[ AI Integrations ]

A CRM that fills itself in

Call notes, meeting summaries, lead profiles and next-step drafts written into your CRM automatically, so sales spends time selling instead of typing.

  • 0manual call notes
  • 2–5weeks to launch
  • 1click to approve a draft
  • OpenAI
  • Zapier
  • Google Sheets
  • HubSpot
[ What you get ]

What is included

Call notes, lead summaries, next-step prompts, sales drafts, and customer profile enrichment.

  1. 01

    Call and meeting summaries

    Recordings and transcripts turned into notes, objections and agreed steps.

  2. 02

    Automatic field updates

    Deal stage, budget, timeline and contacts filled from the conversation.

  3. 03

    Lead and company enrichment

    Profiles completed with public company data and past interactions.

  4. 04

    Next-step suggestions

    Clear prompts on who to contact, when and with what.

  5. 05

    Email and message drafts

    Follow-ups written in your tone, ready to review and send.

  6. 06

    Works in your CRM

    HubSpot, Pipedrive, Salesforce, Zoho or a custom CRM — no new tool to learn.

  • Your CRM data is incomplete

    Reps skip notes, so pipeline reports cannot be trusted.

  • Sales spends hours on admin

    Notes, updates and follow-up emails eat into selling time.

  • Handovers lose context

    When a deal changes hands, the history is in someone’s head.

  • Managers lack visibility

    You want to know what was promised to whom without listening to calls.

[ Process ]

How the work moves forward

Five clear stages with a result at the end of each. You see progress every week and approve each step before the next one starts.

  1. 01 · Discover

    Pick one job to automate

    We map the workflow and choose the task with the clearest payback.

    1 week
  2. 02 · Design

    Design the flow and guardrails

    Data sources, prompts, hand-offs to humans and what the AI must never do.

    1 week
  3. 03 · Build

    Build and connect

    The assistant or automation is wired into your CRM, inbox and tools.

    1–3 weeks
  4. 04 · Test

    Test on real cases

    We run it on past conversations and documents and measure accuracy.

    1 week
  5. 05 · Improve

    Launch and improve

    Monitoring, weekly review of answers and new skills as it proves itself.

    Ongoing
[ Scope ]

Three ways to start

Typical scopes for this direction. The exact estimate comes after a short brief — usually within two business days.

  1. Option 01

    Pilot

    One assistant or automation for one well-defined task.

    • Workflow mapping
    • One integration
    • Accuracy report
    2–3 weeks Get an estimate
  2. Option 03

    AI operations

    Agents, knowledge base and reporting as part of daily operations.

    • Custom agents
    • Knowledge base
    • Monthly improvement cycle
    2–4 months Get an estimate
[ FAQ ]

Questions before we start

Short answers to what clients ask us most often.

Ask your question All questions and answers
Which CRMs do you support?

HubSpot, Pipedrive, Salesforce, Zoho and any CRM with an API, including custom ones.

Does it record our calls?

It uses recordings or transcripts from your existing tools — Zoom, Meet, Teams, Aircall — with consent rules respected.

Will it send emails on its own?

Only if you want it to. By default it prepares drafts and a person approves them.

Can we change what it writes?

Yes. Summary format, fields and tone are set with your sales team and adjusted over time.

Will AI replace our staff?

No. It takes repetitive work — first answers, data entry, follow-ups — so people handle the cases that need judgement.

Is our data safe with AI?

We use providers with data processing agreements, keep data in the EU where possible and never use your data to train public models.

[ Next step ]

Tell us about your project

Answer a few questions about your business — we will come back with a plan, timeline and estimate within two business days.