Bolten is a revolutionary CRM (Customer Relationship Management) platform designed to empower businesses of all sizes to create a personalized and efficient client management system in moments. Harnessing the power of AI, Bolten streamlines the process of managing and optimizing client interactions, ensuring that your business can focus on what truly matters—growing and nurturing client relationships.

Bolten offers a suite of carefully prepared templates tailored to various industries, including Lawyers, Accountants, Marketing Agencies, Insurance Companies, Real Estate, and Investment Consultants. Each template is preconfigured with tools focused on the specific needs of these sectors, allowing users to start with ease and efficiency. For instance, the CRM for Lawyers helps organize processes, deliveries, and optimize new customer prospection, while the CRM for Marketing Agencies enhances campaign management and improves prospecting.

The platform's customization capabilities are extensive, allowing businesses to tailor the environment to their unique needs. With a plug-and-play feature set, users can enable or remove functionalities on demand, ensuring that the CRM remains streamlined and relevant to their operations. Bolten's simplicity is a core principle, aiming to reduce complexity and allow businesses to focus on their core activities without being bogged down by technical intricacies.

Bolten also offers robust support, ensuring that users have a dedicated team to guide them through the setup and usage of the platform. The Business Management module allows for the management of companies and contacts with personalized fields and information, while the Activity History feature tracks all changes, comments, attachments, and links to cards, providing a comprehensive view of interactions.

Import and Export functionalities enable easy bulk updates or insertion of contacts through spreadsheets (CSV/XLS), enhancing data management efficiency. Additionally, the platform's AI assistant, OpenAI, can set up a pre-configured environment based on a brief description of your business needs, making the onboarding process seamless and intuitive.

Currently, Bolten is available for free, as the team works to determine the best cost structure for the product. Users will be notified in advance of any changes to the pricing model, ensuring transparency and continuity in service.

Bolten's commitment to providing a complete, direct, and reliable CRM solution makes it an ideal choice for small and medium-sized companies looking to organize their workflow and boost efficiency. With its customizable Kanban boards, business management modules, and AI-driven setup, Bolten is poised to revolutionize the way businesses manage their client relationships.