What is Bolten?
Bolten provides a white-label CRM platform designed for partners, such as agencies or consultants, to offer tailored CRM solutions to their clients. This platform empowers partners to use their own visual identity, strengthening their brand while Bolten handles the underlying technology, security, and support. It enables partners to monitor client workflows in real-time, offering data-driven consultancy and performance tracking.
The platform is built for simplicity and ease of use, aiming to be the opposite of complicated systems. Key functionalities include integrated WhatsApp for seamless lead management, where leads automatically enter the sales funnel. An AI auto-fill feature intelligently updates the CRM based on conversations and notes, significantly reducing manual data entry and ensuring data accuracy. Partners also benefit from the ability to customize sales funnels with just a few clicks to precisely match specific client needs, backed by dedicated support.
Features
- Whitelabel CRM: Use your visual identity to strengthen your brand with your clients.
- AI Auto-fill: AI updates the CRM based on conversations and notes, keeping data accurate without manual effort.
- Integrated WhatsApp: Connect WhatsApp to the CRM for leads to automatically enter the sales funnel.
- Customizable Funnel: Tailor the sales funnel in a few clicks to match client needs, with dedicated support.
- Client Insights: Monitor client workflows in real-time to suggest improvements and track performance.
- Partner Commission: Keep 70% of your client's recurring revenue, forever.
Use Cases
- Empowering agencies to offer branded CRM services to their clients.
- Providing consultants with tools for data-driven client workflow optimization.
- Automating CRM data entry for businesses to save time and improve accuracy.
- Streamlining lead capture and management through WhatsApp integration.
- Building a recurring revenue stream for partners by reselling CRM solutions.
- Delivering simple and straightforward CRM systems to clients who dislike complex software.
FAQs
-
How does the client payment process work?
After the trial period, the client will see a pop-up when accessing the system that directs them to Pagar.me for payment. 70% of the value goes directly to the Partner's registered account, and 30% remains with Bolten. -
What is the pricing for end-clients?
Partners decide how much to charge each client, with a minimum of $20 per month. Regardless of the set amount, the Partner always receives 70%. -
How do clients receive the Partner's custom CRM?
Partners will have customized templates featuring their brand. They simply send their clients a registration link. For example, a partner serving lawyers can create a dedicated template for law firms. -
Who provides support for the Partner's clients?
The Bolten team offers support to your clients via the website chat. Partners needing assistance can also contact the Bolten team via WhatsApp. -
Where can Partners find more information and support materials?
Partners can access Bolten's YouTube channel at youtube.com/@UseBolten for tutorials and tips. Additionally, complete documentation is available at https://bolten.gitbook.io/bolten-docs, which includes all necessary support materials.
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Average Response Time
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