Botsplash CRM
Product
CRM
Agentic CRM for mortgage, lending and insurance 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 CRM
Consumer direct, retail, broker and wholesale.
Lending CRM
Retail, home equity, banks and credit unions.
Insurance CRM
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 conversations from inquiry to close.
Insurance
Quote, renewal and service conversations.
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.
CRM guides
Mortgage, lending and insurance CRM, explained.
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
CRM
Agentic CRM for mortgage, lending and insurance 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 CRM
Consumer direct, retail, broker and wholesale.
Lending CRM
Retail, home equity, banks and credit unions.
Insurance CRM
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 conversations from inquiry to close.
Insurance
Quote, renewal and service conversations.
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.
CRM guides
Mortgage, lending and insurance CRM, explained.
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
Omnichannel Customer Engagement Hub
Recommended Videos
The Botsplash Lending Experience
Botsplash in 90 Seconds
The Botsplash Company Culture
2021 in Review
All Videos
Book a time with Botsplash
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