The CRM that remembers, follows up, and sends the right voucher for you.
Your sales partner cockpit and client wallet work together. Sam, your AI voucher distributor, uses relationship context to match the right voucher, deliver it on WhatsApp in your name, and record the redemption.
Birthday month · specialty coffee memory · 91% match score · WhatsApp delivered by Sam.
Good afternoon,
Sarah.
2 active vouchers, curated for you.
You keep the relationship. Sam, your AI voucher distributor, handles matching and delivery.
You still do
Sam · AI voucher distributor
Your clients do not see a CRM. They see a beautiful wallet.
Every voucher lands in a mobile wallet with partner branding, active and redeemed states, WhatsApp contact, profile controls, and privacy settings. The customer experience feels like a benefit, not back-office software.
Active, redeemed, and expired vouchers are clear.
Clients can chat with the partner from the wallet.
Consent controls stay in the customer experience.
QR redemption is available from each voucher.
Good afternoon,
Sarah.
2 active vouchers, curated for you.
What Sarah receives
Sarah redeems coffee. Sam remembers coffee works.
Sam’s voucher send is not the end. The redemption becomes the next signal.
AICRMGenius turns every redemption into relationship context: what worked, who responded, which merchant converted, and what Sam should do next.
What gets recorded
Maya sees the redemption in Voucher analytics: occasion, match score, campaign, outlet, days to redeem, and the next relationship opening.