Financial services
Meridian Bank
“Every relationship manager now opens one screen instead of six. Deal cycles shortened by a third in the first quarter.”
Amara Nwosu, Chief Operating Officer
-34%
Shorter sales cycle
100%
Pipeline visibility
AI Revenue Platform
Sell Smarter. Serve Faster. Grow Without Limits.
BEZ CRM combines AI, omnichannel communication, customer intelligence, workflow automation and advanced analytics into one enterprise platform.
Trusted by growing businesses
- Powered by BEZ Intelligence
- Enterprise security & RBAC
- 99.99% uptime target
BEZ CRM workspace
Live demo data · no sign-in required
Lead
Kora Stores
$32k47
Aurel Resorts
$47k69
Qualified
Northgate University
$54k64
Arcadia Logistics
$61k71
Proposal
Lumen Health
$86k78
Sable Assurance
$122k88
Live product experience
Move a deal. The whole system responds.
This is the real interface pattern used inside BEZ CRM. Drag deals between stages, watch stage totals recalculate and see how AI scores travel with every record.
Lead
$79kRetail loyalty programme
Kora Stores
$32k47 AIAda O. · Instagram
Hospitality CRM migration
Aurel Resorts
$47k69 AIAda O. · WhatsApp
Qualified
$115kCampus learning suite
Northgate University
$54k64 AIZainab M. · LinkedIn
Fleet operations pilot
Arcadia Logistics
$61k71 AIChuka E. · Website chat
Proposal
$208kClinic network expansion
Lumen Health
$86k78 AITunde A. · Email
Insurance claims automation
Sable Assurance
$122k88 AITunde A. · Email
Negotiation
$148kCore banking rollout
Meridian Bank
$148k92 AIAda O. · WhatsApp
Won
$95kField service platform
Verano Energy
$95k81 AIChuka E. · Messenger
Lost
$28kAgency onboarding
Civic Works
$28k35 AIZainab M. · SMS
Drag any card between stages, or focus a card and use the arrow keys. Totals recalculate instantly.
AI Copilot
Ask BEZ Intelligence to run the work
Type a real instruction — score leads, generate a proposal, summarise a customer, predict revenue — and watch the copilot plan and execute it across the CRM.
Ask BEZ Intelligence
One instruction. BEZ Intelligence reads the account, drafts the work, updates the record and starts the follow-up — with every action logged and reversible.
Live — powered by BEZ Intelligence
Download this plan
- Reading CRM contextAccount, deals, past conversations
- Proposal draftedScoped from your product catalogue
- Email writtenTone matched to the account owner
- Meeting createdThursday 10:00 · invite sent
- Task assignedFollow-up owner notified
- Workflow startedRenewal sequence now running
Customer 360
One record for every conversation, invoice and decision
Switch between accounts to load the complete history: messages, meetings, calls, documents, invoices, revenue, tasks and an AI summary that stays current.
AN
ExpandingAmara Nwosu
Chief Operating Officer · Meridian Bank
Lifetime value
$412k
Open opportunities
2
Open tasks
3
AI summary · BEZ Intelligence
Meridian is 11 days from a decision on the core banking rollout. Sentiment is positive across 14 WhatsApp threads, but procurement has asked twice about data residency. Send the NDPR residency brief and confirm the security review slot.
Unified timeline
- WhatsApp from Amara"Can you confirm hosting region before Friday?"12m ago
- AI summary refreshedDeal risk lowered to 18% after pricing alignment.1h ago
- Solution review45 min with Ada O. and the platform team.Yesterday
- Proposal v3 openedViewed 6 times, 9 minutes on pricing page.2 days ago
- Invoice INV-2049 paid₦18,400,000 · pilot phase.5 days ago
- Discovery callRecorded and transcribed by BEZ Intelligence.2 weeks ago
Next best actions
- Send NDPR data residency brief
- Confirm security review on 12 Aug
- Share revised commercial terms
Omnichannel inbox
Ten channels. One timeline.
WhatsApp, Messenger, Instagram, LinkedIn, TikTok, X, Pinterest, email, SMS and website chat arrive in a single threaded inbox with attachments, delivery status and AI replies.
Northbridge Group · Customer 360
One timeline across every channel — no duplicate records
Amaka Obi+234 802 •• 4417 · 09:12
Hi — we're comparing CRM vendors for 240 seats. Can you share pricing and the security overview?
