AI CRM for small business
A lead comes in while you’re busy, and by Friday you’ve forgotten who it was. Pacten keeps every lead on one record, and Sales AI shows you who’s waiting and gets the next step ready for your yes.
See who’s waiting, then say yes
Ask Sales AI about your leads in plain words. It adds a lead, names a duplicate, logs your calls, sets the next step and books the call, each on your yes.
Meta lead forms
Coming. Leads from your Facebook and Instagram ads, straight into your pipeline. Until then, import the export from your ads account.
Your pipeline, kept moving
Replies left unsent for you. New leads, duplicates named, stage moves, team notes, call logs, next steps and booked calls, each on your yes. Private follow-up reminders, with the Planner app. Proposals written for you to read, then sent with tracked links on your yes, with the Contracts app. A pipeline board, leads from your booking page, website form or a connected sheet, fair lead rotation, a view of who has gone quiet, and proposals with online signing through the Contracts app.
You stay in charge
It never messages a lead without your approval. Every change waits for your yes. Reminders stay private to you.
Frequently asked questions
- What is a CRM?
- One place for every lead and client: who they are, what you said and what happens next. Pacten’s also holds their bookings and invoices.
- Is this a CRM for small business?
- Yes. It’s built for owners and small teams, not sales departments. Your pipeline, contacts and everything that happened sit on one record.
- Do I need a CRM, or is a spreadsheet enough?
- A spreadsheet works until leads start slipping. Import yours, up to 2,000 rows, and keep a connected sheet syncing if you like.
- Will it message my leads without asking me?
- Never. A reply stays unsent in your reply box, and a proposal or booking goes only when you press its button.
- Does it follow up with leads for me?
- It doesn’t send follow-ups or run sequences. Turned on, with the Planner app, it puts a private reminder for your newest leads in your tray.
- Can it reply to a new lead straight away?
- Sales AI doesn’t reply on its own. It gets the reply ready for you. Front Desk AI can answer visitors on your website.
- Can it write a quote or proposal?
- Yes, with the Contracts app. It writes the document, you read it, and it sends with tracked links on your yes.
- Can it book a call with a lead?
- Yes. Say who and when, and it gets the booking ready at a free time. The lead hears once you press Book it.
- Can I add my own pipeline stages?
- You can rename the stages to fit your business. There are seven, and you can’t add more today.
- Does the AI train on my data?
- No. Your records are walled off from other businesses and never used to train AI.
- How much does it cost?
- The CRM is on every plan. Sales AI’s work uses the AI credits in your plan, and an owner or admin turns it on.
- Can I bring my contacts?
- Yes. Import a CSV, an Excel file or a Google Sheet yourself, or we scope the move with you and you see the price first.