CRM Development
A custom CRM for leads, customers, pipeline and activities, designed around the sales process and connected to existing business tools.
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CRM, AI & Automation
CRM, AI integrations, automation and 1C for connected information and processes.
Who it is for
For sales, operations and accounting teams that manually transfer data between systems. We define data ownership, responsibilities and exceptions before connecting CRM, AI or 1C. The team must be able to monitor and verify the automation.
What to prepare
- A sample request, from first contact through to completion.
- Current systems: CRM, accounting, forms, email or files.
- Where data is entered repeatedly and who checks the result.
What we define together
A process map, data ownership and team responsibilities.
Synchronization rules, permissions and cases requiring human review.
A pilot workflow with testing criteria, logging and retries for failed operations.
Services
Choose the service that fits your current need. For projects involving several components, we agree on the implementation order together.
AI Integration
Practical AI integration for documents, search, content, data or internal support, designed around a clear use case with human oversight.
View service1C Development & Support
Development, integration, optimization, and support for 1C:Enterprise solutions tailored to business processes and long-term operational stability.
View serviceAutomation Solutions
Automation that removes repetitive steps, connects business applications and keeps data in sync with fewer errors and manual interventions.
View serviceHow we work
Map the current process, data sources and common errors.
Implement a pilot workflow with permissions and exception handling.
Test representative data and document operation and monitoring.
Problems addressed
- Less repeated entry of the same information.
- Visible responsibilities and status for each request.
- Synchronization errors can be identified and retried in a controlled way.
Frequently asked questions
Do we need a new CRM?
Not always. We check whether configuration or integration of the current system can cover the process before proposing a new one.
Where can AI integration help?
In defined tasks such as classifying requests or assisting document search. We establish permitted data, response verification and when human review is required.
Can CRM be connected to 1C and the website?
We review system versions, available interfaces and access rules. We define the primary source for customers, products and orders, along with synchronization direction, to avoid duplicate records.
Which process should we automate first?
A repetitive, clearly defined process whose results are easy to verify, such as collecting inquiries or synchronizing orders. We choose a pilot workflow and assess the result before expanding it.
How are data access and AI response checks handled?
We define the required data, authorized users and information shared with each provider. Important operations receive validation, logging and human approval rules before execution.
What happens if synchronization fails?
We plan error logging, notifications to the responsible person and a retry procedure. We test incomplete data and system downtime so the team can track and resolve the problem.
Where to start
Share a repetitive process and the systems involved.
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