CRM & Automation
A custom CRM wired to your AI employees: quotes, follow-ups, invoicing, pipeline — on autopilot, Peppol-ready for Belgium.
Included
What’s in the pack
Ready workflows
Your processes, on autopilot
A library of battle-tested workflows — sales, marketing, finance — adapted to your CRM.
New client onboarding
Automatic welcome sequence: welcome email, access delivery, first meeting scheduling and J+7 follow-up.
Trigger
New client confirmed
Actions
- Personalized welcome email
- Send access and documentation
- Schedule first meeting
Lost lead recovery
Automatically reactivates inactive prospects with personalized follow-up sequences and targeted offers.
Trigger
Lead with no activity for 14 days
Actions
- Personalized follow-up email
- Notify sales rep
- Meeting proposal
Overdue invoice follow-up
Automatically sends progressive reminders for overdue invoices: friendly email, formal reminder then escalation.
Trigger
Invoice overdue
Actions
- D+3: Friendly email reminder
- D+10: Formal reminder
- D+21: Escalate to manager
Stale pipeline alert
Detects deals stuck for too long and alerts the sales rep with action suggestions.
Trigger
Deal with no movement for 7 days
Actions
- Notify deal owner
- Personalized action suggestion
- Escalate if no action at D+3
Auto weekly reporting
Generates and sends every Monday a report with key KPIs: deals won, revenue, conversion rate and pipeline.
Trigger
Every Monday at 8am
Actions
- Collect weekly data
- Generate PDF/email report
- Send to team and management
Employee onboarding
Automates new employee arrival: access creation, welcome kit delivery, training schedule.
Trigger
New employee added
Actions
- Create accounts and access
- Send welcome kit
- Schedule trainings
Integrations
Connected to your stack
We plug your CRM into the tools you already use — no silos, no duplicate entry.
Process
How it works
Pipeline audit
We map your sales stages, tools and friction points. Deliverable: prioritized automation plan.
CRM configuration
We build your CRM (Salesforce, HubSpot, Odoo or custom), wire up your integrations and activate workflows.
Training & go-live
Training for sales and admin teams, gradual go-live, adjustments included in month one.
Pricing
Fixed project fee, no surprise
Flat project pricing based on scope (workflows, integrations, users). Configure your CRM for an exact quote.