Import cards
Lightly import customers from cards, contacts, and Excel.
Key features
Simple sorting
Split customers with interest levels and tags — no complex setup.
Who to contact today
Tells you who to handle today from last contact and appointments.
No install
Use in the browser; add to home screen to open like an app.
How it works
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Step 1 · Import cards and contacts
Import the cards, phone contacts, and Excel lists you've collected, all at once. With no complex setup, scattered customers land in one place right away. The 'getting started' that solo workers dread most takes just minutes.
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Step 2 · Sort lightly by interest
Classify customers simply with interest levels (Hot/Warm/Cold) and tags. Customers to handle now separate from ones that can wait, so you spend limited time on the most important first. Add what you need with custom fields.
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Step 3 · Leave follow-up timing to the system
Using last-contact time and appointments, BOTN surfaces who to contact today. Just check your 'today' list each morning and you never miss a follow-up, even alone. When needed, BOTN AI drafts the message for you.
Selling alone becomes a memory game
Freelancers, insurance and real-estate agents, sole proprietors, and one-person founders do sales, consults, contracts, and billing themselves. As customers pile up, 'what did we talk about last time' and 'I need to follow up with them' stack up, and relying on memory and a notepad loses important customers.
Enterprise CRMs are too heavy
CRMs full of teams, permissions, and complex setup are overkill for one person. They take days just to learn, and the things you actually need — organizing customers and following up — get buried in the complexity. A lighter tool fits someone working alone.
What the BOTN personal CRM does
BOTN imports your cards and contacts, organizes customers, and remembers when to reach out again for you. Use it right in the browser with no install, and add it to your home screen to open like an app.
- Import customers from cards, phone contacts, and Excel
- Simple sorting with interest levels (Hot/Warm/Cold) and tags
- Log call and meeting notes per customer
- Surface follow-up timing as a 'today' task
It tells you who to contact today
BOTN looks at last-contact time and appointments to surface who to handle today. Just check the list each morning and the system owns follow-up instead of your memory. When you need it, BOTN AI even drafts a message tailored to that customer.
Only as much as you need
Start with contact organizing — no complex setup — and switch on deal management, quotes, and email sending one at a time as needed. The free plan holds unlimited contacts, so you can grow it around how you sell with no pressure.
How people use it
Insurance agents let BOTN watch renewal and upsell timing. Freelance designers split inbound prospects by interest level and follow up after quotes. Solo shop owners build notes on regulars so they never miss a re-purchase nudge.
Who uses it
A freelance designer or solo shop owner sorts inbound prospects by interest level. After sending a quote, BOTN flags the follow-up timing, so they stay focused on the craft while closing deals without losing customers. The free plan makes it easy to start.
An agent managing hundreds of customers alone leaves renewal and upsell timing to BOTN. They build consult notes per customer to recall the last conversation at the next contact, leading to re-visits and referrals. The system tends the relationship instead of memory.
What you get
- Start as lightly as organizing cards, no complex setup.
- The system remembers when to reach out again for you.
- Spend limited time on important customers first via interest levels.
- Hold unlimited contacts on the free plan.
FAQ
How is this different from an enterprise CRM?
BOTN is designed to start light for people working alone. With no complex team or permission setup, you can begin with contact organizing and follow-ups, then switch on deals, quotes, and email as you need them.
Do I need to install anything?
No. Use it in the browser, and add it to your home screen to open fast like an app. There's no install or app store approval.
How much does it cost?
The free plan holds unlimited contacts and manages customers. Upgrade to Personal Pro when you need more, like email sequences.
Is it useful even solo, without a team?
Yes. BOTN actually fits people who sell alone better. With no complex team or permission setup, you start with contact organizing and follow-ups, and the system remembers when to reach out again so you never lose a customer, even on your own.
Can I add features later as my business grows?
Yes. Start light on the free plan and switch on deal management, quotes, email sequences, and campaigns as you need them. No heavy tool to learn upfront — expand at the pace your sales grow.
Sell solo without losing customers
Start free and organize your cards first.
Start free