[ Built-in AI ]
Draft, classify and summarise with AI assistance.
// Assistance inside CRM
One click to summarize a prospect, draft an email, prepare a meeting.
CRM AI actions produce draft summaries, emails, notes and next actions to review before use.
- Draft summary based on prospect information
- Follow-up email draft with subject and body to review
- Meeting notes automatically structured into key points + actions
- Next action suggestion with recommended timeline
// Your emails and projects, finally connected
AI classifies synced emails and prepares a project summary.
After syncing, emails can be classified into a project and reclassified by the user. Proposed summaries and replies remain subject to review.
- Automatic email classification into your projects — reclassify in one click if needed
- Your corrections feed into future classification rules
- Project summary based on accessible emails, notes, invoices and tasks
- Project chat in natural language — ask a question, get the answer with sources
// AI writes, you approve
Drafts for business copy to review before use.
AI handles the writing nobody likes doing. You review, approve, and it's done.
- Draft terms to be reviewed by a legal professional before publication
- Invoice descriptions drafted automatically from your activity
- Weekly summary every Monday — revenue, pipeline, hours, actions
- For developers: GitHub commits turned into invoice line items
// You choose the engine. You control the budget.
Configurable AI providers and visible usage.
Enabled providers, models and usage limits are defined around the selected functions. Usage remains visible in the interface.
- Infomaniak — models available according to the selected configuration
- Google Gemini — available for compatible functions
- OpenAI GPT Mini — versatile, mature ecosystem
- Anthropic Claude Haiku — available according to the selected configuration
// Scope by quote
Artificial intelligence
The scope is defined around the selected functions, your organisation and the required connections.
- Selected functions
- Organisation and roles
- Data migration and connections
Frequently asked questions
5 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.
Does AI run in the background? Does it consume budget without me knowing?
Most AI functions are triggered by the user. Email classification can run after a sync. Calls are visible in usage tracking.How is AI feature usage estimated?
Usage depends on the provider, model and volume of content processed. The quote describes the selected functions and their usage framework.How are AI usage limits defined?
They are defined according to the selected providers, models and uses. They appear in the configuration proposed with the quote.What happens if I reach my monthly AI budget?
The interface signals when the configured limit is approaching. The affected AI functions are paused when it is reached, without deleting workspace data.Is my data used to train AI models?
Processing depends on the configured provider and its terms. The quote identifies the selected provider so you can review its processing framework.
Ready to review your needs?
Describe your workflows, data to migrate and useful modules. We then prepare your quote.
- §01/03Needs selected
- §02/03Context specified
- §03/03Contact arranged