Use CRM, contacts, and lead follow-up
BizRnR CRM is the place to track people who contacted your business through calls, messages, forms, or campaigns. The goal is simple: no useful lead should disappear after the AI captures it.
What becomes a contact
A contact is created or updated when BizRnR captures enough identifying information, usually a phone number, email, or name tied to a conversation. The same person may appear across calls, SMS, and other channels when identifiers match.
Review a contact
Open Dashboard -> CRM or Dashboard -> Contacts when available. A useful contact record should show:
- Name and contact details.
- Conversation history.
- Lead source or channel.
- Warmth or qualification signals.
- Notes and follow-up status.
- Assigned owner when your team uses assignments.
Add context
Add notes after you talk to a customer. The AI can capture the first pass, but your team still owns context like "prefers morning appointments", "budget approved", or "called about the west location".
Follow up quickly
For phone-heavy local businesses, speed matters. Treat new qualified callers as same-day follow-up unless your business process says otherwise. If the AI booked an appointment, confirm that the appointment exists on the correct calendar.
Export contacts
Use export for backup, accounting, or CRM migration. Confirm that exports include only data you are allowed to move and store. If your business has compliance rules, export to an approved system only.
Duplicate contacts
Duplicates usually happen when a caller uses different numbers or gives a different name. Merge or reconcile the records once you are confident they refer to the same person. Do not merge records just because two people share a business name.
When CRM looks empty
CRM may be empty if no caller has provided contact details yet, forwarding is not live, or the page is filtered. Clear filters, run a test call that gives a name and phone number, then check again.