For coaches and agencies who guide clients under their own brand. Your own secure workspace, your own CRM and all your clients in one cockpit. We build the software, you build the relationship.
The My clients screen in your own environment. The companies shown are fictional.
Most people work with a handful of separate tools: a spreadsheet for the numbers, a form for intake, a task list somewhere else and the rest in their head. None of them talk to each other, so getting an overview takes time, every time. Bold Agency brings it all into one system that measures, remembers and grows with you. Your method stays the same; it just becomes visible and measurable.
You earn more margin because you spend less time on admin and retyping, you keep an overview, and you build a business whose value sits in the system as well as in you. You keep the personal contact because you enjoy it, not to chase numbers.
You guide business owners and want to track their progress in one place, rather than in scattered forms and your head.
You work under your own name and logo. Boldcaster is the engine; your brand comes first.
You work with several clients at once and want an overview: where everyone stands and what comes next.
A cockpit that shows all your clients. In your client's workspace Boldcaster remains the brand, and you appear there by name.
Adding a new client takes a name and an email address. Each client has their own secure workspace.
Scans, KPIs, Rocks, rhythm, strategy. Switch each module on or off per client and per phase, so no one gets overloaded.
You set your own rates and invoice your clients directly. We only invoice you.
All your clients in one place, each in their own secure workspace.
Import contacts and lists, and create proposals straight from a lead.
Your website, calendar and notetaker, automatically linked to the right client.
Sales, marketing, pricing or a CFO: each gets their own role and permissions per client.
Switch on what suits your client's phase and leave the rest out.
The workspace above is what your client gets. This is the other half: your own leads, your own numbers and the report you'd otherwise have to write yourself. Choose what you want to see.
Every lead is in there with a stage, a follow-up date and what you agreed. The call list puts them in order: who to call today, what's slipping and what's already lined up for next week.
Your calendar, email and notetaker feed into it. A call you record appears as a summary on the card, and a meeting you move updates automatically. No retyping.
The call list in your own workspace. The names here are made up.
We host it, roll out the updates and keep the integrations running. Bold AI runs on Mistral in the EU, and your data is never used to train models.
In an introductory meeting you show a live workspace instead of a presentation. The owner sees where their own numbers will go before they say yes.
Every client in their own secure workspace, and your clients kept apart from everyone else's. What you build is yours. If you want your own logo and domain, whitelabel takes care of that.
Two monthly amounts and a one-off setup fee. What you charge your client is up to you: your own rate, your own name on the invoice. Your client never gets a bill from us.
Your cockpit, CRM and analytics. Priced by the size of your team, not per person. Includes a workspace for your own business at no extra cost.
Per client workspace, based on how many people work there. Not per user either.
Setup, connecting your calendar and notetaker, and training your team. Tailored to you.
Support, bug fixes and EU security are included. On top of that you only pay for your own tool subscriptions for calendar, email and AI, together under € 100 a month. Your own tests and scans, your own domain or an SLA go through Bold Custom. All prices exclude 21% VAT.
Jelte Bakker is a business coach for owners in sport, fitness and health. His clients start with a twelve-week Kickstart and then move on to an ongoing membership. That ongoing part is where agreements and numbers needed a place to live between sessions. Since September his clients have been in his own Boldcaster workspace, with their priorities and KPIs per quarter.
"It feels properly thought through. This is really simple."
- Jelte Bakker, Healthy Empire
With Bold Agency, Boldcaster stays the brand in your client's workspace and you're named alongside it. Whitelabel turns that around: your logo, your domain, and your clients buy your product. The platform is the same and your client workspaces move with you, so you can switch at any time without setting anything up again.
Your branding carried right through to your client's workspace. Your clients log in at your own web address.
Your own modules, fields and terminology. Whatever your method needs, we build in.
Your client calls you, not us. Behind the scenes you have a direct line to our team.
Whitelabel is one price tier above the standard rate. Tick it in the price form and your amount is calculated straight away. Setup and branding work are one-off and depend on what you want.
Need more than your brand on it, with software that follows your whole method? See Bold Custom
Book a call and we'll go through how Bold Agency fits the way you work and what it would cost for your firm. The CRM and setup are included.