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Bolten
Overview :
Bolten is an online platform that provides personalized CRM solutions for small to medium-sized enterprises. It helps businesses organize workflows and streamline customer relationship management through customizable tools. The platform is currently free and aims to offer comprehensive, straightforward, and reliable services.
Target Users :
Bolten CRM is ideal for small to medium-sized businesses and professional service firms, such as law firms, accounting firms, marketing agencies, insurance companies, and real estate agencies, that require efficient management of customer relationships and workflows.
Use Cases
A law firm uses Bolten CRM to optimize new client development and case management.
An accounting firm utilizes Bolten CRM to centralize accounting processes, enhancing client base and productivity.
A marketing agency improves ad campaign management and increases client acquisition efficiency using Bolten CRM.
Features
Customizable dashboards: Organize leads, workflows, and customer bases to meet different needs.
Enterprise management module: Manage companies and contacts, customizing fields and information based on business requirements.
Activity history tracking: Monitor all changes, comments, attachments, and card links in one centralized view.
Import and export features: Easily import and export spreadsheets for bulk updates or contact entries.
AI assistant OpenAI: Rapidly configure preset environments based on business needs.
Template support: Provides preconfigured templates for lawyers, accountants, marketing agencies, insurance companies, and real estate agents.
Customer support: Offers dedicated customer support to help users troubleshoot issues.
How to Use
Visit the official Bolten website and register an account.
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Select the appropriate template or customize the CRM environment based on business needs.
Quickly configure the preset environment using the AI assistant OpenAI.
Import existing contacts or add new contacts through the platform.
Organize workflows and customer information using dashboards and enterprise management modules.
Track activity history and monitor business progress and customer interactions.
Enable or disable platform features as needed.
Enjoy customer support services to resolve issues during the usage process.
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