RemindNo missed follow-ups.

Give it a rule, e.g. “ping me when a rep misses a visit.” It follows up so you don’t have to chase. The right person is told in time to act.

Bold · ABC DistributorWhatsApp · online
Ping me when a rep misses a planned visit. 9:00
2 steps · 1.8s
Rule set. I will check visit plans every day at 6 pm. 9:00
Today, 6:00 pm
Aiman missed 2 planned visits today:
Kedai Runcit Ah SengKlang
99 Mart Taman SriKlang
Reschedule both for tomorrow? 18:00
Yes, reschedule both 18:01
Done. Aiman's plan for tomorrow is updated and he's been notified. 18:01
Bold · ABC DistributorWhatsApp · online
Ping me when a rep misses a planned visit. 9:00
2 steps · 1.8s
Rule set. I will check visit plans every day at 6 pm. 9:00
Today, 6:00 pm
Aiman missed 2 planned visits today:
Kedai Runcit Ah SengKlang
99 Mart Taman SriKlang
Reschedule both for tomorrow? 18:00
Yes, reschedule both 18:01
Done. Aiman's plan for tomorrow is updated and he's been notified. 18:01
Why Remind

Stop chasing. Start being told.

Today, follow-ups depend on someone remembering. With BOLD, a rule does it.

Today
Manager checks visit plans, due dates and stock by hand
Calls and messages to chase
Slips
when someone forgets to chase
With BOLD
Write the rule onceWhatsApp · LINE · Email · Fax
BOLD watches your dataSAP · Dynamics 365 · NetSuite · AutoCount + 40 more
In time
the right person is told

The whole loop, covered.

Missed visits, due payments, restocks. From order to collection, nothing waits on memory.

Remind in action

What it follows up on.

Set a rule once in plain language. BOLD watches for it and tells the right person in time to act.

Managers set the rule once. BOLD watches the visit plan and tells them the same day.
Bold · ABC DistributorWhatsApp · online
Ping me when a rep misses a planned visit. 9:00
2 steps · 1.8s
Rule set. I will check visit plans every day at 6 pm. 9:00
Today, 6:00 pm
Aiman missed 2 planned visits today:
Kedai Runcit Ah SengKlang
99 Mart Taman SriKlang
Reschedule both for tomorrow? 18:00
Customers get a reminder before the due date, and the rep is kept in the loop.
Bold · ABC DistributorWhatsApp · online
Hi Mr Lim, invoice INV-55120 is due soon.
AmountRM 3,480.00
Due15 Oct 2026
Pay online 9:30
Will pay on Friday. 9:42
2 steps · 1.8s
Noted — I will remind you Friday morning and let your rep know. 9:42
Customers get a reorder prompt before they run out. BOLD learns each one’s ordering rhythm.
Bold · ABC DistributorWhatsApp · online
Hi Kedai Mesra, you usually reorder Cooking Oil 5kg every 2 weeks. Last order: 22 Sep. Reorder the same 20 units? 10:00
Yes, same as last time 10:07
2 steps · 1.8s
Order SO-24903 placed — delivery Wed, 8 Oct. 10:07
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not headcount.

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