Custom CRM and AI assistants

Generic systems ship a thousand options you never use, charge per user, and end up abandoned. Your team is back in Excel within three months. We build the system that does your job, and nothing else.

The problem, stated honestly

A large CRM is designed to serve thousands of different companies, so it ships everything any of them might need. The company that installs it ends up paying for features it never opens, training its people on screens that do not help, and paying a licence for every person who needs to get in, even if they only look. A few months later the team is back in the spreadsheet, which at least does exactly what they do.

The alternative

A simple, adaptable system built on what the company actually does. It is paid as an affordable monthly fee, not a per seat licence, so adding someone to the system is not a budget decision.

What it solves in practice

• Contacts. Who is who, what was discussed and when, without depending on one person’s memory.
• Quotes. Built from the catalogue with current pricing, sent, and tracked by status.
• Follow-up. What is pending, with whom, and since when.
• Catalogue. Products or services with their prices, updated in one place.
• Reports. What management needs to see, not forty dashboards nobody opens.

AI assistants

Specific automations over real business processes, with no magic promised. A useful assistant is one that does a concrete, verifiable task: drafting a quote from the current catalogue, answering questions about that catalogue, or organising information that arrives unstructured. Anything the assistant proposes is left as a draft for a person to review before it goes out.

How it starts

1. Diagnosis of the current process. How the team works today, including the Excel files and the WhatsApp groups where half the operation lives.
2. Prototype. A reduced version with the essentials, so people actually use it and say what is missing.
3. Adjustments. Based on real use, not on what was imagined in a meeting.
4. Go live and support. With the same people who built it.

Your data

The data the company loads into the system is theirs and can be exported. The subscription grants the right to use the system while it is active; it is not a way of holding the client’s information.