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The intelligence layer for your business

Stop losing track of the work already coming your way.

B2B Brain connects your website traffic, enquiries, conversations, quotes and jobs in one system. Automate the repetitive follow-up, see which activity turns into revenue, and get an AI brief showing what happened and what needs your attention.

Start free trialSee how B2B Brain works
  • Website → enquiry → revenue tracking
  • Human-controlled automation
  • Daily AI business brief

Website, email, WhatsApp, phone, SMS, Facebook — however customers reach you, their story stays together.

  • Website
  • Email
  • WhatsApp
  • Phone
  • SMS
  • Facebook
  • Google

What B2B Brain is

Not another CRM. The system that watches the whole journey.

A CRM stores the contacts you type into it. B2B Brain sees what happens from the first website visit to the money in the bank — then connects it, automates the repetitive parts, analyses what makes money and tells you what needs attention. See what's happening across your business, understand what's making money, and know what to do next.

Follow one enquiry through B2B Brain

Example data
  1. Website visit
  2. Enquiry
  3. Conversation
  4. Lead
  5. Quote
  6. Follow-up
  7. Job
  8. Revenue

What happened · Mon 09:02

A visitor lands on your roof-replacement page from Google Search.

B2B Brain connects

Records the source and pages viewed, ready to credit any enquiry that follows.

  • Connects

    every event into one customer story

  • Automates

    the repetitive follow-up, on your rules

  • Analyses

    what turns into money, and what doesn't

  • Warns

    when an opportunity is at risk

  • Briefs

    you on what happened and what's next

Five jobs, one system.

See how it fits together →

Where a CRM stops, B2B Brain keeps going.

B2B Brain

Watches, connects and acts on it

Builds each customer's history from forms, calls and messages as they happenInstead of: stores contacts and deals you type in
Starts at the website visit and the campaign that brought themInstead of: starts when someone becomes a lead
Carries on through the quote, the job and the revenue recordedInstead of: stops when the deal is won
Runs your follow-up rules, and a person can take over any timeInstead of: relies on people remembering to follow up
Shows which sources, jobs and habits make money, and where to lookInstead of: reports totals
Writes you a brief and ranks what needs attention todayInstead of: waits for you to check it

One customer. One history.

One customer shouldn't become six disconnected conversations.

A form lands in one inbox, a call in someone's memory, a WhatsApp photo on a personal phone. B2B Brain recognises the customer behind every channel and builds one timeline — so anyone can pick up where the last person left off, without rebuilding the story.

  • Website enquiry

    ends up in someone's email inbox

  • Phone call

    ends up in notes on a pad

  • Facebook message

    ends up in forgotten

  • Quote

    ends up in a spreadsheet

  • WhatsApp photo

    ends up in a different employee

  • Follow-up

    ends up in nobody's job

JS

John Smith

One customer record

Example data
  1. Website enquiry✓ in one history
  2. Phone call✓ in one history
  3. Facebook message✓ in one history
  4. Quote✓ in one history
  5. WhatsApp photo✓ in one history
  6. Follow-up✓ in one history
JS

John Smith · Roof replacement

7 channels · 3 team members · 1 history

Example data

  1. 09:04

    Website visit

    Roof repairs page, from Google

  2. 09:07

    Quote enquiry

    Form: roof replacement

  3. 09:08

    Automatic acknowledgement

    Sent in 8 seconds

    Automatic

  4. 09:42

    Staff phone call

    Sam called — 12 min

  5. 11:10

    Site visit booked

    Thursday 10:00

  6. Friday

    Quote sent — £4,800

    Q-0142

  7. Monday

    Follow-up sent

    No reply after 3 days

    Automatic

  8. 10:16

    Customer accepted

    Lead won at £4,800

  9. 10:17

    Job created

    Scheduled for the 14th

Action Centre

Open B2B Brain and know what to do next.

The dashboard isn't just a report. It's a working list of what deserves attention today — ranked by urgency, value, age, follow-up state, failed automations and customers waiting for a reply.

  • 01See £12,400 of opportunities that currently need attention.
  • 02The oldest unanswered enquiry is always at the top.
  • 03Failed automations surface the day they happen, not when a customer complains.

Action Centre · Today

Example data

Opportunity value at risk

£0

Across 5 opportunities with no activity in 48 hours.

Ranked by

urgencyvalueagefollow-up stateautomation failurecustomer response

  • 3 new enquiries waiting

    Oldest 2 h 14 min · Google, Facebook, phone

    £6,900

  • 2 quotes need chasing

    Q-0139 · 5 days without contact

    £9,700

  • 1 customer reply awaiting response

    Mark Evans · asked to move Thursday

    £2,400

  • 1 automation failed

    WhatsApp message not delivered · 14:32

    Open →

  • 4 tasks due today

    2 site visits · 2 callbacks

    Open →

  • 2 appointments tomorrow

    1 not yet confirmed

    Open →

Website Intelligence

See what your website actually creates.

Traffic numbers are useful. Revenue attribution is better. B2B Brain connects website behaviour to the enquiries, quotes and jobs that follow — so you can see which visitors became paying work. Add a small B2B Brain connection to your existing website; nothing to rebuild.

Website Intelligence · last 30 days

Example data

Where they came from

  • Google Ads
  • Google Search
  • Facebook
  • Direct

One visitor's path to revenue

  1. 01

    Website visitor

    Google Search · 09:12

  2. 02

    Pricing page viewed

    2 min 40 s

  3. 03

    Quote CTA clicked

    “Get a free quote”

  4. 04

    Form submitted

    Roof replacement

  5. 05

    Lead created

    John Smith · source kept

  6. 06

    £4,800 quote

    Q-0142

  7. 07

    Job won

    Accepted on Monday

  8. 08

    £4,800 revenue

    Credited to Google Search

Visitors
0
Enquiries
0
Visitor → enquiry
5.1%
Won customers
0
Revenue
£0

Revenue by source — not just traffic

SourceVisitorsEnquiriesJobs wonRevenuePer visitor
Google
840
6128
£51,600
£61
Facebook
1,160
4612
£24,200
£21
Direct / other
480
197
£16,600
£35

Facebook sent the most visitors. Google sent the visitors who became the most valuable customers.

Traffic tells you who arrived. B2B Brain shows what happened next.

How Website Intelligence works

From enquiry to paid job

Most tools stop at the lead. The money is further down the line.

B2B Brain follows the work through qualification, site visit, quote, follow-up, the win, the job and the revenue recorded — so you see not just how many leads you had, but what they became.
  1. 1

    New enquiry

    Sales

  2. 2

    Qualified

    Sales

  3. 3

    Site visit

    Sales

  4. 4

    Quote

    Sales

  5. 5

    Follow-up

    Sales

  6. 6

    Won

    Sales

  7. 7

    Job

    Delivery

  8. 8

    Completed

    Delivery

  9. £

    Revenue

    Result

01

Sales pipeline

Every opportunity with its value, owner and follow-up date. Overdue follow-ups stand out.

Learn more →

02

Quotes & jobs

Accepted quotes win the lead and become jobs you schedule, start and complete.

Learn more →

03

Revenue & profit

Final revenue and costs on every job, credited to the source that found it.

Learn more →

Automation

Automate the follow-up. Keep control of the conversation.

Build the rules around the way your business already works. You choose every step — what's sent, to whom, when, and when to stop. B2B Brain automates the repetitive steps without taking control away from your team: pause any rule, test it first, or take over a conversation at any time.

Automation ON

Workflow: New enquiry response

New enquiryrunning
Create lead
Send acknowledgement
Notify Sarah
Wait 30 minutes
Has a staff member replied?
YES → stop automation
NO → remind salesperson
Remind salesperson
Quote created
Wait 3 days
Quote accepted?
YES → create job
NO → send follow-up

Every step is written to the customer's timeline. Customers who have opted out are never messaged.

Templates

Example data

Start from a template, then change the wording, people and timings to match how you work.

Nothing unapproved

Automation only does what your rules say, in your words. It isn't AI acting on its own.

Humans stay in charge

Taking over a conversation stops automated messages to that customer immediately.

Everything is on the record

Every automated step is written to the customer's timeline. Opted-out customers are never messaged.

Analytics

Know where the money is coming from.

Your reports should tell you where to look, not just what the totals are. Because visits, enquiries, quotes and jobs are in one system, every figure breaks down by source, job type, staff member, campaign and channel.
Example data

Website visitors

2,480

Enquiries

126

Qualified leads

88

Quotes

71

Jobs won

47

Revenue

£92,400

Profit

£31,400

Cost per enquiry

£14

Avg job value

£1,966

First response

29 min

Visitor → enquiry

5.1%

Break down by

SourceEnquiriesWonWin rateRevenue
Google Search612846%
£51,600
Facebook461226%
£24,200
Direct / other19737%
£16,600

  • Which channel generates the most enquiries?

    Facebook — 46 this month.

  • Which channel generates the most revenue?

    Google Search — £51,600 from 61 enquiries.

  • Which job type closes most often?

    Roof replacements: 50% win rate.

  • What's our average response time?

    29 minutes, down from 41.

  • Who has open follow-ups?

    Sarah 6 · Sam 4 · Owner 1.

