Boni CRM
Keep organizations, people, opportunities, activities, and next actions connected to the conversations and work that produced them.
Relationship memory
Boni CRM connects organizations, contacts, opportunities, activities, owners, stages, source references, and next actions. It is designed to preserve why a relationship or opportunity exists—not just a row in a sales list.
Connected operations
Conversation, email, voice, campaign, meeting, payment, and workflow events can become typed CRM activities while their source products remain authoritative for their own data. Boni Tasks owns actionable follow-up.
AI-native use
The Assistant can summarize allowed CRM context, prepare next actions, and perform enabled CRM actions through tenant-scoped APIs. It does not receive broad database access or another workspace's customer records.
Current product shape
CRM modules are enabled per workspace. Available views and actions depend on the installation and role in that selected context.