--- title: Bolten CRM Reviews meta_title: 'Bolten CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Bolten CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 1 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Bolten CRM Reviews **Vendor:** Bolten **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About Bolten CRM Bolten is a personalized, AI-powered CRM platform focused on being the simplest, most customizable, and affordable option on the market. Leveraging OpenAI's technology, Bolten allows users to create their own CRM, with AI assistance to streamline business workflows. The platform offers features like customizable pipelines, comprehensive business management modules, and activity history tracking. Ideal for small to medium-sized companies, Bolten ensures an intuitive and efficient tool to manage and grow operations, making it accessible and useful for any industry. ## Bolten CRM Pros & Cons **What users like:** - Users appreciate the **effective customer engagement** of Bolten CRM, enhancing email campaigns and monitoring customer interactions seamlessly. (1 reviews) - Users appreciate the **ease of use** of Bolten CRM, finding the setup process straightforward and user-friendly. (1 reviews) - Users appreciate the **easy setup** of Bolten CRM, making the onboarding process quick and efficient. (1 reviews) - Users value the **effective lead management** of Bolten CRM, enhancing customer engagement and streamlining email campaigns effortlessly. (1 reviews) - Users appreciate the **efficient task management** capabilities in Bolten CRM, enhancing customer engagement and email campaign tracking. (1 reviews) **What users dislike:** - Users find Bolten CRM suffers from **limited customization** , lacking essential tools for marketing and flexible reporting options. (1 reviews) - Users find Bolten CRM lacking **essential features** like advanced marketing tools and customizable reporting options. (1 reviews) ## Bolten CRM Reviews ### 1. Boosts Sales Management, Needs More Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Emma F. **Reviewed Date:** February 04, 2026 **What do you like best about Bolten CRM?** I like Bolten CRM because it excels in marketing and customer engagement, managing email campaigns, and tracking customer responses effectively. It keeps my customers engaged automatically and monitors engagement behavior, which is incredibly valuable. Additionally, the initial setup was very easy and straightforward, which made getting started with the platform a breeze. **What do you dislike about Bolten CRM?** I feel Bolten CRM could improve with deeper marketing tools and custom reporting & dashboards. I'm missing built-in landing page builders, social media scheduling and tracking, SMS or WhatsApp messaging integration, and there's less visualization flexibility. **What problems is Bolten CRM solving and how is that benefiting you?** I use Bolten CRM to track leads, manage sales processes, improve follow-up, and enhance visibility into sales performance. It automates customer engagement through email campaigns, keeping track of responses and engagement behaviors. - [View Bolten CRM pricing details and edition comparison](https://www.g2.com/products/bolten-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A13%3A32+-0500&secure%5Bsession_id%5D=27732230-d5e3-4ab2-81b3-96d6920aae61&secure%5Btoken%5D=9319b5d123c362be0c974fc0c79b252c6b3a3f9da861be8d4bd5632ce678a6fa&format=llm_user) ## Bolten CRM 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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Bolten CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews)