bitCRM

AI marketing automation that knows what to send — and when.

Build customer relationships from every conversation. bitCRM turns Shopify orders, chats, tags, and customer signals into segments and follow-ups — so your AI knows who to message, what to say, and when to send it.

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Works with WhatsApp Shopify Instagram Facebook Google Sheets Meta CAPI Open API Stamped Stamped Yotpo Yotpo Webhooks Custom API
bitCRM dashboard showing campaign automation, WhatsApp conversations, lifecycle flows, and performance analytics

Trusted by 1,000+ brands across support, commerce, and lifecycle journeys

What the record does
One record every chat, order, and signal, in one profile
Auto-tagged by intent, lifecycle, and source
On signal follow-ups fire on real behaviour, not a calendar
AI-drafted cart recovery, reorder, and win-back
Marketing automation

Two jobs: what to send, and when.

Email gets ignored; ads cost you on every click. WhatsApp gets opened in minutes — so that’s where bitCRM works. The AI does both jobs: it builds the segment, drafts the message, and fires on a real signal — then writes it all back to a record you own.

What to send

Describe the audience; the AI builds the segment from your live Shopify data. Then it drafts the message, on-brand, ready to send.

When to send

It fires on a real signal — reorder due, cart abandoned, a quiet stretch — at the moment they’re most likely to open. Not a calendar.

Where they are

WhatsApp and every channel, where messages get opened in minutes — sent on your own number, not a rented one.

A record you own

Every send writes back to one customer profile — exportable, owned, never a rented audience inside someone else’s ad platform.

How it works

From first message to the next sale.

A stranger messages once — the AI turns it into a tagged record, a live segment, a sent message, and tracked revenue. Here’s each step.

Conversation, order, tag One record Segment Follow-up
Customer record
Signed upWhatsApp OTP
SourceClick-to-WhatsApp
First message“Is this in stock?”
new contact tagging…
01

Capture & unify

Every signup, OTP login, and conversation lands on one customer record — tagged automatically.

Segment builder
ANDtag is high-intent
ANDvisited vitamin C serum
NOTtag is purchased
Recipients2,847 ↑ live
02

Tag & segment

Build segments from AND/OR/NOT conditions on tags, AI tags, visited pages, and metafields — with a live recipient count.

Broadcast
Hi {{name}} 👋 Your serum is back in stock. EARLY15
Delivered2,640
Read2,061
Replied418
03

Reach

Broadcast to a segment with a template, dynamic variables, and an attached voucher — then watch per-recipient status live.

Flow + attribution
Trigger Condition Delay Send
Attributed revenue tracked per flow
04

Automate & track

Drag-and-drop flows: trigger on a Shopify event, branch, delay, then send — and see the revenue attributed back.

Qualify & segment

Qualify and segment every lead, while it’s warm.

The moment someone shows interest, the AI answers, qualifies them in a natural conversation, and tags the lead on the record — then routes the hottest to the right rep. Closing the lead in the thread is the sales job →

  • Answers the instant interest shows — no lead sits cooling in a queue waiting for a reply
  • Qualifies in conversation, not a form — it asks what it needs to know the way a good rep would
  • Qualifies and segments automatically — by intent and lifecycle stage, written to the record as the chat unfolds
  • Routes hot leads to the right rep — handed off with the full context already attached
Lead qualification & segmentation

The AI qualifies in conversation, tags the lead, and routes the hottest ones.

Outbound

Reach out first, on the channel leads actually read.

Don’t wait for customers to come back. The AI follows up on a stalled cart, re-engages cold leads, and checks in after a purchase — proactively, on WhatsApp, with approved templates. Every reply continues as a two-way conversation, never a dead-end broadcast.

  • Proactive outbound on WhatsApp — follow a stalled cart, re-engage cold leads, check in after purchase
  • Power Message keeps it two-way — each reply opens a real conversation, not a one-shot blast
  • Approved WhatsApp templates — open the conversation inside Meta’s outbound rules
  • Sent from the record — every touch is keyed to that customer’s history, not a generic list
Proactive outbound & Power Message

Reach out first — and every reply continues as a conversation.

One audience, every send

Reach every customer where they actually are.

WhatsApp and mobile push, in one campaign builder. The AI picks the moment — and the channel that pays back: WhatsApp when it earns the conversation fee, push when it doesn’t.

