π True plug and play
Chatbot + CRM.
Already connected.
To manage everything, without any prior setup.
In a familiar environment.
β‘ Usable instantly. No technical help needed.
No consultant, no expert required for setup, configuration, or settings.
No consultant, no expert required for setup, configuration, or settings.
What your SME really needs? Already installed. You'll never have to look for a missing feature or pay extra. iatoi is complete from the very first login. You're in your familiar environment β all you have to do is work.
Key SME features are already there. Nothing to add. Nothing to configure.
No installation, no additional modules: the essentials for your SME are already present and operational.
β Traditional complex solutions
- β Chatbot on one side, CRM on the other
- β Connectors (Zapier, API) to configure
- β Complex setup (2 to 4 weeks)
- β Need a technician or consultant
- β Mandatory multi-day training
- β Risk of sync bugs
β iatoi β Radical simplicity
- πΉ Chatbot + CRM built together (single database)
- πΉ No connection to make β zero API
- πΉ Nothing to configure, usable in 5 minutes
- πΉ No technical help required
- πΉ Familiar interface, immediate onboarding
- πΉ Zero compatibility bugs
Everything is included. Nothing optional.
π Contact Management (CRM)
- β Add, edit, delete a contact
- β Name, company, email, phone, address
- β Filter by status (prospect / lead / customer)
- β Instant global search
- β Internal notes and attachments
- β Complete exchange history
- β Customizable columns (activity, source, city, scoreβ¦)
π Statuses & conversion
- β Change status (prospect β lead β customer)
- β Drag-and-drop Kanban view
- β Automatic conversion rate
- β Assign to a salesperson
- β Customizable sales pipeline
π€ Chatbot (on your website)
- β Integration via link or iframe
- β Customizable welcome message
- β Customizable questions (product, need, budgetβ¦)
- β Auto-collection: email, phone, name
- β Urgency level (very urgent β not urgent)
- β Unlimited custom questions (text or choice)
- β Customizable thank you message
- β Direct sending to CRM (same database)
- β Chatbot dashboard: generated revenue, conversion rate, ROI
π Automatic appointments
- β Integrated visual calendar
- β Appointment booking via chatbot (or manual)
- β Free duration (30/60/90 min)
- β Free subject or notes
- β Automatic record linked to the contact
- β List of upcoming appointments
- β Reminders before appointment (browser notification)
β° Reminders (tasks)
- β Create a reminder (title, description, date/time)
- β Link a reminder to a contact
- β Mark as "done"
- β Automatic notification before due date
π Quotes & electronic invoices
- β Create a quote from a contact
- β Amount, description, due date
- β Status (quote sent / accepted / invoiced)
- β Turn an accepted quote into an invoice (unique number)
- β Downloadable PDF generation
- β List of all quotes/invoices
π§ Emails & templates
- β Create email templates
- β Use a template from a contact
- β Automatic variables (name, company)
- β Outgoing webhooks to Make, Zapier, n8n for actual sending
βοΈ Automations (if X then Y)
- β Triggers: contact created, status changed
- β Conditions: status = prospect / lead / customer
- β Actions: auto email (via webhook), status change
- β Additional no-code workflows: quote accepted β create invoice, inactive lead β follow-up
π¦ Import & export
- β CSV import (Excel, Google Sheets, other CRM)
- β Export CSV, Excel (XLSX), JSON
- β Full data export (backup)
π Statistics & charts
- β Total revenue, average cart value, top customer
- β Conversion rate, monthly revenue trend
- β Status breakdown, sales funnel
- β Monthly performance (target vs actual)
- β Customizable monthly goals
π₯ Team management
- β Invite a team member by email
- β Roles: salesperson or admin
- β Contact assignment
- β Team plan available (β¬49/month)
π Webhook connectors
- β Add a webhook URL
- β Events: new lead, contact modified, appointment created
- β Connectable to Slack, Brevo, Zapier, Make, Google Sheets
π₯οΈ Interface & productivity
- β Views: Dashboard, List, Kanban, Calendar, Stats
- β Keyboard shortcut Ctrl+N (new contact)
- β Offline mode (automatic sync)
- β Browser notifications (push)
- β Global search bar
- β Configurable columns (hide, reorder, adjustable width)
π Support & maintenance
- β Email support (response within 24h)
- β Automatic updates (zero action on your part)
- β Bugs fixed within the day
- β No technician needed
All-in-one plan
All features. Nothing optional.
39β¬/month
- β Chatbot + CRM + Appointments + Quotes + Invoices
- β Direct WhatsApp link
- β Urgency & automations
- β Email support
- β Price locked for early customers
First month free β cancel anytime
Secure payment by Stripe. Monthly subscription.
A question? A demo?
I will get back to you within 24h by email.