# nBold

> nBold is a collaboration management platform for Microsoft 365. It turns the work that runs on collaboration — sales deals, customer onboardings, delivery projects, success motions, service escalations and renewals — into structured Microsoft 365 workspaces that all run the same way, provisioned from one template, with clean handoffs from one stage to the next, AI-assisted and governed by default. Built for mid-market companies (50–1,000 employees) and their sales, delivery and customer-success teams.

## What nBold does

- **Workspace templating**: provisions a complete, ready-to-use Microsoft Teams workspace, a set of channels, a standalone SharePoint site, or a combined Teams + SharePoint structure from a single template — including Planner boards, file/folder structures, document libraries, Lists, OneNote, Forms and metadata.
- **Collaboration continuum**: preserves people, documents, tasks, metadata and history across every handoff (sales → delivery → success → renewal), so the next workspace picks up where the last one ended.
- **AI-assisted operations**: agents build templates from playbooks, summarise workspaces, extract tasks from calls and emails, and write handoff briefs — running on a structured substrate so they reach production instead of stalling in pilot.
- **Governance & lifecycle**: naming conventions, sensitivity labels, membership rules, approval workflows, audience targeting, lifecycle (inactivity → archive/delete) and bulk operations — applied per template, enforced across the estate. ISO 27001 and SOC 2 Type II certified.
- **nFlow**: connects Salesforce and HubSpot to Microsoft Teams, auto-provisioning structured workspaces (channels, tasks, documents, membership, pinned CRM context) from CRM events via a no-code visual flow builder. nFlow provisions structure and artifacts — not just notifications. nFlow is not a telephony/calling product.

## Products & pricing

- nBold is quoted to each rollout — no fixed public prices. Start with a free trial, or request a quote for a production rollout. See https://nbold.com/pricing.md for the structured breakdown.
- **nBold Platform** — per-user subscription. Workspace templating, SharePoint provisioning, governance, lifecycle, bulk operations, RBAC, audit logs.
- **nBold CRM Automation** — per-user subscription. Everything in Platform plus nFlow CRM-to-Teams automation (Salesforce + HubSpot).
- **Enterprise** — volume agreements, advanced governance, security review, custom procurement and deployment terms.
- Professional services (design, cleanup, CRM-to-Teams implementation, adoption, custom automation) are optional and quoted separately. Microsoft 365 licenses required separately.

## Who it's for

- Revenue, delivery and customer-success leaders in mid-market companies on Microsoft 365.
- Personas: COO, Chief Sales Officer / VP Sales, CIO / IT leadership, Project Portfolio Leader / PMO, RevOps / Sales Enablement, Digital Workplace leaders, Teams/SharePoint admins.

## Key pages

- [Platform overview](https://nbold.com/platform/): the templating engine, governance, lifecycle, bulk operations and analytics.
- [Templates](https://nbold.com/platform/templates/): Teams, SharePoint and channel templates.
- [Governance](https://nbold.com/platform/governance/): naming, approvals, membership, audience targeting, sensitivity labels.
- [nFlow](https://nbold.com/nflow/): Salesforce and HubSpot → Microsoft Teams automation.
- [Pricing](https://nbold.com/pricing/): Pro and CRM tiers.
- [Solutions](https://nbold.com/solutions/): repeatable work at scale, from deal to renewal, project & client delivery, CRM-to-Teams execution, governed Microsoft 365.
- [Industries](https://nbold.com/industries/): financial services, professional services, consulting, manufacturing, healthcare, tech & SaaS, construction, energy.
- [Customers](https://nbold.com/customers/): case studies and proof.
- [Resources](https://nbold.com/resources/): guides and articles on Microsoft Teams, SharePoint, Planner, Copilot and collaboration.
- [Glossary](https://nbold.com/glossary/): self-contained definitions of the Microsoft 365 collaboration terms nBold works in — workspace templating, provisioning, governance, lifecycle, Microsoft Teams sprawl, CRM-to-Teams automation and AI-assisted operations.

## Certifications

ISO 27001 certified · SOC 2 Type II certified · Built on Microsoft 365.