The AI CRM for small business that fills itself in
Small Business Chatbot is an AI-powered CRM platform with Sarah built in. Website chats, the calls she answers and texts save to the customer’s contact on their own, each with a short summary of what they asked.
Free personalized preview. No signup required.
Small businesses using Sarah
How an AI CRM fills itself in
Website chats, answered calls and texts save to the customer’s contact, each with a summary of the conversation. The texts and emails your workflows send are logged beside them.
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Name, phone and email, saved from the chat.
When a visitor gives a phone number or email, Sarah saves them as a contact. When the chat ends, its summary lands on their timeline. Someone who is already a contact gets the chat on their existing record.
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Matched by phone number, with a summary of the call.
When Sarah answers your business line, the call saves to the caller’s contact and its summary lands on the timeline. You also get the summary and transcript by email after every call.
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Text conversations land on the same record.
When the texting agent is on, Sarah answers texts to your business number, and each conversation saves to the customer’s contact. A customer who texts STOP is marked Do not text.
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Every text, email and call, on the customer’s contact.
A booking, a new contact or a tag can start a follow-up workflow once you publish it and switch outbound on. Its texts come from your business number, and its steps can add a tag, set a status or create a task.
An AI-powered CRM platform with every customer in one list
Search, filter and tidy your customers without a spreadsheet.
- SearchFind anyone by name, phone, email, business or tag.
- StatusesOpen, Contacted, Booked, and any others you name and put in order.
- Tags and fieldsTags, custom fields and opt-outs on every contact.
- Notes and tasksNotes, and tasks with due dates, on contacts, companies and opportunities.
- OpportunitiesA board you drag deals across, each with a value and a contact.
- Import and exportBring in a CSV with column mapping and a preview of every row. Export to CSV any time.
- DuplicatesContacts that share a phone or email are grouped, ready to merge.
What is an AI CRM?
An AI CRM is a customer database that fills itself in from conversations: AI answers customers, saves their details and summarizes what they asked.
Sarah’s CRM is the AI CRM from Small Business Chatbot. Chats, calls and texts she answers save to the customer’s contact with a summary of each, beside your workflows’ texts and emails.
Also called AI-powered CRM, AI-native CRM, AI-driven CRM, AI-first CRM. Not the same as a contact spreadsheet, which holds only what someone types in.
AI CRM, spreadsheet or a traditional CRM?
Three places to keep your customers. What each one does when a customer chats, calls or texts.
| Question | Small Business Chatbot AI CRM | Spreadsheet | Traditional CRM |
|---|---|---|---|
| Adds the customer when they reach out | From website chats, calls, texts and bookings | Someone types them in | From forms, imports or by hand |
| Records what they asked | A summary of each conversation on the timeline | If someone writes it down | If someone logs it |
| Answers the customer | Sarah answers chats, calls and texts | No | No, your team does |
| Texts and emails customers | Workflows send from your business number and log each message | No | Depends on the tool |
| Finds duplicates | Groups contacts that share a phone or email | By eye | Depends on the tool |
| Price | $99 a month, with chat, phone and texting | Free | A subscription, plus whoever answers the phone |
What owners say about Small Business Chatbot
Since integrating their AI tools, we’ve observed a significant increase in the number of qualified leads closing across all accounts.
We used to worry about losing customers because we weren’t responding fast enough. Now I can relax knowing that prospects will be responded to instantly and delivered to my inbox.
Small Business Chatbot has been by far the easiest website chat to set up, implement, and manage. Most importantly, it performs well and adds another tool online to convert traffic into sales.
Set up your AI CRM in three steps
Start with the customers you already have. New ones save themselves from there.
- 1Your list
Import your contacts
Upload a CSV, map the columns, and check the preview before anything is saved.
- 2Your channels
Turn on Sarah
On your website, your phone line and texting. Each one saves its contacts and conversations.
