Bunzo AI Agent
Every lead, client and order lives in your CRM but finding what matters still takes digging. Bunzo AI Agent reads your CRM data live, so you get answers to sales and operations questions the moment you ask, and can act on them instantly.
HOW THE AI AGENT WORKS
From CRM data to decision, in one question
1. Ask a question
No filters, reports, or complicated searches. Just ask Bunzo what you want to know about your sales, leads, clients, or pipeline.
Less time in the CRM. More time closing.
Sales and ops teams spend hours a week just searching their own CRM for what’s overdue or unattended. The agent surfaces it without being asked.
95%
faster lead follow-up
2. Get an answer
It reads your live CRM data, connects the relevant information, and gives you a clear answer without making you dig through records.
3. Act instantly
Know what’s happening, spot what needs attention, and make your next decision without jumping between screens.
How we work
From empty workspace to running CRM
No templates to configure, no consultant to book. Here’s exactly how your CRM comes together.
Create your workspace
Sign up, and your CRM shell is ready immediately. Leads, clients, and pipeline views are already set up, waiting for your data, not a blank screen waiting for you to build it.
Bring in your leads and clients
Import from a spreadsheet, or add contacts one by one. Either way, every conversation and every deal stage lands in a single record, not scattered across old files.
Set up your team and pipeline
Invite your team, assign roles, and shape your pipeline stages to match how you actually sell, not how a template assumes you do.
Start working your deals
Track follow-ups, move deals through stages, and see your entire pipeline on one dashboard, live from day one, not after a setup call.
WHAT'S INCLUDED
12 modules. All on by default.
No “available on higher plans.” No module by module pricing. Everything below is included in every Bunch Lighter subscription, for every user, from the first day.
WHAT TEAMS ARE ASKING THEIR AI AGENT
“I used to spend my mornings scrolling through leads trying to figure out who needed a follow up. Now I just ask the agent, and it tells me with the follow up already drafted.”
“The AI agent caught a client order that had been sitting untouched for four days. We’d have found out when they called to complain. Instead, we called them first.”
“I run a team of twelve and used to lose an hour a day just checking on what everyone was doing. Now I ask one question every morning and get the whole picture.”
“It’s not a chatbot bolted onto a CRM — it actually knows our pipeline. Ask it what’s overdue and it answers like someone who’s been reading our data all along.”
GET IN TOUCH
No pitch. Just a working CRM.
We’ll walk through your modules, your pricing, and how fast your team can be running.