Auto DrafYour CRM doesn’t have to work alone: this is how it connects with Biky to sell moret

With Biky, you can transform your CRM into a living sales engine—whether by using Biky’s internal CRM or integrating your own.

The CRM is the backbone of the commercial operation. But if it remains isolated—without automations, without integration with conversation channels, without applied intelligence—it loses its potential.

Why the CRM can’t continue being just a “better-designed Excel”

Many sales teams manage their CRM as a passive database: manual entries, disorganized follow-ups, incomplete records. The CRM ends up being a “file” and not an action tool.

When the CRM is isolated:

• Leads are not updated automatically.
• Interaction information (chats, messages, calls) doesn’t reach the CRM without manual intervention.
• Opportunities are lost due to lack of timely follow-up.
• There’s no real-time visibility of what’s happening in conversational channels.

Digital transformation demands that the CRM be active, connected, and integrated. That’s where Biky comes in.

What Biky is and how its internal CRM works

Before talking about external integrations, it’s worth understanding Biky’s own CRM proposal:

• Biky has a CRM built into its sales suite. When you hire Biky, you already get access to funnel (Funnels), opportunity management, tracking, and automatic activity logging functions, among others.
• If you don’t have an external CRM, you can use Biky’s CRM directly as your centralized sales system. This eliminates the need for complex synchronizations at the start.
• Within its suite (Smart Chat, CDP, Funnels, Flows, Metrics, Outbound, Catalog), the internal CRM works as the core where lead data, interactions, segments, and opportunities converge.

In summary: Biky already includes a CRM, but it doesn’t aim to isolate itself—its advantage is that it can also integrate with other systems you already use.

Benefits of connecting your CRM with Biky

Integrating Biky with your CRM (or using its internal CRM) provides multiple advantages that enhance your sales:

1. Automatic recording without human error

Every interaction the client has with Biky—message, reply, click, follow-up—is automatically recorded in the CRM without anyone having to copy and paste. This guarantees 100% traceability of the information, reducing errors, duplicates, and omissions.

2. Continuous funnel flow

When a lead interacts with Biky, it moves from the conversation channel to the registered funnel automatically. Biky’s funnels connect directly to internal opportunity management.

3. Bidirectional synchronization

Changes in the CRM can be reflected in Biky’s logic (for example, updating client status, marking “already active client” so Biky doesn’t insist).

4. Improved follow-up and automation

With both systems connected, you can trigger automatic actions based on CRM data: segmentation, reactivation, nurturing flows. Biky can evaluate the customer’s history and act more intelligently.

5. Human team efficiency

When the human takes over, they find full context: what the customer talked about with Biky, what questions were already answered, and what objections remain. That accelerates conversion and improves the experience.

6. Optimization based on real metrics

With integration, you can cross CRM metrics (close rate, opportunity size, sales cycle time) with conversational metrics (response time, engagement rate) to find bottlenecks and optimize the funnel.

7. Decrease in CAC

The use of AI and its integrated automation allows customer acquisition costs to be reduced by more than 30% in 90 days.

How to connect your CRM with Biky: steps and considerations

Evaluate compatibility and native integration

Before planning the integration, verify if your CRM is already supported by Biky—among the most common are Shopify, VTEX, WooCommerce, HubSpot, Salesforce, Zoho, RD Station, among others.
If your CRM is one of these or has an open API, integration will be easier.

Establish key mapping fields

Define which data should be synchronized:

• Contact information (name, email, phone)
• Lead status / funnel stage
• Interactions (messages sent, responses, history)
• Notes, comments, tasks
• Tags, segments, and lead scoring

This mapping ensures both platforms “speak the same language.”

Pilot testing and monitoring

Start with a small segment of leads or a conversation channel, monitor:

• Correct synchronization
• Data conflicts
• Delays
• Data integrity

Fix before scaling.

Full launch and iterative adjustments

Once tested, enable full integration. Then monitor key metrics to adjust: error rate, sync rate, discrepancies between platforms.

Illustrative cases of CRM + Biky use

Retail and e-commerce

When Biky is incorporated into retail operations:

• Biky manages conversations across multiple channels (WhatsApp, Instagram, web chat).
• At the same time, it syncs with the internal CRM (or external ones like Shopify + CRM) to update orders, clients, and lead statuses.
• This allows that a client who inquires about a product on WhatsApp, if they purchase via e-commerce, is registered as a client in the CRM without human intervention.

Automotive sector

In dealerships using Biky:

• Biky schedules test drives, does proactive follow-ups, and catalog recommendations.
• All those actions are recorded in Biky’s internal CRM or in the dealership’s CRM if it’s integrated, so that human advisors receive qualified leads with full context.

Education

Educational institutions using Biky:

• Personalize messages for course prospects, accept inquiries 24/7.
• Sync those prospects with the educational CRM to nurture them through institutional admission processes.

In every case, the value lies in that neither Biky nor the CRM operate in isolation—their integration boosts joint operation.

Results that can be achieved

• +80% qualified leads vs. traditional methods thanks to automation + CRM logging.
• 3× more conversions in inbound/outbound campaigns when using Biky’s sales suite integrated with CRM.
• In retail, integrating Biky with e-commerce and CRM enables actions like abandoned cart follow-up automation, increasing recovery rates.
• Possible reduction in CAC (customer acquisition cost) by more than 30% in just three months.

These results show that the CRM + AI integration sells concrete results: more efficiency, more conversion, and lower costs.

Best practices so your CRM + Biky sell together as one team

• Clearly define the data source of truth
  Knowing which system holds the final version of each data point (CRM or Biky) avoids conflicts.
• Real-time synchronization
  Customer actions must be reflected immediately in the CRM so the human can react quickly.
• Full context when escalating to human
  If the conversation passes from Biky to the human agent, ensure the agent automatically receives all history, tags, and notes.
• Segment and personalize from CRM
  Use CRM segmentations (tags, scores) so Biky adapts its conversation based on the interest level.
• Avoid duplicates and junk contacts
  Use validations, standard formats, and deduplication logic in the integration.
• Monitor recurring errors
  Set up alerts for integration failures, sync absences, or dropped APIs.
• Constant iteration
  Adjust flows, mappings, synchronized fields, and business rules based on actual operation and collected data.
• Train your human team
  The team must know how to interpret CRM data coming from Biky, when to intervene, and how to use that information to close better.

Your CRM doesn’t have to (and shouldn’t) work alone.
Integrating it with Biky—whether using its internal CRM or connecting yours—turns your sales system into a fluid machine: leads enter, interact, are nurtured, escalated, converted, and recorded without friction.

The benefits are clear: fewer human errors, greater efficiency, better customer experience, higher conversion rate, and reduced CAC.
Hire Biky and its intelligent sales suite in just a few steps.