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CRM for your business

Every customer in their record and no sale forgotten.

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BAI's CRM keeps every customer in their own record, with their whole history, and opens the deal when something arrives through a form, a booking or the chat. You upload your customers from a spreadsheet and duplicates are detected by themselves, so no sale is forgotten.

  • Managing my customers and suppliers

    In your customer database (the CRM), every customer and every supplier has a single record with their whole history.

  • Getting customers to come back and managing the relationship with them

    Every customer receives your invitation to come back on time, with the link to book or order again.

  • Following up every customer without losing opportunities

    Every quote moves through the stages of its sale, with its next call and its owner.

  • Managing customers and maintenance reminders without losing any

    Every customer receives the reminder of their service check when it's due, with the link to ask for the visit.

What you get with the CRM

  • Your customers move out of your head and into a record.

  • You know how much could come in this month without doing sums.

  • The new customer never waits for someone to decide who calls.

Problems solved by the CRM

Managing my customers and suppliers

Before

The same customer is in your phone, in a spreadsheet and in your email, and nobody remembers what they were promised.

After

In your customer database (the CRM), every customer and every supplier has a single record with their whole history.

How it removes it

  1. You upload your customer spreadsheet and the duplicates are merged by their email and phone.

  2. Whatever arrives through forms, bookings or the chat is saved in that same record.

Every customer, one record with their whole history.

Following up every customer without losing opportunities

Before

You send ten quotes a month. You don't know who replied or who you needed to call again, and two sales are lost to forgetting.

After

Every quote moves through the stages of its sale, with its next call and its owner.

How it removes it

  1. Each sale moves through your stages on a board, with a date and an owner for the next action.

  2. Artificial intelligence summarises each sale and works out its chance of closing and how much could come in.

No sale is lost to forgetting.

Copying the data from every form by hand

Before

The requests from your website reach you by email. Someone copies them into a spreadsheet and somebody else calls days later, when the customer has already hired someone else.

After

Every request creates its record and its sale, and whoever sent it receives your confirmation.

How it removes it

  1. Your form, on your website, your social media or WhatsApp, creates or completes the customer's record.

  2. It opens their sale at the stage and with the person you decide, and keeps spam out.

Not one more form copied by hand.

New customers take a while to get a reply and I don't know who to assign them to

Before

A request comes in through your website. Everyone on the team thinks someone else is dealing with it, and the customer goes to the competition.

After

The request goes by itself to the right person and, if it isn't answered in time, alerts the owner.

How it removes it

  1. You decide how they're shared out: by turns, by area, by speciality or according to each person's workload.

  2. You set a deadline to deal with it; if it's missed, it alerts the owner or reassigns it.

Every new customer, dealt with on time by the right person.

My customers call me to ask how theirs is going

Before

You have a hundred jobs open. Every week ten customers call to ask how theirs is going, and every call interrupts someone.

After

Every customer opens their link from their phone and sees where theirs stands.

How it removes it

  1. You open a progress tracker per customer, linked to their record, and change its status as it advances.

  2. The customer follows it with their own link, with no account or password.

Your customers see how theirs is going without calling you.

How the CRM works, step by step

  1. You upload your customers from your spreadsheet; the duplicates are detected by themselves.

  2. Every customer, supplier or company has a record with their history, their tags and who handles them.

  3. What arrives through forms, bookings or the receptionist goes into their record and opens their sale.

  4. Every new customer is assigned to the right person, with a deadline to deal with them.

  5. Sales move through your stages, with their next action in your calendar.

  6. Artificial intelligence summarises each sale and works out how much could come in over the next months.

  7. Your customers follow the status of theirs from their own link.

  8. What you repeat every day with these records is done by your ready-made automations.

What you need to get started with the CRM

  • Your list of customers and suppliers, in a spreadsheet if you have one.

  • The stages of your sale, or some ready-made ones to start with.

  • How you want to share out new customers across your team.

  • Your forms, or new ones created for your website.

Tools it includes

  • CRM
  • Sales pipeline
  • Contact import
  • Forms
  • Progress tracking for your customer

Your website and your visibility

Every form on your website and your landing pages reaches your CRM with its source, so you know which page brings you customers. With Professional website and Campaigns that bring in customers, every interested visit ends up in a record.

What it looks like in your business

Hospitality

Managing my customers and suppliers

Before

A restaurant keeps its group customers on the manager's phone and its suppliers in a notebook. When the manager leaves, everything leaves with them.

After

Customers and suppliers are in the restaurant's CRM, each with their record and their history.

How it removes it

  1. You upload your customer spreadsheet and the duplicates are merged by their email and phone.

  2. Whatever arrives through forms, bookings or the chat is saved in that same record.

Every customer, one record with their whole history.

Following up every customer without losing opportunities

Before

A restaurant receives five requests for company meals in November. The manager sends the menus and forgets to call three of them.

After

Every event is a sale on its board, with what the customer asked for and the next call.

How it removes it

  1. Each sale moves through your stages on a board, with a date and an owner for the next action.

  2. Artificial intelligence summarises each sale and works out its chance of closing and how much could come in.

No sale is lost to forgetting.

Copying the data from every form by hand

Before

A restaurant's events form arrives by email. The manager copies it into a notebook and half the requests go unanswered.

After

Every event request creates its record and its sale, and the customer receives the confirmation at once.

How it removes it

  1. Your form, on your website, your social media or WhatsApp, creates or completes the customer's record.

  2. It opens their sale at the stage and with the person you decide, and keeps spam out.

Not one more form copied by hand.

New customers take a while to get a reply and I don't know who to assign them to

Before

A group with three restaurants receives its event requests in the same inbox. Each manager thinks they belong to another venue.

After

Every request goes to the manager of its venue and, if they don't reply in time, alerts the owner.

How it removes it

  1. You decide how they're shared out: by turns, by area, by speciality or according to each person's workload.

  2. You set a deadline to deal with it; if it's missed, it alerts the owner or reassigns it.

Every new customer, dealt with on time by the right person.

Frequently asked questions about the CRM

Do I have to type in all my customers?

No. You upload your spreadsheet and the duplicates are merged by their email and phone.

Is it any use if I work alone?

Yes. It reminds you of the next action of each sale and keeps everything about each customer, even when there's no team to share work out among.

Can I run it on my phone?

Yes. In the BAI app for Android and iPhone you see your indicators, your customers and your sales, the inbox and your tasks, and you receive the alerts on your phone.

What if a customer asks me to delete their data?

Their personal data is deleted, and the invoices are kept for as long as the law requires.

Other solutions that work with the CRM

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