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Website
Tell us what you need.
Our assistant asks a few questions and gets you to the right person.
Talk to our assistant ↗How it works
From visitor to CRM
- 01
Talk or book
A visitor talks to the AI agent on your website, or picks a slot with live availability and prices.
- 02
Qualify
The agent asks your questions one at a time, answers from your FAQ, and collects consent.
- 03
Into the CRM
The lead or booking is created with everything the client said, and your team is notified.
- 04
Keep them in the loop
Emails on every stage, reminders, payments, invoices, and links to upload documents or check status.
Modules
AI agent on your site
Qualifies visitors with your questions, answers from your FAQ, and opens the lead with consent.
Pipeline & kanban
Stages that match how you sell. Drag deals across, see who owns what.
Bookings & calendar
Live availability and prices on your website, and two-way Google Calendar.
Payments & invoices
Online payments; unpaid bookings expire; invoices issued and kept as PDFs.
Documents & client links
A document checklist, a secure upload link and a status link for the client.
Client emails & SMS
Emails on every stage change, confirmations, and email and SMS reminders.
Statistics
Revenue, demand by hour, occupancy and a sales forecast.
Audit & GDPR
Every change in an audit log, consent records, and data retention tools.
Several locations
More than one site, room or team in one panel, each with its own settings.
Now and next
| Live now | Coming next | |
|---|---|---|
| AI agent that qualifies visitors on your website | — | |
| Pipeline, kanban and documents | — | |
| Online bookings, payments and invoices | — | |
| Client emails on every stage, SMS reminders | — | |
| Follow-up agent that writes the next email | — | |
| MCP for Loop CRM | — | |
| Agents for your team inside the CRM | — |
Rollout
- 01
Map
We go through how you take enquiries and bookings today, your questions and your stages.
- 02
Set up
Loop CRM configured, and the AI agent taught your questions and your FAQ.
- 03
Connect
Your website, payments, invoicing, calendar and emails connected and tested.
- 04
Go live & review
The agent goes live on your website; we review the first conversations with your team.
Loop CRM