Amaka Obiamaka@northbridge.co · 09:14
Forwarding our current requirements document ahead of the call.
Northbridge-RFP-2026.pdfPDF · 1.4 MB · 12 pages
BEZ CopilotAI assist · 09:14
Matched to an existing account: Northbridge Group. Deal created — Enterprise CRM, 240 seats. Lead score raised to 87.
Auto-enriched from RFP
Delivered
New message arriving…
One customer record Attachments synced to files Every reply logged for audit
Workflow automation
Design the run once, then let it execute forever
Triggers, AI steps, channel actions and CRM updates chained into one automation. Press play to watch a lead move from capture to booked meeting.
Idle
Lead created
WhatsApp, Meta Lead Ads, web form or API
Step 1AI score
BEZ Intelligence ranks intent and revenue potential
Step 2Assign sales rep
Round-robin by territory, product and workload
Step 3Send WhatsApp
Approved template with personalised merge fields
Step 4Send email
AI-drafted follow-up, reviewed before send
Step 5Create task
Due in 24 hours with the full conversation context
Step 6Schedule meeting
Books the first mutual slot from connected calendars
Step 7Update CRM
Stage, score and timeline written back automatically
Step 8
Lead intelligence
Know who is buying before you pick up the phone
Every contact is scored on buying intent and revenue potential, with the next best action written in plain language.
Buying intent
91
Revenue potential
$412k
Weighted across 34 scored contacts.
Why this score
Pricing page viewed 4×, proposal opened, procurement looped in.
Next best action
Call today and send commercial terms while intent is peaking.
Reporting & forecasting
Eight boardroom views, updated live
Revenue, forecast, sales, marketing, customers, pipeline, AI usage and growth — switch view and the chart redraws instantly.
Closed revenue by month
JFMAMJJASOND
Peak 284 $k · rolling 12 months
Closed this year
$2.34m
+28.4%Average deal
$41.8k
+6.1%Win rate
38.2%
+4.3ptsIndustry solutions
All industries Configured for how your sector actually sells
Integrations
Connected to the tools your business already runs
Native connectors, a versioned REST and GraphQL API, and signed webhooks — every integration is managed from the marketplace.
Customer stories
Results teams can put in a board pack
Healthcare
Lumen Health
“We grew from three clinics to nine without adding a single support agent. The automation and AI triage absorbed the volume.”
Dr. Ife Bello, Director of Operations
+41%
Bookings growth
Flat
Support headcount
Logistics
Arcadia Logistics
“Lead scoring told us which fleet operators were actually buying. We stopped guessing and doubled qualified conversion.”
Kelechi Obi, Head of Revenue
2×
Qualified conversion
-72%
Response time
Pricing
Start free. Scale when the revenue does.
Every plan includes the omnichannel inbox, mobile access and the BEZ platform foundations.
Starter
For small teams putting every customer conversation in one place.
$15 /user /month
- Up to 5 seats
- Contacts, deals, tasks
- WhatsApp & email inbox
- 2 automations
- Standard support
Most popular
Professional
For growing sales teams that want AI scoring and automation.
$39 /user /month
- Unlimited contacts
- AI lead scoring
- Omnichannel inbox
- 25 automations
- Custom pipelines
- Analytics dashboards
Business
For revenue organisations running multi-team operations.
$71 /user /month
- Everything in Professional
- AI Copilot & forecasting
- Quotes, contracts, invoices
- Unlimited automations
- Role-based access
- API & webhooks
Enterprise
For regulated and multi-entity organisations.
Custom
- Custom deployment
- SSO, SCIM, audit logs
- Data residency options
- Dedicated success manager
- 99.99% uptime SLA
- Custom AI models
ROI calculator
Based on the average uplift our customers report after 90 days on BEZ CRM Professional.
Projected annual impact
$532,224
additional revenue from a 22% win-rate uplift
- Hours saved each month
- 335 hrs
- Monthly platform cost
- $470
- Return on investment
- 94.3×
Need the full ecosystem? Compare BEZ platform pricing
FAQ
Questions teams ask before switching
BEZ CRM is one module of the BEZ platform, so identity, permissions, files, automation and AI are shared with every other product you run. There is no integration project between CRM, email, cloud or analytics — they are the same system.
The Future of Customer Relationships Starts Here.
Start free today, book a live demo with a solutions engineer, or talk to sales about an enterprise rollout.