A CRM nobody maintains.
Without reliable data the forecast is an opinion and the follow-up gets lost.
AI by process · Sales and marketing
The CRM is out of date. Always.
A salesperson sells or fills in the CRM, not both. We automate the recording, qualify the leads with business criteria and assemble the proposal from your real templates.
Sales time on administration.
Unfiltered leads.
The team chases everything equally. The good one goes cold while someone who will not buy gets attention.
Proposals that take days.
Every offer is assembled from scratch by copying the last one.
Four ways in.
Qualification is the first thing you notice: the salesperson spends the time on whoever can actually buy.
-
01
Lead qualification with real criteria
Scoring on the signals that genuinely predict a close in your business, not a generic template.
-
02
A CRM that updates itself
Emails, calls and meetings recorded without anyone typing. The data exists because the work happened.
-
03
Generated proposals and quotes
From your real templates and prices. The salesperson reviews and signs, does not write.
-
04
Content in your voice
Assisted production for the website, blog and campaigns, with editorial judgement and human review.
- Hours not days, to have the proposal ready
- No typing the CRM reflects the real activity
- Explainable every scored lead says why
What it is built with.
Before you call us, read this.
-
How to prioritise AI integration in your company: a quantitative model
Where do you start implementing AI? Most people answer with a hunch. But deciding where AI goes is a quantifiable problem: it has variables, formulas and a rankable result. This article is that model, with a case worked through step by step.
-
RPA vs AI agents: the differences and when to use each
RPA follows the rules you gave it; an AI agent decides how to meet an objective within a bounded perimeter. They are not rivals: they are different layers. We explain when each is enough and how much they cost to maintain.
- Administration and finance Invoices, collections and closing without typing.
- Operations The company’s core process, without human dependencies.
- Customer service Verified answers, escalation when it is warranted.
- People and talent Recruitment, onboarding and employment paperwork.
- Data and decision-making One single version of the truth, live.
Not sure where to start? Measure your organisation’s AI maturity for free in 3 minutes, or book 30 minutes of direct diagnostic.
Let's start
Let's talk about your operation.
Tell us what costs more than it should. We come back with a concrete plan, realistic timelines and a clear yes or no.
contacto@plantekia.com