One customer record your whole business can trust.
AI is only as good as the data behind it. We set up or connect your CRM so that every conversation from every channel lands on the right customer record automatically, clean up years of duplicates, and give staff and partners exactly the access they need.
Why it matters
Customer information is scattered across phones, inboxes and spreadsheets. Records are duplicated or out of date, so teams waste time searching, and reports can't be trusted.
What it does for your business
Automatic activity logging
WhatsApp chats, calls, emails and notes are attached to the customer record without anyone typing.
Migration from sheets and legacy tools
We move your existing customer data across, mapped and validated.
Duplicate clean-up
AI matches and merges duplicate contacts and companies, with rules you approve.
Role-based access
Staff, managers, partners and agencies each see only what they should.
AI summaries on every record
Open a customer and see a short summary of their history and next best action.
Open-source options
Where it fits, we deploy open-source CRMs so you aren't paying per seat forever.
Live in weeks, improved every month
Assess
We review your data sources, quality and how each team works.
Design
We agree fields, stages, permissions and reports.
Migrate
We clean, de-duplicate and import your data.
Adopt
We train your team and track usage until it sticks.
Where it works best
Examples from the industries we serve. Every deployment is configured to your own processes and rules.
Works with
One pipeline instead of personal spreadsheets, with reliable forecasts.
Branch-level access with a group-level view for leadership.
Separate partner logins with their own leads, status and earnings.
Customer history at hand for every call and visit.
Frequently asked questions
Do we have to replace our current CRM?
No. We usually connect and improve the CRM you have. If you don't have one, we recommend and set up the right fit.
How do you handle data privacy?
We limit access by role, log changes, and follow the data protection law that applies to you, such as GDPR or India's DPDP Act.
Can partners log in without seeing other customers?
Yes. Partner logins show only their own referrals, with personal details masked where required.
How long does a migration take?
Typically one to four weeks, depending on the number of sources and the state of the data.
Explore the rest of the AI workforce
Put the AI CRM & Data to work
Tell us about your business and we'll show you what it would look like for your customers, in a 30-minute call.
- A 30-minute strategy call with a senior consultant, free of charge
- A clear view of where AI will pay back first in your business
- A written proposal with scope, timeline and fixed price for a pilot