Automation
A CRM built around your business, not the other way round
Many tools force your business to adapt to them. We do it the other way round: we start from how you work today and build only the modules you need, with your names, your steps and your data.
Modules you can have
- Customers or patients. A record with history, details and next steps.
- Calendar. Appointments by professional and a waiting list.
- Conversations. Email and WhatsApp linked to each customer.
- Quotes and invoicing. From quote to invoice without retyping.
- Reports. What comes in, what converts and what gets lost.
- AI assistant. Helps you reply or prepare documents, always with your review.
How we work
- Demo with your data. We prepare a demo with your business so you can see it before deciding.
- Adjustments. We remove what you do not need and add what is missing.
- Go live. We migrate your data and support you during the first weeks.
It pairs well with an AI chatbot that captures leads and automations that keep everything up to date. More in AI and automation.
Frequently asked questions
Can I bring my current data?
Yes. We import your customers from spreadsheets or other tools, checking them first.
Where is the data stored?
In a database with protected access and backups. We explain where it is and who can see it.
Shall we show you your CRM?
Tell us how you work and we will prepare the demo.