Your CRM is a mailbox, not a co-pilot
Sales reps open the CRM when they have to, not because it helps them. They fill in fields to keep the manager happy, not because it generates insights. And the CRM gives them lists back, not decisions. You’re paying for an expensive tool to do enhanced Excel.
An AI layer on top of your CRM turns it into a co-pilot: it suggests next steps, drafts follow-up emails, prioritises deals, and summarises calls. The sales rep saves 2-3 hours a day and closes more.
How we build it
1. Integration with your current CRM
HubSpot, Salesforce, Pipedrive, Dolibarr, Zoho. Wherever your CRM is, that’s where we build the layer. We don’t migrate you to another tool — that decision is yours, not ours.
2. AI layer
We connect your CRM to Claude via API. The model reads the deal context (notes, emails, recorded calls if available, activity) and produces: a summary of the current status, suggested next steps, a draft follow-up email, risk alerts.
3. Custom rules
Your prioritisation criteria, not ours. “If the deal has had no activity for 7 days and is worth >€10k → alert the manager”. “If the contact opened the proposal 3 times → notify the sales rep”. Set up with you, adjusted in production.
4. Executive dashboard
A view for managers showing: deals at risk, deals with momentum, the team with the best pipeline coverage, and an end-of-month closing forecast. Actionable metrics, not vanity.
What changes when this works
- Each sales rep recovers 2-3h/day previously spent on writing and updating.
- Deals stop dying in silence: the system alerts you in advance.
- The manager’s forecast is based on data, not optimism.
- Onboarding new sales reps is faster: the copilot guides them.
When we do NOT recommend this
- If your CRM is proprietary with no real API (a custom CRM from 15 years ago): the integration is not worth it.
- If your sales team is 1-3 people: there is not enough volume to amortise the setup.
- If your cycle is purely transactional (ecommerce with no consultative selling): there is no “deal” in the B2B sense.
Data privacy
Your commercial data lives in your CRM, not on our servers. The Claude API processes by context with no retention. If your compliance requires an on-prem model (banking, healthcare), we work with Llama 3.3 70B self-hosted instead of Claude.
Stack we use
- Claude 4.5 as the main model (or Llama 3.3 70B on-prem for compliance).
- n8n / Make self-hosted for triggers.
- Your CRM API directly, with no third-party plugins.
- Metabase for the executive dashboard.
We start with a diagnostic session
Before quoting the full setup, we run a 90-minute session. We look at your current CRM, your sales team and your actual sales process together, and we come away with an honest recommendation: whether this service fits where you are right now, or whether it makes sense to start with something else.
We don’t charge for that session. If you’re interested, get in touch.