New in Versabot
A lightweight CRM that keeps every client's contacts separate
Each client gets its own contact list with pipeline stages, tags and the custom fields your agency defines once. Forms, the agent and your team all feed the same records, and duplicates merge automatically by email or phone.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.
What you get
Contacts & custom fields in Versabot
- Typed custom fields: text, long text, number, date, single and multi select, yes/no, email, phone and URL.
- Configurable pipeline stages (2 to 15) shared across your agency.
- Automatic merge on matching email or phone within a client, never across clients.
- Global variables such as {{var.company_phone}} and contact placeholders for templates.
- Spreadsheet-safe CSV export that neutralizes formula injection.
- 1Define fieldsOwners and admins add the fields and stages your process needs.
- 2CaptureContacts arrive from forms, the agent or manual entry and merge on email or phone.
- 3Work the pipelineFilter by stage, tag or text, and ask the agent who to follow up with first.
Good to know
Current limits, stated plainly
- Contacts are not a full CRM replacement: there are no deal values, email sync timelines or calling from the contact record yet.
- Bulk CSV import is not available yet; contacts arrive from forms, the agent or manual entry.
FAQ
Contacts & custom fields questions
Who can see a client's contacts?
Owners, admins and members assigned to that client. Auditors and client users do not see contact lists.
Can the agent add contacts?
Yes, in an attended conversation, using only details you give it. Scheduled runs cannot create contacts.
Related
Keep exploring
Form builder
Build quote, contact and intake forms with typed questions and show-if branching.
KPI dashboards
Pick metrics from a typed registry, choose a 7, 30, 90 or 365 day range, scope a widget to one client or all of them, and drill into the records behind any number.
AI agent workspace
Versabot puts a capable agent at the center of your day.
Put the agent to work on one client first.
Connect what you already use, ask for the work in plain language, and approve what leaves the building.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.