Nobody knows what was said
To find out where a customer stands, you have to ask whoever handles them.
PRODUCT · CRM
In use · adapted to each client
Sales, email, WhatsApp and calls in each customer's record.
A CRM for SMEs that brings everything that happens with each customer into a single history, tells you what is due today and why, and uses AI to summarise calls and draft emails without ever sending anything on its own. In the language, currency and rules of each country.
WHERE IT STANDS
In use today, adapted to each client
- It runs today at client companies, adapted to how each one works. It started as the CRM with AI calls of one of them.
- It brings sales, email, calls from the record with transcription and summary, the Today screen, calendar, reports, permissions and import from Excel or from your current CRM.
- WhatsApp, AI voice agents and marketing come later.
- The standard version, ready to use without adapting, is in development.
Updated on 28 October 2026.
WHEN IT FITS
When what you know about each customer
is spread across five places.
If it sits between email, phones, a spreadsheet and each salesperson's head, a CRM that brings it together saves time and stops customers slipping away.
Forgotten follow-ups
A proposal goes unanswered because nobody noted when to call back.
Customers in several countries
Different languages, currencies and tax details that a CRM built for a single country does not handle.
A CRM nobody uses
You have one, but logging things is so tedious that the team goes back to the spreadsheet.
We set it up with you —pipelines, fields, permissions and whatever you bring over— and connect it to the tools you already use.
See the CRM inside WHAT IT DOES
Everything that happens with a customer, in one place.
What your sales team uses every day and what you review every week.
The whole relationship in a single record
Emails, calls, notes, tasks, meetings and deals in a single history for each company and person. Whoever takes over an account knows what was said without having to ask.
Today, with the reason why
When you log in you see what is due today and why: a proposal about to expire, a reply waiting or a customer with nothing planned. Every account always has a next step.
Email, built in
Connect Gmail or Microsoft 365: emails land in the record and you reply from the inbox, with templates and scheduled sending.
Calls with a summary
Call from the record, on your computer or your phone. The call is transcribed and summarised, and what matters stays in the record.
AI that never acts alone
It summarises, drafts and improves emails and answers questions about a customer, saying where each answer comes from. It never sends anything without you.
Your language, currency and country
In English and Spanish, with the currency on every amount and the tax IDs of Spain and the EU, so you can sell in several countries from the same account.
Easy to move in and out
Import from Excel or from your current CRM, with undo. A 90-day bin, role-based permissions and a full export whenever you want.
WhatsApp and voice agents
WhatsApp conversations in the same record and AI voice agents for follow-ups, planned for later.
COMPARISON
One program for each job, or everything in the customer's record.
Many SMEs today split their work across separate programs: one for sales, another for calls, email and several spreadsheets. This CRM brings it together in each customer's record.
What it does today, adapted to each company. The standard version is in development.
| Topic | With separate tools | With this CRM |
|---|---|---|
| Sales, email and calls | In different programs, each with its own login and its own bill. | In the same record, with a single login. |
| What has happened with a customer | You have to check each program. | A single history with emails, calls, notes and tasks. |
| A call | It stays in the calling program, apart from the customer's record. | It lands in the record with its transcript, its summary and a suggested next step. |
| Language, currency and tax details | Depending on what each program supports. | In English or Spanish, with the currency of each amount and the tax IDs of Spain and the EU. |
| When you leave | It depends on each program. | You export everything, with its relationships, as CSV and JSON. |
SCREENSHOTS
What it looks like inside.
The daily screen on your phone and your computer, and calls with their summary.
All screenshots are from a demo account, with fictional companies and people. No client data. The name and colours are adapted to each company.
FREQUENTLY ASKED QUESTIONS
What people usually ask about the CRM
Whether you can use it, what it brings, the AI and your data, straight answers.
Can I use it already?
Can I use it already?
Yes. It runs today at client companies, adapted to how each one works: we set it up with you. The standard version, ready to use without adapting, is in development.
What does it include?
What does it include?
Companies, people and deals with a single history, the Today screen, email from Gmail or Microsoft 365, calls from the record with transcription and summary, calendar, reports, import and export, and role-based permissions. It also works on your phone.
What about WhatsApp?
What about WhatsApp?
It comes later, through the official WhatsApp API: conversations in the inbox and in the record, and the cost of each template explained before you send it.
What does the AI do, and what does it not do?
What does the AI do, and what does it not do?
It summarises calls and records, drafts and improves emails and answers questions about a customer, saying where each piece of information comes from. It never sends anything on its own: you always approve it.
Can I bring my data in and take it out?
Can I bring my data in and take it out?
Yes. You import from Excel or from your current CRM, with a report beforehand on what will come in and the option to undo. And you can export everything, with its relationships, whenever you want.
How much does it cost?
How much does it cost?
It depends on what needs adapting for your company. We give you a fixed price in the proposal, before we start.