Joy
AI campaign co-pilotWorks with merchants to create and improve voucher campaigns.
AICRMGenius helps property agents, financial advisors, car sales consultants, and independent professionals maintain client relationships. Merchants provide the vouchers; Sam, our AI voucher distributor, matches each offer to the right consenting client and sends it through WhatsApp.
Free plan: manage 5 client relationships with AI memory, WhatsApp follow-ups, and QR redemption tracking. No card required.
How the network works
Merchant vouchers, intelligently distributed by Sam, our AI voucher distributor
Merchants
businesses that provide vouchers
Professionals
share client context with Sam, the AI distributor
Clients
receive vouchers on WhatsApp
One automated relationship loop
Sam decides, sends, and tracks the outcome.
Step 3 · client wallet
Bella Italia
Dinner for Two
via Alan your financial advisor
Family dinner voucher for Sarah.
BELLA50
Expires in 14 days
Step 2 · WhatsApp
AICRMGenius
online
Step 1 · Sam's decision
Sarah Lim
Buyer lead · District 15
Sam matched a recent client preference to an available voucher and prepared a warmer reason to reconnect.
When
7:30pm
Offer
$20 off
Goal
Warm touch
Meet your AI team
Works with merchants to create and improve voucher campaigns.
Intelligently matches and distributes vouchers to consenting clients at the right moment.
Run a business? Joy, our AI campaign co-pilot, helps create your offer, then Sam, our AI voucher distributor, finds the right consenting clients.
AICRMGenius turns your client list into a living relationship system. It remembers personal details, suggests timely outreach, and uses Singapore merchant rewards when a voucher helps restart the conversation.
AI Client Memory
Keep notes, preferences, birthday month, and relationship context in one CRM built for follow-up.
Smart WhatsApp Follow-Up
Sam, your AI voucher distributor, helps decide who needs a voucher touchpoint, which offer fits, and when it should go out.
Singapore PDPA-Aware
Client consent and privacy boundaries are part of the workflow, not an afterthought.
Privacy-Scoped to You
Your client data and the context used for AI voucher distribution are isolated to your account.
Sam · AI voucher distributor
Today's first touchpoint
Sarah Lim
Property buyer lead, last note from yesterday
92
priority
Memory
Recent notes show a concrete preference. Sam uses the preference category, not the raw note, when reusing language patterns.
Recommended
Send a voucher-backed touchpoint with a specific reason instead of a generic check-in.
Client queue
Sarah Lim
Property buyer lead
Voucher touchpoint ready
Marcus Tan
Motor insurance renewal
Service reminder
Priya Nair
Mortgage referral
Thank-you note
Client preference
Dining voucher
WhatsApp send
Prepared for Alan
Voucher follow-up to Sarah
24
Renewals
18
Warm leads
92
Sends
Sam, your AI voucher distributor, decides which curated offer fits each consenting client, then handles WhatsApp delivery on your behalf.
1
Sam chooses
From a curated inventory of F&B, wellness, and retail offers, Sam matches what fits each client based on what you've logged.
2
WhatsApp sends
After your client has consented, Sam sends a personalized message through our verified WhatsApp Business number — with your name on every message.
3
Client redeems
QR-verified redemption at the merchant. You stay top-of-mind every time.
Merchants are local businesses that provide vouchers. Sam, your AI voucher distributor, matches those offers to consenting clients using the relationship context you've logged.
Family dining
Family dinner set
F&B
Two signature burgers for the price of one.
Cafe
Bring a friend and enjoy a second coffee on us.
Privacy scoped by design
Your client list and the context used by Sam, your AI voucher distributor, are isolated to your account. Other users can never access your client information.
Privacy-Scoped to You
Your client data and AI distribution context are isolated to your account.
PDPA Consent Built-in
Each client opts in before a single voucher is sent. The consent record lives with their profile.
Client Memory for Professionals
Log client notes, tags, preferences, and birthday month once. Sam, your AI voucher distributor, uses that context when matching offers.
QR-Verified Redemption
Every voucher has a unique QR. The merchant scans, you see redemption land in your dashboard in real time.
Data boundary
Your CRM
clients, notes, consent
Voucher network
offers, QR, redemption
Your client data stays isolated to your account.
How it works
Sarah Lim
Client since 2024 · 6 conversations
You won the client. Now keep them. Sam, your AI voucher distributor, decides what offer fits each consenting client and when to send it, then delivers it through WhatsApp in your name.
Sam intelligently matches merchant offers to consenting clients, chooses a useful moment, and distributes each voucher through WhatsApp on your behalf.
Remembers each client's notes, preferences, and birthday month
Works 24/7 while you focus on closing deals
Provides you analytics with tools to build stronger relationships

Questions?
For plan questions, setup help, or whether this fits your advisory workflow.
Feature
Traditional CRM
AICRMGenius
Start free, upgrade when you're ready. No hidden fees, no surprises.
Need more capacity? Stackable add-ons: +20 users + 750 AI credits ($10/mo)
All plans get 20% off when paid annually. Higher tiers unlock more vouchers per blast and AI auto-reply.
New: try Silver free for 14 days. Card required at signup; we charge on day 14 if you stay.
Want to see what you're really paying per client? Higher tiers unlock a lower cost per relationship.
See the full per-client breakdownEverything you need to know about AICRMGenius
Start free with your first 5 clients — no card needed. Or try Silver free for 14 days, no commitment.
Free plan: no credit card • Silver trial: 14 days, card required • Cancel anytime

I use consented client notes, birthday month, and preferences to match a useful voucher from a local merchant. When the moment is right, I distribute it through our verified WhatsApp Business number, in your name.
I handle the matching, timing, and WhatsApp delivery so you can stay focused on the client relationship.
Busy professionals know their clients well, but matching every person to a useful offer at the right moment takes more time and attention than a spreadsheet can handle.
A thoughtful voucher works best when it reflects real relationship context. Generic broadcasts create noise; relevant, consented touchpoints strengthen trust.
Sam evaluates eligible merchant vouchers, matches them to consenting clients, chooses the timing, and distributes them through WhatsApp in the professional's name.
"I built AICRMGenius after watching advisors lose touch with clients they'd spent years winning. A well-timed voucher on WhatsApp keeps you in the conversation — without being pushy."
Nasrudin Salim — Creator of AICRMGenius, Co-Founder via Replikate Labs · LinkedIn