Know what happens next.
Cadence is the intelligent CRM from Botsplash that connects customer data, conversations, AI, automation, and insights—so every opportunity keeps moving.
Mortgage · Insurance · Automotive · Consumer Lending
Jessica Pearson
Refinance · $412,000 · Charlotte, NC
Lead score
82
Response time
2m 14s
Last touch
Today
Source
Paid search
Conversation
LiveTasks
Next action
Follow up with borrower today at 2:00 PM
Customer responded positively to the last SMS and has not completed their application.
AI summary
Refinance inquiry from paid search. Engaged within 2 minutes, confirmed intent, and asked about documentation. Application stalled at income verification.
Recent activity
Application started
Step 2 of 6 · incomplete
Credit consent received
Yesterday, 4:12 PM
Lead source: Paid search
Yesterday, 4:06 PM
Workflow
RunningRefinance nurture · Day 2
Built by Botsplash
Built on years of customer engagement.
Cadence is built by Botsplash, bringing years of experience in customer conversations, automation, AI, compliance, and customer engagement into a CRM designed around action.
[X]+
customer organizations
[X]M+
conversations handled
[X]+
years of experience
[X]
industries supported
The difference
Most CRMs tell you what happened. Cadence helps determine what happens next.
Traditional CRM
System of record
- Stores customer data
- Logs activities
- Creates tasks
- Generates reports
- Depends on users to decide what happens next
Cadence
System of action
- Understands customer context
- Unifies conversations
- Identifies next actions
- Executes workflows
- Uses AI to surface opportunities
- Keeps customers moving
Product
Five parts of one platform.
CRM, Conversations, AI, Automations, and Insights—designed together rather than assembled from disconnected tools.
CRM
One customer record. The complete relationship.
Bring leads, contacts, applications, activities, ownership, pipelines, and customer context together in one operating system.
Customer record
Updated 3 min agoContact
Jessica Pearson
Type
Refinance
Amount
$412,000
Owner
M. Alvarez
Pipeline
Retail · Qualification
Application
Step 2 of 6
Conversations
Every conversation in context.
Bring SMS, email, voice, web chat, and AI-assisted conversations into the customer record so teams always understand the history behind the next interaction.
Unified timeline
- SMS9:04 AM
Jessica Pearson
What documents do you need from me?
- Email8:41 AM
Cadence automation
Your refinance checklist — 3 items remaining
- VoiceYesterday
M. Alvarez
Outbound call · 4m 12s · voicemail left
- Web chatYesterday
Jessica Pearson
Rate quote request submitted
AI
AI that understands the customer journey.
Use customer context, conversations, workflow state, and business rules to summarize activity, identify intent, recommend actions, and help teams move faster.
Record
Cadence AI · in record
Intent detected: high. Borrower confirmed interest and asked about documentation twice in 24 hours.
Automations
Turn business rules into action.
Automate routing, follow-up, assignments, reminders, escalations, lifecycle changes, and customer engagement without stitching together disconnected tools.
Workflow builder
Published- 1New LeadTrigger
- 2AI ResponseAI
- 3QualificationAction
- 4Assign AgentAction
- 5Schedule Follow-upAction
- 6Move Pipeline StageAction
Insights
Understand what is moving—and what is not.
Measure conversion, response times, customer engagement, pipeline movement, team performance, and operational bottlenecks.
Insights studio
Last 30 daysMedian response
2m 14s
Lead → Qualified
34.8%
Stalled deals
17
Customer journey
One platform across the customer journey.
From the first inbound signal to long-term growth, Cadence keeps the relationship in continuous motion.
Acquire
- Lead capture
- Integrations
- Inbound sources
Engage
- SMS
- Voice
- Chat
Qualify
- AI
- Lead scoring
- Customer intent
Convert
- Routing
- Agent assignment
- Pipeline management
Retain
- Lifecycle automation
- Customer follow-up
Grow
- Cross-sell
- Renewal
- Referral
- Re-engagement
Cadence for Mortgage
A CRM built around your LOS—not instead of it.
Cadence manages the customer relationship before, around, and after origination while your LOS manages the loan.
Designed to work alongside leading LOS platforms.
Listed as examples of planned and supported integration targets.
Cadence
Your LOS
Cadence
Cadence is a CRM and customer engagement platform. It is not a Loan Origination System.
Industries
Built for industries where every lead matters.
What happens next?
Every customer has a next move.
Twenty-nine minutes from an inbound lead to a booked appointment—orchestrated across conversations, AI, routing, and workflows.
Cadence keeps the next action in motion.
- 9:02 AMNew lead received
- 9:02 AMCadence starts engagement
- 9:04 AMCustomer responds
- 9:04 AMAI identifies purchase intent
- 9:05 AMLead assigned to the right agent
- 9:07 AMAgent conversation begins
- 9:31 AMAppointment scheduled
Integrations
Built to work with your existing technology.
Cadence is the customer relationship layer that connects the systems your team already runs on.
CRM / Data
Communication
Lead Sources
LOS / Industry Systems
Dialers
Analytics
Identity / SSO
Our story
Why we built Cadence
Botsplash started by helping businesses have better customer conversations.
Over time, one thing became clear: the conversation was only one part of the problem.
Customer data lived in one system. Communication lived in another. Workflows lived somewhere else. AI was becoming yet another disconnected tool.
Cadence brings them together.
It's a CRM designed around the customer journey—not around data entry.
Cadence is the next chapter of Botsplash.
Ready to know what happens next?
See how Cadence can bring customer relationships, conversations, AI, and automation into one intelligent CRM.