Reduce Your Sales Tech Stack Expenses with Botsplash CRM
From first inquiry to lifelong borrower relationships

Every Lead owned.
Every conversation on the record.

Botsplash decides who works each Lead, on what clock and what happens next, then carries the conversation on SMS, chat, voice and messaging.

Own the LeadAgentic CRM

Every inquiry becomes a Lead on the person who made it, routed by eligibility to a named owner with a clock on the first contact. Pipelines, Applications and workflows carry it forward, and an AI assistant prepares the next step and asks before it acts.

  • One Contact, many Leads and Applications
  • A clock per lead source, with escalation
  • Every action, human or AI, on the record
Illustration of a Botsplash CRM Lead record with pipeline stages, an activity timeline and the assistant panel, a loan officer on a headset and a couple looking at a phone
Carry the conversationEvery channel

SMS, web chat, voice, WhatsApp, Messenger and Instagram in one inbox, on the same record as the Lead. AI answers and qualifies, a person takes over, meetings get booked and calls go out without leaving the conversation, inside the rules your compliance team sets.

  • AI that answers, qualifies and hands off to a person
  • Consent and opt-outs captured per channel
  • Inside Salesforce and HubSpot, or on its own
Illustration of the Botsplash Customer Engagement inbox with SMS, chat, voice and social conversations, a customer on a phone and an agent on a headset
Built for Performance. Trusted by Industry Leaders.
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See How Botsplash Turns Conversations Into Conversions

Learn how Botsplash helps mortgage, insurance, and auto teams engage faster, keep every conversation on record, and close more leads through one connected platform.

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See the Results in Our Case Studies

Response, contact and appointment results from Botsplash Customer Engagement customers, with their baselines.

See what our clients are saying about us...

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Todd Feager
Division Manager

Botsplash remains the most important tool in our tech stack. The SMS features are in a league of their own compared to the native solutions the major CRM’s offer today. The Botsplash team is always looking for ways to improve the user and customer experience.

Margin compression and rising rates have made it very difficult on mortgage lenders. We have had to re-evaluate expenses like most lenders, but Botsplash is not something we treat as an expense. It’s viewed as a necessary investment in any environment to increase contact and conversion rates. Botsplash will be one of the best investments you will make for customers and your employees.

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Nina Arnaiz
President

Premia currently uses Salesforce as our CRM system andBotsplash had a widget there which was great so we were able to integrate Botsplash tools and usages for our sales team to have all capabilities in SF to text and see all communications, chat history in one place. In addition, all conversations were logged in our SF under each specific lead/ borrower which is great.

The Botsplash team was great to work with from beginning to end, they listened and delivered exactly what we needed on time and they were there to support us through onboarding, training and any questions after that.

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April Reynolds
Product Manager

Botsplash has transformed the way we handle SMS communication at Baldwin.

The seamless Salesforce integration eliminated inefficiencies, allowing our team to engage with clients more effectively while maintaining full compliance.

The ability to track, monitor, and optimize our outreach efforts has been a game-changer, improving response rates and overall productivity. Botsplash is an invaluable partner in our communication strategy! I would highly recommend Botsplash to anyone looking to enhance their customer engagement strategy.

Real Brands. Real Results. Yours Could Be Next.

Real-Time Engagement Insights

With Botsplash, you’re not just engaging, you’re learning. Real-time analytics let you track performance, optimize campaigns, and improve every conversation.

Live message tracking

Reach more leads instantly through SMS and chat to drive real-time engagement.

Agent performance metrics

Shorten your sales cycle and move leads to closed deals more efficiently.

Campaign ROI reports

Automate repetitive tasks so your team can focus on conversations that close.

Engagement heatmaps

Turn marketplace traffic into live conversations with high-intent prospects.

Our reporting dashboards offer everything you need to measure, optimize, and win.
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Powerful Products that Work for You

From real-time scheduling to unified messaging, Botsplash products help your team engage faster, convert more, and stay organized, all without switching platforms.

BookMe

Enable prospects to instantly book time with your team, no back-and-forth, no delays.

Lead Tracking

Track, organize, and follow up on conversations without leaving the Botsplash platform.

Outbound Dialer

Enable real-time calls with built-in logic to direct prospects to the right agent or voicemail fallback with ConnectMe.

Mobile App

Manage conversations and engage leads on the go, right from the Botsplash dashboard on your phone.

Smarter Conversations, Powered by AI

Let AI handle the heavy lifting, so your team can focus on what matters most. From fast responses to personalized interactions, Botsplash AI empowers your agents and elevates the customer experience.

AI Knowledge Base

Delivers natural, accurate answers to common questions, trained directly on your site content.

Suggested Replies

Auto-generates accurate responses in real time, helping agents reply faster and stay on message.

Sentiment Analysis

Understands customer emotion during chats, helping your team prioritize and address potential concerns quickly.

The Botsplash Blurb

Provides a quick summary of recent conversations so agents can jump in with full context, no scrolling required.

Everything in One Place

Capture, Comply, and Convert to Close with Confidence.

Lead Management

Distribute, qualify, and prioritize leads automatically. Botsplash empowers your team with real-time lead scoring, intelligent routing, and actionable insights.

Explore Lead Management →
Capture

Security and Compliance

Botsplash Customer Engagement has completed a SOC 2 Type II examination, captures consent and opt-outs on every channel, and supports 10DLC registration. Your compliance team sets the rules; Botsplash keeps the record.

See All Security Features →
Comply

Appointment Scheduling

With BookMe and Voice AI, Botsplash lets prospects schedule meetings in real time or get instant responses via natural, conversational voice automation.

Discover Botsplash Scheduling →
Convert
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Built to Fit Your Stack

Botsplash integrates seamlessly with your existing ecosystem, whether that includes CRMs, lead management tools, marketing automation platforms, dialers, or scheduling systems.

We don’t replace the tools your team already uses... we enhance them. By connecting conversations across channels with the systems you rely on, Botsplash helps you improve response time, centralize lead engagement, and maintain a consistent workflow across departments.

Fast-Tracked Onboarding, Built Around Your Team

Onboarding runs on a plan with every milestone agreed up front. Timelines depend on your systems and needs, and the process is built for a smooth setup, confident teams, and a strong start from day one.

Botsplash: Omnichannel Customer Engagement Hub

Book a time with Botsplash