Solutions · B24U CRM, for clients and partners

Our own CRM,
where AI helps you sell

Leads from the consultant become deals right away. AI scores each one, listens to calls and tells the rep what to fix. Included in Pro AI and every plan above it, and at every partner level.

Capabilities

Sales
with AI oversight

Everything a sales team needs, in one system with the consultant and analytics.

AI sales coachcalls and chats
Reviews calls and chats, shows the rep’s mistakes and the next step for the deal.
Calls and transcriptstelephony
Calls from the CRM via Twilio. Recording and speech recognition.
AI lead scoringprobability
Each deal gets a probability and a category based on your services.
Deals and pipelinespipelines
Multiple pipelines, tasks, calendar, team workload.
Invoices and paymentspayment
Invoices inside the deal. A deal closes when payment arrives.
Sales analyticsrevenue
Pipeline in dollars, won deals, loss reasons.
Lead forms and QRoffline
Public forms for offline and events.
Team and rolesaccess
Owner, reps, visibility of tasks and deals.
Deals · “Sales” pipeline

AI scoring
and tips in every deal

Sample pipeline: new leads with AI scores, a deal in progress with a coach tip, a won deal with payment.

82 %AndrewNew lead · 4,300 sq ft, warehouse · websiteAI scoring
64 %OliviaNew lead · kitchen 97 sq ft · InstagramAI scoring
71 %North Supply Co.In progress · wholesale, 2 items · call. Coach: no delivery date given, offer one before the 7th.AI coach
✓VictorWon · payment receivedpayment
B24U CRM plans

The CRM alone,
without the assistant or a partner

Its own sign-up and its own plans. For B24U clients the CRM is already included in Pro AI and every plan above it. The first 7 days on Professional are free. Pay by subscription and save 10 %; pay for 3, 6 or 12 months at once and save 10, 15 or 20 %.

Free
Free 2 users
100 contacts
50 deals
Starter
$15/mo 5 users
1,000 contacts
500 deals
Team and roles
Professional
$35/mo 15 users
10,000 contacts
5,000 deals
7 days freeAI assistantTeam and rolesWebhooks and API
Business
$75/mo 50 users
50,000 contacts
25,000 deals
AI assistantTeam and rolesWebhooks and API
CRM connections

Telephony
and payments

Calls, invoices and documents inside the deal.

We answer
for you