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Custom AI CRM

  • CRM & ERP

Custom AI CRM brings sales, messengers, marketing analytics, finance, projects and HR into one system. It’s built around how your team actually works, and you own it outright, with no subscriptions per user.

Book a Free AI Transformation Call
separate services replaced by one system
5 → 1
to launch, including data migration
~1 month
monthly license fees
0

A CRM that fits your business, not the other way around

Custom AI CRM brings sales, messengers, marketing analytics, finance, projects and HR into one system. It’s built around how your team actually works, and you own it outright, with no subscriptions per user.

Industry
Cross-industry
Project type
CRM with ERP
Duration
1 month

Integrated with

  • Telegram
  • WhatsApp
  • Viber
  • social media
  • website
  • lead sources

What wasn't working

Most growing companies run on around five separate services: a CRM, a finance tool, project management, HR and messengers on top. Each one has its own login, its own subscription and its own piece of the data. Off-the-shelf CRMs also rarely fit the actual sales process, so every missing feature means another workaround or another tool.

~5 services in separate tabs, each paid for separately

  • Too many disconnected tools

    Client data, finances, projects and chats live in different services and never come together.

    AI: CRM, finance, projects, HR and chats in one place

  • A CRM that doesn’t fit your process

    Off-the-shelf CRMs force you to adapt to their limits.

    AI: Any feature your business process needs

  • Manual data entry and marketing blind spots

    Managers spend time filling in the CRM, and it’s hard to see which lead sources actually convert.

    AI: Autopilot fills the CRM, every UTM tracked to conversion

How the system works

Here is how one lead moves through the system, from the first message to the final report.

  1. A lead writes in

    A client messages you on Telegram, WhatsApp, Viber, social media or through the website. The chat opens directly in the CRM, with the lead source and UTM tags already attached.

    we built: messenger and lead source integration

  2. The AI fills in the card

    While the manager talks to the client, the AI autopilot records the conversation details and updates the client card. The manager focuses on the sale, not on data entry.

    we built: AI autopilot

  3. The deal follows your process

    The deal moves through stages built specifically for your business. Tasks, reminders and approvals run automatically, and finance, projects and HR are connected in the same system.

    we built: custom workflows

  4. Leadership sees the full picture

    Dashboards show which source brought the lead, how much it cost and whether it converted. Sales, marketing and finance are in one place, with no exports between tools.

    we built: custom dashboards

One system, one login, no subscriptions

The team works in one simple system instead of switching between tabs. Leadership sees sales, marketing and finance together and knows exactly which channels bring revenue.

  • About five services replaced by one system
  • No monthly license fees, the system is yours
  • Client chats from all messengers inside the CRM
  • AI autopilot fills in client cards for managers
  • Every lead source and UTM tag tracked to conversion

Need Help? Start Here...

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+380 73 374 03 08

Off-the-shelf CRMs work well until your process outgrows them. Then you pay for extra seats, add-ons and separate tools to fill the gaps. A custom CRM is built around your process from day one and includes finance, projects, HR and messengers in one system. You pay once for development, not every month per user.

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