Sales CRM
Manage leads, contacts, tasks, products, and negotiations in a configurable sales funnel. The page also mentions a customizable Kanban funnel and reports for tracking performance.
Bolten
RevendiquerBolten is a white-label business platform for partners and agencies to build branded client software with CRM, customer service, conversion tracking and social media workflows.
Overview
Bolten is a white-label platform for partners who want to create and sell software under their own brand. The homepage presents it as a way to build a client-facing platform, customize templates, and launch projects with active billing.
Its modules center on sales CRM, customer service, conversion tracking, social media management, and a service center. The product is designed for agencies and other partners who need to manage client workflows, monitor activity, and package software as a branded service.
Core capabilities
Customer service AI agent
Handle customer conversations through WhatsApp with AI-assisted responses, a custom knowledge base, human scheduling, human intervention, audio transcription, and an assignee/support queue.
Conversion tracking
Track lead origin, update the CRM automatically, and follow conversions through a funnel that ties back to WhatsApp and Meta Ads.
Social media management
Schedule posts and stories, support client approval workflows, view profile reports, and manage multiple accounts in one workspace.
Service center
Run a ticket-based service center with WhatsApp, AI chatbot support, tasks, assignees, interaction history, and human scheduling.
Common use cases
White-label client delivery
Package a branded platform for a client, assign a template, and send a registration link so the client starts on a project with your pricing and identity.
Sales pipeline management
Track leads from origin through negotiation and conversion, while keeping CRM records and funnel updates aligned with WhatsApp activity and Meta Ads.
Customer service operations
Handle incoming support messages with AI-assisted replies, a knowledge base, and human handoff when needed, all inside a WhatsApp-connected workflow.
Social media publishing
Plan and approve social posts across multiple accounts, using publication analytics and client approval steps before content goes live.
Support desk coordination
Organize tickets, assignees, and interaction history in a service center that combines chatbot automation with human scheduling.
Pros and Cons
Pros
- Supports a white-label partner model with branded templates and subdomains.
- Combines sales, support, conversion tracking, and social media tools in one platform.
- Includes WhatsApp-connected workflows across customer service, lead handling, and support.
- Shows configurable workflows such as Kanban funnels, approval flows, and automated reports.
- Provides a revenue-sharing model and billing setup described directly on the homepage.
Cons
- The pricing page was blocked during review, so plan structure and full pricing details could not be verified.
- Integration coverage is limited in the available source; the homepage clearly mentions WhatsApp and Meta Ads, but broader third-party support is not confirmed.
FAQ
How do clients access Bolten?
Clients access the system through a customized template link created by the partner. The homepage says the partner shares a registration link, and clients then join a project based on that template and pricing.
How does payment work for clients?
The homepage says the client sees a payment prompt after the trial period and is sent to Pagar.me for payment. Once payment is made, 70% goes to the partner's registered account and 30% stays with Bolten.
Who handles support for partners and clients?
The homepage lists a support channel through the website chat and also says partners can contact the Bolten team via WhatsApp. It does not describe a full support SLA or help center structure.
Can the platform be branded for partners?
Yes. The homepage describes templates that can be customized with the partner's visual identity, and it specifically shows a branded subdomain format such as your-brand.bolten.io.
Where can users find more information?
The homepage references a YouTube channel at youtube.com/@UseBolten for additional information and support materials.
Quick Facts
- Category
- White-label business platform
- Source domain
- bolten.io
- Primary users
- Partners, agencies, and client-service teams
- Branding model
- Custom templates and branded subdomains
- Core channels
- WhatsApp, Meta Ads
- Pricing status
- Pricing page blocked during review