Botsplash CRM
Product
Agentic CRM
Agentic CRM for enterprise teams.
Take the tour
Eleven screens, no form.
Pilot program
30 to 60 days on your own Leads.
Integrations
Lead sources, LOS, POS, AMS, email and e-signature.
Trust center
SOC 2, access controls, data handling.
How it works
Lead routing
By eligibility, with an audit record.
Speed to lead
A clock per source, with escalation.
Lead sources
One intake, honest attribution.
Aged leads
Consent first, then re-engagement.
Recapture and renewals
Own-book signals become owned Leads.
AI that asks
Prepares and drafts; a person approves.
By industry
Mortgage
Consumer direct, retail, broker and wholesale.
Insurance
Agencies, carriers, MGAs and call centers.
Automotive
Dealer groups and BDCs.
Customer Engagement
Platform
Customer Engagement
SMS, chat, voice and messaging in one inbox.
Omnichannel
ConversationHub: every channel in one inbox.
Channels
SMS, web chat, WhatsApp, Messenger, Instagram, voice.
Integrations
Salesforce, HubSpot and the CRMs you keep.
Lead tracking
The lightweight lead list inside the inbox.
All features
The full feature list.
Products
ConvertAI
AI that qualifies over chat, voice and text.
Voice AI
Answers, screens and hands off to a person.
BookMe
Scheduling without the back and forth.
ConnectMe
Outbound calling inside the platform.
CustomerRetention+
Follow-ups and renewals on a schedule.
Lifecycle AI
Re-engagement across the customer lifecycle.
Works with
Salesforce
Text and chat inside Salesforce.
HubSpot
Messaging inside HubSpot.
Mobile app
iOS and Android.
Capabilities
Automation, campaigns, collaboration, controls.
Industries
Lending and insurance
Mortgage
Borrower engagement from inquiry to close.
Insurance
Quotes, renewals and households.
Relocation mortgage
Lenders serving corporate relocation.
More industries
Automotive
Dealer groups and BDCs.
Real estate
Brokerages and agent teams.
Solar
Installers and dealers.
Property management
Leasing and resident teams.
Universities
Admissions and student services.
Government
Agencies and public services.
Decide
Pricing
Packages for Botsplash CRM and Customer Engagement.
Case studies
Customer results, with their baselines.
Testimonials
What customers say, in their words.
Compare
How Botsplash fits next to the tools you run.
Free tools
Calculators and scorecards for your team.
About
(current section)
Company
About Botsplash
Why Botsplash
Our timeline
Team
Careers
Work with us
Trust center
Support
Partners
Contact
Learn
All resources
What's new
Blog
Videos
Innovate Monthly
News
Events
Glossary
Use
FAQ
Common questions
Developers and API
Status page
Newsletter
Schedule A Demo
Log In
Botsplash CRM
Product
Agentic CRM
Agentic CRM for enterprise teams.
Take the tour
Eleven screens, no form.
Pilot program
30 to 60 days on your own Leads.
Integrations
Lead sources, LOS, POS, AMS, email and e-signature.
Trust center
SOC 2, access controls, data handling.
How it works
Lead routing
By eligibility, with an audit record.
Speed to lead
A clock per source, with escalation.
Lead sources
One intake, honest attribution.
Aged leads
Consent first, then re-engagement.
Recapture and renewals
Own-book signals become owned Leads.
AI that asks
Prepares and drafts; a person approves.
By industry
Mortgage
Consumer direct, retail, broker and wholesale.
Insurance
Agencies, carriers, MGAs and call centers.
Automotive
Dealer groups and BDCs.
Customer Engagement
Platform
Customer Engagement
SMS, chat, voice and messaging in one inbox.
Omnichannel
ConversationHub: every channel in one inbox.
Channels
SMS, web chat, WhatsApp, Messenger, Instagram, voice.
Integrations
Salesforce, HubSpot and the CRMs you keep.
Lead tracking
The lightweight lead list inside the inbox.
All features
The full feature list.
Products
ConvertAI
AI that qualifies over chat, voice and text.
Voice AI
Answers, screens and hands off to a person.
BookMe
Scheduling without the back and forth.
ConnectMe
Outbound calling inside the platform.
CustomerRetention+
Follow-ups and renewals on a schedule.
Lifecycle AI
Re-engagement across the customer lifecycle.
Works with
Salesforce
Text and chat inside Salesforce.
HubSpot
Messaging inside HubSpot.
Mobile app
iOS and Android.
Capabilities
Automation, campaigns, collaboration, controls.
Industries
Lending and insurance
Mortgage
Borrower engagement from inquiry to close.
Insurance
Quotes, renewals and households.
Relocation mortgage
Lenders serving corporate relocation.
More industries
Automotive
Dealer groups and BDCs.
Real estate
Brokerages and agent teams.
Solar
Installers and dealers.
Property management
Leasing and resident teams.
Universities
Admissions and student services.
Government
Agencies and public services.
Decide
Pricing
Packages for Botsplash CRM and Customer Engagement.
Case studies
Customer results, with their baselines.
Testimonials
What customers say, in their words.
Compare
How Botsplash fits next to the tools you run.
Free tools
Calculators and scorecards for your team.
About
(current section)
Company
About Botsplash
Why Botsplash
Our timeline
Team
Careers
Work with us
Trust center
Support
Partners
Contact
Learn
All resources
What's new
Blog
Videos
Innovate Monthly
News
Events
Glossary
Use
FAQ
Common questions
Developers and API
Status page
Newsletter
Log In
Schedule A Demo
Insurance
All Tags
Voice AI
Instagram
Canned Messages
Artificial Intelligence
WhatsApp
Credit Unions
Tips and Tricks
Technical
Web Chat
Solar
Real Estate
SMS Texting
Property Management
Non-Technical
Mortgage
Omnichannel
Marketing
Lead Generation
Insurance
Guides
Google Messages
Client Success
General Interest
Compliance
Feature
Automotive
Facebook Messenger
How to Scale Your Agency Infrastructure with Insurance AI Agents
Blogs
September 18, 2026
From Friction to Flow: Replacing Web Forms with Conversational AI for Insurance
Blogs
May 27, 2026
Modern Insurance Cross-Selling Strategies for Q2 to Go Beyond The Policy
Blogs
April 30, 2026
The Agent’s Guide to Self-Generating Insurance Leads in 2026
Blogs
March 26, 2026
Prepping for the Spring Surge: The Q2 Insurance Lead Buying Guide
Blogs
March 20, 2026
Digital Transformation in Lending: Benefits, Challenges, and Key Strategies
Blogs
July 24, 2024
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