Keep customer details, conversations and the next step in one place. Botinto CRM brings your email contacts, identified website enquiries and manually added contacts into a searchable workspace.
Free CRM for Botinto users. No separate CRM subscription. Other Botinto features and plan allowances.
Move from an enquiry to a thoughtful follow-up with the information your business already has.
Eligible incoming Open Tickets and identified website enquiries add contacts automatically. Automated senders, Info Emails and Bin are excluded. Website visitors need a name and an email or phone number before they enter CRM. Anonymous chats stay in My Chat.
Search customers by name, email, phone or company. Filter by channel, customer stage or a follow-up that is due, so the next conversation starts with useful context.
Read saved email and website chat activity together. Matching email addresses are grouped within your workspace, with links back to the original email ticket or chat.
Met someone outside your website? Add their name, email or phone, and company manually. Keep that relationship alongside contacts that arrive through email and chat.
Manage new, qualified, won and lost stages, assign a teammate, and set a follow-up date. Use the due filter to organize your next round of calls or replies.
Add private notes and share customer context within your workspace. Owners, admins and agents can make changes; viewers can read without editing.
When you handle sales, service and delivery yourself, remembering every conversation is hard. Botinto CRM helps you find a customer's last enquiry, save a private note and keep the next follow-up visible without maintaining another separate contact list.
Give your small business a shared view of customer relationships. Assign an owner, track the customer stage and keep conversation history close to your team. Botinto CRM works in your browser on desktop and mobile, with access controlled by workspace roles.
Email forwarding brings new messages into Botinto after setup; it does not import your provider's old mailbox. See the email setup guide.
Yes. Botinto CRM has no separate CRM fee for Botinto users. You need a Botinto account and workspace. AI chat and other Botinto services follow their own plan allowances; see Pricing for those details.
Botinto CRM is built for small businesses, solopreneurs and SME teams that want to organize customer details and follow-ups alongside their email and website conversations.
No. A website visitor appears in CRM only after sharing a name and an email address or phone number. Anonymous conversations remain in My Chat. Your business can also add contacts manually from the dashboard.
Only incoming Open Tickets in business or transactional categories can add email contacts. Info Emails and Bin are excluded, including mail moved by your filters. Automated senders such as noreply and alerts are excluded by default. Owners and admins can customize the exclusions in CRM settings.
Yes. Owners, admins and agents can delete a CRM contact and its private CRM notes. Original emails and chats remain in their inboxes, and the contact will not be added automatically again. You can explicitly add it back manually.
Yes. Search by name, email, phone or company, then open the contact to read their saved email and identified website chat history. You can filter the history and open the original email ticket or chat. History is subject to your workspace retention settings.
Owners, admins and agents can add contacts manually, edit profiles, assign owners, set customer stages and add private notes. Viewers have read-only access. Notes are not shown to customers in the chatbot.
No. You can set a follow-up date and find due contacts using the follow-up filter. CRM does not send automatic reminder notifications or messages. Your team decides when and how to follow up.
Use the Free CRM included for Botinto users.