A chatbot that closes leads
into Salesforce.
Small businesses want an AI chatbot on their site — but most can't hand off to a human, and the ones that can rely on a Zapier hack to reach a CRM. SalesMate AI is a single WordPress plugin: AI mode, human takeover, a Flutter agent app, and one-click push to HubSpot, Zoho, or Salesforce.
The chatbot market is split down the middle. AI bots capture leads well but can't hand off to a real person when the conversation gets serious. Live-chat tools handle handoff but have no AI on the front end. The rare tool that does both usually needs a middleman — Zapier, Make, or n8n — to actually reach the CRM the sales team lives in.
That middleman means extra monthly cost, extra failure surface, and extra vendor to manage. And every hop delays the lead.
Owners of small businesses wanted a single WordPress plugin that did all of it, out of the box, with real integrations — not toy webhooks. AI mode when they're asleep. Human mode when the sales team is on. Mobile access so agents can take over from their phone. And a one-click push to the CRM they already use.
A WordPress plugin with a chat widget that runs AI-mode or human-mode independently. Human mode works even if no LLM API key is configured — it's a live-chat tool at heart. AI mode uses Claude for reasoning and lead qualification.
The admin dashboard polls at 2-second intervals with a 10-minute nonce refresh so the connection never goes silently stale. Agents get near-real-time updates without a WebSocket stack — WordPress doesn't need one.
A Flutter agent app with a WhatsApp-style UI. Purple gradient bubbles, date dividers, FCM push notifications. Agents take chats on their phones during the day and hand back to AI when they log off.
Native CRM integrations, not Zapier bridges:
HubSpot via Private App Token and the Notes API — contacts land as contacts, chat transcripts land as notes on the contact. Zoho CRM via a Self-Client OAuth2 refresh flow — the plugin manages token rotation. Salesforce via OAuth 2.0 Client Credentials with a My Domain URL field to support trial orgs and sandboxes that break most integrations.
One-click push per lead, tracked as JSON in a crm_pushed column so no lead is ever sent twice.
What we built it with.
The intelligence layer.
From brief to production.
What shipped.
It's the one plugin I run instead of three tools plus Zapier. Leads go from chat to Salesforce in one click. My team took it live in an afternoon.
More from the studio.
Live
Email Report Portal
A Kenyan SACCO on Apache Fineract needed a template-driven report portal that could reach a locked-down core banking database over…
View case study →
Live
formed
A private in-home training service in Tampa Bay needed a platform that felt more like a members' club than a…
View case study →
Live
Prima Portal
Primaresearch was distributing paid datasets by email — no version history, no audit trail, no way for clients to preview…
View case study →Building something similar?
If your problem lives at the intersection of AI, product, and real business constraints, let's talk.