- 3Your follow-ups
Publish a workflow
Its texts and emails go out from your business number and are logged on each contact.
AI CRM pricing
One plan with the CRM, the website chat, the phone and texting.
Self Serve
Every tool. You set it up. Try the chat free for 7 days.
Billed monthly. Cancel any time.
Each month100 conversations100 answered calls100 follow-ups
- CRM and workflows, with every conversation in one place
- Website chat that answers from your site and books into your calendar
- AI phone receptionist that answers, books appointments, takes messages, transfers calls and sends you a summary
- Texting and follow-ups by text, email and AI voice call
- Trained on up to 100 pages of your website
Managed
Done for you. Our team sets it up, meets with you and keeps tuning it.
Billed monthly. Cancel any time.
Each month300 conversations500 answered calls500 follow-ups
Everything in Self Serve, plus:
- A 1:1 implementation call to set Sarah up with you
- Set up for you: the chat installed, your calls forwarded, her answers and booking configured
- Weekly meetings with your dedicated account manager
- Ongoing tuning from your real conversations
- Follow-up workflows built and published for you
- Changes within 24 hours and priority support
- Trained on up to 3,000 pages of your website
Questions about the AI CRM
How do contacts get into the CRM?
Website chats, answered calls, texts, email replies and bookings save to contacts on their own, and each source has its own on and off switch. You can also add a contact by hand or import a CSV.
Will a customer who chats and then calls end up as two contacts?
No. Contacts are matched on phone and email, so a call from the same number joins the same contact. When a chat’s match isn’t certain, it waits under Needs review for you to confirm.
Is it a CRM with texting?
Yes, through Sarah and your workflows. When the texting agent is on, Sarah answers texts to your business number and each conversation saves to the customer’s contact. Workflows text and email from your business number, and every message is logged.
What does the AI do in this CRM?
It’s an AI-native CRM: Sarah answers your website chats, calls and texts, and each conversation’s summary lands on the customer’s timeline. In a workflow, an AI decision step can choose which branch runs next.
Can I see the full conversation from a contact?
The contact’s timeline shows each conversation’s summary. Full chats are in your conversation history, and after every call you get an email with its summary and transcript.
Does it have a sales pipeline?
Yes. Opportunities sit on a board you drag between stages, each with a value and a primary contact. You name the stages when you create a pipeline.
Can I import my contacts from a spreadsheet?
Yes. Upload a CSV, map its columns, and see a preview of the rows and any errors before you import. Contacts, companies, opportunities, notes and tasks can all come in this way, and each can be exported as a CSV.
Can I add notes and tasks?
Yes. Add notes, and tasks with a due date, type and priority, to any contact, company or opportunity. Tasks also have their own list.
Can a workflow update the CRM?
Yes. A new contact, an added tag or a booking can start a workflow, once you publish it. Its steps can add or remove tags, set a status, update an opportunity, and create a note or a task.
How do customers opt out of texts?
A customer who texts STOP is marked Do not text, and START clears it. You can also set Do not contact, text, email or call on any contact, and workflows skip contacts who opted out.
Does it sync with HubSpot or Salesforce?
Yes, through Zapier or a workflow. A Zap adds each new contact to HubSpot or Salesforce, and leads they send by webhook come in through a workflow’s inbound webhook. You can also import your contacts as a CSV.
Is it a good CRM for service businesses?
It’s built for small businesses that book visits and jobs, like plumbers, cleaners and landscapers. Sarah books from the website chat and on phone calls into your connected calendar, and each booking lands on the customer’s contact.
Is the CRM in the free trial?
No. The 7-day free trial covers the website chat. The CRM, phone, texting and workflows unlock when you start a paid plan.
How much does the AI CRM cost?
$99 a month on Self Serve, or $79 a month billed annually, with the website chat, phone and texting included. Managed is $249 a month, or $200 billed annually, set up and run for you.
Every conversation, on one contact.
See Sarah answer on your own website. No signup required.