AI agents that prepare the work, your team stays in control.
Follow-ups, payment reminders, review requests, CRM updates from your emails, monthly reports: we build agents that run in the background, on your data, with your rules. They prepare, you approve in one click.
Update spotted in a sales email, Lead #2475 record completed
Quote silent 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.
An agent never sends anything sensitive on its own. It 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.
Every repetitive task deserves its own agent.
Here's what we've already put into production for a technical services SME. Every project starts with an audit: we keep what saves you time, nothing more.
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.
- Closing scripts
- Prepares arguments and answers to objections before the decisive call.
- 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 truth scan
- 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 digest
- 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 dependencies
- Watches for unusual behaviour, known vulnerabilities and exposed secrets.
Marketing and SEO
3 / 19- Channel attribution
- Links every signature to its source to measure the real return on investment.
- SEO module
- Analyses the site, internal linking and search data, then suggests fixes.
- Nurturing
- Useful emails for prospects who aren't ready yet, without pestering them.
Automation that respects your clients.
A badly timed follow-up costs more than a forgotten one. Agents follow strict rules, designed 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 alert per event, and nobody reads it.
We measured it: with standard alerts, fewer than 7 % triggered any response. We replaced them with a capped daily digest that keeps only what genuinely needs action.
Tuesday, what needs your attention
- 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
The system suggests its own upgrades, and what to remove.
What 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
- Brief generated in one click
What 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 runs 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. And 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 one lifting a finger.
Measured over one month of operation. Client anonymised.
| What changed | Before | After |
|---|---|---|
| Time before first action on a lead | 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 digest a dayless noise |
| Unprofitable ad spend identified and cut | Invisible | ≈ CHF 20,000 / yearthanks to attribution |
Each block works on its own, together they reach their full potential.
- 01Bespoke CRMAssigned leads, daily priorities, sync with your ERP.
- 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 studyWhat these building blocks changed for a Swiss technical SME.