Software & AIBusiness software for SMEs · Geneva

A businessthat neverretypes a thing.

We build the business tools your SME needs: a custom CRM, AI agents that follow up and sort for you, a portal for your clients, an app for the field. Everything is linked to your ERP (Odoo, bexio…). We start with an audit, then with the tool that saves you the most hours.

Running every day
  • A website enquiry assigned to the right salesperson
  • An unanswered quote spotted, follow-up ready for approval
  • A client email read, CRM record updated
  • Three invoice reminders sent during office hours
  • A signed document placed in the client portal
  • Job photos filed in the right folder
  • A review request sent once the job is done
  • Tomorrow morning's Top 3 calls, ready
The six modulesStart with one, add the others later

Six modules. Linked to each other and to your ERP.

01Sell

Bespoke CRM

Every enquiry lands in one place, without duplicates, then goes to the right salesperson by area, product and language. Every morning, everyone knows who to call first, and why.

  • Heat score and risk detection
  • Meeting prep sheet
  • Instant price estimator
02Keep what works

A layer on your ERP

Already on Odoo, bexio or another ERP? It stays the reference. On top of it we build an interface your teams are happy to open, synced both ways, with no duplicates and no overwritten amounts.

  • Two-way sync
  • Test run before every ERP update
  • Branded quotes and PDF files
03Never forget a thing

AI agents

Quote, signature and payment follow-ups are drafted for you, reviews are requested at the right time, and reports are written automatically. Your team reads and approves. And anything that's no longer used gets flagged.

  • Reminders during office hours
  • One summary a day instead of alerts
  • Reports written every month
04Reassure your clients

Client portal

Your clients log in without a password, follow their project step by step, sign online and find invoices and documents in one place. The "where's my file?" calls become rare.

  • Sign-in link by email, no password
  • Documents in three clear zones
  • Time-stamped e-signature
05Equip the field team

Field app

Your technicians open their next job, the directions and the documents they need. Their photos are resized on the phone and filed automatically in the client's folder.

  • Six-week schedule
  • Other clients' details hidden
  • Technical documents without prices or contracts
06Welcome and respond

AI assistants

An assistant on your website, in three languages, that qualifies enquiries and pre-fills the form. A configurator that prices online. And an access point that lets every employee query your data with their own AI assistant.

  • FR / DE / EN, with voice dictation
  • 5-step configurator with PDF
  • Changes proposed, approved in one click
The full journey

From first click to invoice.

Seven connected steps. Nobody types the same information twice.

01Website & assistant

A visitor asks a question

The website's AI assistant replies in their language, understands their project and prepares a complete request for them to check.

02CRM

The request is assigned

Duplicates are removed, the record is completed, then the request goes to the right salesperson by area, product and language. Within minutes.

03Priorities

Sales know who to call

Every morning, their three priority calls, ranked by urgency, value and likelihood to sign. The prep sheet opens in one click.

04AI agents

Automated, tracked follow-ups

Unanswered quote, pending signature, unpaid invoice: reminders go out during office hours, approved by the team.

05Client portal

The client signs and tracks the project

Documents to sign, to send and to download, plus a clear roadmap. Nobody has to chase by email.

06Field app

The technician gets to work

Directions, the right documents, photos filed automatically in the client folder. The office sees everything in real time.

07ERP & reviews

The invoice goes out, the review follows

Your ERP stays up to date with no double entry. Once the job is done, the Google review request goes out on its own.

Bespoke or subscription?

Custom-built or subscription: the comparison.

Sometimes an off-the-shelf tool is the right answer. Here is what each option does well, and less well.

