AI CRM is a CRM for multi-location businesses that fills itself from the calls, chats, forms and e-mails of every location. Each customer is one record across the group, with the whole story on a timeline, newest first. It is a CRM for the customers of your locations, not for selling franchises or recruiting franchisees.
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7 days free · per company, never per seat · nothing to install


Deal and timeline
Each stage change of a deal, when, by whom and why, beside the customer's full timeline of e-mails, orders and forms.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a Location field to every contact, with our twelve branches as the choices.”
Lisa“I'm adding a Location choice field to every contact, listing your twelve branches. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Multi-site Groups use it
A customer who called the north store and booked at the south store is one contact, with both moments on his timeline.
Each branch manager owns the deals of her location and works from a board filtered by owner, saved as her own view.
Before calling back a customer of the airport branch, the manager presses Brief me and reads one page about him.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
One record, every site
A name with an e-mail or a phone, given to any location on a call, a chat, a form or a mail, becomes a contact with the source on the row.
In a CRM for multiple locations, bookings at one site, a complaint at another and a quote from a third sit on one timeline, every event on every channel, newest first.
Each contact carries a health score from 0 to 100 whose tooltip says why it moved, and READY TO BUY lists the people with buying signals in the last two weeks.
The time zone comes from the country, so the AI's e-mails to a customer of a branch abroad wait for seven in the morning to seven in the evening his time.
Franchise CRM, read right
The record of every customer your units serve: who they are, what they asked, what they booked, the deals that opened and the tasks due, kept by the Front Office itself.
It does not track franchise prospects, territories, franchise fees or the recruitment of new franchisees. Those belong to the franchisor's development team and its own tools.
Add fields to contacts, companies and deals, as text, number, date or choice, so a Location, a region or a brand sits on every record.
By industryRestaurantsRetail StoresEnterprise GroupsHealthcareHospitalityAuto DealersProperty ManagementBanks & Credit UnionsHome ServicesConsulting FirmsHardware & ElectronicsLaw Firms
Questions & answers
A CRM that keeps every customer of every location on one record, so the group knows a person whichever branch he called, visited or wrote to. AI CRM fills itself: each call, chat, form and mail lands on the contact's timeline with its source, and deals open on the first sales signal.
No. Franchise development and franchisee recruiting are a different job. AI CRM is the customer side: the people who call, book and buy at your locations, with their story, their deals and their tasks, written in by the Front Office as it works.
Yes. In this multi-location CRM, every location's phone, chat, mail and forms write into the same Contacts & Leads list, so a customer known at three branches is one contact with one timeline, not three copies in three systems.
Through fields and views you set. Add a Location choice field to contacts and deals, let each branch manager own the deals of her site, and save a board filtered by owner as her own view. Exports of customer data stay with Managers, each one logged.
No. The customer database for multi-location businesses fills itself: every chat, call, form or mail that gives a name with an e-mail or a phone becomes a contact, with the source on the row. Staff add only what the conversation could not know, and Brief me writes a one-page call brief from the story.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Multi-site Groups ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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