SBP CRM
Every enquiry lands somewhere useful.
An answered call is only worth something if it turns into a booking. The SBP CRM is included with every AI Front Desk plan, so each enquiry becomes a record, a deal and a follow-up without anyone typing it in.
Capture
- Every call, chat and web enquiry saved as a contact, with the call transcript
- Lead qualification answers stored on the record
- Import your existing contacts from a spreadsheet
- Custom fields for the details your business tracks
Pipeline
- A visual deal board you can drag between stages
- A funnel view showing where opportunities stall
- Deal value, owner and next step on every card
- Follow-up reminders so nothing waits for someone to remember
Sell
- Branded quotes sent by email from the CRM, built from your own product list
- Products and line items you set once and reuse
- Click to call from any contact
Connect
- Email from the CRM, with your Gmail or Outlook conversations kept on the record
- Referral tracking for the customers you win through partners
- Add your staff as seats, with a limit set by your plan
Report
- A weekly performance report on what came in and what was captured
- A 30-day ROI review (Professional and above)
- A weekly CEO report to the owner
What each plan includes.
- Starter
- Contacts up to 10,000. Up to 3 seats. Pipeline, custom fields, email and quotes.
- Professional
- Contacts up to 25,000. Up to 5 seats. Adds texting, calendar booking requests, one outside CRM connection and API keys.
- Enterprise
- Unlimited contacts and seats. Adds Salesforce and multi-location workflows.
Prices and call minutes are on the pricing page.