CRM AI
Manage your business in one place and sell more with AI
CRM AI is the self-updating sales solution built for small businesses. Grow sales without adding headcount by capturing sales conversations, automating CRM updates and finding the details you need to win customers.
Spend more time on the job, less on busy work
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Automate CRM updates
with AI -
Get instant answers
via AI chat -
Follow up faster
with action items -
Train new reps
with AI coaching -
Get started quickly
with easy set up
Eliminate blind spots, win more customers
Get a CRM that updates itself
Say goodbye to manual data entry. CRM AI automatically updates contact, company opportunity records based on meeting recordings and sales activities, so you and your reps can focus on selling instead of notetaking.
Turn sales calls into follow up actions
Record and summarize every sales conversation. Built-in meeting recording captures conversations, provides summaries and action items so you follow up faster and win more customers. Get complete visibility into every deal without being on every call.
Find instant answers on your business
Stop digging through data. Just ask the AI Sales Assistant and instantly get the answers you are looking for. Chat with your CRM to understand “What happened in my last conversation with Joe? Which deals need my attention? Can you help draft a quote for Joe?” Automate work, find hidden opportunities and get advice on the next best steps to unlock more revenue.
Turn your team into rockstar sellers
Get reps up to speed faster with Sales Coaching on every meeting. Score reps on their interaction, and introduce sales methodologies like MEDDPICC and BANT. Easily surface opportunities for improvement so your entire team can perform like your top rep.
Customize your CRM, for your trade
Stop settling for workarounds to manage your business. Use Custom Objects to track the unique data that runs your business. Manage specialized industry data like equipment, properties, or vehicles, and easily associate them with contacts and companies all within a single system. Get enterprise-level flexibility without the technical complexity.
“Broadly's review software has been an extremely useful tool in my marketing efforts. I work for a small local auto business, and Broadly has helped us get reviews quickly and increase brand recognition and trust. We are set to be the most-reviewed business in our industry by the end of the year.”
— Allie, Project coordinator
Connect your tools to manage your business from one place
Social Media Manager
Consolidate and manage social media content for Facebook, Instagram, Twitter, Google Business Profile, and LinkedIn all from one place.
Local SEO
Keep business information updated on 40+ listings across the web: Google, Facebook, Amazon Alexa, Foursquare, Yellow Pages, MapQuest, Siri, CitySearch, and dozens more.
Web Chat
Turn website visitors into customers by responding instantly to their inquiries via the method they prefer most — text messages.
Start growing your business today
Unlock all the power of Broadly and stand out from the competition while saving time and increasing your bottom line!
