Meet Sam — the secretary who keeps your clients close, on WhatsApp.
Sam is your personal client secretary. He remembers every client's preferences and birthdays, then sends a well-timed voucher from a local merchant — from your own WhatsApp, in your name. Built for financial advisors, realtors, and independent professionals in Singapore.
Free plan: 10 clients, manual voucher sends, QR redemption tracking. Paid plans add broadcasts, more clients, and AI replies. No card required.
Sam
your client secretary · online
You've received a new voucher from one of our trusted partners! Campaign: Dinner for Two Voucher code: BELLA50 Discount value: 50% off This voucher has been added to your account. Tap the button below to view and redeem it before it expires.
10:30 AM
Thanks, I opened it. Can I use it this Friday?
10:32 AM
Yes, Friday works. Reserve with Bella Italia and show your voucher when you arrive.
10:32 AM
Type a message...
Run a business and want advisors, realtors, and professionals to share your vouchers with their clients?
The voucher inventory at your fingertips
Real local merchants supply the rewards. AICRMGenius matches the right voucher to each client and delivers it on WhatsApp.
Curated Inventory
Hand-picked offers from local merchants — no campaigns to design or manage.
Smart Distribution
The system decides which voucher fits each client and the right moment to send it. You don't lift a finger.
Consent-First by Design
PDPA-compliant flow: every client opts in before a single voucher is sent.
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.
Everything You Need to Scale Your Business
With AI powered smart voucher distribution, we've built the complete toolkit for modern relationship management.
Sam — Your AI Secretary
Configure Sam's personality once, then let him draft and send personalized voucher messages to your clients — automatically, through WhatsApp.
WhatsApp Delivery
Vouchers go out via our verified WhatsApp Business number — every message is branded as you, in front of your client.
Client Memory Sam Controls
Log a client's preferences, family details, or birthday once. Sam uses what you've 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.
Shares personalized vouchers with your clients
Works 24/7 while you focus on closing deals
Provides you analytics with tools to build stronger relationships
- Log client preferences 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.
Frequently 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 preferences, birthdays, and the little things that matter. When the moment is right, I send a thoughtful voucher from a local merchant — on your WhatsApp, 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.