Features

/
Features

Boost Your Sales Team’s Performance

Enhance productivity with smarter workflows and seamless collaboration. Unlock new opportunities and scale effortlessly.

Effortless Sales Management

Deal Tracking

Marketing Solutions

We Deliver the Tools to Drive Your Success

At BoldTek CRM, we empower businesses to streamline operations and achieve growth. Make your sales process smarter, faster, and more efficient with our all-in-one platform.

Unified Lead & Task Management

Store, track, and prioritize leads while seamlessly assigning and monitoring tasks.

Sales Pipeline & Deal Management

Visualize and optimize sales and deals with drag-and-drop functionality and real-time updates.

AI-Powered Email Campaigns

Write compelling emails instantly with AI, based on your instructions, and boost efficiency.

Power Up Your Outreach with WhatsApp Campaigns

Reach your audience instantly with seamless WhatsApp messaging.

Effortless Bulk Messaging

Reach your audience instantly with seamless WhatsApp messaging.

Manage & Reply with Ease

Handle all conversations, replies, and follow-ups in one unified platform.

Empower Your Business with Secure and Collaborative Tools

At BoldTek CRM, we prioritize data security and seamless teamwork to help your business thrive.

Secure Your Data with Confidence

Protect sensitive information with advanced encryption and role-based access controls.

Seamless Inter-Team Collaboration

Easily share data and insights across teams, ensuring everyone stays aligned and productive.

Why Us

We simplify your sales, tasks, and marketing with intuitive tools for seamless growth.

Streamlined Lead Management

Effortlessly store, track, and prioritize leads for better conversions.

Smart Task Automation

Assign, monitor, and complete tasks with automated reminders and workflows.

AI-Powered Email Campaigns

Create compelling emails instantly with AI, saving time and boosting engagement.

Pricing Plans & Packages

Basic

Free
  • 300 Records
  • Single User
  • Import & Export Data
  • Task Pipeline
  • Sales Pipeline
  • Advance Filtering option
  • Schedule & Assign Tasks
  • Duplicate Management
  • Lead Management
  • Get a Free CRM Sales Process E-Book

Premium

750/month/user
  • Everything in Basic
  • Unlimited Records
  • Advanced lead management (create, edit, import/export, filter)
  • Task management with visual pipeline and reminders
  • Role-based user access and multiple admin assignment
  • Customizable sales pipeline with drag-and-drop functionality
  • Bulk email campaigns with tracking and templates
  • Whatsapp Integration
  • Bulk WhatsApp campaigns with tracking and templates
  • AI-powered email writing for personalized campaigns
  • Real-time analytics dashboards
  • Advanced data security with encryption and access controls
  • Seamless inter-team collaboration tools
  • Priority support and personalized onboarding

Transform Your Business with BoldTek CRM

Streamline your operations, enhance productivity, and drive growth with our cutting-edge CRM solutions.

Lead & Task Management

Store, track, and prioritize leads while assigning and monitoring tasks seamlessly.

Sales Pipeline Optimization

Visualize and optimize sales with drag-and-drop functionality and real-time updates.

AI-Powered Email Campaigns

Write compelling emails instantly with AI, based on your instructions, and boost efficiency.

Secure Data & Collaboration

Protect sensitive data with encryption and enable seamless sharing across teams.

Try Premium now and enjoy a free 1-month trial!

Experience the full capabilities of BoldTek Premium without any financial commitment. Sign up today and take advantage of our 1-month free trial—no credit card needed.