The whole customer story. Ready for the next conversation.
Open the customer and see the inquiry, company, messages and next step together. Your team knows what happened, who owns the relationship and where to pick it up.
Based on the Spacebrain CRM frontend · Sample data
A customer record your team can use
The inquiry, owner and follow-up live together.
Create the customer recordKeep the inquiry contextAssign the next step
THE SHORT ANSWER
What is Spacebrain’s AI CRM?
Spacebrain’s AI CRM is the customer record at the center of the platform. It connects people and companies with calls, messages, form responses, notes, bookings, owners, and pipeline stages. Your team can see the customer’s history and continue the next action from the same context.
01 / THE MOMENT THAT MATTERS
Your customer should not have to repeat the story.
Form answers in one tool. A conversation in another. A task in someone’s notes. Bring the relationship together so the next person can pick it up.
Create an organized record as soon as a lead calls, messages, or submits a form.
02
Qualify and prioritize
Keep the answers that show fit, urgency, service, and timing with the lead.
03
Manage the pipeline
See which leads are new, in progress, booked, won, or waiting for follow-up.
04
Prepare for appointments
Keep notes, questions, and booking details ready before the call or visit.
05
Recover missed follow-up
Find leads with no clear next action and start the right workflow.
06
Manage client accounts
Give agencies one repeatable CRM process across clients, campaigns, and locations.
A FRESH ALTERNATIVE
Small team. Big possibilities.
Evaluating HubSpot or GoHighLevel? Explore a workspace that brings customer records, marketing, AI and daily work together. Start with the job you need to solve.
Avery submitted a new project inquiry. Start by following these steps: create the customer record; keep the inquiry context; assign the next step. The inquiry, owner and follow-up live together.
What does Spacebrain’s CRM keep in one place?
Lead records, contact details, calls, texts, emails, form responses, notes, qualification details, bookings, owners, stages, and next actions can stay connected in one place.
Does Spacebrain have its own CRM?
Yes. The CRM is built into Spacebrain, so you do not need a separate CRM just to keep lead records and follow-up together.
How do leads get into the CRM?
A lead record can be created or updated from calls, forms, messages, and the workflows you configure.
Can I assign leads to people?
Yes. You can assign an owner and use routing rules or workflows to move the lead to the right person.
Can follow-up start from the CRM?
Yes. A lead can enter a configured workflow for text, email, booking, or another next step.
Can a person take over?
Yes. Keep the context on the lead record and hand the conversation or task to a person when needed.
Is it for agencies?
Yes. Agencies can use one repeatable lead process across client accounts.
YOUR NEXT MOVE
A customer record your team can use.
Open the customer and see the inquiry, company, messages and next step together. Your team knows what happened, who owns the relationship and where to pick it up.