Sales CRM

Run sales end to end — from contacts to closed deals

Sales is a loop: gather contacts, move deals forward, and reach out again at the right time. When that loop is scattered across spreadsheets, your phone, and chat apps, you re-organize it every time. BOTN ties contacts, deals, and follow-ups into one sales CRM so what to do first is always clear.

Start free
  • Contacts, deals, follow-ups in one
  • Today's tasks auto-sorted
  • Unlimited contacts, free

Key features

Gather customers at once

Import from Excel, contacts, and cards into one place.

Manage deal stages

Move deals from lead to close on a kanban board.

Today's tasks

Surfaces who to handle today from stage, schedule, and last contact.

Follow-up automation

Continue follow-ups automatically with rules and email sequences.

How it works

  1. 1

    Step 1 · Gather scattered customers

    Import Excel files, phone contacts, and business cards at once into one place. Duplicates and personal contacts are filtered out during import, leaving only real prospects. Customer info you used to re-hunt across several places finally lives on one screen.

  2. 2

    Step 2 · Promote to deals and manage by stage

    Turn high-interest customers into deals on the kanban board. Drag cards from lead to close and progress updates as you go, while expected revenue and win probability show where to focus at a glance.

  3. 3

    Step 3 · Continue follow-ups automatically

    When a deal stage changes or a follow-up moment arrives, BOTN creates and surfaces a task. Trigger→action rules and email sequences cover even non-responders, so the system carries the follow-ups you used to miss when busy.

When you need a sales CRM

As your customer count grows, your head and a spreadsheet hit their limit. Who's at what stage, what's next — it all blurs, and on busy days even near-closed deals go cold from a missed follow-up. A sales CRM pulls that scattered information together and makes the next action obvious.

The limits of running sales on spreadsheets

Spreadsheets search and sort, but they don't show what stage a deal is in, when you last reached out, or who to handle today. Contacts live on your phone, call notes in a memo app, quotes in another folder — seeing one customer's full context means digging through several places every time.

What the BOTN sales CRM ties together

BOTN connects contacts, deals, activity history, and follow-ups into one flow. Import a customer once and their deals, notes, emails, and schedule all follow, so the full context is visible wherever you open it.

  • Import customers at once from Excel, phone contacts, and cards
  • Manage deals from lead to close on a kanban board
  • Notes, emails, and activity build a timeline per contact
  • Automate follow-ups with trigger→action rules and email sequences

A screen built around today's tasks

BOTN reads deal stage, scheduled appointments, and last-contact time to surface who to contact today. Open the CRM and you follow a list instead of wondering where to start. The note you jot after a call becomes the basis for the next action.

Solo or as a team

Solo reps start free with unlimited contacts and deal management. Teams standardize stage definitions, custom fields, and tags to see customers in the same language, and activity history keeps handoffs intact when owners change.

How people use it

People in insurance, real estate, education, and B2B sales — anyone who manages customers over time — move from spreadsheets to BOTN. They import cards and contacts to build a list, promote high-interest customers into deals, and carry quotes and follow-ups through in one flow.

Who uses it

Solo rep

Solo reps in insurance, real estate, or education move lists scattered across Excel and their phone into BOTN. They hold unlimited contacts on the free plan, promote high-interest customers into deals, and manage quotes and follow-ups in one flow. The system owns the next action instead of memory.

Sales team

Teams sharing one customer pool standardize stages, custom fields, and tags so everyone reads deals the same way. Activity history per customer keeps handoffs intact when owners change, and the expected-revenue total tells you early whether you'll hit the quarter.

What you get

  • Contacts, deals, and follow-ups in one place — no re-organizing every time.
  • The system auto-selects who to contact today.
  • Deal stages and expected revenue make focus clear.
  • Start light with unlimited contacts on the free plan.

FAQ

Can I bring over customers I managed in Excel?

Yes. Import customers at once from Excel files, your phone's address book, and business cards, with duplicates cleaned up during import. Once moved, connect them to deals, tags, and custom fields to manage them your way.

Can I start for free?

Yes. The free plan holds unlimited contacts and manages deals and follow-ups. Add sequences, campaigns, and team features on a paid plan when you need them.

Can my team use it together?

Yes. Invite members to share the same customers and deals, and standardize stages and custom fields for a consistent process.

Can I migrate even if I already use another CRM or Excel?

Yes. Import customers at once from Excel files, phone contacts, and cards, with duplicates cleaned up during import. Once moved, connect them to tags, custom fields, and deals to carry your existing data forward and keep managing it in BOTN.

Can I customize sales stages and fields?

Yes. Configure deal stages to match your flow and add fields like industry, budget, and decision-maker with custom fields. Add tags and interest levels and the whole team sees customers and deals on the same basis.

A sales CRM that makes today clear

Start free and gather scattered customers in one place.

Start free