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CRM

A CRM that fills itself every time someone taps your bio link

No spreadsheet, no separate tool, no manual data entry. Every lead who answers a question in your bio link arrives in your CRM already scored, tagged, and ready to filter, follow up, or close.

A small business owner reviewing customer orders backed by a self-filling CRM

Every lead, organized automatically

Jordan M.

Goal: scale to $10k/mo

Hot

Alex R.

Goal: launch first offer

Warm

Sam T.

Just browsing for now

Cold

Each lead arrives with their answers, their score, and their history. Filter, follow up, close.

Every visitor becomes an organized lead

A CRM, not a spreadsheet

Most creators end up managing leads in whatever's closest — a spreadsheet, a notes app, a messy inbox. Sell Bio's CRM replaces that with a single view that fills itself: every visitor who answers a question in your bio link becomes a lead record automatically.

Each record carries what the visitor answered, the AI intent score it produced, and a timeline of their activity — no copy-pasting answers out of a form notification into a separate sheet.

From there you can filter by segment, tag, or score, follow up individually, or hand a cold segment to the AI to draft a re-engagement campaign for. Nothing has to be re-entered anywhere.

It's built for the way a solo creator or small team actually works day to day: one place to see every lead, what they said, how urgent they are, and what happened since.

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SB

Sell Bio

sellb.io/yourname

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What does a bio link CRM actually replace?

Without a built-in CRM

Spreadsheets and notes

  • Copy-pasting form answers into a spreadsheet by hand
  • No single view of a lead's full history
  • Segmenting means manually sorting rows and columns
  • Follow-up campaigns written from scratch each time
  • Data scattered across forms, notes, and inboxes

With Sell Bio's CRM

Self-filling lead database

  • Every lead record is created automatically
  • Answers, score, and history in one place per lead
  • Filter and segment in a few clicks, no spreadsheet
  • AI drafts re-engagement campaigns for cold segments
  • One system instead of forms plus a spreadsheet plus notes

How Sell Bio's CRM works

“Goal: $10k/mo”
New lead
1

A visitor answers in your bio link

Any question answered in your flow — a quiz, a form, a booking step — becomes the start of a lead record.

Answers3 captured
ScoreHot
Addedjust now
2

The record fills itself

Answers, AI score, and a timestamp are attached automatically. Nothing is copied or re-typed anywhere.

HotThis week
Jordan M.Hot
Priya K.Hot
3

Filter and segment

Sort your leads by score, tag, or how they answered, and find exactly the group you want to act on.

AI draft

“Still want to hit that goal?”

Send
4

Follow up or automate it

Reach out individually, or hand a segment to the AI to draft a re-engagement campaign that you review before sending.

Everything about a lead, in one place

Leads arrive already organized

No manual entry. The moment someone answers a question in your bio link, a full lead record — answers, tags, and score — appears in your CRM.

A full record, with zero typing

Answers3 captured
ScoreHot
HistoryArrived 2m ago

Filter and segment without spreadsheets

Sort by goal, budget, score, or how long ago they arrived. Find exactly the group you want to follow up with in a few clicks.

Filter in a few clicks

Hot leadsThis weekCoaching
Jordan M.Hot
Priya K.Hot

Let AI draft the follow-up

Pick a cold or dormant segment and the AI drafts a re-engagement campaign for it — you review and approve before it sends.

AI drafts the follow-up

Cold leads · 30 days

“Still want to hit that goal?”

Review & send

Frequently asked questions

Is Sell Bio's CRM a real CRM, or just a lead list?

It's a real CRM: every lead has a record with their answers, AI score, tags, and activity history, and you can filter, segment, and follow up from that record — not just a flat export of form submissions.

Do I have to set up the CRM manually?

No. It fills itself as visitors answer questions in your bio link — there's no separate setup step or manual import required to get started.

Can I export my lead data?

Yes, you can export your leads if you need to use the data in another tool or back it up outside Sell Bio.

How is this different from a spreadsheet?

A spreadsheet only has what you manually type into it. Sell Bio's CRM fills itself from live bio link answers, attaches an AI score automatically, and lets you filter and segment without formulas or manual sorting.

Can multiple people or clients use the same CRM?

Yes, on the Agency plan — it supports unlimited client workspaces from one login, each with its own CRM, sharing a pool of AI credits.

Does the CRM work with the AI re-engagement campaigns?

Yes. You can select a segment directly from your CRM — cold leads, a specific tag, whatever you choose — and have the AI draft a campaign for that exact group.

What information does each lead record include?

Their answers from your bio link flow, their AI intent score, any tags applied automatically based on their answers, and a timeline of activity since they first arrived.

Can I try the CRM for free?

Yes — every paid plan's 14-day trial includes the CRM, so you can see real leads fill it in before deciding to continue.

Stop managing leads in a spreadsheet

14-day free trial. No credit card required.