  • Multi-step flows across WhatsApp and mobile push — triggered by live behaviour, not a fixed calendar.
  • One campaign builder — design the broadcast once, send it across WhatsApp and mobile push.
  • AI segmentation — describe the audience, the AI builds it from your live Shopify data.
  • The AI picks the moment — it fires on a real signal, when the customer is most likely to open.
  • Meta CAPI closes the loop — conversions flow back to Meta, so your targeting and retargeting stay honest. How the loop closes from chat back to ad spend →

Powered by AI Studio and your live Shopify data.

Watch it happen

One WhatsApp chat builds the full customer record.

One chat. The AI tags the customer, adds them to a live segment, and lines up the next message — automatically.

WhatsApp Business 11:02
Dewi A. online · new contact
Hi! Is the vitamin C serum okay for sensitive skin? 11:00
Hi Dewi! Yes — it’s our gentlest formula, fragrance-free. Want me to send the full ingredient list? 11:01
Yes please. Might order later this week 🙏 11:02

Watch the AI build the record from one chat — then drop the customer into a live segment.

The basics, run by AI

Broadcasts, automations, templates — run by the AI.

Broadcasts, automations, templates — every WhatsApp marketing tool has these. The difference is the AI choosing the audience, drafting the message, and firing on the signal.

Proactive selling — qualify, recommend, close in the thread — is the sales job →
Campaigns

Send to the right 1,000. Not everyone.

Pick a live segment, compose, schedule. Built on fresh behavior, not last week’s export.

  • Segment-based targeting
  • Composer with WhatsApp preview
  • Schedule or send now
  • Reach and revenue estimates
Automation Flows

Lifecycle moments that run themselves.

Set a trigger; build branching sequences. Each path sends the right message at the right moment — no code.

  • Triggers from Shopify events — placed, fulfilled, delivered, refunded
  • Triggers from on-site activity — viewed product, abandoned cart
  • Follows up on a real signal — reorder, win-back, upgrade — fired on the signal, not a calendar
  • Multi-step sequences across WhatsApp and push
Reviews & Retention

Ask for the review, then earn the repeat order.

After a resolved order, the flow asks for a review via Stamped or Yotpo — then thanks them with a voucher.

  • Auto-request a review via Stamped or Yotpo
  • Follow with a thank-you voucher
  • Reorder nudge before they run out; win-back when they go quiet
  • Every touch sent from the individual record
Campaign Builder
High-Intent Buyers 2,847 contacts
— Recent Purchasers
Hi! 👋 Your favorite items are back in stock. Early access for you — use code EARLY15
Automation Flow
Trigger Abandoned Cart
Wait 1 hour
Send Message WhatsApp ↓ Delivered
Conditional Split Customer engaged?
YES
Follow-up sequence
NO
End
Review & Retention Flow
Trigger Order Delivered
Wait 3 days
Request Review via Stamped / Yotpo ↓ Sent on WhatsApp
Conditional Split Review submitted?
YES
Thank-you voucher
NO
Gentle reminder
For teams

Reps leave. The relationship stays.

When a rep resigns, the customers usually walk out too — they lived on a personal phone, never a company record. bitCRM keeps every relationship on one company-owned record, keyed to the customer’s number.

$299/mo (≈ Rp 5jt) — under Jakarta’s minimum wage (UMR), and the record never resigns.

Chat with our team on WhatsApp · +62 815-1423-1000
One agent, one loop

Build → resolve → remember → follow up.

One agent moves through the whole journey: built in AI Studio, live in bitChat, remembered in bitCRM, and following up on real customer signals.

01Build AI Studio Build the agent once: knowledge, skills, guardrails, tested in the Playground. 02Resolve bitChat Answer, recommend, take orders, and hand off with context — in the thread.
You are here 03Remember bitCRM Every conversation and order saves to one customer record.
04Follow up Marketing + Sales Cart recovery, reorder, win-back, and sales follow-up — triggered by real signals. Marketing → Sales →
Depth, not reach

The smarter way to run lifecycle marketing.

The email-era way is a list you blast on a schedule, built only after purchase, stranded on whoever’s phone took the chat.

