Customer Engagement
Platform
Customer Engagement
SMS, chat, voice and messaging in one inbox.
Omnichannel
ConversationHub: every channel in one inbox.
Channels
SMS, web chat, WhatsApp, Messenger, Instagram, voice.
Integrations
Salesforce, HubSpot and the CRMs you keep.
Lead tracking
The lightweight lead list inside the inbox.
All features
The full feature list.
Products
ConvertAI
AI that qualifies over chat, voice and text.
Voice AI
Answers, screens and hands off to a person.
Bookme
Scheduling without the back and forth.
ConnectMe
Outbound calling inside the platform.
CustomerRetention+
Follow-ups and renewals on a schedule.
Lifecycle AI
Re-engagement across the customer lifecycle.
Works with
Salesforce
Text and chat inside Salesforce.
HubSpot
Messaging inside HubSpot.
Mobile app
iOS and Android.
Capabilities
Automation, campaigns, collaboration, controls.
Botsplash CRM
Product
CRM
Agentic CRM for mortgage, lending and insurance teams.
Take the tour
Eleven screens, no form.
Pilot program
30 to 60 days on your own Leads.
Integrations
Lead sources, LOS, POS, AMS, email and e-signature.
Trust center
SOC 2, access controls, data handling.
How it works
Lead routing
By eligibility, with an audit record.
Speed to lead
A clock per source, with escalation.
Lead sources
One intake, honest attribution.
Aged leads
Consent first, then re-engagement.
Recapture and renewals
Own-book signals become owned Leads.
AI that asks
Prepares and drafts; a person approves.
By industry
Mortgage CRM
Consumer direct, retail, broker and wholesale.
Lending CRM
Retail, home equity, banks and credit unions.
Insurance CRM
Agencies, carriers, MGAs and call centers.
Industries
Lending and insurance
Mortgage
Borrower conversations from inquiry to close.
Insurance
Quote, renewal and service conversations.
Relocation mortgage
Lenders serving corporate relocation.
More industries
Automotive
Dealer groups and BDCs.
Real estate
Brokerages and agent teams.
Solar
Installers and dealers.
Property management
Leasing and resident teams.
Universities
Admissions and student services.
Government
Agencies and public services.
Decide
Pricing
Packages for Customer Engagement and Botsplash CRM.
Case studies
Customer results, with their baselines.
Testimonials
What customers say, in their words.
Compare
How Botsplash fits next to the tools you run.
CRM guides
Mortgage, lending and insurance CRM, explained.
Free tools
Calculators and scorecards for your team.
About
(current section)
Company
About Botsplash
Why Botsplash
Our timeline
Team
Careers
Work with us
Trust center
Support
Partners
Contact
Learn
All resources
What's new
Blog
Videos
Innovate Monthly
News
Events
Glossary
Use
FAQ
Common questions
Developers and API
Status page
Newsletter
Schedule A Demo
Log In
Customer Engagement
Platform
Customer Engagement
SMS, chat, voice and messaging in one inbox.
Omnichannel
ConversationHub: every channel in one inbox.
Channels
SMS, web chat, WhatsApp, Messenger, Instagram, voice.
Integrations
Salesforce, HubSpot and the CRMs you keep.
Lead tracking
The lightweight lead list inside the inbox.
All features
The full feature list.
Products
ConvertAI
AI that qualifies over chat, voice and text.
Voice AI
Answers, screens and hands off to a person.
Bookme
Scheduling without the back and forth.
ConnectMe
Outbound calling inside the platform.
CustomerRetention+
Follow-ups and renewals on a schedule.
Lifecycle AI
Re-engagement across the customer lifecycle.
Works with
Salesforce
Text and chat inside Salesforce.
HubSpot
Messaging inside HubSpot.
Mobile app
iOS and Android.
Capabilities
Automation, campaigns, collaboration, controls.
Botsplash CRM
Product
CRM
Agentic CRM for mortgage, lending and insurance teams.
Take the tour
Eleven screens, no form.
Pilot program
30 to 60 days on your own Leads.
Integrations
Lead sources, LOS, POS, AMS, email and e-signature.
Trust center
SOC 2, access controls, data handling.
How it works
Lead routing
By eligibility, with an audit record.
Speed to lead
A clock per source, with escalation.
Lead sources
One intake, honest attribution.
Aged leads
Consent first, then re-engagement.
Recapture and renewals
Own-book signals become owned Leads.
AI that asks
Prepares and drafts; a person approves.
By industry
Mortgage CRM
Consumer direct, retail, broker and wholesale.
Lending CRM
Retail, home equity, banks and credit unions.
Insurance CRM
Agencies, carriers, MGAs and call centers.
Industries
Lending and insurance
Mortgage
Borrower conversations from inquiry to close.
Insurance
Quote, renewal and service conversations.
Relocation mortgage
Lenders serving corporate relocation.
More industries
Automotive
Dealer groups and BDCs.
Real estate
Brokerages and agent teams.
Solar
Installers and dealers.
Property management
Leasing and resident teams.
Universities
Admissions and student services.
Government
Agencies and public services.
Decide
Pricing
Packages for Customer Engagement and Botsplash CRM.
Case studies
Customer results, with their baselines.
Testimonials
What customers say, in their words.
Compare
How Botsplash fits next to the tools you run.
CRM guides
Mortgage, lending and insurance CRM, explained.
Free tools
Calculators and scorecards for your team.
About
(current section)
Company
About Botsplash
Why Botsplash
Our timeline
Team
Careers
Work with us
Trust center
Support
Partners
Contact
Learn
All resources
What's new
Blog
Videos
Innovate Monthly
News
Events
Glossary
Use
FAQ
Common questions
Developers and API
Status page
Newsletter
Log In
Schedule A Demo
Blogs
Blogs
News
All
Resources
Categories
Artificial Intelligence
Automotive
Canned Messages
Client Success
Compliance
Credit Unions
Facebook Messenger
Feature
General Interest
Google Messages
Guides
Instagram
Insurance
Lead Generation
Marketing
Mortgage
Non-Technical
Omnichannel
Property Management
Real Estate
SMS Texting
Solar
Technical
Tips and Tricks
Voice AI
Web Chat
WhatsApp
Don't see what you're looking for?
Search All Content
✉️ Subscribe to our monthly newsletter!
SUBSCRIBE
How to Improve Speed to Lead Without Overloading Your Sales Team
Blogs
October 13, 2026
How a Customer Engagement Audit Can Uncover Hidden Revenue Opportunities
Blogs
October 5, 2026
How to Scale Dealership Conversions with Agentic AI for Automotive BDC
Blogs
September 29, 2026
AI Governance: Building Responsible Customer Experiences With AI
Blogs
September 24, 2026
Centralized Communication Platform: Why Connected Customer Data Matters
Blogs
September 21, 2026
How to Scale Your Agency Infrastructure with Insurance AI Agents
Blogs
September 18, 2026
How Multi-Location Communication Management Creates Consistency at Scale
Blogs
September 15, 2026
What to Look for in a Texting Platform Built for TCPA Requirements Before Q4
Blogs
September 10, 2026
How Mortgage Teams Can Use Agentic AI Without Losing Human Oversight
Blogs
September 8, 2026
Message Compliance Software: How to Build Better Communication Oversight
Blogs
September 2, 2026
Utilize AI Customer Re-Engagement To Unlock More Value From Your Existing Database
Blogs
August 28, 2026
The Complete Customer Re-Engagement Strategy for Reducing Churn
Blogs
August 25, 2026
Next
Subscribe to our newsletter... we promise
no spam
Name
Email Address
Industry
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Book a time with Botsplash
Loading the calendar…
