Bolten

Bolten

2024-08-23T07:01:00+00:00

Related Categories - Bolten

Key Features of Bolten

  • 1

    Customizable CRM Templates

  • 2

    AI-Assisted Setup

  • 3

    Customizable Kanban Pipelines

  • 4

    Business Management Module

  • 5

    Activity History Tracking


Target Users of Bolten

  • 1

    Lawyers

  • 2

    Accountants

  • 3

    Marketing Agencies

  • 4

    Insurance Companies

  • 5

    Real Estate Agencies


Target User Scenes of Bolten

  • 1

    As a lawyer, I want to organize my processes and optimize new customer prospection using a pre-configured CRM template, so that I can manage my clients more efficiently

  • 2

    As an accountant, I need to centralize accounting processes and increase my client base using a CRM tailored for accountants, so that I can improve the productivity of my firm

  • 3

    As a marketing agency owner, I want to enhance my campaigns and improve prospecting with personalized CRM tools, so that I can transform the management of my agency

  • 4

    As an insurance company manager, I need to facilitate policy management and improve client relationships using a CRM designed for insurance companies, so that I can maintain strong connections with both existing and new clients

  • 5

    As a real estate agency owner, I want to boost sales and organize properties with a CRM that has functionalities designed for real estate, so that I can increase my efficiency in property management.