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Bolten

Bolten

Free customizable CRM for small teams

Organize customers with a free CRM

Customer serviceSales CRMCustomer Relationship ManagementCustomizationAI AssistantTemplates
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Highlights

Customizable dashboards and fields
Company and contact management
Activity history in one view
Spreadsheet import and export
Industry templates and an AI assistant

What you can do with it

  • Manage clients and cases at a law firm
  • Centralize accounting workflows and contacts
  • Run ad campaigns and track leads at an agency

How to use it

  1. 1 Register on the Bolten site
  2. 2 Pick a template or set up a custom CRM
  3. 3 Use the AI assistant to configure presets
  4. 4 Import contacts and organize workflows
  5. 5 Track activity history and customer interactions

Who it is for

Small and medium-sized businessesLaw, accounting, and insurance firmsMarketing and real estate teamsAnyone wanting a free CRM

Pros

  • Free CRM with customizable dashboards
  • Industry templates speed up setup
  • Import, export, and activity tracking included

Limitations

  • Free now, but pricing terms can change later
  • A CRM still takes real setup effort
  • Small teams may not need every module

What Bolten is

Bolten is a free CRM platform. According to the site, it provides personalized CRM solutions for small and medium-sized enterprises, helping businesses organize workflows and streamline customer relationship management through customizable tools rather than rigid defaults. Features include customizable dashboards for leads, workflows, and customer bases, an enterprise management module for companies and contacts with custom fields, activity history tracking in one centralized view, spreadsheet import and export, an OpenAI AI assistant for quick preset configuration, and preconfigured templates for lawyers, accountants, marketing agencies, insurance companies, and real estate agents. The site says the platform is currently free and offers dedicated customer support to help users resolve issues.

What you can do with it

- Customize dashboards and fields to fit your sales workflow

- Manage companies, contacts, and full activity history

- Import and export contact spreadsheets in bulk

- Start fast with industry templates and AI-assisted setup

Who it is for

- Small and medium-sized businesses that need a simple CRM

- Law, accounting, and insurance firms managing clients

- Marketing agencies and real estate teams tracking leads

- Anyone who wants a free CRM to organize customer data

What to watch out for

The platform is described as currently free, and free terms can change, so do not assume it stays that way forever, and have an export plan for your data. A CRM still takes real setup effort, and the value depends on your team actually entering and maintaining records rather than letting them go stale. Small teams may find some modules more than they need, which can add clutter. The AI assistant helps with preset configuration, but it does not design your sales process for you, and customer data sits on the platform, so review the privacy terms before importing sensitive contacts.

FAQ

Is Bolten free?

The site says the platform is currently free.

Who is it built for?

The site says it targets small to medium-sized enterprises.

Does it have industry templates?

Yes. The site lists templates for lawyers, accountants, marketing agencies, insurance, and real estate.

Why it is free

What the official page says: 免费

Free limits, trial length and features are decided by the official site and can change at any time.

Product preview

Bolten product screenshot

Screenshot archived from the listing page, for preview only.

Bolten

A personalized and free CRM platform.

Visit official site →

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