Bamya now has a CRM: the companies you work with, the people there, their deals and the tasks around them. It is open to every organisation, beside Leads and Bamya Call, or on its own.
- A company is a Prospect, a Customer or Inactive, with an Owner and its people.
- Deals move through the stages of your own pipeline template, with the tasks for each stage.
- Each company's card keeps its products and their renewal dates.
- Add a company or a person by pasting a LinkedIn profile or an e-mail signature, from a photo of a business card, or by importing a spreadsheet.
It comes in two versions:
- CRM is free, for one person.
- CRM+ is for teams: more people, more AI credits, and help from our team by e-mail.
AI credits pay for AI reading a card, a paste or a spreadsheet, and for the AI assistant. Menu > Plan and billing shows both versions. If your plan was set up with us, nothing changes for you: the CRM is already switched on in your organisation.