CRM (Customer Relationship Management)

Kick AI’s CRM is the command center for your customer and lead information — designed with Lake Michigan tourism businesses in mind. Whether you’re running a boat rental, a sunset cruise, or an adventure tour, it keeps every detail organized, connects seamlessly with your AI employee, and turns casual inquiries into confirmed bookings.

Say goodbye to scattered notes and outdated spreadsheets. With Kick AI’s CRM, your contact information, booking history, and lead tracking are all in one easy-to-use system. And when paired with our AI-powered chat and voice features, it automatically captures and qualifies leads 24/7 — so you never miss an opportunity.

What is the CRM?

The CRM stores everything you need to know about your customers and prospects: names, contact details, preferences, past bookings, and communication history. Each time your AI employee engages with a visitor — via website chat, text, or phone call — the interaction is logged in the CRM, creating a complete, real-time record without any manual entry.

You can track leads through every stage of the sales process, automate follow-ups, segment customers for targeted offers, and view insights that help you grow your business.

How It Benefits Your Business

• Centralized Contact Management: Store all customer details in one place for quick access and efficient follow-up.

• Lead Tracking Pipeline: Monitor each lead from inquiry to booking using simple, visual stages.

• Automation Features: Create workflows for routine tasks like welcome messages, review requests, or special offers.

• Supercharged AI Integration: AI-powered chat and voice automatically capture, qualify, and log leads — no manual entry needed.

• Analytics and Insights: See where your leads come from, spot booking patterns, and adjust your marketing accordingly.

• Integrated Tools: Connect with calendars, payments, and two-way texting for a cohesive system.

Example in Action

A family calls to ask about your sunset cruise. Your AI Voice Receptionist greets them, answers their questions, qualifies them as a hot lead, and books their trip. The CRM logs their contact details, booking, and conversation notes instantly — ready for follow-up or future marketing.

How to Use It

1. Access the CRM: Log into your Kick AI dashboard and click “Contacts” or “CRM.”

2. Import Contacts: Upload your current customer list or sync from another system.

3. Set Up Pipelines: Define your lead stages (e.g., New Lead, In Progress, Booked).

4. Train Your AI: Provide service details so the AI can capture leads accurately.

5. Automate Follow-Ups: Link contacts to workflows for reminders, promotions, or surveys.

6. Review Insights: Use reporting tools to track lead sources and booking trends.
   

Tips for Best Results

• Keep your contact data current for better targeting.

• Use segmentation to send promotions to specific customer groups.

• Review analytics regularly to refine your strategy.

• Pair with Workflow Automation to ensure every lead gets a timely follow-up.

• Regularly update your AI’s knowledge base so conversations remain accurate and relevant.
  

If you want to capture every opportunity, keep your bookings organized, and make AI work harder for you, Kick AI’s CRM is the place to start. It’s the foundation that connects your marketing, sales, and customer service into one streamlined, profitable system.