# Boldik Reviews
**Vendor:** Apptech Software  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Boldik
Boldik is a simple CRM built for freelancers, consultants, and entrepreneurs. Unlike complex enterprise tools, Boldik focuses on what independent professionals actually need: client profiles, retainer tracking, follow-up reminders, and renewal alerts — all in a beautiful, intuitive interface. Key features: - 5-minute setup, no training required - Retainer and renewal tracking - Client relationship management - Follow-up task reminders - Beautiful dark UI Free forever for up to 10 clients. Paid plans start at $6/month. Perfect for freelancers, consultants, coaches, and small agencies who want professional client management without enterprise complexity.






- [View Boldik pricing details and edition comparison](https://www.g2.com/products/boldik/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+03%3A19%3A24+-0500&secure%5Bsession_id%5D=7b59fb2f-f792-4f8b-9166-46fc251c5f2d&secure%5Btoken%5D=864c7ee6f16c0299ba2e61feb8c1f6b8ba2733c106bf292d4bb5359eaa980e13&format=llm_user)

## Boldik Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Boldik Alternatives
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