respected.
Idle-deal escalation
Ignored nudges escalate automatically: a gentle reminder, then a loop-in to the manager, then a recycle to someone who will work the lead.
Manager risk dashboard
See the deals about to breach, a green-to-red hygiene heatmap per rep, and the recycle queue — all live, no nagging required.
AI coaching reports
Get a per-rep report of strengths, concerns and 1:1 talking points you didn’t have to write, plus automated forecasts and a morning briefing.
A guided day for reps
Mission Control opens to an AI-ranked “do these first” list and the dialer queues the next call, so reps never wonder what to do next.
Bolt-on modules
Start with CRM Core and add Help Desk, Field Service, Quote-to-Cash or Workforce only when your team actually needs them.
Built for teams like yours
Why it stands out
See BoldReach run your day
BoldReach has its own home on the web — head over to explore it in depth, or talk to the Indivar team about putting it to work.