7:43 pm· CRM and booking
CRM and booking
One place for every enquiry: a lead pipeline, calendar booking into Google or Outlook, instant staff alerts and a record of every conversation.
£697 setup + £97/month, or included in every package. All prices exclude VAT.
What is CRM and booking, and how much does it cost?
CRM and booking is the system behind your AI receptionist. Every call, WhatsApp and chat becomes a lead in your pipeline, appointments go straight into your Google or Outlook calendar, your team is alerted the moment it matters and every conversation is logged. With SoluGenius it costs £697 to set up and £97/month on its own, and it's included in every package. All prices exclude VAT.
7:43 pm· What it does
What does CRM and booking do?
- 01
Lead pipeline
Every enquiry appears as a card you can follow from new to booked.
- 02
Calendar booking
Appointments go straight into Google or Outlook calendars.
- 03
Staff alerts
Your team is told the moment a new or urgent enquiry comes in.
- 04
Every conversation logged
Calls, WhatsApps and chats are all saved against the lead.
- 05
Handover to a person
On Professional, enquiries that need a human are passed to your team.
- 06
Your own software (Growth)
Custom integrations with job management, practice or booking software.
Every day· Who it's for
Who needs CRM and booking?
Owners juggling enquiries
Calls, texts, WhatsApps and emails in different places.
Teams sharing the diary
Everyone can see who's booked and who's waiting.
Businesses with several sites
Growth connects the system to the software you already use.
Anyone who wants follow-ups
Follow-ups run from the pipeline, so nobody has to remember.
Photographs are illustrative
One system· How it fits
How does it connect to your channels?
Your phone, WhatsApp and website chat all feed the same pipeline, and your follow-ups run from it. It's the part of the system that turns conversations into booked work.
- Every channel feeds one pipeline
- One calendar for every booking
- Follow-ups trigger from the pipeline (Professional and Growth)
9:00 am· Prices, published
How much does CRM and booking setup cost?
Published prices, month-to-month, with setup paid 50% to start and 50% at go-live.
Included in
CRM and booking
ex. VAT
- Setup
- £697
- Monthly
- £97/month
- Included in
- Every package
- Your own softwareCustom integrations, quoted
- Growth package
- Starter includes the lead pipeline, calendar booking and staff alerts.
All prices exclude VAT. Month-to-month, 30 days' notice.
Any time· FAQ
CRM and booking: your questions
Ask Zara
Our own AI receptionist can answer anything about this service, any time.
01Does it work with my calendar or CRM?
It books into Google or Outlook calendars and includes a CRM. Connecting your own software is part of the Growth package.
02Will my team be told about new enquiries?
Yes. Staff alerts tell your team the moment a new or urgent enquiry comes in.
03Is every conversation saved?
Yes. Every call, WhatsApp and chat is logged in the CRM. Recordings are kept only as long as you agree.
04What about data protection?
We work under UK GDPR, callers are told they're speaking to an AI, and we provide a data processing agreement. Recordings are kept only as long as you agree.
Next· Works well with
Related services
AI voice receptionist
Answers every call 24/7 in a natural British voice, books appointments and texts a confirmation.
£997 setup + £197/month
Follow-up automation
Quote follow-ups, missed-call text-back, appointment reminders and Google review requests.
£497 setup + £97/month
WhatsApp AI agent
Instant replies on WhatsApp, day and night: answers questions, books and follows up.
£797 setup + £147/month
All prices exclude VAT
7:42 pm· Tonight
Ready to stop missing enquiries?
Book a free 20-minute call, or talk to Zara right now.
Zara is an AI receptionist. All prices exclude VAT.