BodiCRM keeps your pipeline clean, your follow‑ups consistent, and your quotes & orders organized. Add just enough AI to stay on top of deals — without changing how your team sells.
BodiCRM is built for daily use: quick updates, clear next steps, and smooth handoffs from lead to quote to order.
Keep deals honest without turning your team into data entry clerks. Simple guidance and lightweight scoring help reps focus on the right next step — and managers see reality faster.
Kanban for speed, table view for detail. Stage totals, quick filters, and a view that stays the way each rep prefers.
Create quotes quickly, revise without losing history, track expiry, and share a clean customer‑ready view.
Give partners a simple portal to review quotes, respond with structured feedback, and track order status — without email chaos.
Keep the conversation with the deal. Emails map to contacts and opportunities so reps don't have to "remember to log it."
Clean dashboards for pipeline, activity, and win/loss — designed to drive weekly cadence, not just reporting.
We keep AI practical: suggestions, reminders, and drafting help — always editable, always in your control.
Spots stalled deals and suggests the simplest move to get momentum back — follow‑up, clarify, or schedule.
Generates email drafts in your tone. You review and send — the AI just saves time.
Simple indicators (heat, risk, engagement) help teams focus on what will close — and why.
Helps prep for pipeline reviews by surfacing missing info, overdue next steps, and key risks — in one place.
Clear boundaries: you control what AI sees and where suggestions appear. Nothing auto‑sends.
"Why" is visible: the signal shows what drove the recommendation (activity, stage, engagement) so teams trust it.
BodiCRM uses AI to reduce busywork and keep deals moving. It's designed to be helpful on day one — not a big re‑org.
Security and reliability matter — but your sales team shouldn't need an architecture lesson. We keep it straightforward.
Give each team member the right access, keep sensitive accounts protected, and stay consistent across the org.
Key changes are recorded so you can understand what happened, when, and by whom — without hunting in emails.
For Canadian teams and regulated industries, data can stay in Canada.
Your CRM should be available when reps need it. We build for stability and steady performance.
Same product. Choose the plan that matches your team size and support needs.
Pricing shown in CAD. Includes platform, hosting, and support. AI features (deal signals, drafting, action suggestions) are optional add‑ons.
We'll tailor a quick demo to your workflow: pipeline, quotes, partner collaboration, and where AI can save your team time.