BonifAi
A CRM where the contact is the same person your marketing already knows.
Contacts, companies, deals, tickets and custom objects live on the shared core, so a sales rep sees the emails a customer opened, the journeys they are in, the points they hold and the ads they clicked — without a connector. Automation runs on the same journey engine as marketing, at the level of a record.
What BonifAi does
- Pipelines, deals and CPQ — configure, price and quote with bundles, rules, tiered and contracted pricing, discount approvals and e-signed contracts; forecasting and win/loss
- Shared inbox, mail and calendar connected to Gmail and Microsoft 365, with sequences and templates
- Tickets and service with SLAs, routing and a conversational inbox across chat and messaging
- Custom objects and properties your team defines without code
- Record-level automation: workflows that fire on any field change, assignment or stage move
- Field- and row-level security for teams, regions and partners
- AI in the record: summaries, next-step suggestions, lead and deal scoring
- Bridges to Salesforce, HubSpot and GoHighLevel — two-way, or as a migration path
Not ready to leave Salesforce or HubSpot? Bind it through the Customer Record port and the other hubs read and write your CRM as if it were ours. When the time comes, the same bridge imports objects, pipelines, properties and history with a reconciliation report.
“Sales and service see the whole customer, not the CRM's slice of them.”
A rep opens a contact
They see the last campaign opened, the loyalty tier, the open ticket and the ad that brought them in — in the record, not in five tabs.
A deal stalls
No activity for ten days moves it to a review stage, assigns a task and drafts a follow-up the rep can send in one click.
A ticket becomes a signal
A service complaint pauses the customer's promotional journeys until it is resolved. Nobody had to remember to do it.
Works with the rest of the suite
Start with the hub that hurts most. Grow into the rest.
A first conversation takes thirty minutes. We map your current stack to the five ports, show which hub gives you the fastest win, and how the bridge to what you already run would work.