For sales leaders
Bridge connects WhatsApp, calls, email and AI with reports that show which ads turn into sales, how each lead moves forward and how each customer is served. Improve follow-up, lower service costs and keep control of your information.
For companies where selling takes advice, follow-up and trust
A new opportunity reaches the sales follow-up board with its owner, Sarah Collins. The customer record shows the conversation, the Bridge AI summary and the next step. The opportunity moves to Proposal and management can see the follow-up.
Product in action
The same customer, from the first inquiry to the next purchase: AI agents handle tasks, your team makes the calls, and everything stays in one history in Bridge.
Illustrative example
Reports
Three reports connected to your conversations: which ads turn into sales, how each opportunity moves with its advisor and how each customer is served.
Which ads turn into sales.
For every leader
Sales and marketing
See which ads generate sales, how leads move and where sales follow-up needs support. With your CRM connected, the activity of every conversation is logged in the CRM.
Explore the reportsCustomer experience
Bring what was agreed in the sale to service and use AI for frequent questions, with context to continue each case.
Meet the AI agentsCompliance and security
Move conversations to company channels, with access permissions and traceability. Especially relevant in financial services.
Continuity
Teams don't like working on a CRM form: they like serving customers. Bridge is a system of action: the advisor talks, proposes and follows up, and what was discussed stays in the customer history without typing it in.
Messages, calls, documents and agreements stay in one history per customer. The team picks up what was discussed, prepares the next contact and coordinates follow-up across teams.
Customer history
Reviews what the customer asked for before sending it.
Checks the purchase terms before replying.
Earlier preferences and conversations prepare the next contact.
AI agents
Prospecting
Qualifies interest and gives the advisor what they need to continue.
Service
Answers questions and handles requests with company knowledge.
Routing
Identifies the need and routes the conversation with context.
CRM and integrations
Bridge integrates with HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, Pipedrive and Attio, and logs the activity of every conversation in the CRM so your team types less.
You can also use Bridge without a CRM.
When CRM data depends on someone typing it in, it is often incomplete or out of date.
With Bridge, contacts sync both ways with your CRM, and calls, tasks, meetings, emails and Bridge AI summaries are logged according to what each integration includes.
CRMs Bridge works with
With the HubSpot integration, Bridge logs calls, emails, meetings and tasks, syncs contacts, companies and deals and leaves a Bridge AI summary as a note every 24 hours. Bridge AI suggests the deal stage and a person confirms it.
Industries
FAQ
A platform that connects customer conversations, AI agents and reports to improve sales follow-up and service. See the platform
For companies whose sales require advice and teams that support the customer before and after the purchase. See the industries
Which ads turn into sales, how each lead moves and how each customer is served. See the platform
No. You can use Bridge on its own or connect it to your CRM. See the platform
With HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, Pipedrive and Attio. In all of them, contacts sync both ways; what each integration includes is on CRM integrations. For other systems, Bridge offers an Integrations API and webhooks. See the CRM integrations
Bridge AI suggests the deal stage and new opportunities, and an advisor confirms them before they are updated in the CRM. When an AI agent is handling the conversation, it can move the stage on its own.
An administrator in your company, a Meta Business account and the number you will connect. Your administrator sets Bridge up with the 9-step guide and the Bridge team supports the launch. See getting started
Yes. You can free it from the WhatsApp app and connect it to Bridge, or use coexistence to keep it in the WhatsApp Business app as well. Bridge can also provide a number for your company's exclusive use. See number options
The app is billed per user and AI agents per handled conversation. See minimums and additional charges in Pricing. See pricing
Let's review your sales follow-up, your customers' experience and the productivity opportunities with Bridge.
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