CRM and customer relationships
A relationship is bigger than its latest message.
Keep the people you do business with, the opportunity in progress and the next commitment together. Boni CRM connects relationship records to conversations and activity, giving teams a clear way to continue the work.
Built for the work
your team does.
- Contacts and companies
- Organize people and the organizations they belong to. Keep contact details, relationship roles and relevant business context with the record.
- Opportunities and pipeline
- Track an opportunity through its stages, with an owner and the commercial context behind the next decision. Connect follow-up to the relationship it serves.
- Activities and commitments
- Record the call, meeting, note or follow-up that moves the relationship forward. Keep the next action and responsible person visible to the team.
- Conversation continuity
- Connect CRM context with Bow Chat customer conversations. The next team can understand the relationship and prior activity when it takes responsibility.
In practice
Follow the business
through the work.
A buyer returns after a website enquiry and a call. Sales can see the contact, company, opportunity and previous activity, then assign a specific follow-up rather than start the relationship again.
- 01
Understand the relationship
- 02
Move the opportunity
- 03
Own the next commitment
Connected by design
Part of the
whole operation.
Websites and channels bring the enquiry in. Quotations supports the commercial response; Tasks carries the follow-up. Accounting uses the business party in its financial records.
The records behind the work
- Contacts and company relationships
- Opportunities and pipeline stages
- Activities, notes and next actions
Go deeper
Explore the product
and its operating guides.
Digital presence and customers
Explore connected modules.
Websites and domains
Company domains, managed websites and a publishing workflow your team controls.
Business email
Company-domain mailboxes, team access and connected email conversations in Bow Chat.
Communications and CPaaS
Messaging, campaigns, business numbers, calls and reply ownership across the customer journey.
See the whole business on Boni.
Connect this capability to the other people, systems and work in your operation.