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Your Process, Your Rules

Coldread learns your sales process through plain English instructions. Define your stages, compliance checks, and tags without touching code or adapting to rigid frameworks.

How It Works

Stop adapting to tools. Make tools adapt to you.

Compliance Check

Define your exact regulatory requirements in plain English. No need to fit your compliance into someone else's framework.

Other Tools

Gong: Pick from 5 preset compliance templates

Coldread

Coldread: "Flag calls where we didn't mention our 14-day cooling-off period"

Stage Definition

Create pipeline stages that match how your team actually sells. Define triggers, outcomes, and next steps your way.

Other Tools

Fireflies: Use MEDDIC/BANT or nothing

Coldread

Coldread: "Mark as 'Site Visit Needed' when prospect asks about our showroom"

Tag Creation

Build custom tags for your specific market, products, or customer types. No rigid category system.

Other Tools

Avoma: Limited to pre-built tag categories

Coldread

Coldread: "Tag with 'Price Sensitive' if they mention budget more than twice"

See Customization in Action

Watch how easy it is to define your own stages, compliance checks, and tags using plain English.

See It in Action

Capabilities

Customize everything that matters

Pipeline Stages

Define stages that match your actual sales process. Set automatic triggers, required actions, and transition criteria.

  • Custom stage names and order
  • Conditional stage transitions
  • Required fields per stage

Compliance Rules

Specify your exact regulatory requirements. Coldread flags violations automatically so you stay compliant.

  • Industry-specific disclosures
  • Recording consent checks
  • Custom terminology detection

Custom Tags

Create tags for your specific market, products, or customer segments. Auto-apply based on conversation content.

  • Unlimited tag categories
  • Smart auto-tagging rules
  • Hierarchical tag structure

Analysis Criteria

Tell Coldread what matters in your conversations. Extract insights specific to your product and market.

  • Custom objection categories
  • Industry-specific signals
  • Your unique qualifiers

Ready to customize your way?

Start your 14-day free trial and define stages, checks, and tags that match your exact process.