Customer questionsCustomers
A customer list that fills itself in and tells you who to call today.
Every form, chat and booking becomes a contact with its full history. Each morning you get a short list of people to reach, each with an opening line already written.
Included in $99 a month per site.
Free. No account needed.
No site yet? Join the waitlist.
Instead of
HubSpot Starter, a spreadsheet, or your inbox.
Each one is a tool you set up, feed and check yourself.
Why it's different
- 1
You don't feed it
Contacts create themselves, and what a visitor browsed before they signed up joins their record.
- 2
It does the remembering
Follow-up drafts for leads going cold, stuck-deal alerts, and a short brief before you contact someone.
- 3
It sees the whole relationship
Questions, bookings, invoices and email opens sit on one timeline.
Every inquiry becomes a contact
Forms, chats and bookings create the contact for you, spam is screened out, and you get an email the moment a new lead arrives.
- Instant new-lead email, spam screened
- CSV import with AI column mapping
Who to call today
Each morning you get a short list of people to reach, each with an opening line already written. Ask for a brief on any person before you contact them.
- A daily list of people to reach
- A short brief on any contact
Know who is slipping
Customers are grouped automatically and scored each week, so you notice the ones going quiet before they are gone.
- Automatic groups such as VIP, at-risk and Champions
- Customer health score, rescored weekly
Connected to the rest of Betterfy
ChatCustomers
High-intent chats are flagged so you follow up while they're warm.
ConditionNeeds the chat turned on
EverythingCustomer history
Forms, bookings, tickets, chats, popups and email opens land on one history per person.
BookingCustomers
Book a call, and a brief on that person is ready by morning.
ConditionNeeds booking turned on
CustomersTasks
When a customer's health score drops, a follow-up task appears.
What's included
What you get, and whether it is already on, needs turning on, or needs a setup step first.
| Feature | What you get | Availability |
|---|---|---|
Instant new-lead email | Every form, chat and booking emails you at once, and spam is screened out. | Included |
Who to call today | A ranked list with an opening line drafted for each person. | Included |
Pre-call brief | A short brief on a person before you contact them. | Included |
Deal pipeline board | Move deals between stages on one board. | Included |
Tasks with a daily reminder email | A daily email of overdue and due-today tasks. | Turn on |
Automatic segments | VIP, at-risk and Champions groups, kept up to date. | Included |
Customer health score | Rescored weekly, with a follow-up task when it drops. | Included |
CSV import | Bring your list in, with AI matching your columns. | Included |
Send leads to another CRM | Pass each lead on by webhook. | Included |
You stay in charge
Nothing important happens behind your back.
Every draft waits for your approval. Approve from the morning email in one tap, skip it, or undo it later. You choose how much Betterfy does on its own.
Honest limits
What it doesn't do yet
- No custom fields, saved views or bulk actions yet.
- No calendar sync yet. Paste your Zoom or Meet link into the booking confirmation.
- No text messaging.
Questions
No. Forms, chats and bookings create contacts for you. You can also import a CSV.
Yes. Leads can go to another CRM by webhook. Switch when Betterfy's version is doing the job.
No. Follow-ups are drafts that wait for your approval.
No. There is no text messaging.
Not yet. Custom fields, saved views and bulk actions aren't available yet.
See who you would be calling today.
Free. No account needed.No site yet? Join the waitlist.