Book a call

IceBubble CRM

An assistant that knows your CRM

Ask it about this client, this job or this survey and it answers from your own records, as you, with your own access. It drafts, you approve. It never sends, publishes or changes a setting by itself.

Book a demoSee pricing

Where it lives

A sparkle button in the top bar opens a panel on the right of every page in the CRM. It knows which page you are on: open a client and "this client" means that client; open a survey template and it means that survey. Two or three buttons at the top of the panel ask the obvious questions for the page, so most days you never type.

Every person has their own chats, with a history, a new chat button, and a thumbs up or down on each answer so we can see what helped.

What it knows

The same records you can see, read as you. Someone without access to a deal cannot ask about it either.

Clients and contacts

Who they are, what has happened, who spoke to them last, what is open.

Deals and jobs

The pipeline, work items, time logged, delivery plans and what is slipping.

Helpdesk and bookings

Tickets and their history, who is booked when, who is off.

Campaigns

Steps, templates, audience size, and a pre-flight check before you launch.

Surveys and reports

Templates, rules and results; what a report block counts and why a record is left out.

How the CRM works

Help written from the code. "How do I" and "why can't I" get a real answer, including which permission is in the way.

Things people ask it

  • "What has happened with this client since the quote went out?"
  • "Which of my jobs are due this week and have no one assigned?"
  • "Why is this contact missing from the campaign audience?"
  • "Check this survey's rules for problems before I publish it."
  • "Why can't Sam see the pipeline?"
  • "Draft a report of open tickets by client for the last quarter."

What it can do for you

Changes go through a card that says in plain words what will happen, with an Apply button. Nothing happens until you press it, and a save that fails shows you why.

  1. Log an activity

    A call, a visit, a note against the client or the deal, written for you from what you said.

  2. Update a deal, a job or a task

    Move a stage, change a date, close something off. The card shows the before and after.

  3. Draft a survey

    Describe what the brief needs and it drafts the template, or adds sections and rules to one you have. You publish.

  4. Draft a report or a campaign

    The blocks, filters and steps laid out for you to check. Launching a campaign stays a person's click, always.

What it will never do

These are off the list whatever your role, so you can give it to the whole team.

  • Send an email or a message to anyone
  • Reply to a helpdesk ticket
  • Publish a survey, a report, a campaign or a web page
  • Change a setting or a permission
  • Edit your website
  • Act on anything without you pressing Apply

Diagnostics built in

The questions that used to mean a support ticket.

Why can't I?

Why a person can or cannot use a feature, role by role, and where to fix it. Shown only to people who manage permissions.

Survey rules

Finds rules that can never fire, questions that hide each other, and runs a rep's answers through the template before it goes out.

Report filters

Says what a block counts and which filter leaves a record out, with the real values in the field.

Campaign pre-flight

Steps with no template or nobody assigned, an empty audience, exits and retries that go nowhere.

Your data and your bill

Your records are read for the answer and nothing else. They are not used to train anything. The usage log keeps who asked and what it cost, never the words. You set how long chats are kept, a fair daily limit per person, and a monthly cap for the whole company, and the assistant stops politely when it is reached.

Part of the With Assistant plan

Two plans, everything else the same. The top one adds the assistant and every other AI feature in the CRM.

Core
£65/user/month
Founders' price £50 until the end of February 2027. Plus VAT, from three users. Every feature except the AI ones.
See what is included
With Assistant
£85/user/month
Founders' price £65 until the end of February 2027. Plus VAT, from three users. Everything in Core, plus the assistant panel, AI summaries, the AI survey builder, and your own Claude or ChatGPT connected to your CRM.
Book a demo

Questions people ask

Which AI is behind it?

Anthropic's Claude, through our own account. You do not need an account of your own, and no key of yours is involved.

Is our data used to train it?

No. The records it reads for an answer are sent for that answer and nothing else, under a commercial agreement that rules out training.

What happens when we hit the cap?

The assistant says so and stops until the day or the month rolls over. The cap is yours to set, and we tell you before you get near it.

Can one team have it and not another?

Yes. It is switched on per role, so your sales team can have it while the field team does not. The plan covers the whole company either way.

How is this different from connecting Claude Desktop or ChatGPT?

Same tools, same access checks. The connection is for people who already live in Claude or ChatGPT and want their CRM there. The assistant is inside the CRM, knows the page you are on, and can draft and apply changes. Both are in the With Assistant plan.

Can we try it first?

Yes. Book a demo and we switch it on for your account for a fortnight.

See it answer your own questions

Half an hour on a call: we open your CRM, or ours, and you ask it whatever you like.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.