A visual pipeline CRM built for teams that run on AI
When a website chat, WhatsApp thread or email turns into a lead, Boei opens a deal on your board. Activities, custom fields, the full conversation history and every channel that customer ever used, all on one contact record. AI drafts the next follow-up.
Drag cards between stages. Group by stage or owner. Filter by overdue. Toggle Won / Lost / Abandoned. Configure stages, emoji, colors and order per business.
When a chat becomes a lead, the deal is already filled in.
Not every conversation is a sale, and Boei doesn't pretend it is. When the AI (or you) marks a chat as a lead, a deal opens on the board with everything already extracted: contact, value, custom fields, tags, source channel, transcript link.
- Deal name, value, currency, temperature (🔥 🌥️ ❄️)
- Tags, added manually or by playbook rule
- Contact + company, custom fields on the contact record (any key/value you want)
- Owner, stage, outcome (won / lost / abandoned)
- Source channel and the full conversation transcript, one click away
Anderson Ltd garden room
Every deal has a to-do list, with due dates and owners.
Calls, meetings, tasks, deadlines, notes and auto follow-ups all live on the deal's timeline. Set a due date, assign to a teammate, check it off when done. Overdue items surface on the board card, so nothing quietly rots at the bottom of the pipeline.
- Types: task, call in/out, meeting, email, lunch, deadline, note, auto follow-up
- Every activity has a due date, an assignee and who created it
- Overdue activities flag the card on the board with an amber pill
- System audit events (stage moves, reassignments) auto-log to the timeline
- Complete / uncomplete via the UI, the API, or from the AI mid-chat
One contact record. Every channel that customer ever used.
Boei stitches WhatsApp, email, SMS, website chat and Telegram to the same Contact by phone or email. Whether Liam messaged you last year on SMS or five minutes ago on WhatsApp, it's one history. Deals link back to it. AI reads the full history when drafting follow-ups.
- Auto-match by email + phone across every channel
- Contact status (contact / lead / customer / inactive)
- Merge duplicates in one click when the AI can't decide
- Custom fields on the contact travel with them across channels
Bulk-generate follow-ups for every overdue deal, in one click.
Boei tracks the next follow-up date on every deal. Hit "Bulk generate" and the AI drafts a personalised message for each overdue card, using the deal's full conversation history and the follow-up instructions you set per business.
- Reads the entire prior thread across all channels, not just the last message
- Sends via email or WhatsApp, matches the deal's channel
- Edit any draft before sending, or approve in bulk
- Automatic chain: sent → next follow-up queued → capped at 3 per deal (configurable)
- Per-business tone instructions (formal enterprise vs. casual consumer)
Paste emails from Stripe. Boei marks them customers and closes the deals.
Your leads live in Boei, but the money lands in Stripe, Mollie, an invoicing tool. Export a list of paying-customer emails, paste them into Boei, hit Preview. Every matching contact flips to "customer" and their open deals auto-move to Won. One paste, no per-deal clicking.
- Accepts newlines, commas, or semicolons. Whatever your export gives you.
- Preview shows which contacts match before you commit
- Marks matching contacts
customer, auto-moves their open deals to Won - Or hit the same endpoint from your Stripe webhook via API
- ✓ 132 contacts → status customer
- ✓ 47 open deals → auto-move to Won
- ✓ 12 emails not found, skipped
Sarah closes deals differently than an insurance broker. So do you.
The default 5 stages are a starting point. Rename them, reorder them, add your own, pick emoji + colors. Then split the board by owner to see just your pipeline, or the team's.
Add stages, remove stages, drag them into the order that fits how you sell. Emoji + color per column.
Every deal has an owner. Reassign in one click from the board or the detail view. Bulk-reassign a whole column.
Same kanban, columns swap to Sarah / Marcus / Emma. See your pipeline, or the team's, without changing tools.
Private notes on any thread. AI-to-human handoff drops a summary in the assigned teammate's inbox with the full transcript attached.
Boei's CRM, or the one you already run. Or both.
Most small teams use Boei's built-in CRM and stop there. Bigger teams sync out to HubSpot natively, or drive everything from their own stack via REST API and webhooks.
One-way contact sync: new + updated contacts push to HubSpot automatically. Field mapping is name, email, phone, company.
The AI can call any Zapier or Make webhook as a live action mid-conversation. Route deals into 5,000+ apps.
Fire a webhook when a deal moves stage, closes, or a new contact is created. Consume in your own backend.
Pipedrive, Salesforce, Zoho, Airtable and 5,000+ others via API + webhook + Zapier. Native integrations shipping in this order based on demand.
Chatbot CRM, answered.
Can Boei replace HubSpot or Pipedrive?
For small teams without a formal sales pipeline: yes. Kanban + contacts + activities + custom fields + tags + AI follow-ups is usually enough. For teams running deal forecasts, multi-touch attribution or complex quoting: keep the sales CRM and sync contacts from Boei via HubSpot native or REST API.
Does every chat become a deal?
No. A support question or a random hello stays a conversation on the contact. A deal opens only when the AI or a teammate flags the chat as a lead. So your board stays clean and your Contacts view captures the rest.
How do I close deals when the payment happens in Stripe?
Export paying-customer emails from Stripe, paste them into Boei's "bulk mark as customer" tool. Every matching contact flips to customer and their open deals auto-move to Won. Or hit the same endpoint from your Stripe webhook via API for real-time.
Do the AI follow-ups send automatically, or do I approve?
You control it per business. Default is "draft, then approve": AI generates the message, you review + send. Or flip to auto-send if you trust the drafts. Every send is logged in the deal's activity feed either way.
Can the AI update deal fields, add activities, or move cards during a chat?
Yes. The AI has actions to create contacts, add tags, move deals between stages, book meetings, send messages, and hit any external API you wire up. Actions run automatically or gated behind approval, per your setup.
Are custom fields per-contact or per-deal?
Per-contact today, with any key/value structure you want. Fields travel with the contact across every channel and every deal they're on. Per-deal custom fields are on the roadmap.
How do I try it?
14-day free trial, no credit card. You get the full CRM (contacts, deals, kanban, activities, custom fields, AI follow-ups, HubSpot sync, REST API) during the trial. Pick a plan when the trial ends, or your data waits for you.
"We captured 15,815 leads in three months. Boei's AI handles the initial conversation so my team only talks to people ready to book."
A visual pipeline that fills itself from every chat.
Stop copy-pasting conversations into a sales tool. Every lead that comes in through WhatsApp, email or web chat becomes a card on your board, with activities, custom fields, and the AI drafting the next follow-up.