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Custom systems, connected to your tools

AI systems adapted to your business and connected to what you already use. No software to buy, no platform to learn. Human validation at the steps that matter.

What repeats can be automated

Re-entering information from one tool to another, preparing documents, looking up references in a catalogue: these tasks follow rules. What follows rules can be handed to a system.

We start from your actual process, as it runs today, not from a trendy tool. The system reproduces the way you work, faster and without omissions.

Examples of systems

  • Complex quote generator

    Quotes and purchase orders generated from your catalogues and margin rules. For trades where a quote takes hours.

    See the quote generator
  • Prospecting reply handling

    Every reply is classified (interested, not now, wrong person), a response is prepared, and you validate before sending.

  • Meeting preparation and CRM updates

    Before each meeting, a brief on the company and the contact. Afterwards, the CRM is updated from your notes.

  • Hot lead tracking and alerts

    An alert when a prospect revisits your site, opens a proposal or replies to a follow-up, with the context to act.

  • Simple pipeline reporting

    A pipeline status sent every week, readable in two minutes: what is moving, what is stuck, what is waiting for action.

The method in 3 stages

  1. 1

    Diagnosis

    A short, no-commitment conversation to map the process, the tools in place and the time lost. We tell you whether a system makes sense, and which one.

  2. 2

    Build

    In a few weeks, connected to your tools: CRM, email, spreadsheets, ERP. You test on real cases as the build progresses.

  3. 3

    Handover

    Training for your team, documentation and an adjustment period. The system runs on your accounts, with your access.

What does not change

  • AI prepares, you decide

    The system produces a draft, a proposal or an alert. A person validates before any send or any binding action.

  • The system belongs to you

    It runs on your accounts and your tools. If the collaboration ends, it keeps working.

  • GDPR and Swiss FADP compliance

    Data processed in your workspaces, with providers chosen for their compliance with Swiss and European law.

Frequently asked questions

Do we need to change tools?

No. We connect to your existing tools: CRM, email, spreadsheets, ERP, business software. If a tool is missing, we suggest the simplest one that does the job.

Who validates what the AI produces?

You do. The system prepares, a person on your team reviews and validates at the steps we define together. Nothing goes out to a client or prospect without this check, unless you choose to automate it after a test period.

How long until a first system is in production?

Two to six weeks depending on scope, diagnosis included. We start with the simplest case that brings a visible result, then we extend.

What happens to the system if the collaboration ends?

It stays with you. It runs on your accounts, with your documentation. You can develop it further with us, with someone else, or leave it as it is.

Free 30-minute consultation

Let's review your prospecting or a process you want to automate. No commitment, with a clear opinion and next steps by the end of the call.