Boni

Keep the whole customer relationship connected.

Bring CRM, customer conversations, sales work and follow-up into one operating picture. Give sales, service and operations the context they need as the relationship moves between teams.

Discuss this solution ↗Explore capabilities ↓
Conversations, calls, campaign replies and Customer Rooms connect customer history to opportunities, follow-ups and operational work.

Capabilities

The working parts
of the solution.

Relationships and opportunities
Keep organizations, contacts, opportunities, activities and next actions together in CRM.
Conversations across channels
Use Bow Chat for shared inboxes, WhatsApp groups, email, calls and campaign replies, with assignment and team handover.
Sales workflows
Collect requirements, prepare quotations from your commercial rules and keep the buyer's next decision visible.
Ongoing customer collaboration
Continue messages, files, updates and next actions in a branded Customer Room while your team works from Bow Chat.

A working example

Follow the business process.

A buyer discusses a requirement with sales, receives a quotation and returns with a delivery question. The company record, conversation and next action stay connected across the people handling each part of the relationship.

Configure access, assignment, approval limits and contact visibility around your teams. Keep commercial decisions and customer communications connected to their responsible owners.

Sales and customer relationships: an illustrative workflow
  1. 01Customer relationship
  2. 02Sales conversation
  3. 03Commercial decision
  4. 04Ongoing service

Shared context · Clear responsibility · Review where it matters

What the team works with

Useful records.
Clear next actions.

  • A connected customer and opportunity record
  • An owned follow-up or service action
  • Commercial documents linked to the conversation

Products and operating guides

Bow Chat

Customer conversations, group operations, calls and campaigns.

CRM guide

Contacts, companies, opportunities and relationship activity.

Boni Quotations

A sales capability: prepare a reviewable quotation from the enquiry, catalog, price book and approval rules.

Customer Rooms

A persistent customer workspace for communication and follow-through.

AI ordering customer story

Messages, voice notes and customer history become reviewable order drafts.

Part of one business operating system.

Connect this solution to the other teams and systems involved in the work.

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