BOTN is a sales automation platform that centralizes customer contacts, follow-ups, campaigns, and pipeline into one workflow with AI-driven next-action suggestions.
What is BOTN?
BOTN is a sales OS that turns scattered customer data (spreadsheets, contacts, chat, calendar notes) into an automated sales workflow. It imports customer lists from CSV, Google Contacts, or business cards, then lets you send targeted messages, track responses, and generate follow-up tasks. The platform runs on web and mobile (iOS/Android via home-screen app) and is developed by BOTN Inc.
Key Features
- Customer import — Upload Excel, address books, or business cards; duplicate and acquaintance filtering is automatic.
- Sales pipeline — Kanban-style board showing deal stages (consultation, quote, contract) with expected revenue and next actions.
- Email automation — Send campaigns with open/click tracking; unresponsive contacts flow into follow-up sequences.
- Rule automation — Create triggers based on bookings or tag changes to auto-generate tasks and messages.
- Booking & quoting — Send booking links and quotes in one flow; deal status updates automatically on view or acceptance.
- AI voice notes — Upload meeting audio for transcription, summary (key points, needs, budget), and automatic task creation with due dates.
- MCP integration — External AI tools (Claude, Codex) can read contacts, deals, and reports; create notes, tasks, and deals via one prompt.
- Team mode — Switch to an HR/ERP workspace with attendance, payroll, approvals, e-contracts, OKRs, and performance reviews.
Who is it for?
- Auto dealers — Import test-drive inquiries, send new-model updates to segmented leads, track replies until delivery.
- Insurance and financial advisors — Import policy customers, send renewal or new-product news, follow through to contract conversion.
- Real estate agents — Manage saved area/budget lists, send new listing alerts, book visits and track contract status.
- B2B sales teams — Import accounts, send feature updates, manage demo-to-proposal pipeline, track monthly forecast.
What can you do with BOTN?
- Send announcement campaigns — Choose from pre-built categories (new launch, promotions, renewal, win-back) and track opens, clicks, and replies.
- Create e-sign contracts — Build quotes and contracts with templates, discounts, VAT; send via link and collect typed or drawn signatures.
- Automate follow-up sequences — Define steps (e.g., announce → 3 days → 1 week); repliers drop out automatically, and contact dates appear under “contact today.”
Pricing
BOTN offers a freemium model with three paid tiers: Personal Pro ($9.99/month), Team Free (free with limited features), and Business ($39.99/month per user). Monthly and yearly billing options available (yearly saves up to 15%).
FAQ
Is BOTN free to start?
Yes. The Personal Free plan includes unlimited contacts, pipeline management, Google Contacts sync, 36-day email history, and about 100 AI uses per month.
How does AI work in BOTN?
AI drafts campaign messages, summarizes customer notes, and suggests next actions (e.g., “3 days since quote — follow up today”). Actual sending is always user-confirmed.
Can I use BOTN offline?
BOTN syncs on mobile and desktop. Mobile data (contacts, tasks) is cached for offline access; changes sync when reconnected.
Does BOTN import all my phone contacts?
No. Only contacts you select or authorize are imported. BOTN filters duplicates and acquaintances to keep only real prospects.
What integrations are supported?
Google Contacts sync, Slack notifications, and Google login. Public API is coming soon. MCP allows external AI to read/write sales data.