  • Which quotes are going cold?

    4 quotes over £3,000, 5+ days without contact.

  • How much opportunity is sitting untouched?

    £12,400 with no activity in 48 hours.

  • Which campaigns produced paying customers?

    Roof replacement Search: 19 jobs, £41,200.

AI Business Brief

Finish the day knowing exactly what happened.

Every evening — and again each morning — B2B Brain reads your enquiries, conversations, quotes, jobs and website activity and writes a short brief: the numbers, what changed, what needs attention and the first thing to do. Know what happened today without rebuilding the story yourself.
Example data

End of day — Thursday

New enquiries
14
Potential opportunity
£18,400
Quotes sent
6
Work won
£7,250
Revenue completed
£4,800

What changed

  • ↗Website enquiries were 18% above your previous 7-day average
  • ↗Google produced fewer leads than Facebook, but a higher average job value
  • ↗Average first response improved from 41 to 24 minutes

Needs attention

  • •John Smith — £6,500 quote has had no follow-up for 4 days
  • •3 enquiries have not received a human response
  • •2 appointments tomorrow are missing confirmation
  • •WhatsApp connection failed once at 14:32 (retried successfully)

Opportunity

£12,400 of open opportunities currently require attention

Suggested first action

Tomorrow, follow up John Smith's roofing quote first.

Written from this business's own data in B2B Brain, limited to what the reader's role can see. Patterns are correlations, not claims about cause.

The AI analyses only your business's own data, limited to what each person's role can see. It describes patterns carefully — “leads answered within 20 minutes converted at a higher rate this month” — rather than claiming one thing caused another.

Why am I losing sales?

Don't just count lost leads. Understand the pattern.

B2B Brain looks across response times, quote follow-up, sources and job types to find where lost work clusters — and shows the numbers behind each pattern, so you know where to look first.

Lost-sales analysis · this month

Example data

0

enquiries lost this month

0 of them waited more than 2 hours for a first response.

Potential opportunity difference

£0

If slow-response enquiries had converted at the fast-response rate.

First response

Under 20 minutes — converted34%
Over 2 hours — converted12%

Quote follow-up

Followed up within 3 days — accepted29%
No follow-up — accepted11%

These are patterns in your own data, not proof of cause — slow replies may also coincide with your busiest weeks or harder jobs. B2B Brain highlights patterns worth investigating so you know where to look first.

Ask B2B Brain

Ask your business a question.

Type it the way you'd ask a colleague. B2B Brain answers from your own records — with the figures and the list of customers or jobs behind the answer, so you can act on it straight away.

ASK B2B Brain

Example data
Who do I need to follow up today?

5 customers, ranked by value and how long they've waited:

CustomerWhyValue
John SmithQuote, 5 days no contact£6,500
Priya ShahEnquiry, no reply 11 h£1,200
Mark EvansWants to move site visit£2,400
A. PatelQuote follow-up due£3,100
R. GreenJob complete — review—

Answers come from this business's own records, with the items behind them so you can check and act.

Built for how you work

Different businesses. The same work slipping through.

A roofer tracks site visits and quote values; a clinic tracks consultations and consent; a driving school tracks a waiting list. The journey is the same shape — B2B Brain fits yours.

Roofers · your week in B2B Brain

Example data

Quotes out

£38,200

Site visits

6 this week

Won

£21,300

What you track

  • Quote requests
  • Missed calls
  • Site visits
  • Roofing job values
  • Quote follow-up
  • Won revenue
See how it works →

Reviews

Stories from real businesses. When they're real.

Customer stories

We'll publish reviews when real customers have real results to share — not before.

B2B Brain is new. Every story here will name the business, their role and what changed, with their permission.

Become an early customerHow we handle reviews

Proof you can check today

  • ✓Try it with your own workCreate an account and run a real enquiry through to a completed job in minutes.
  • ✓Read how it's builtThe Vlog documents what we ship, including how every business's data is kept separate.
  • ✓No card to startThe 14-day trial doesn't ask for payment details.
Read the build log →

Vlog · building in public

What we're building, and why.

All updates

Product update1 min read

The first complete journey: from enquiry to revenue

Customers, pipeline, quotes and jobs now work end to end — the backbone everything else in B2B Brain will plug into.

Read →

Build log1 min read

Security before features: keeping every business's data its own

Before building screens we spent the time proving one business can never see, change or link to another business's records.

Read →

Company1 min read

Why we're building B2B Brain

Small businesses don't lack enquiries. They lose track of them — across inboxes, phones, notebooks and spreadsheets.

Read →

Community

Learn from owners who have already solved it.

