SALES AUTOMATION

Automate the routine. Focus on selling.

Build no-code workflows that run automatically 24/7. Let Bolt handle the busywork so your team can focus on closing deals.

Powerful sales automation without the code

Sales reps spend up to 60% of their day on non-selling activities: manual data entry, writing routine follow-up emails, and moving deal cards around.

With Bolt's visual workflow builder, you can set up powerful if/then rules without writing a single line of code. When a specific trigger occurs, Bolt executes the necessary actions instantly and flawlessly.

Zero-touch lead routing

When an inbound lead comes in over the weekend, what happens? If it sits in an inbox until Monday morning, the prospect has already moved on.

Use sales automation to instantly route leads to the correct territory rep, send a personalized welcome email immediately, and create a high-priority call task for Monday morning. You never drop the ball.

Standardize your sales process

Inconsistent sales processes lead to unpredictable revenue. You need every rep following the same proven playbook for every deal.

Automate your standard operating procedures. When a deal moves to "Proposal Sent," automatically generate a task to follow up in 48 hours and alert the sales manager. Automation ensures compliance without micromanagement.

Everything you need

A complete ecosystem built for the way you work.

All the features your team needs. Designed to be used without a training course.

Leads

Capture and manage every opportunity from first contact to close.

Contacts

Keep customer information, notes and history organized in one place.

Pipeline

See exactly where every deal stands across your custom stages.

Tasks

Create tasks, set due dates and make sure nothing falls through the cracks.

Activities

Calls, meetings, notes and interactions logged in a complete timeline.

Reports

Understand team performance, conversion rates and pipeline health.

Teams

Assign leads, manage ownership and track activity across your entire team.

Custom Fields

Make Bolt fit the way your business works, not the other way around.

THE BOLT WAY

Everything your sales team needs. Nothing they don't.

Bring leads from wherever they come from.

Capture leads from forms, WhatsApp, referrals, calls or manual entry. Everything lands in one place.

  • Web forms
  • Manual entry
  • Team import
  • API ready

Leads captured today

Web form+14
WhatsApp+9
Referral+6
Manual entry+3
32 total leads this week
SPREADSHEET VS BOLT

You've already built a sales system. It's just trapped in spreadsheets.

Spreadsheets are great when you're starting. Bolt is what you move to when the business starts growing.

Feature
Spreadsheet
Bolt CRMRecommended
Leads
Multiple users
Limited
Pipeline view
Manual
Follow-up reminders
Manual
Automated
Activity history
Scattered
Team ownership
Difficult
Reports
Manual
AI insights
Workflow automation
Permissions
Limited
Growth at scale
Gets messy
Built for it

Common questions

Everything you need to know about Bolt CRM.

What kind of tasks can I automate?

You can automate sending emails, creating follow-up tasks, updating deal stages, assigning leads to reps, and sending internal notifications.

Is the automation builder hard to learn?

It uses a very simple visual interface. If you can understand 'If X happens, then do Y', you can build workflows in Bolt.

Can automation send emails that look like they came from me?

Yes, automated emails are sent directly from your connected inbox, looking exactly like a personal, manually typed message.

Ready to scale

Stop adapting to software.
Let us build yours.

Whether it's a bespoke CRM, an LMS portal, or a custom e-commerce engine—we build the systems that drive your business forward.

Deep Discovery PhaseCustom ArchitectureFull Migration & Deployment