Capability Without bitCRM bitCRM
The goal A bigger list to blast. Segments that convert and flows that grow revenue.
Customer record Appears only after a purchase or form. Non-buyers stay invisible. Builds itself from the first conversation — before anyone buys.
Data upkeep Tags, notes, and segments need manual setup and cleanup. Auto-tagged and summarised as conversations unfold.
Who’s in it Known buyers only. Everyone who talks to you — owned, and reachable on WhatsApp.
Messaging One blast to the whole list on a schedule. Triggered from the record, fired on a real signal — to a live segment.
Continuity History walks out on whoever’s phone took the chat. One company-owned record; survives staff changes.
Built on

Built on WhatsApp Cloud API and the Business App (COEX) as an Official Meta Tech Partner, and a Shopify Partner — your number scales with the team, never at risk.

Official Meta Tech PartnerWhatsApp Cloud API + Business App (COEX)
Shopify PartnerBuilt and billed on Shopify
With your data

What bitCRM does with your data.

FAQ

Questions about bitCRM.

How is bitCRM different from email marketing tools? +

Email tools are built around inbox delivery and a campaign calendar. bitCRM is built around conversations, where customer signals arrive the moment they happen. Tagging, summaries, and personas form automatically from the conversation itself; segments update as behavior unfolds, not after a weekly sync; and sends start from intent and a real signal, not a list and a date.

Will my customers feel spammed? +

No — that’s the whole point of sending from the record. bitCRM doesn’t blast a list; it messages from the individual profile, triggered by a real signal (a reorder due, a question left open, a quiet stretch), on a channel people keep for those they trust. Fewer messages, each one relevant — which is what keeps a relationship intact instead of training people to mute you.

Do I own the customer data? +

Yes. Every profile is yours — built on your own WhatsApp number, exportable, and reachable directly. It isn’t a rented audience sitting inside someone else’s ad platform.

Can bitCRM capture customers who haven’t purchased yet? +

Yes — and this is one of the most important differences from traditional CRM tools. When a customer messages your WhatsApp (through a CTWA ad, inbound message, or support conversation), bitCRM creates or updates their record immediately. High-intent prospects who browse, ask questions, or engage before buying are captured, tagged, and segmented — so your reachable customer base is much larger than just past purchasers.

What does AI tagging actually do in practice? +

As conversations happen, AI reads the thread and assigns structured tags — product-category interest, purchase-intent level, campaign source, lifecycle stage, and more. It also writes a conversation summary, so the next time your team or a deployed agent picks up that customer, the full context is already there. You get usable CRM data without manual entry or cleanup.

What is Power Message and how is it different from a broadcast? +

A broadcast goes to a list on a schedule. Power Message triggers from a real customer signal — last order date, engagement history, lifecycle stage, product interest — and each message is personalised from the actual customer record, sent when the signal says the moment is right. And every reply continues as a two-way conversation, not a dead-end broadcast. The result is messages people actually open and fewer irrelevant ones that wear down the relationship.

Does the AI write the campaign copy? +

Yes. Give it the context — the audience, the offer, the language — and the AI drafts the WhatsApp message for you, on-brand and ready to send. You can edit every word before it goes out; the AI gets you to a strong first draft instead of a blank composer. The same applies to your reusable WhatsApp templates.

How does Meta CAPI tie WhatsApp sends back to ad spend? +

Click-to-WhatsApp brings ad clicks into the conversation with the ad headline, image, and source attached to the record. The Meta Conversion API (CAPI) then sends the conversions that happen in WhatsApp back to Meta — down to the ad account, campaign, ad set, and ad. So you can see which ads actually drove conversations and revenue, and Meta retargets on real outcomes instead of guesses.

Can bitCRM reach customers beyond WhatsApp? +

Yes. The same customer record and segmentation logic drive messaging across WhatsApp and mobile push — design the broadcast once in one campaign builder and send it across every channel. Re-engagement isn’t limited to a single surface, so you reach each customer where they actually are.

What integrations does bitCRM support? +

bitCRM connects to Shopify out of the box, and extends through open, no-code rails: a Custom Webhook trigger (with a live test) to fire on your own events, a Save to Google Sheets action to log signals to a spreadsheet, and an HTTP Request action to push to any internal system or endpoint. Meta Conversion API closes the loop back to your ads. For anything bespoke, the open API and standard webhooks cover most scenarios without custom development.

The right message, the right moment — more repeat revenue.

The AI builds your segments, drafts the message, and fires on the real moment — all from one customer record you own, on the channel customers actually open.

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