Say goodbye to the hassle of juggling multiple platforms in order to engage with your customer. Introducing CRM Lite, an integrated solution to streamline your customer communication and processes from one omnichannel engagement platform, Botsplash.
Customize your CRM with unique data entry points tailored to your business needs. Visitor fields provide flexibility, segment leads and customers in an optimal way, and are adaptable to changing business needs.
Let the system work for you. Define rules for triggered actions, from custom responses based on location to automated listeners for new contact details.
With Bookme you and your customers can schedule appointments, set follow-ups, and manage calendar tasks effortlessly. CRM Lite automatically syncs with the Bookme scheduler for a hands-off approach to booking appointments.
Color code your visitors for quick and easy identification - new leads, contacts, and more. Utilize visual cues for effective and organized lead management.
Effortlessly set reminders for follow-ups, important dates, and more. Stay on top of your leads with intuitive task management.
Milestones redefined. Easily set manual triggers for certain predefined actions during a conversation. Visitor status reduces the need for complex automation and offers a superior experience.
CRM Lite is Botsplash’s built-in lead management solution designed to help teams organize, track, and act on customer conversations without the complexity of a full CRM. It centralizes lead data directly inside the Botsplash platform.
CRM Lite supports customizable visitor fields, lead status tracking, tasks, notes, automation triggers, and appointment scheduling. This allows teams to capture the data that matters most and adapt as workflows evolve.
Yes. CRM Lite includes automation rules that trigger actions based on lead behavior, data updates, or conversation activity. This helps teams streamline follow-ups and ensure consistent engagement without manual effort.
CRM Lite integrates directly with BookMe for appointment scheduling and syncs lead data across Botsplash’s messaging and engagement tools. This creates a seamless experience from conversation to follow-up to booking.
CRM Lite is ideal for teams that want simple, effective lead management without maintaining a separate CRM. It works well for sales, service, and support teams that prioritize speed, visibility, and conversation-driven workflows.
CRM Lite reduces tool switching by keeping lead details, conversations, tasks, and follow-ups in one place. Teams can move faster, stay organized, and focus on meaningful customer interactions instead of administrative overhead.
Yes. CRM Lite is designed to work independently or alongside an existing CRM. Teams can continue using their primary CRM while leveraging CRM Lite for real-time engagement and lead handling inside Botsplash.
Teams using CRM Lite typically experience improved lead organization, faster response times, better follow-through, and increased productivity. The result is a more efficient workflow without added complexity or cost.
