A comprehensive General Bots template for sales customer relationship management with lead tracking, opportunity management, and sales pipeline automation.
The CRM template provides a full-featured sales CRM system with conversational AI capabilities. It enables sales teams to manage leads, track opportunities through the pipeline, generate quotes, send proposals, and forecast revenue—all through natural conversation or automated workflows.
User: I just got a lead from the website
Bot: Great! I'll help you capture it. What's their name?
User: John Smith from TechCorp
Bot: What's their email?
User: john@techcorp.com
Bot: ✅ Lead captured: John Smith (TechCorp)
ID: LEAD-20240115-4821
Would you like to qualify this lead now?
User: Yes, qualify the lead
Bot: I'll ask a few questions to qualify them.
What is TechCorp's annual revenue range?
1. Under $1M
2. $1M - $10M
3. $10M - $50M
4. Over $50M
User: 3
Bot: How many employees?
User: About 200
Bot: What's their timeline for making a decision?
User: This quarter
Bot: Do they have budget allocated?
User: Yes
Bot: 🔥 Hot Lead! Score: 85/100
This lead is a great fit. I've:
• Notified sales@company.com
• Created a follow-up task
Would you like to convert to an opportunity?
User: Create a new opportunity for Acme Corp
Bot: What should we call this opportunity?
User: Enterprise License Deal
Bot: What is the estimated value of this deal?
User: $50,000
Bot: When do you expect to close this deal?
User: End of Q2
Bot: ✅ Opportunity created: Enterprise License Deal
Account: Acme Corp
Value: $50,000
Stage: Qualification (10%)
Close Date: June 30, 2024
User: Update the Acme deal to proposal stage
Bot: Current stage: value_proposition
Select new stage:
1. Qualification (10%)
2. Needs Analysis (20%)
3. Value Proposition (50%)
4. Decision Makers (60%)
5. Proposal (75%)
6. Negotiation (90%)
7. Closed Won (100%)
8. Closed Lost (0%)
User: 5
Bot: ✅ Stage updated to proposal (75%)
Would you like to generate a quote for this opportunity?
' on-receive-email.bas
email_from = GET "email.from"
email_subject = GET "email.subject"
email_body = GET "email.body"
' Check if from existing contact
contact = FIND "contacts.csv", "email = '" + email_from + "'"
IF contact THEN
' Log activity against contact
WITH activity
type = "email"
subject = email_subject
contact_id = contact.id
END WITH
SAVE "activities.csv", activity
ELSE
' Create new lead from email
CALL "create-lead-from-draft.bas"
END IF
' data-enrichment.bas
' Enrich lead with external data
company_info = GET "https://api.enrichment.com/company/" + lead.company
IF company_info THEN
lead.industry = company_info.industry
lead.employee_count = company_info.employees
lead.revenue_range = company_info.revenue
lead.linkedin_url = company_info.linkedin
UPDATE "leads.csv", lead
END IF