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Singapore WhatsApp AI CRM + voucher follow-ups

The Singapore WhatsApp AI CRM that sends useful voucher follow-ups for you.

AICRMGenius helps realtors, financial advisors, agents, and independent professionals maintain client relationships. Merchants are local businesses that provide vouchers; Sam matches the right voucher to the right 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

Merchants, Sam, professionals, clients

Merchants

businesses that provide vouchers

Professionals

use Sam to maintain client relationships

Clients

receive vouchers on WhatsApp

One automated relationship loop

Sam decides, sends, and tracks the outcome.

Step 3 · client wallet

Redeem by QR

BI

Bella Italia

Dinner for Two

via Alan your financial advisor

Active
50%off

Family dinner voucher for Sarah.

BELLA50

Expires in 14 days

Step 2 · WhatsApp

AICRMGenius

online

You've received a voucher from *Alan your financial advisor*. Merchant: Bella Italia Offer: Dinner for Two Voucher code: BELLA50 Discount value: 50% off This voucher has been added to your wallet. Tap below to view and redeem it before it expires.
7:30 PM ✓✓

Step 1 · Sam's decision

Sarah needs a useful reason to remember you today.

SL

Sarah Lim

Buyer lead · District 15

PreferenceFamily dining
ConsentWhatsApp ok
Sam's reasoning

She asked for family-friendly places near East Coast. Send a dining voucher tonight instead of a generic check-in.

When

7:30pm

Offer

$20 off

Goal

Warm touch

Run a business and want Sam to match your vouchers to the right consenting clients?

See how it works for businesses
AI CRM + WhatsApp Follow-Up

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.

Privacy-Scoped to You

Your client list and Sam's memory of them are isolated to your account.

Sales partner dashboard

Your WhatsApp Relationship Engine

Sample dashboard

24

Renewal due

18

Warm leads

11

Birthday month

92

Vouchers sent

Today's priority queue

Sam helps decide who needs a touchpoint.

Sarah Lim

Realtor buyer lead

92

Family dining near East Coast

Marcus Tan

Motor insurance renewal

86

Car wash after policy review

Priya Nair

Mortgage referral

78

Cafe voucher for intro meeting

Sam

Sam's recommended send

Personalized WhatsApp voucher

She asked for family-friendly places near East Coast. Send a dining voucher tonight instead of a generic check-in.
You've received a voucher from Alan your financial advisor. This voucher has been added to your wallet. Tap below to view and redeem it before it expires.
7:30 PM ✓✓

Sample tracking

Sent

WhatsApp

Viewed

Wallet

Redeemed

QR

Outcomes for sales partners

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.

1

Sam chooses

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.

2

WhatsApp sends

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.

3

Client redeems

Your client redeems — and remembers you

QR-verified redemption at the merchant. You stay top-of-mind every time.

Merchant voucher network

A real, redeemable offer at a local business they can actually use.

Merchants are local businesses that provide vouchers. From a curated inventory of F&B, wellness, and retail offers, Sam matches what fits each client based on what you've logged.

Bella Italia sample merchant

Family dining

Bella Italia

Family dinner set

Gourmet Burgers Co. sample merchant

F&B

Gourmet Burgers Co.

Two signature burgers for the price of one.

The Cozy Cafe sample merchant

Cafe

The Cozy Cafe

Bring a friend and enjoy a second coffee on us.

Privacy scoped by design

Privacy-Scoped to You

Your client list and Sam's memory of them are isolated to your account. Other users can never access your client information, even if they happen to know the same person in real life.

Privacy-Scoped to You

Your client list and Sam's memory of them 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 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.

Data boundary

Your CRM

clients, notes, consent

Voucher network

offers, QR, redemption

Your client list and Sam's memory of them are isolated to your account.

How it works

From "who was that again?" to a repeat visit — in four steps

SL

Sarah Lim

Client since 2024 · 6 conversations

Loves specialty coffeePrefers weekday lunchesBirthday: March
For Advisors & Realtors

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

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
Meet Sam — Start Free
Sam

Questions?

Ask Sam on WhatsApp

Hi, I'm Sam. Ask me how AICRMGenius helps advisors remember clients, send voucher follow-ups, and keep everything WhatsApp-first.
Chat with Sam

For plan questions, setup help, or whether this fits your advisory workflow.

Why Choose Us

The Smarter Choice

Feature

Traditional CRM

AICRMGenius

Client Memory
Manual notes
Automatic client memory
WhatsApp Integration
Limited/None
Native integration
Follow-Up Prompts
Separate tools
AI-assisted
Keeping in touch with your valued clients
Manual
Fully Automated
Setup Time
Days/Weeks
Minutes
Learning Curve
Steep
Intuitive
Pricing

Simple, Transparent Pricing

Start free, upgrade when you're ready. No hidden fees, no surprises.

Annual billingSave 20% when you pay yearly

Need more capacity? Stackable add-ons: +20 clients + 150 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 breakdown
FAQ

Frequently Asked Questions

Everything you need to know about AICRMGenius

Keep Your Clients Closer

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

Sam — your AICRMGenius personal secretary
Meet Sam

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.

Nasrudin Salim, creator of AICRMGenius

"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

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