CRM
CUSTOMER RELATIONSHIP MANAGEMENT
Your operation stops depending on individual sellers and starts executing with artificial intelligence.
Living funnels operated by an AI Sales Rep, working in collaboration with your human team.
WHAT DOES BIKY’S CRM DO?
It runs your sales funnel with an AI Sales Rep working alongside your team, closing more deals without turning humans into data entry clerks.
AI-EXECUTED SALES FUNNELS
Funnels
Funnels don’t wait for manual updates. The AI Sales Rep detects events and critical timing, moves stages forward, creates activities, triggers follow-ups, and escalates opportunities to the right human at the right moment.
QUOTES & PROPOSALS IN OPERATIONAL CONTEXT
Quotes
Create, send, and track quotes with everything tied to the opportunity and its stage. Measure progress, responses, and negotiation signals while humans take control when decisions are critical.
AUTOMATIC OPPORTUNITY CARDS
SalesCards / Opportunities
Logs every interaction with clear order and ownership, summarizes intent, objections, and next actions, keeps opportunities always up to date, and enables supervision, auditing, and continuous improvement.
INDUSTRY-SPECIFIC DATA & PROCESS ARCHITECTURE
Data Archutecture
AI and human teams operate on real, industry-specific processes following stages, rules, and timelines defined by each vertical and business, reducing friction, increasing consistency, and maintaining operational control.
HYBRID TASKS & REMINDERS
Tasks & Reminders
Create and assign activities based on the funnel. Humans handle calls, meetings, and complex closes, while AI monitors SLAs ensuring continuity, follow-up, and compliance.
CONNECTED AND SYNCED ACROSS THE PLATFORM
Smart Sync
Centralizes and synchronizes customer and operational data in real time, so the platform delivers reliable analytics instantly, enabling decisions based on live metrics across funnel performance, activity, and conversion.
The Problem
Traditional CRM systems depend on humans to exist.
If the sales rep doesn’t log activity, the funnel lies. If follow-up doesn’t happen, the opportunity dies. If the rep leaves, the information leaves with them. The system never had real control.
Most CRMs also do a good job capturing structured data (fields, stages, amounts, dates), but leave out unstructured data (conversations, voice notes, intent, sentiment, objections, urgency). That’s why the funnel looks “organized” while the real commercial activity happens outside the system.
Consequences of not having a strong AI-powered CRM:
- Incomplete or delayed information
- Funnels that don’t reflect reality
- Inconsistent follow-up
- Leadership without operational visibility
- Scalability limited by individual talent
The BIKY Thesis
The CRM should be operated by artificial intelligence and supervised by humans.
At BIKY, the AI Sales Rep runs daily operations: listening to conversations, updating opportunities, moving funnels forward, and triggering actions. Humans focus on persuasion, negotiation, and closing.
The key is that AI turns unstructured data (what the customer says and how they say it) into operational, structured data (stages, activities, reasons, signals, and next steps), keeping the CRM continuously up to date without friction.
When AI runs the CRM:
- The funnel is always up to date
- Follow-up becomes inevitable
- Context is never lost
- Human sellers sell more and better
- Leadership regains real operational control
HOW IT WORKS?
Funnels with opportunities executed through automations assisted by an AI Sales Rep driven by conversation and data.
1.
ORGANIZE
Structure opportunities into funnels with clear stages, ownership, and SLAs. AI assistance keeps the process organized, measurable, and consistent.
2.
EXECUTE
Move opportunities forward with tasks, reminders, and follow-ups advancing stages based on rules and ensuring the funnel keeps moving without friction.
3.
CLOSE
Prioritize what matters with opportunity cards (SalesCards), quotes, and proposals in context so you can decide with precision and close faster.
CRM IN ACTION
Artificial intelligence running the operation humans closing the deal.
When AI helps execute follow-ups and keeps the funnel alive, conversion goes up and time to close goes down.
- Less time in the CRM, more time selling
- Zero forgotten opportunities
- Consistent follow-up without burnout
- Faster response times
- More stable and predictable conversion
Use Cases
- Emotional AI that reactivates unanswered opportunities
- Emotional AI that escalates hot prospects to the right human
- Emotional AI that keeps the funnel alive outside business hours
- Emotional AI that automatically documents calls and chats
- Emotional AI that prepares full context before the human close
- Funnels that don’t stall even when human teams rotate
Opportunity Cards (SalesCards)
The right hand of the human seller
- Automatic summary of the real deal status
- Active SLA monitored by AI
- Recommended next action
- Complete evidence of conversations and activity
- Quotes and documents in full context
The card isn’t a record it’s an operational guide
Privacy and Operational Control
Clear governance for a hybrid operation.
- Control over what AI executes and what humans handle
- Complete history of automated and human actions
- Full auditability of decisions and movements
- Transparency for operations, compliance, and leadership
FREQUENTLY ASKED QUESTIONS
A CRM (Customer Relationship Management) manages and executes sales operations: opportunities, funnels, activities, quotes, ownership, and follow-up to close deals.
A CDP (Customer Data Platform) unifies and governs customer data: identity, profiles, events, and consent providing a single customer view and enabling audiences and analytics across channels.
The CDP is the unified customer data foundation; the CRM is the sales execution system built on top of that customer.
This CRM differs from a traditional CRM in three key ways:
Hybrid AI + Human Operation
AI handles the repetitive work data capture, updates, reminders, and cadences while human teams focus on negotiation, relationships, and closing, supported by real-time analytics for precise decision-making.
AI-Assisted from the Start
It doesn’t just “log” information. AI populates opportunities, recommends next actions, and sustains follow-up so the funnel never stalls.
It Executes the Process, Not Just Documents It
It combines funnels with rules, service-level agreements (SLAs), and automations that trigger events to push opportunities and prospects forward, create activities, and move stages consistently.
In common usage, CRM stands for Customer Relationship Management. At BIKY, we frame it as a manager because we don’t treat it as just a methodology or a repository, but as a system that actively runs the commercial relationship day to day.
It organizes opportunities into funnels, maintains follow-up, creates activities, and pushes progress forward with the assistance of artificial intelligence. That’s why, even though the acronym comes from “Management,” in BIKY it’s understood as an operational Manager that executes the relationship not just records it.
The site promise is “integrating in minutes, not months” and “everything activated from day one” (by plan). In practice, a first use case usually involves connecting one or two channels, unifying master fields in the CDP, and activating a segment with a concrete action (such as follow-up or reactivation).
Actual timing depends less on the technology and more on internal business readiness: how quickly access and integrations are approved, how clearly master data and consent rules are defined, and how much bureaucracy exists to align marketing, sales, IT, and legal.
An operation where AI works and humans sell
Activate a CRM run by an AI Sales Rep: living funnels, automatic opportunity cards, continuous follow-up, and a human team focused on closing, not on data entry.