Pipeline with a next step
See your visual pipeline and open a lead drawer for context, the next step and its date. Keep the details beside the conversation.
PIPELINE / LEAD CONTEXTInteractive globe loading. Page content is available.
From the first enquiry to the next payment. Keep your pipeline, AI-assisted follow-ups and lead context in one connected sales workspace.
Capture the enquiry, understand the opportunity and keep the conversation moving—with practical AI assistance and a human in control.
See your visual pipeline and open a lead drawer for context, the next step and its date. Keep the details beside the conversation.
PIPELINE / LEAD CONTEXTLead activity drives New, Contacted, Interested, Pay link sent, Paid and Declined statuses—so the pipeline reflects the conversation.
ACTIVITY / AUTOMATIC STATUSESAI lead summaries suggest a next step and a 1–100 lead score. Use Hot-first sorting to bring higher-priority leads into view.
AI / SUMMARIES & SCORINGGet AI-drafted email and WhatsApp replies, review the wording and approve before sending. You stay in control of the conversation.
AI / REVIEW BEFORE SENDINGA read-only AI chat assistant helps you understand sales information. It does not make changes or send messages on your behalf.
AI / READ-ONLY ASSISTANTConnected Meta lead ads Instant Form leads arrive automatically with brand tags, keeping their source and brand context together.
CAPTURE / META LEAD ADSWork with quotes, invoices and pay links. Give customers card or PayPal payment options and keep the next commercial step in view.
SALES / QUOTES & PAY LINKSA sales target bar on the dashboard puts progress in view when you check your workspace. Review your pipeline with the goal alongside it.
DASHBOARD / SALES TARGETChoose Light, Dark or Neon Grid skins. Boltrix works on mobile as an installable app, so your sales workspace can go with you.
EXPERIENCE / MOBILE & SKINSUse summaries, scores and suggested replies as assistance—not as a substitute for your judgement. Review AI output before relying on it. Email and WhatsApp drafts need your approval; the chat assistant is read-only. Connected services and setup determine which integrations are available. The demo screenshots below contain fictional records and do not demonstrate AI output.
Explore it in a free demoConnect Meta Instant Forms to receive new leads with their brand tags.
Open the lead drawer, review the context and use AI assistance where it helps.
Approve your replies, prepare quotes and share card or PayPal pay links.
Authentic captures from an isolated Boltrix demo. Read the pipeline, open the lead context and explore how the interface fits your team’s way of working.
Explore the product screensDemo data — fictional records. No customer records, retouched screen content or live CRM actions.
Demo data — fictional records.
47.7 seconds · Music and on-screen captions
Product explainer. Sample figures are illustrative, not live business results. Confirm feature availability and AI automation scope in your demo.
Tell us how enquiries arrive, who reviews them and where a handoff needs more context. Let’s explore the workspace and discuss what fits your team.
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