INFUSE
AI & SoftwareBespoke business software · Geneva

The businessthat runsitself.

Leads get assigned, follow-ups go out, files fill themselves in and the ERP stays up to date. We build the software and AI agents that take re-keying out of your days, so your teams can sell, advise and get the job done.

While you read this page
  • A website lead assigned to the right salesperson
  • A silent 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 6 building blocksCombine them as you need

Six building blocks. One system that talks to itself.

01Sell

Bespoke CRM

Every enquiry lands in one place, cleaned and deduplicated, 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

Your ERP stays the single source of truth. On top of it we build the interface your teams actually want to open, synced both ways, with safeguards that stop duplicates and overwritten amounts.

  • Two-way sync
  • Dry run before every write
  • Branded quotes and PDF files
03Never forget a thing

AI agents

Agents that read the inbox, draft signature and payment reminders, ask for reviews and write the reports. They suggest, your team approves. And a dedicated agent tells you what's no longer pulling its weight.

  • Reminders during office hours
  • A daily digest 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 disappear.

  • Magic link, 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

A trilingual website assistant that qualifies projects and pre-fills the form, a configurator that prices online, and a connector that lets every employee query your data with their own AI assistant.

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

From first click to invoice.

One connected system, seven steps, and nobody re-keys anything ever again.

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

Deduplicated, enriched, then routed to the right salesperson by area, product and language. Within minutes.

03Priorities

Sales know who to call

Every morning, their Top 3: urgency, value and likelihood to sign. With a one-click meeting prep sheet.

04AI agents

Nothing falls through the cracks

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. Without a single manual chaser 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 SaaS?

Why go bespoke rather than one more subscription.

Sometimes an off-the-shelf tool is the right answer. Here is, without spin, what each option does well and less well.

Comparison between a generic SaaS, an ERP integrator and INFUSE
CriterionGeneric SaaSERP integratorINFUSE
Getting startedInstant: create an account and goA configuration project, often a long oneFast prototype on your real data, then a gradual 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, two-way sync
AI automationsGeneric features, the same for everyoneRarely at the heart of the projectAgents dedicated to 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. And we can just as well build on top of it.

Case study · Swiss technical SME

A sales team, an office, technicians. And 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 one lifting a finger.

Measured over one month of operation. Client anonymised.

Read the full case study

Measured results
What changedBeforeAfter
Time before first action on a lead216 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 digest a dayless noise
Unprofitable ad spend identified and cutInvisible≈ CHF 20,000 / yearthanks to attribution
Security & dataBuilt in from day one

AI suggests. Your team decides.

Automating doesn't mean losing control. Every system is designed so the right people see the right data, 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

What people ask us before we start.

01How long does it take to set up a system?

It depends on the scope. We always start with a fast prototype plugged into your real data, so your team can test it early. The rest is rolled out in stages, without interrupting your business.

02How much does it cost?

Every project is priced on quote, after an audit of your processes. The audit estimates the hours lost today and prioritises what pays off fastest.

03Can I keep my ERP?

Yes. In most cases your ERP stays the single source of truth and we build on top of it, with two-way sync and safeguards against duplicates.

04What 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.

05Can 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.

06Who 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

We start by looking at 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.