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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Bold Upsell is a Shopify application aimed at increasing the average order value by delivering tailored upsell and cross-sell suggestions throughout the shopping experience. It empowers merchants to design a variety of offers, such as genuine upsells that motivate customers to enhance their choices, as well as cross-sells that propose additional, complementary items. These strategic offers can be positioned effectively on product pages, in the shopping cart, during the checkout process, after a purchase is made, and even through email marketing campaigns. The application boasts AI-driven Smart Offers that leverage store-specific insights to produce high-conversion recommendations, while also allowing users to develop extensive sales funnels that incorporate upsells, cross-sells, and downsells. Furthermore, integration with Bold Subscriptions supports the marketing of subscription-based products, enabling "subscribe and save" offers and upselling possibilities directly within the customer portal and through email communications. Ultimately, this application not only optimizes sales opportunities but also enhances the overall shopping experience for customers.

Description

Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Bold Subscriptions Yes 
Elevate Yes 
Shopify Yes 

Integrations

Bold Subscriptions No 
Elevate No 
Shopify No 

Pricing Details

$9.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bold Commerce

Founded

2012

Country

United States

Website

boldcommerce.com/shopify/bold-upsell

Vendor Details

Company Name

Siege Technology Solutions

Country

United States

Website

www.siegeams.com

Product Features

Product Features

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics No 
Version Control No 
Workflow Management No 

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