The brief
Sales, delivery and administration view the same client from different angles. Information needs to remain attributable across those handovers.
Our contribution
- CRM & custom software
- Our own CRM development for customers, pipeline, tasks, projects and commercial records.
- AI & automation
- A tool interface for AI-assisted access to defined CRM functions.
What we implemented
Customer and project areas connect with pipeline, tasks and calendar. Quotes, contracts and invoices represent the commercial side.
A tool interface allows AI-assisted access to defined CRM functions. It does not replace permissions or responsibility for an action.
The delivered result
An online, protected internal system for client work. This is our own development, explicitly not an independent client reference.
What this case study establishes
No customer records, revenue or contracts are disclosed. The availability check covers the login, not a full test of every business process.
Based on the public entry point and our implementation records. Reachability was checked on 3 October 2026; this is not a complete functional test.
View system entry point ↗