Not a subscription to someone else's CRM, but your own system built around your process.
One core: enquiries, deals, tasks, email, analytics. Inside it, an AI that reads the correspondence, answers at night and assembles documents. On top, modules for your industry. Code and data stay yours, the server sits in the EU.
Where it hurts today
Four things come up in almost every conversation with a company of 5 to 25 people.
Enquiries in four places
Email, WhatsApp, the form on the website, a phone call. Not one list that shows who has been waiting for an answer the longest.
At night nobody answers
The customer writes at 22:40. By morning they have written to the competitor who replied first – even with a template.
The subscription grows, the data is not yours
Every seat costs. Every integration raises the plan. The export is a CSV – the logic stays with the vendor.
An off-the-shelf CRM does not know your industry
No floor plan, no run of the day, no specification, no acceptance protocol. All of it lives in Excel next to the CRM.
Every screen answers one question
The path as it happens in life: enquiry → lead → quote → deal → report. Real screens of the system, not marketing pictures.
Email, the website form, a messenger – one list. Waiting time on the left, what to do on the right. «Waiting for a reply» is a filter, not a feeling.
Not a separate chatbot, but an assistant inside the work itself
The copilot lives in records and lists: it reads the correspondence, prepares a draft, assembles a document. The decision always stays with you – on a button. Five workplaces, five tabs.
A panel that knows where it is open
In an organization – the history of the relationship and the risks. In a deal – what is blocking the close. In a conversation – a draft reply. One panel, different reading.
The legal frame is built into the interface
The market is Germany. An outgoing message without consent is a risk under § 7 UWG, so the assistant has no automatic sending. A customer's «do not write» is stored with a date and outweighs any new brief. Personal data is hidden from contractors by default. GDPR and the AI Act are not a footnote in the footer, they are how the screens behave.
The sale is over – the work has begun
Off-the-shelf CRMs end at the word «won». Here the project and the contractor's access carry on – in the same system, without a second tool.
Project: the work board
A won deal grows into a project with stages, dates and hours. The customer stays the same, the history does not break.
Does this look like your process – or does it need to be different?
Describe the situation in two lines. I will answer within 24 hours and tell you what of this you need and what you do not.
One core – the extension is yours
On top of the core sits the module of your business: your own objects, your own fields, your own portal for the customer. Thirteen directions, each with its own customer portal. Click a tile – I will show the real interface. The list grows: a new direction is added right here.
The client sees their booking, the seating plan and the run of the evening – and sends changes on a button instead of a free-form email.
The couple sees one run of the day, the status of every supplier and their own budget. The agency stops forwarding spreadsheets: changes arrive in the system as tasks.
The client checks the status of their enquiry, approves the drawing and sees the shipment with its number. Specification and standards are separate fields, not an attached PDF.
A plan version is an object, not a file in the inbox. You can see who approved, what changed between V2 and V3 and whose decision is being waited on.
The crew uploads photos from the site, the client watches the progress and signs the acceptance in the portal. A complaint stays in the system, not in an email thread.
The customer approves extra work with one button – not on the phone between two lifts. The history by VIN stays in the system.
Order, availability, repeat purchase – in one place. The till and the stockroom do not need two programs.
Booking without back-and-forth, a reminder a day ahead, treatment history with the stylist.
A reservation, a banquet enquiry and the event menu – one list instead of a notebook at the host stand.
Who has stopped coming and whose membership runs out – visible before the person is gone.
Property, viewing, contract and deadline – one chain. Who was interested in what does not get lost.
Appointment, treatment plan and reminder – without calls by hand. Patient data sits apart from the correspondence.
Order, run, vehicle and papers are linked. The customer sees the status without calling the dispatcher.
Describe what lives in Excel next to your CRM. I will build a module for it: your own objects, your own fields, a portal for the customer.
Discuss a moduleThree differences you see after a year
The code and the data are yours
The system runs on your server in the EU. No fee per seat, no higher plan for an integration, no «that feature is on the Enterprise plan». If you want to hand it to another developer – you hand over the repository.
The AI is built into the work
The assistant is not a separate window you copy text into. It is in the record, in the list, in the message – and everything it suggests goes through your button.
A module for your industry
Floor plan, run of the day, specification, acceptance protocol, customer portal – what off-the-shelf CRMs do not have and what usually stays in Excel.
Four steps and one person responsible
A 40-minute conversation
I look at how an enquiry travels through your company today. No presentations.
A map of the system
Which sections are needed, which modules are yours, what gets built first. With the price for the job.
The core in the first weeks
First the part that takes the pain away: inbox, deals, tasks. You work in the system while it grows.
Modules and AI
The industry module, the customer portal, the auto-reply, the assistant – one at a time, each tried in real work.
I do not publish prices: they depend on the scope and are calculated per job – after the conversation. That is more honest than a price list pulled out of the air.
Describe the task – I will build the system for it
Two lines are enough. If out of everything described you need three screens, I will say so plainly rather than sell you twenty-six.
- I answer myself – not a sales manager.
- The first conversation commits you to nothing.
- The data from this form goes into this very system – you can look at how that works from the inside.