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CANDAI CRM only
Your team logs in, works HOT/WARM queue, notes, photos and fitted status. No third-party CRM required for a pilot.
CANDAI captures and scores leads. Deliver them by email, keep them in our CRM, or push them into the tools you already use.
Your team logs in, works HOT/WARM queue, notes, photos and fitted status. No third-party CRM required for a pilot.
Every completed enquiry is emailed at once to your sales inbox and platform alerts. Works with Outlook, Gmail, IONOS mail.
JSON events on lead created, booked and fitted — for Zapier, Make, HubSpot workflows or a custom endpoint.
HubSpot, Salesforce, Dynamics, Pipedrive, Zoho via middleware. CANDAI stays the capture layer; their CRM stays the diary.
Visitor → CANDAI bot → scored lead in CANDAI CRM → email alert → optional webhook to your stack.
Name, phone, email, address, products, score, band, callback preference, notes, offer, UTMs, and on fitted: job value and date.
You do not have to migrate off your current CRM to pilot. Many firms run CANDAI + email only, then add a webhook when IT asks for it.
Embed the bot on your current website, keep calling from your current process, and optionally mirror leads into HubSpot or Salesforce later.