AI agents that prepare the work, your team stays in control.
Quote follow-ups, payment reminders, review requests, CRM updates from your emails, the monthly report: we automate your SME's repetitive tasks. The agents work on your data, by your rules, including in your ERP (Odoo, bexio…). Everything is prepared, you approve in one click.
New detail spotted in a sales email, enquiry #2475 record completed
No reply to quote for 6 days, follow-up drafted for approval
3 invoice reminders sent during office hours
Today's Top 3 calls sent to each salesperson
Job 100 % complete, review request scheduled
Quote #2475 · no reply for 6 days
Draft prepared
Dear Mr K., I'm following up on our quote. Have you had a chance to discuss it? I'm available for a quick call this week if that helps.
Why now: the quote was opened last night, with no reply since.
Interface preview, sample data
AI prepares, humans approve.
Nothing sensitive goes out on its own. The agent spots the situation, prepares the action with the relevant context, then submits it to the right person. Routine, risk-free tasks go out automatically. Everything else waits for a click.
- 01
Detect
An email arrives, a quote goes unanswered, a job wraps up, an invoice passes its due date.
- 02
Prepare
The agent gathers the history, drafts the message or update, and explains why now.
- 03
Approve
Your colleague reads it, tweaks it if needed and approves in one click, from their inbox or the CRM.
The available agents, task by task.
Here's what already runs at a technical services SME. You won't need all of it: every project starts with an audit, and we keep only what saves you time.
Sales and follow-ups
5 / 19- Inbox reading
- Spots new sales information in emails and updates the CRM record.
- Silent quotes
- Detects unanswered quotes and drafts a personalised follow-up.
- Signature reminders
- Spaced reminders at day 5, 12 and 26 until the document is signed.
- Decisive-call preparation
- Gathers the arguments and answers to objections the salesperson needs before calling.
- Voice notes
- Transcribes the note dictated after a meeting and files it in the right record.
Admin and invoicing
3 / 19- Payment reminders
- Three levels of reminder, from a polite nudge to a final notice.
- Document tracking
- Flags missing paperwork and reminds the client via their portal.
- CRM and ERP consistency check
- Compares both systems and lists the discrepancies to fix.
Reviews and reputation
2 / 19- Review request
- Goes out automatically when the job is done, at the right moment.
- Spaced reminders
- A few discreet reminders, then stops as soon as the review is posted or the client unsubscribes.
Steering and reports
3 / 19- Morning Top 3
- Each salesperson gets the three deals to call first.
- Lost deals
- A monthly report written by AI: why you lose, where, and what to change.
- Daily summary
- One summary a day instead of an alert for every event.
Data quality and security
3 / 19- Duplicates and clean-up
- Merges duplicate contacts and fixes incomplete data.
- Fraud score
- Spots suspicious enquiries before they waste anyone's time.
- Anomalies and vulnerabilities
- Watches for unusual behaviour, known security flaws and exposed passwords or access keys.
Marketing and SEO
3 / 19- Channel attribution
- Links every signature to its source to measure the real return on investment.
- Search (SEO)
- Analyses the site, the links between its pages and search data, then suggests fixes.
- Prospect follow-up
- Useful emails for prospects who aren't ready to sign yet, without pestering them.
Messages sent during office hours, within clear limits.
A badly timed follow-up costs more than a forgotten one. Automated sends follow strict rules, so a client never feels the machine.
- 01
Office hours
No email goes out at night or at the weekend. Anything ready at 10 pm waits until the next morning.
- 02
Gradual ramp-up
The first messages are light and spaced out. We only step it up if the client shows interest.
- 03
One-click unsubscribe
Every automated email includes an unsubscribe link. It's honoured immediately, everywhere.
One summary a day instead of dozens of alerts.
We measured it: with standard alerts, fewer than 7 % triggered any response. We replaced them with a short daily summary that keeps only what needs action.
Tuesday, items to handle
- 2 follow-ups ready to approve
- 1 quote opened three times
- B. Workshop Ltd has signed
- Invoice #318 overdue by 20 days
Capped: never more than a few lines
A system that flags its own improvements.
To add
It watches how the tool is really used and suggests 3 to 5 upgrades every week, ranked by impact. A "build" button turns the chosen proposal into a spec ready for development.
- Proposals ranked by impact
- Based on real usage
- Spec generated in one click
To remove
It spots the screens nobody opens, the automations that no longer help and the fields never filled in. A tool that only ever grows ends up unused.
- Screens never opened
- Useless automations
- Fields never filled in
Around 64,000 automated operations every month, hands-free.
A sales email updates the CRM in 3 to 14 min with no typing at all.
In total, 67 h of work saved for the team every month.
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.
| Metric | Before | After |
|---|---|---|
| Time before first action on a new enquiry | 216 h | 95 h−56 % |
| Admin work eliminated | Typed by hand | 67 h / monthevery month |
| CRM update after a sales email | Manual | 3 to 14 minautomatic |
| Alerts sent to sales | One per event | 1 summary a dayless noise |
| Unprofitable ad spend identified and cut | Invisible | ≈ CHF 20,000 / yearenquiry sources tracked |
Each module works on its own and connects to the others.
- 01Bespoke CRMAssigned enquiries, daily priorities, sync with Odoo or bexio.
- 02Client portalYour clients track their file, sign and download online.
- 03Field appJobs, photos and schedule in your technicians' pockets.
- 04AI assistantsWebsite chatbot, configurator and an internal assistant for your teams.
- 05Case studyResults measured at a technical SME in French-speaking Switzerland.