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AI CRM for service businesses

CRM software with an AI agent, made to measure for your business.

An AI agent answers your WhatsApp and keeps every customer record up to date. The panel keeps only the modules you use and speaks like your business: students and classes in an academy, clients and appointments in a salon.

Book a demoWhat the agent does on WhatsApp

CRM

  • The record fills itself in
  • It answers with what you publish
  • Bookings the customer confirms
  • Your modules and your words

What Aipiter’s CRM is

Aipiter’s CRM is AI CRM software for small service businesses. Each customer has a record with their contact details, their WhatsApp conversations and their bookings, and an AI agent works inside it: it looks after whoever writes in, saves the name and language they give in their record and books with their confirmation. Each business switches on only the modules it uses and puts its own words into the panel and the agent.

The agent, step by step

It listens, checks and keeps the record up to date.

What the agent does every time a customer writes, without anyone on the team copying anything across by hand.

  1. It listens and takes notes

    If the customer gives their name or the language they want to be served in, the agent saves it in their record and carries on with the conversation. It only fills in what is missing, so it never overwrites what your team had already written.

  2. It checks before answering

    Prices, opening hours and rules come from what your business has published in «My business» and in the catalogue. When a booking is needed, it looks at the free slots and sends the customer a proposal to confirm.

  3. It leaves the case in order

    The request stays in the record until your team confirms it. If the case calls for a person, the agent passes it on with the reason and a summary of what the customer has said.

One agent with the skills your business uses.

There is one agent per company. What it can do depends on the modules you have switched on, and everything it does stays in the records your team works with.

  • The record fills itself in

    The agent saves the name and language the customer gives, and each record’s «Activity» adds up conversations and bookings with their date. If the customer wants a detail corrected, the agent shows the change and saves it once they confirm.

  • It answers with what you publish

    It replies with «My business», your policies and the service catalogue with its prices. What isn’t published, it doesn’t assume: it asks, or passes the case to your team.

  • Bookings the customer confirms

    With the calendar switched on it finds slots and prepares bookings, changes and cancellations. None goes ahead without the customer’s confirmation, and what comes in stays «Awaiting confirmation» until your team reviews it. All of it in appointments and bookings.

  • Your modules and your words

    In «My company» you switch on what you use, from the calendar and the catalogue to quotes or appointment reminders, and you save your «Vocabulary». An academy starts with students, classes and enrolments; a salon, with clients, services and appointments.

  • Records, companies and tasks

    Each record brings together contact addresses, bookings, follow-ups and activity, and can include other people «in their care». «Customer organizations» group their people, and every task has an assignee, a due date and a status.

  • Everyone sees what is theirs

    Each team member signs in with their role, from owner to «Read only», and phone numbers and emails are hidden in the lists. If two people edit the same record, the panel warns before anything is overwritten.

The change

A CRM that fills itself in while you serve customers.

A CRM someone has to fill in

  • What the customer says on WhatsApp stays in the chat, and getting it into the CRM depends on someone finding the time.
  • Generic software makes you call your students «customers» and put up with screens you never use.
  • Picking up a case starts with asking a colleague, or the customer, what was said.
  • What is pending lives in personal notes and gets lost the day someone is off.

Aipiter’s CRM

  • The agent saves in the record the name and language it is given, and the activity collects every conversation and every booking.
  • The panel uses your words and shows only the modules you have switched on.
  • Whoever receives a case from the agent gets it with the reason and a summary of what was said.
  • What is pending has an assignee and a due date, and does not depend on anyone’s memory.

What a CRM with AI is, and what the AI does in this one

«CRM with AI» can mean anything from a button that summarises a record to an assistant that drafts emails. In Aipiter it is an agent that works with your customers: it replies to them on WhatsApp, notes in their record what they say and prepares their bookings.

It works within clear limits: it answers with what your business has published, says it is a virtual assistant, closes nothing without the customer’s yes and hands sensitive matters to a person. How it decides is explained in AI for business.

Made to measure for your business, with no coding

With many CRMs, the business adapts to the software. In Aipiter it works the other way round, from «My company»: the modules decide which parts of the panel exist and what the agent can do, the vocabulary puts your words in the menu and in the replies, and a starting profile for your type of business saves you the blank page.

CRM for SMEs: customers who ask, book and come back

Many CRMs were born for sales teams: opportunities, stages and forecasts. An academy, a physiotherapy centre or a salon works differently: customers ask, book, change the time and come back, almost always on WhatsApp. What they need to know is who each person is, what has happened with them and who is looking after them.

Aipiter answers that in the same record, because the agent and the WhatsApp inbox keep it up to date. The concept from scratch is in the guide what is a CRM.

How each type of business uses it

The agent and the record are the same; what changes are the modules, the words and what each business looks at first:

  • In an academy, students, trial classes and which classes each student is in.
  • In hair and beauty salons, slots that respect how long each service takes.
  • In a gym, places in the classes that still have room.
  • In physiotherapy, appointments with each physiotherapist and tasks for check-ups.
  • In psychology, the admin in the record and clinical notes outside the panel.

Questions before moving your customers across

What is a CRM with AI?

A CRM that, as well as storing your customers, works with them. In Aipiter it is an agent that replies on WhatsApp with what your business has published, notes in the record what customers tell it and prepares bookings the customer confirms.

Can the agent change my customers’ details?

In the record it only touches the name, email and language. It saves the name and language when the customer gives them; a change the customer asks for is shown first and saved once they confirm. Your team handles the rest.

Can I adapt it to my business?

Yes. In «My company» you switch off the modules you don’t use and change the «Vocabulary»: students instead of contacts, professionals instead of resources. The panel and the agent use those words.

How do I bring over the customers I already have?

Export the list as CSV or Excel and we import it: each column to its field, the rows checked before saving and the import noted in each record’s activity.

Who on the team sees customer data?

It depends on their role: with «Read only» they can look without editing, and phone numbers and emails are hidden in the lists for everyone. How we protect the platform is in security.

What language is it in?

The panel, onboarding and support are in Spanish. The agent serves your customers in Spanish and Catalan, and each record notes its «Contact language».

What happens to my data if I leave?

We hand over the export of your company’s data. It is yours from day one.

What links to the record

We will show you the CRM in your business’s words.

Together we watch the agent handle cases from your sector, see the panel with the modules and vocabulary you would use, and go through importing the customers you already have.

Book a demo

hola@aipiter.com