The WhatsApp AI CRM Singapore professionals use to stay remembered.
AICRMGenius is a WhatsApp AI CRM for financial advisors, realtors, car salespeople, and independent professionals in Singapore. You manage relationships from a dashboard, Sam prepares timely WhatsApp follow-ups, and clients receive vouchers in a simple wallet they can redeem by QR.
Free plan: manage 10 client relationships with AI memory, WhatsApp follow-ups, and QR redemption tracking. No card required.
Singapore
built and hosted
10 clients
free forever
PDPA
consent-aware
How AICRMGenius works
Dashboard, WhatsApp message, client wallet
Professional dashboard
Sarah Lim needs a useful follow-up today
Sarah Lim
Buyer lead · District 15
Sarah asked for family-friendly places near the East Coast. Send a dining voucher tonight, not a generic check-in.
Due
Today
Send
7:30pm
Voucher
Dining
128
clients remembered
14
follow-ups due
92%
consent rate
Sam from AICRMGenius
Business WhatsApp account
You've received a voucher from Acme Advisory.
Merchant: Kopi & Craft
Offer: 1-for-1 coffee
Voucher code: KOPI8X2
Discount value: 1-for-1
This voucher has been added to your wallet. Tap below to view and redeem it before it expires.
Client wallet
No app install · opens from WhatsApp
Kopi & Craft
1-for-1 coffee
Run a business and want Sam to match your vouchers to the right consenting clients?
Built for relationship-led sales in Singapore
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 helps decide who needs a touchpoint, what to say, and when a WhatsApp message should go out.
Singapore PDPA-Aware
Client consent and privacy boundaries are part of the workflow, not an afterthought.
GOURMET BURGERS CO.
The Ultimate Burger Deal
Two signature burgers for the price of one.
VIRAL GROWTH
PIXEL PERFECT PIZZA
50% Off Any Large Pizza
A whopping 50% off any large pizza.
VIRAL GROWTH
THE COZY CAFE
BOGO Free Coffee
Bring a friend and enjoy a second coffee on us.
VIRAL GROWTH
How a voucher reaches your client
Curated inventory. AICRMGenius decides what to send to whom. WhatsApp delivery on your behalf. Your client redeems and remembers you.
Sam picks the right voucher
From a curated inventory of F&B, wellness, and retail offers, Sam matches what fits each client based on what you've logged.
Sam sends it via WhatsApp
After your client has consented, Sam sends a personalized message through our verified WhatsApp Business number — with your name on every message.
Your client redeems — and remembers you
QR-verified redemption at the merchant. You stay top-of-mind every time.
You stay close
Every voucher is a useful reason for your client to remember you.
Your client wins
A real, redeemable offer at a local business they can actually use.
Merchants get foot traffic
A side benefit of the network — not the reason you're here.
AI CRM and WhatsApp Retention for Singapore Advisors
AICRMGenius combines AI client memory, PDPA-aware WhatsApp follow-up, and relationship analytics so Singapore professionals stay present between deals.
Sam — Your AI CRM Assistant
Configure Sam once, then let him help draft personalized WhatsApp follow-ups for every client relationship.
WhatsApp Delivery
Vouchers go out via our verified WhatsApp Business number — every message is branded as you, in front of your client.
Client Memory for Professionals
Log client notes, tags, preferences, and birthday month once. Sam uses what you have told him on every follow-up.
QR-Verified Redemption
Every voucher has a unique QR. The merchant scans, you see redemption land in your dashboard in real time.
PDPA Consent Built-in
Each client opts in before a single voucher is sent. The consent record lives with their profile.
Privacy-Scoped to You
Your client list and Sam's memory of them are isolated to your account. No other partner ever sees them.
How it works
From "who was that again?" to a repeat visit — in four steps
Sarah Lim
Client since 2024 · 6 conversations
Your WhatsApp Relationship Engine
You won the client. Now keep them. Sam — your personal secretary — decides what voucher fits each client and when to send it, then delivers it through WhatsApp in your name, every time it should show up.
Sam — your personal secretary on WhatsApp
Sam is a dedicated AI secretary who decides when each client deserves a voucher, then sends it through WhatsApp on your behalf — in your name.
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
- Log client preferences, notes, or birthday once — Sam uses them on every follow-up
- Smart distribution: Sam decides which voucher each client gets and when
- Dashboard with redemption + engagement insights per client
- Privacy-scoped: your client data is isolated to your account
The Smarter Choice
Feature
Traditional CRM
AICRMGenius
Simple, Transparent Pricing
Start free, upgrade when you're ready. No hidden fees, no surprises.
Need more capacity? Stackable add-ons: +10 clients ($10/mo) • +20 clients ($15/mo) • +35 clients ($20/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 breakdownFrequently Asked Questions
Everything you need to know about AICRMGenius
Keep Your Clients Closer
Start free with your first 10 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
Hi, I'm Sam — your personal client secretary.
I remember every client's notes, birthdays, and the little things that matter. When the moment is right, I send a thoughtful voucher from a local merchant — through our verified WhatsApp Business number, in your name. You stay top-of-mind without lifting a finger.
I work 24/7, never forget a birthday, and only reach out when it actually helps. Think of me as the secretary you'd hire if you could clone yourself — minus the salary.
The problem Sam faced
Sam was a financial advisor with 80 clients. He'd write birthday reminders in a spreadsheet, draft WhatsApp messages by hand, and buy gift cards out of his own pocket. Most months, he'd forget half the birthdays and lose touch with clients for weeks at a time.
The realisation
The clients he stayed in touch with — even just a birthday text — referred twice as often. The ones he forgot? They drifted to a competitor. The relationship was the asset, and he was letting it decay silently.
Why Sam built this
He wanted a secretary who never forgets — one who remembers every client's notes, sends the right voucher at the right moment, and does it all through WhatsApp. So he built Sam. Now every advisor, realtor, and professional gets the same secretary — minus the salary.
"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