BM CRM
The short answer
BM CRM combines a revenue pipeline with agents at each stage that qualify, route and follow up. It is in early access, which means we are running it with a small number of design partners rather than selling it broadly.
BM CRM combines a clean revenue OS with agents that qualify, route, follow-up and close, without dragging your team back into a UI from 2014. It is in early access: we would rather run it with a handful of design partners and publish the results than market it ahead of the evidence.
What it does
- Pipelines, forecasts, automations
- Email & WhatsApp natively
- Per-stage AI agents
- API-first integrations
What it connects to
- Email and calendar
- WhatsApp Business API
- Website and form capture
- Data warehouse export
Controls
- Agent actions on a record are attributed and reversible
- Access scoped by role and territory
- Outbound follows the same consent rules as BM Relay
Questions we get asked
Can we buy BM CRM today?
Not off the shelf. It is in early access with a limited group of design partners. If the fit is right we will say so, and if it is not we will point you at a CRM that suits you better.
Ask about early access
Early access means a small number of design partners rather than a general release. We will tell you honestly if the fit is not there.