# Bridge | WhatsApp, calls and AI agents for sales teams > Bridge connects WhatsApp, calls, email and AI with reports that show which ads turn into sales, how each lead moves and how each customer is served. ## What Bridge is Bridge is a platform for managing customer conversations and relationships. It brings WhatsApp, calls, email and meetings into one shared history per customer, adds AI agents (LeadScout, ServiceDesk, FrontDesk) and can sync information with the CRM. Bridge is a commercial brand of Sainapsis Inc. It is built for account executives, sales advisors and other professionals who hold direct relationships with customers, and for the teams that follow up and serve them. Bridge connects WhatsApp, calls, email and AI with reports that show which ads turn into sales, how each lead moves forward and how each customer is served. Improve follow-up, lower service costs and keep control of your information. For companies where selling takes advice, follow-up and trust ## For sales leaders **More sales per advisor. Lower cost per customer.** A new opportunity reaches the sales follow-up board with its owner, Sarah Collins. The customer record shows the conversation, the Bridge AI summary and the next step. The opportunity moves to Proposal and management can see the follow-up. ## For marketing and sales **More sales from the leads you already generate.** Three ads generate 60, 90 and 20 leads. A lead from ad A moves through contact and opportunity to a sale without losing its source ad. The report shows that ad A has the most closed sales (6) and ad C has the best lead-to-sale rate (20%). ## For customer service and experience **A better experience for your customers. Lower service costs.** ServiceDesk explains how to download an invoice using an approved guide and the customer confirms the question is resolved. A request that needs approval continues with Chloe Bennett from the service team, with a case summary. ## For security and compliance **Protect your customers' information. Strengthen your compliance.** On the institution's WhatsApp, a message with third-party data is flagged as a possible risk and the data is shown masked. The case reaches the review panel; an authorised reviewer examines the evidence and records the decision with a comment. Customers: BMW, MINI, Hyundai, Renault, Jeep, KTM, Beld, Constructora Bolívar, Lockton. ## From the first message to the next sales step. Everything happens in one tool: the AI agent qualifies the lead, the advisor continues the conversation and the follow-up stays in Bridge, without switching apps. ### Construction 1. **Ad**: A pre-construction apartment ad generates the inquiry. 2. **Lead**: The buyer writes in about a 3-bedroom apartment. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: Daniel Hughes books a visit to the sales room and calls the buyer. 5. **Proposal**: The advisor sends the quote; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ### Insurance 1. **Ad**: A home insurance ad generates the inquiry. 2. **Lead**: The customer asks for a quote for his apartment. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: Jessica Moore explains the coverage and calls the customer. 5. **Proposal**: The advisor sends the quote; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ### Automotive 1. **Ad**: A hybrid SUV ad generates the inquiry. 2. **Lead**: The customer writes in, interested and with a car to trade in. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: Sarah Collins proposes a test drive and calls the customer. 5. **Proposal**: The advisor sends the proposal; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ### Banking 1. **Ad**: A home loan ad generates the inquiry. 2. **Lead**: The customer asks how much he can borrow to buy a home. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: Rachel Turner, his relationship manager, reviews the case and calls the customer. 5. **Proposal**: The relationship manager sends the loan estimate; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ### Education 1. **Ad**: A master's programme ad generates the inquiry. 2. **Lead**: The applicant asks about schedules and scholarships. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: James Carter, her admissions counselor, books an information session and calls her. 5. **Proposal**: The counselor sends the curriculum; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ### Hospitality 1. **Ad**: A corporate events ad generates the inquiry. 2. **Lead**: A company asks for a quote for an 80-person event. 3. **LeadScout**: AI qualifies the interest and hands the summary to the advisor. 4. **Advisor**: Megan Brooks proposes dates and calls the customer. 5. **Proposal**: The advisor sends the event proposal; Bridge AI summarises what was agreed. 6. **Follow-up**: The advisor schedules the next step and the opportunity is updated in the CRM. ## See which ads generate sales and where each lead stalls. Three reports connected to your conversations: which ads turn into sales, how each opportunity moves with its advisor and how each customer is served. - **Marketing**: Which ads turn into sales. - **Sales**: How each opportunity moves. - **Service**: How each customer is served. ## One relationship. Useful information for every leader. ### Sales and marketing: Convert more of the investment you already make. See which ads generate sales, how leads move and where sales follow-up needs support. You also get more from your CRM investment: Bridge updates it automatically with the activity of every conversation. ### Customer experience: Deliver what the customer expects. Bring what was agreed in the sale to service and use AI for frequent questions, with context to continue each case. ### Compliance and security: Keep control of information. Move conversations to company channels, with access permissions and traceability. Especially relevant in financial services. ## More time to advise. Less work rebuilding every case. Teams don't like working on a CRM form: they like serving customers. Bridge is a system of action: the advisor talks, proposes and follows up, and the information is recorded without typing it in. Messages, calls, documents and agreements stay in one history per customer. The team picks up what was discussed, prepares the next contact and coordinates follow-up across teams. Inquiry → Proposal → Close → Service → New opportunity — Customer history. 1. **The advisor prepares the proposal**: Reviews what the customer asked for before sending it. 2. **Service picks up what was agreed**: Checks the purchase terms before replying. 3. **The team spots a new opportunity**: Earlier preferences and conversations prepare the next contact. ## AI handles tasks. Your team moves relationships forward. - **LeadScout** (Prospecting): Qualifies interest and gives the advisor what they need to continue. - **ServiceDesk** (Service): Answers questions and handles requests with company knowledge. - **FrontDesk** (Routing): Identifies the need and routes the conversation with context. ## Follow-up also lands in your CRM. Bridge connects conversations with sales records and cuts your team's data entry. You can also use Bridge without a CRM. In most companies, much of the CRM data is incomplete or out of date because it depends on someone typing it in. With Bridge, your CRM stays current with the activity of every conversation. CRMs: HubSpot, Salesforce, Pipedrive, Zoho, Microsoft Dynamics, Attio. Scope varies by CRM and configuration. Confirm it with the Bridge team. ## This is Bridge in your business. - [Automotive](https://bridge.new/en/industries/automotive.md): A lead from an ad that reaches the test drive and comes back for service. - [Real estate and construction](https://bridge.new/en/industries/real-estate.md): A buyer who spends months between visits, documents, signing and after-sales. - [Banking and financial services](https://bridge.new/en/industries/banking.md): An executive serving their client on the institution's channels. - [Insurance](https://bridge.new/en/industries/insurance.md): A policyholder who gets a quote, reports a claim and renews with the same advisor. - [Education](https://bridge.new/en/industries/education.md): An applicant who arrives from a campaign and moves toward enrolment. - [Hospitality](https://bridge.new/en/industries/hospitality.md): A booking inquiry that ends in a corporate event. ## Frequently asked questions ### What is Bridge? A platform that connects customer conversations, AI agents and reports to improve sales follow-up and service. ### Who is it for? For companies whose sales require advice and teams that support the customer before and after the purchase. ### What can I see in the reports? Which ads turn into sales, how each lead moves and how each customer is served. ### Do I need a CRM? No. You can use Bridge on its own or connect it to your CRM. ### How is it billed? The app is billed per user and AI agents per handled conversation. See minimums and additional charges in Pricing. ## Let's talk about making every relationship more profitable. Let's review your sales follow-up, your customers' experience and the productivity opportunities with Bridge.