Your AI agent captures the lead. The CRM helps you close it.
Chatonbo includes a built-in CRM that turns the leads your chatbot captures into a pipeline: stages, owners, tasks, reminders, and the full conversation next to every lead.
What is the Chatonbo CRM?
The Chatonbo CRM is a built-in lead workspace that turns the contacts your AI chatbot captures into a pipeline you can actually work. Every lead arrives with the conversation it came from, so instead of a blank contact card you get real context: what the visitor asked, the page they were on, and how they found you. You move leads through stages, assign owners, set tasks with reminders, and see everything due in one agenda.
What you get
Pipeline board
Drag every lead through New → Contacted → Qualified → Won / Lost. See where each deal stands at a glance.
Tasks & reminders
Add typed tasks (call, email, meeting, follow-up) with due dates. Get an email and an in-app reminder when one is due, so nothing slips.
The chat, on every lead
The full conversation your AI agent had, plus the page they came from and how they found you, sits right next to each lead. Context most CRMs never have.
Owners & team
Assign leads to teammates and see a shared activity timeline of who did what, when.
Agenda view
One list of every task due today, overdue, and upcoming, across all leads, so your team knows what to do first.
Manual + captured leads
Leads your bot captures land automatically. Add walk-ins and phone leads by hand. Set a deal value in your own currency.
How it works
- 1
Your agent captures the lead
A visitor chats with your AI agent and shares an email or phone. The lead lands in your CRM automatically, with the full conversation attached.
- 2
Work the pipeline
Drag the lead through your stages, set a deal value, and assign it to the right teammate.
- 3
Add tasks and never drop it
Schedule a call, an email, or a meeting. Reminders arrive by email and in-app when they are due.
- 4
Run your day from the agenda
Open the agenda to see every task due today and overdue across all leads, in priority order.
Frequently asked questions
What is the Chatonbo CRM?
The Chatonbo CRM is a built-in lead workspace that turns the contacts your AI chatbot captures into a pipeline you can work: stages, owners, tasks, reminders, and the full chat next to every lead. It is included on the Business plan.
How is it different from a normal CRM?
Every lead arrives with the actual conversation the visitor had with your AI agent, the page they were on, and how they found you. You act on real context instead of a blank contact card, and there is no data entry to get the lead in.
Do the leads get added automatically?
Yes. When your AI agent captures a name, email, or phone in a chat, the lead appears in the CRM automatically. You can also add leads manually for walk-ins or phone calls.
Can my team share leads?
Yes. Assign an owner to each lead, add notes, and see a shared activity timeline. Business plans include unlimited team members.
Do reminders actually notify me?
Yes. When a task is due, the assignee gets an email reminder and an in-app badge on the CRM. The agenda view lists everything due today and overdue in one place.
Which plan includes the CRM?
The CRM is available on the Business plan. Free and Pro plans still capture and export leads; the pipeline, tasks, owners, and agenda are Business features.
Stop losing the leads your bot works so hard to get.
The CRM is included on the Business plan, with a 30-day free trial.
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