CRM
AI CRM for small business — leads, POS, eSignatures, and the conversations that close them.
AI CRM for small business — with POS on the same record
DAISI CRM is AI CRM for small business. Leads, pipelines, point of sale, eSignatures, and the conversation live in one place — so a quote doesn’t die over the weekend and taking payment doesn’t mean opening a second app.
Every lead has a home
Pipelines, notes, and history instead of a pile of texts and email threads.
POS on the customer
Small business POS software on the same record as the pipeline, not a separate till.
From talk to invoice
The same record that closed the sale can start the bill and the signature.
Inside CRM
The shop, on one screen
Leads, texts, rooms, invoices, and the follow-up — not eight logins. Here’s every major piece, with a working shop’s test data.
01
Dashboard
Open the day on counts that matter: who’s paying, who’s new, who’s a customer, and who’s waiting in chat. Jump to the job from here.
02
Leads and Customers
Every name has a status, a phone, and a history. Filter the pile, call the next one, convert a lead without starting a second record.
03
SMS and Web Chat
The text from the van and the chat on the website land in one inbox. Reply from the shop — it stays on the customer, not a personal phone.
04
Resource Calendar
Rooms, desks, and people on one week view. Book it once. Double-bookings stop being a hallway conversation.
05
Task Management
The call-back, the contract, the chairs for Saturday. Due dates in red when they’re late. Nothing living only in someone’s head.
06
Point of Sale
Tap the room, the day pass, the extra hour. Cart, total, checkout — on the same customer who walked in as a lead last month.
07
Opportunities
The jobs that aren’t closed yet, with a dollar amount and a status. Won, lost, or still open — without a separate pipeline app.
08
Subscriptions
Memberships and retainers that bill themselves. Pause or cancel from the row. Next bill date is on the record, not a calendar invite.
09
Digital Signatures
Send the membership, the rental, the addendum. Watch who signed and who hasn’t — without printing a packet for the counter.
010
Reporting
Revenue, refunds, orders, and the week in a line. Ask DAISI to read the numbers when you don’t want another export.
011
Automations
New lead gets a text. Booking starting soon gets a reminder. A failed card gets a retry. Write it once, or let DAISI draft it.
Plug your business into DAISI.
One account. The tools a small company actually uses. Easy AI software, ready today.
Get Started NowAbout AI CRM for small business
What is DAISI CRM?
DAISI CRM is AI CRM for small business. It keeps leads, pipelines, POS, eSignatures, live chat, SMS, and invoices on the same customer record so a quote does not die in someone’s inbox.
Does DAISI CRM include point of sale?
Yes. POS, subscriptions, and billing live on the same customer as the pipeline, so taking payment does not mean opening a second system.
Is DAISI a HubSpot alternative for small teams?
For shops that want CRM, POS, and eSignatures in the same login as books and office — without a marketing-cloud price — yes. DAISI is built for small-business work, not enterprise funnels.
Is this app part of DAISI?
Yes. It shares one DAISI login with the rest of the suite and is included in the DAISI subscription.
Do I need a separate subscription?
No. DAISI apps are included in the DAISI subscription — not a stack of unrelated logins.