AI assistant

A smart teammate that knows your entire CRM

Type what you need — a quote, an email, a client summary or a pipeline forecast. The AI takes care of it, with all the context from your CRM.

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14 days free · no credit card · active immediately

A smart teammate that knows your entire CRM

11h

Saved per week per user

3×

Faster quote creation

500+

Teams use it daily

94%

Report higher satisfaction

Context-aware AI

Ask anything — the AI already knows the answer

The AI assistant reads your entire CRM: clients, deals, invoices, tasks and notes. Ask "which leads haven't been followed up this week?" and get an actionable overview — not a standalone chatbot with no memory.

Access to all your clients, deals and pipeline data
Understands your business context, products and rates
Gives answers that immediately enable action

Ask anything — the AI already knows the answer

Content & documents

Quotes, emails and tasks drafted in seconds

Say: "Create a quote for Acme Ltd for €4,800 for three months of social media" — and the AI creates it with the right client details, prices and your branding. The same works for follow-up emails, project tasks and summaries.

Quotes with client data and rates from your CRM
Professional tailored follow-up emails per lead
Tasks and project descriptions created in one sentence

Quotes, emails and tasks drafted in seconds

Pipeline & forecast

Analyse your revenue without spreadsheets

Ask the AI to summarise your pipeline, flag at-risk deals or calculate a monthly forecast. You get a clear analysis with concrete recommendations — in plain language, not formulas.

Pipeline summaries by team, stage or period
Deals with low activity automatically flagged
Revenue forecast and win probability in plain language

Analyse your revenue without spreadsheets

Client intelligence

Know every client at a glance

Before a client call, ask the AI: "Summarise Helder IT." You get the latest deals, outstanding invoices, active projects and touchpoints bundled together — so you walk in fully prepared.

Full 360° client summaries on demand
All deals, invoices and tasks for a client combined
Perfect preparation for a sales call or review meeting

Benefits

What the AI does for your agency

Not a chatbot bolted on — an assistant that works with your data, your language and your way of working.

Always available

No waiting times, no agenda. The AI is ready 24/7 for drafts, analyses and questions — even outside office hours.

Your data, your control

The AI works exclusively within your CRM environment. Your business data is never shared or used to train external models.

Learns from your context

The more you use it, the better the assistant aligns with your tone of voice, products and client base.

"I type "create quote for Studio Vonk, web design, €3,500" — and within ten seconds there's a clean quote ready with all the client details. This has given me hours back every week."

Sanne de Vries—Owner, Studio Vonk