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Solutions
The range of solutions: AI, CRM and automation, tailored to your business
Every business starts from a different point. You pick what's most urgent, start there, and add more later.
Free first consultation Book a call (opens in a new tab)[Image: Illustration: a tray with compartments, and in each compartment a different module of cubes. Three more modules are about to enter the empty compartments]
- AI agents and bots
- CRM, leads and sales
- Customer service and communication
- Orders, billing and finance
- Automation and integrations
- Management, reports and team
- Specification, training and support
01
AI agents and bots
Artificial intelligence that works inside the processes of the business, not next to them.
Service and sales bot on WhatsApp
Answers inquiries around the clock, collects the details, and passes on to the team only what requires a person.
An AI agent on the business's data
You ask in plain language, and get an answer, a report or a dashboard based on the company's data.
Analysis of incoming inquiries
Emails and messages become organized leads, with the details in the right fields.
Responsible AI
The AI suggests and a person approves, with role-based permissions and a record of every action.
02
CRM, leads and sales
Every inquiry arrives in one place, and none gets lost.
Lead collection and management
All the inquiries, from all the sources, come into one system and reach whoever needs to handle them.
A complete customer file
Every customer's calls, messages, orders and documents, in one place.
Sales funnels and workflows
Statuses, handling scripts and tasks, so that no inquiry falls through the cracks.
Quotes and follow-up
A designed quote goes out in seconds, and the follow-up runs by itself.
Marketing measurement
You see which campaign brought the person who paid in the end, and not just the one who left their details.
03
Customer service and communication
Every channel your customers use, documented and connected.
WhatsApp, SMS, email and social networks
Outgoing and incoming messages from all the channels, recorded in the customer file.
Cloud phone system (PBX)
An incoming call opens the customer card, and the recording is saved in it.
Meeting scheduling and attendance confirmations
Customers pick an available time themselves, and the reminders go out on their own.
Satisfaction surveys
You ask the customers in a form or a bot, and the answers come back into the system.
Personal area for customers and suppliers
Viewing data and carrying out actions, without picking up the phone.
04
Orders, billing and finance
From the deal to payment collection, in one process.
Order management
Products, operations, shipping and payment, from the deal to delivery.
Payment processing and billing
Credit cards, digital wallets and direct debits, straight from the system.
Subscriptions and recurring billing
Retainers and subscriptions are charged automatically, with tracking of what was not collected.
Accounting documents
Invoices and receipts come out of the process itself, and are synced with accounting.
Inventory, purchasing and suppliers
Catalog, warehouses and purchase orders, connected to the customers' orders.
05
Automation and integrations
What repeats itself moves into the system, and separate systems start talking to each other.
Process automation
Tasks, alerts, messages and status updates happen by themselves, at the right time.
Connection to any system with an API
Information moves between the business's systems without double entry.
Stores and websites
Orders and inquiries from the website and the online store go straight into the system.
Smart forms
Registration, signing a document, updating details and purchasing, in a form that updates the system.
Shipping companies
A shipment is opened from within the order, and its tracking comes back to it.
06
Management, reports and team
One picture of the business, one you can rely on.
Dashboards and reports
An up-to-date picture of the business, tailored to each role.
Task and project management
Who does what and by when, with a calendar and progress tracking.
Work hours tracking
Hours by customer, project or order, to know how much the work really costs.
Procedures and protocols
Written work procedures, to train employees quickly and grow without chaos.
07
Specification, training and support
A good system starts with planning, and ends with a team that knows how to work with it.
Process specification
We study the process in depth before building, until it's clear how it works in practice.
Specification of complex systems
From an idea to a plan you can build from.
Training and implementation on the ground
The team learns to work in the system, and I'm there until it becomes a habit.
Ongoing support
The system keeps improving together with the business.
Consulting for companies
One session of a few hours, followed by a summary report with recommendations and a work plan.
Where to start
You don't have to start with everything
In a first call we work out what hurts most in the business today, and build from there. The first consultation is free.
Free first consultation Book a call (opens in a new tab) What it looks like in a company of 30 employees