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Boldik

The CRM for freelancers. No courses required.

Boldik is the CRM built for freelancers, consultants, and entrepreneurs who are tired of tools designed for enterprises.

The problem: Most CRMs require courses, consultants, and certifications just to do simple tasks. You end up juggling spreadsheets, HubSpot, and email tools — and still miss client renewals.

The solution: Boldik gives you everything you need to manage clients — and nothing you don't.

✅ 5-minute setup — No onboarding calls, no 50-page guides ✅ Retainer tracking — Know exactly when every client renews ✅ Follow-up reminders — Never drop the ball on a check-in ✅ Client profiles — Every contact, note, and conversation in one place ✅ Beautiful dark UI — A CRM you'll actually enjoy using

Built for: → Freelancers managing multiple retainer clients → Consultants tracking referrals and renewals → Small agencies who need simplicity, not complexity

Free forever for up to 25 clients. No credit card required.

If you've ever felt overwhelmed by Salesforce or HubSpot — Boldik is for you.

A startup from Albuquerque, the United States that is founded by Luis Olarte.

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Pricing:

Freemium
$6 / Monthly (Up to 5000 contacts Up to 5000 Companies)
Official Pricing

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AI-powered lead distribution software for lead sellers, ping/post marketplaces, and enterprise teams managing real-time routing, buyer management, compliance, and scalable lead delivery.

Boldik Reviews and Details

This page is designed to help you find out whether Boldik is good and if it is the right choice for you.

#CRM #Small Business CRM #Personal CRM #CRM Software

Screenshots and images

Dashboard //
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Contacts //
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Tasks //
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Deals //
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Calendar //
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Kanban View //
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Company //
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Relationships //
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Products //
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Email Templates //
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Features & Specs

Contacts

Contact Management
Companies

Companies management
Relationships

Relationships management
Templates

Email / Quotes / Invoice customizable templates
Invoice

Invoice management module
Tasks

Calendar view with Google Calendar inegration
Email Marketing

Email marketing campaigns
Service Plans

Manage tailored Service Plans
Deals

Deals management
Automation

Contact and Company automatic creation

Badges

Promote Boldik. You can add any of these badges on your website.

<a href='https://www.saashub.com/boldik?utm_source=badge&utm_campaign=badge&utm_content=boldik&badge_variant=color&badge_kind=approved' target='_blank'><img src="https://cdn-b.saashub.com/img/badges/approved-color.png?v=1" alt="Boldik badge" style="max-width: 150px;"/></a>

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Questions & Answers

As answered by people managing Boldik.

What makes Boldik unique?

Boldik is designed specifically for freelancers and small teams, not enterprises. While most CRMs require extensive training and complex setup, Boldik offers a 5-minute setup with an intuitive interface anyone can use immediately. It includes built-in retainer tracking and service plan management features most CRMs lack at a fraction of the cost of competitors like HubSpot or Salesforce.
Why should a person choose Boldik over its competitors?

Boldik offers enterprise-level CRM features at a price small businesses can afford starting free, with paid plans from just $6/user/month. Unlike HubSpot or Salesforce, there's no learning curve, no required training, and no need for consultants. You get contact management, deal tracking, retainer management, email marketing, and invoicing in one simple tool that works out of the box.
How would you describe the primary audience of Boldik?

Freelancers, independent consultants, solopreneurs, and small agencies with 1-20 team members. Specifically, professionals who manage ongoing client relationships and retainers such as marketing consultants, web designers, business coaches, IT consultants, and virtual assistants who need a professional CRM without enterprise complexity or cost.
What's the story behind Boldik?

Boldik was born from frustration. The founder was juggling HubSpot, spreadsheets, and email tools to manage clients and still missed a renewal because he couldn't find the date. He realized CRMs were built for enterprises with dedicated sales ops teams, not entrepreneurs. So he built Boldik: the simple CRM he wished existed. No courses required, no consultants needed just a tool that works.
Which are the primary technologies used for building Boldik?

Boldik is built with modern, scalable technologies: Neon (serverless Postgres database), Cloudflare (hosting, CDN, and edge functions), React and Node.js
Who are some of the biggest customers of Boldik?
- Marketing consultants managing multiple retainer clients
- Web designers and developers with maintenance contracts
- Business coaches with subscription programs
- IT consultants tracking service agreements
- Virtual assistants managing client relationships
- Small creative agencies coordinating team projects

Videos

Boldik's Features

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Is Boldik good?

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Why choose Boldik?

I have no confirmed data on Boldik's products, services, reputation, or user reviews
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Look for trust indicators like business registration, contact information, and security certificates
Consult resources like Trustpilot, BBB, or Reddit for firsthand user experiences before engaging with the site

External links

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Public traffic stats of Boldik

Check the traffic stats of Boldik on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Domain Rating (DR)

Check the "Domain Rating" of Boldik on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of Boldik's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Domain Authority (DA)

Check the "Domain Authority" of Boldik on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
Public opinion on Reddit

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Is Boldik good? This is an informative page that will help you find out. Moreover, you can review and discuss Boldik here. The primary details have not been verified within the last quarter, and they might be outdated. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.