Bonalta CRM
Pipelines pre-tuned for the way your industry actually sells.
Stop forcing your team to bend a generic CRM. Bonalta CRM ships with vertical templates — pipelines, stages, dispositions, automations — co-designed with operators in dental, plastic surgery, aesthetics, insurance, and B2B sales.
62%
More booked consults
11h
Reclaimed per agent / week
$4.30
Cost per qualified lead
What you get
The capabilities that ship with Bonalta CRM.
Vertical templates
Pipelines, stages, dispositions, and AI playbooks pre-configured for your industry — not adapted from a generic CRM.
Contacts + companies
B2C and B2B records with custom fields, segments, and household / account hierarchies.
AI-powered duplicate detection
Phone-number-, email-, and fuzzy-name matching keeps your database clean without manual merges.
Workflow automation
Trigger sequences on any field change, call disposition, or AI signal. No-code rule builder.
Reports + dashboards
Funnel conversion, agent leaderboards, source attribution. Schedule weekly digests to leadership.
Open API + webhooks
Every record is REST-readable. Push events to Zapier, Make, or your data warehouse in real-time.
FAQ
Frequently asked.
Can I import from HubSpot / Pipedrive / Salesforce?
Yes — we run the migration as part of onboarding. CSV or direct API; we map fields once and lock it in.
Is data per-tenant isolated?
Every tenant is logically isolated at the database layer. We can deploy single-tenant infrastructure on Enterprise.
Bonalta CRM