CRM and sales
Keep contacts, deals and activities up to date automatically.
- Salesforce
CRM, mailbox, accounting, spreadsheets and chat currently work side by side. We connect them so that data automatically ends up where it is needed.
A selection of the tools we work with most often. For almost everything else there is a ready-made connection or an interface.
Almost every piece of software has an application programming interface, a kind of digital door through which other programs can request and send data. We use it to connect industry software, ERP systems or older applications as well.
Request to a custom interface
Response
Right now your tools do not talk to each other. An AI agent reads what comes in, decides what needs to happen and passes it on to the right place. Pick an event and see what happens.
Incoming
“Could you send us a quote for 40 workstations by Friday?”
Decision by the AI agent
Live view
Customer inquiry by email
Moving data between systems comes with responsibility. This is how we handle it.
Access data is stored only in the workflow tool, never in emails or spreadsheets.
Every connection gets exactly the permissions it needs for its task.
Which data went where and when can be checked in the log.
Tell us in 30 minutes. Afterwards you will know whether and how it can be automated.