Enquiries become consultations, with the context attached
Clients choose the firm that responds like it wants the work. BM CRM answers in seconds, captures what the engagement is about, books the consultation, and hands your experts a briefed, scheduled prospect.
Built in, not bolted on
Service questions answered
Practice areas, process and fees answered from your knowledge base — accurately and confidentially.
The matter, scoped
The AI captures what the client needs, urgency and budget expectations as structured context for your team.
Consultations in the calendar
Slots offered in chat, booked with reminders — your experts meet prepared prospects.
Nothing falls through
Every enquiry has an owner, a stage and a next action; follow-ups run until the client responds.
A record you can trust
Full conversation history on every contact, with clear labels for what the AI did versus your team.
Up and running in minutes
Connect WhatsApp & ads
Business number plus your campaigns — official logins.
AI scopes and books
What, when, how urgent — then a consultation slot with reminders.
Experts advise
Your professionals start from a briefed conversation, not a cold call.
Good questions, straight answers
Is it appropriate for sensitive matters?
The AI answers general service questions and hands anything sensitive to your team immediately — with the full thread attached.
Can it quote fees?
Only from the fee structure you load — it never invents a number, and it flags fee questions to your team when you prefer.
How do partners see what is happening?
Pipeline, reports and team views show enquiries, consultations and outcomes by person and campaign.
Can we keep records of conversations?
Every conversation stays on the contact with full history and clear attribution of who said what.
Stop losing leads while you sleep.
Switch on your AI CRM and turn every WhatsApp and Meta lead into a booked meeting — starting today.