All-in-One CRM
Designed to work as part of your complete business system
Smart Call Management
AI logs calls, transcribes conversations, and creates follow-up tasks.
AI Task Completion
Have AI complete tasks on your behalf like responding to messages, scheduling appointments, and following up on calls.
Unified Communications
Track all customer interactions across calls, texts, and messages in one place.
Conversation Extraction
All conversations are extracted and summarized for easy reference and action.
Auto-Filled Customer Details
Customer details are filled from conversations, saving you time on data entry.
Website Lead Management
New leads from your Breezy website are added to your CRM with all their information.
How It Works
Your CRM works seamlessly with your business system to manage customer relationships.
Customer Acquisition
Your Business Phone and Website capture new leads and automatically create records in your CRM.
Relationship Management
Your CRM organizes customer information and helps you keep track of all interactions and opportunities.
Appointment Scheduling
Your Appointment Setter coordinates with your CRM to manage meetings and follow-ups.
Billing and Payment
Your Billing System creates invoices based on customer data in your CRM and tracks payment status.
Coming Soon to Your CRM
New features we’re building to make your business system even more powerful
Email Management
Manage all your email communications in one place with AI assistance for drafting and organizing.
Marketing Campaigns
Create and manage marketing campaigns to nurture your leads and customers.
Invoicing Integration
Create and manage professional invoices directly from your customer interactions.
The Breezy Business Platform
Your “Do it for me” CRM is part of a complete business system designed to help you grow
Work With Your AI Anywhere