A private space for B2B Brain customers. Compare how other businesses price site visits, chase quotes and set up their automations; get official answers from the team; and vote on what gets built next. Public walkthroughs and updates live on the Vlog.

Inside the community

Illustration

  • Popular question

    How do you chase a quote without sounding pushy?

    24 replies

  • ✓ Official answer

    Setting follow-up dates that your team will actually keep

    B2B Brain Team

  • Recent discussion

    Is a missed-call text-back worth it for a two-person business?

    11 replies

  • Active topic

    Pricing site visits: free, credited or charged?

    38 replies

What the Community is for

Pricing

Priced by what B2B Brain does for you.

Every plan includes customers, pipeline, quotes, jobs and the Action Centre. Plans differ by how many websites you connect, how much you automate, and how much AI and analytics you want.

Every plan starts with a 14-day free trial of Growth — no card needed. Prices exclude VAT. Community and Vlog are free for everyone.

Starter

Sole traders and very small teams

£59+ VAT / month

Cancel any time

Everything you need to run enquiries, customers and jobs in one place.

Users
3
AI
30 pts/day
Automations
10 active
Storage
5 GB
  • 3 users
  • CRM, pipeline, quotes, jobs, calendar and tasks
  • Unified inbox and website intelligence
  • 1 booking page · 10 active automations
  • 30 AI points a day
  • 5 GB storage
Start 14-day trial

Growth

Most popular

Growing teams

£119+ VAT / month

Cancel any time

The full team toolkit — structure, rota, finance and much more AI.

Users
10
AI
120 pts/day
Automations
50 active
Storage
25 GB
  • 10 users
  • Full Team & Structure: rota, leave, team mail, delegated powers
  • Finance, accounting and UK tax tools
  • 5 booking pages · 50 active automations
  • Advanced inbox routing and analytics
  • 120 AI points a day
  • 25 GB storage
Start 14-day trial

Scale

Established SMEs

£249+ VAT / month

Cancel any time

Higher limits, advanced management and reporting for established firms.

Users
25
AI
400 pts/day
Automations
250 active
Storage
100 GB
  • 25 users
  • Everything in Growth, with far higher limits
  • 25 booking pages · 250 active automations
  • Approval steps, exports and up to 10 businesses
  • 400 AI points a day
  • 100 GB storage
  • Priority support
Start 14-day trial

Business

Larger and high-usage businesses

£499+ VAT / month

Cancel any time

For larger and heavy-usage businesses, with unlimited AI under fair use.

Users
50
AI
Unlimited*
Automations
Unlimited*
Storage
250 GB
  • 50 users
  • Unlimited AI — fair use applies
  • Unlimited active automations — fair use applies
  • 300,000 automation actions a month
  • 250 GB storage
  • Priority support and assisted onboarding
  • Every B2B Brain module
Start with Business

* Unlimited AI and automations on Business are subject to fair use. Prices exclude VAT.

Compare every feature →

Compare every plan in detail →

Questions

What people ask before they start.

  • One system that follows your customer journey from website visit to paid job — managing the enquiries, quotes and jobs, automating the follow-up, and telling you what's making money and what needs attention.

  • A CRM stores contacts and deals that you type in. B2B Brain also sees what happened before the enquiry (your website and campaigns) and after it (quotes, jobs, revenue), runs your follow-up rules, and writes you a daily brief about what it finds.

  • No. You add a small B2B Brain connection to your existing website. It stays exactly as it is.

  • Customers, pipeline, quotes and jobs, the unified inbox (website forms, email, texts and logged calls), website intelligence, automations, bookings, analytics and the Action Centre. The AI brief and Ask B2B Brain are rolling out now, and WhatsApp and Facebook messages are coming later — every page on this site says which is which.

  • No. The AI reads your business's own data to summarise and answer questions. Automations only do what your rules say, and a person can pause them or take over at any time.

  • Yes. Each person has a role — owner, admin, manager, sales, receptionist, staff, accountant or viewer — and sees and does only what that role allows.

  • Yes. Every business's data is isolated, and that separation is tested automatically on every change.

  • Your business data belongs to your business. If you cancel, it stays safe and readable; ask us and we'll export it for you or delete it.

  • Starter is £59, Growth £119, Scale £249 and Business £499 a month + VAT (about two months free if you pay yearly), after a 14-day free trial with no card needed. The Community and Vlog are free for everyone.

  • No. It suits any business that gets enquiries and turns them into work: trades, professional services, property, clinics, driving schools, local services and small B2B teams.

See what's happening, what's making money and what needs you.

Customers, pipeline, quotes and jobs today. Website intelligence, automation and your AI brief switch on in the same account as they launch.

Start free trialLog in

14-day free trial · No card needed · Community and Vlog always free