Comparison between subscription software, an ERP integrator and INFUSE
CriterionSubscription softwareERP integratorINFUSE
Getting startedInstant: just create an accountA configuration project, often a long oneFast prototype on your real data, then a step-by-step roll-out
Fits the way you workThe team adapts to the toolConfigurable, within the limits of the modulesBuilt around your stages, your rules and your documents
Works with your current toolsStandard connectors, often partialExcellent within its own ecosystemPlugs into your existing ERP (Odoo, bexio…), two-way sync
AutomationGeneric features, the same for everyoneRarely at the heart of the projectBuilt for your processes, approved by your teams
CostPer-user subscription, predictableLicences and consultant daysUpfront investment on quote, then maintenance
The right choice ifYour needs are standard and the team is smallAccounting, stock and highly standardised processesYour processes are specific and your teams work around their tools

If an off-the-shelf tool covers your needs, we'll tell you during the audit. We can also build on top of it.

Case study · Swiss technical SME

A sales team, an office, technicians, one tool.

A technical services SME in French-speaking Switzerland was running on an ERP, spreadsheets and a lot of daily re-keying. Around its ERP we built a CRM, some forty AI agents, a client portal and a field app. Around 64,000 tasks now run every month with no manual work.

Measured over one month of operation. Client anonymised.

Read the full case study

Measured results
MetricBeforeAfter
Time before first action on a new enquiry216 h95 h−56 %
Admin work eliminatedTyped by hand67 h / monthevery month
CRM update after a sales emailManual3 to 14 minautomatic
Alerts sent to salesOne per event1 summary a dayless noise
Unprofitable ad spend identified and cutInvisible≈ CHF 20,000 / yearenquiry sources tracked
Security & dataPlanned from the start

The tool suggests. Your team decides.

Automating doesn't mean losing control. Each person sees the data they need, and nothing important goes out without approval.

  1. 01
    Access

    Role-based permissions

    Management, sales, office, field: everyone sees what they need, nothing more. A technician sees neither prices nor other clients' contact details.

  2. 02
    Actions

    Signed links

    One-click actions sent by email go through signed links that can't be altered or reused for anything else.

  3. 03
    AI

    Human approval

    Agents draft the follow-ups, the updates and the ERP entries. Anything that commits the business waits for an approval click.

  4. 04
    FADP

    Swiss data protection

    Collection limited to what's necessary, logged access and client data handled in line with the revised Swiss Federal Act on Data Protection (nLPD/revFADP).

  5. 05
    Hosting

    Established infrastructure

    Hosted with established cloud providers. Region, backups and encryption: we choose the set-up that matches your requirements together.

FAQ

Frequently asked questions before starting a project.

01What is an AI agent for an SME?

An AI agent is a small program that does one specific task for you, on your data: following up on an unanswered quote, sorting incoming emails, preparing a payment reminder, writing the monthly report. It replaces nobody: it prepares the work, and your team approves in one click whatever goes to your clients. We usually start with one or two agents on the task that costs you the most time.

02Where do we start, and how long does it take?

With an audit of your processes. We find what costs you the most hours, often re-keying or follow-ups, and build that tool first. A prototype plugged into your real data comes quickly, so your team can test it early. Timing depends on the scope, and the rest follows in stages, without interrupting your business.

03How much does it cost?

Every project is priced on quote, after the audit. The audit estimates the hours lost today and ranks the work by what pays off fastest.

04Can I keep Odoo or bexio?

Yes. In most cases your ERP (Odoo, bexio or another) stays the reference and we build on top of it, with two-way sync and safeguards against duplicates.

05What happens to my data?

It stays yours. Access is defined by role, sensitive actions require approval, and processing complies with the Swiss FADP. Hosting is chosen with you, to match your requirements.

06Can AI make mistakes?

Yes, like any person or any software. That's why agents suggest and your team approves: follow-ups, sensitive updates and ERP entries wait for human confirmation.

07Who handles maintenance?

We do. We provide support, fixes and new features. We also measure how each feature is really used, to improve what helps and remove what doesn't.

Next step

First meeting: finding where your hours go.

An audit of your processes, priorities with numbers attached, then a first prototype on your data. Then you decide, with all the facts.