AI in three levels · from €1,497
A CRM with AI that drafts the work, while your team stays in charge
Start with an AI assistant your team can ask about any client, or go further with agents that draft quotes, sort enquiries and chase follow-ups inside your process. Nothing reaches a customer until a person approves it.
- A person approves every message
- Every AI action is logged
- Monthly AI spending cap you set
- Accounts and data in your name
Assistant or agent: what is the difference?
An AI assistant is something a person opens. Your team member asks a question, such as "what did we promise the Murphys about delivery?" or "draft a reply to this complaint", and the assistant answers using your CRM data, within the permissions their role allows. An AI agent works differently: it runs inside your process. When a new enquiry or survey note lands in the CRM, the agent prepares the next step on its own, for example a draft quote or a follow-up email, and puts it in front of a person to approve, edit or reject.
In practice this looks different in every business. A window and door maker can turn a surveyor's notes and measurements into a draft quote in the CRM, ready for the office to check prices and send. A tour operator can get a first itinerary draft from a customer's dates, group size and interests, which the team then refines. A salon or clinic can have rebooking reminders drafted for clients who are due a visit, with staff deciding who gets one and when. The pattern is the same: the AI does the first draft, your people make the decision.
Three levels of AI in your CRM
Pick the level that matches your process today. Each one is scoped and priced in writing before any work starts.
Level 1: AI assistant for your team
from €1,497
final price after a short written brief
- A company ChatGPT or Claude workspace opened in your name
- Connected to your CRM data with clear permissions per role
- Ready prompts for your common tasks: replies, summaries, client history
- Training session for your team
- Usage log and a monthly spending cap you set
- Works with your current CRM or one we set up
Level 2: AI agents inside your process
after discovery
paid discovery €1,197, deducted from the build
- Agents that draft quotes from survey or call notes
- Incoming enquiries sorted, tagged and assigned
- Long email threads summarised into the client record
- Follow-ups drafted when a quote goes quiet
- Each step approved by a person before anything goes out
- Full log of what every agent did and when
Level 3: Custom CRM with agents
from €11,997
paid per stage: 40% at start, 60% on acceptance
- A CRM built around your process from scratch
- Agents designed into the workflow from day one
- Roles, permissions and an audit log
- Integrations with email, calendar and accounting
- Hosted in the EU, code owned by you
AI usage (OpenAI or Anthropic API costs) is paid by you, directly in your own account, under a monthly cap you set. For Level 1 we take a 20% deposit, fully refundable until we confirm the scope together in writing.
Safety rules we build into every AI setup
AI is useful only if you can trust it. These rules are not optional extras, they are part of every level.
A person approves what customers see
No quote, email or message goes to a customer without a member of your team approving it. The AI prepares drafts, it does not press send.
Every AI action is logged
You can see what the AI read, what it produced and who approved it. If something looks wrong, you can trace it back in minutes.
A monthly spending cap
You set the maximum monthly spend on AI usage in your own account. When the cap is reached, the AI pauses rather than running up a bill.
Permissions per role
The assistant only sees what the person asking is allowed to see. Sales data, HR notes or finance stay with the roles that need them.
Your accounts, your data
The AI accounts, the CRM and the hosting are opened in your name. If you stop working with us, everything keeps working and stays yours.
GDPR from the start
Hosting in the EU, and a data processing agreement signed before any real client data is loaded. We test on sample data first.
How an AI project runs
- 01
Written brief or discovery
For Level 1 you send a short written brief about your team and tasks. For agents we run a paid discovery phase to map the process step by step.
- 02
Fixed quote in writing
You get the scope, a fixed price and a delivery date in writing. You confirm by email, never over the phone.
- 03
Accounts and data agreement
We open the AI and hosting accounts in your name, you set the spending cap and we sign a data processing agreement.
- 04
Build and test on sample data
We build the assistant or agents and test them on sample records until the drafts are good enough for your team to rely on.
- 05
Launch with approvals switched on
Your team starts using it with human approval on every customer-facing step. After a few weeks of real use we review the log together.
A good fit if you
- keep client records in a CRM, or are ready to start
- lose hours every week writing quotes, summaries or follow-ups
- have someone who can check and approve drafts
- want your client data under your own control
Not the right move yet if you
- want AI to answer customers with nobody checking
- have client details scattered across phones and notebooks: start with a CRM first
- expect AI to replace a member of staff overnight
- are not ready to pay AI usage in your own account
How ordering works
Every order is made in writing, never over the phone
You send the brief
Through the quote form or by email. Tell us what you need in your own words, a few lines is enough.
We reply with a written quote
Scope, fixed price, delivery date and what is not included, all in one email, usually within one working day.
You confirm by email
Only then do we start. The 20% deposit is fully refundable until the scope is confirmed together.
Why: nothing gets misheard, nobody is pressured into a decision on a call, and every change has a paper trail for both sides.
Frequently asked questions
Will my client data be used to train AI models?+
We set up business or API accounts whose terms exclude training on your data by default, and we show you the relevant terms before anything is connected. The assistant only receives the data needed for the task in front of it.
How much will AI usage cost each month?+
It depends on how many tasks the AI handles. We estimate it during the brief or discovery, and you set a hard monthly cap in your own account, so the cost can never exceed what you decided.
Can the AI send emails to customers on its own?+
No. Our rule is that a person approves anything a customer will see. Agents can prepare, sort and remind, but sending is always a human decision.
What does the €1,197 discovery phase include?+
We map your process with your team, choose which steps an agent should handle, list the data and integrations it needs and agree the safety rules. You get a written document with a fixed price for the build, and the €1,197 is deducted if you go ahead.
How do I order and pay?+
In writing only: by email or our online quote form. Phone calls with Dominika are welcome for questions, but orders are confirmed by email. Level 1 starts with a 20% deposit, refundable until the scope is confirmed in writing. Larger builds are paid per stage, 40% when a stage starts and 60% on acceptance.
What happens after launch?+
You get a 12-month free warranty on bugs. The code, the CRM and the AI accounts belong to you. If you want us to keep improving prompts and agents over time, we can agree a care plan.
Related services
Tell us which task eats your team's week
Describe it in a short email: who does it, how often and what the result looks like. We reply in writing with the level we recommend and a price.