CRM & client portal

    Every customer, their history and their own portal.

    One customer file with contacts, quotes, invoices, orders and exchanges, plus a secure client area where customers find their documents and follow their requests.

    AI back-office

    What this module does

    • Complete customer file

      Contacts, companies, addresses and preferences in one place.

    • Full history

      Every quote, invoice, email and note, in chronological order.

    • Secure client area

      Customers log in to download documents and follow progress.

    • Online requests

      Customers send requests and files directly; your team is notified.

    • Preferred language

      Each customer is addressed in their own language, automatically.

    • AI summary

      Before a call, AI sums up the relationship in a few lines.

    Let’s look at how you work today.

    Describe your processes: we come back with a tailored proposal and screen mockups for your business.