AISOLUTIONSEnquiries and customer conversations in one CRM
Connect web enquiries and Instagram Direct to customer records. Assign the next reply or task and retain the conversation history for the team.
View related workDevelopment services
Custom CRM & ERP systems
Customer records, communication, sales stages and team tasks in a CRM or ERP built around your process.
Who it helpsFor teams managing customer relationships, requests and responsibilities across several tools or locations.
Planerix REST
Typical projects
Choose the task you need to solve
These are starting points for a project. We agree the users, connections and first release before estimating the work.
An internal ERP around your service process
Link planning, customer records and management reports to the tools you already use, including an agreed Altegio connection where relevant.
View related workProjects, approvals and responsibilities
Give work a clear owner, status and deadline. Connect tasks and approvals to documents and customer context so handovers remain visible.
View related work01 / The challenge
Where we start
A customer has several records, nobody owns the next action and reports disagree. Adding another spreadsheet makes the process harder to maintain.
02 / The result
What you receive
A working process with clear statuses, owners, permissions and reports.
Scope & next steps
Your first release
Choose one customer journey. We define the record, statuses, responsible people and access rules, then migrate a representative sample and test it with the team.
Discuss- 01Customer records and communication history
- 02Sales pipelines, tasks and approvals
- 03Role-based access and company workspaces
- 04Data migration and management dashboards
How we check the result
Your team runs a representative case from first contact to completion. We check ownership, access, statuses and the matching management report.
A working example
Planerix REST
Planerix REST brings guest profiles, linked reservations and available interaction history into the same workspace as operating metrics. Managers can move from an overview to the person or activity behind it.
Actual product interfaces, shown with demonstration data or existing public marketing content.
How we work
Understand the work
We map users, decisions, existing tools and one priority workflow. Together we define what a useful first release should achieve.
Design the first release
We prepare the user journey, interface and system architecture, with a clear scope, dependencies and acceptance criteria.
Build and verify
We connect the data, build the product and test real scenarios, permissions and failure cases before release.
Launch and improve
We deploy, document and review the result with your team. Monitoring, support and the next improvements are agreed explicitly.
Before we begin
Do we have to replace our existing CRM?
Not necessarily. We first map what already works. The right solution may be a connected customer portal, a reporting layer or one missing workflow rather than a full replacement.
How do you estimate cost and timing?
We first agree the users, workflow, data sources and acceptance criteria. You then receive a phased scope with dependencies, an estimate and clear deliverables.
What happens after launch?
We agree documentation, hosting, monitoring, support and further development in the project agreement. Your team knows who is responsible for each part.
Custom CRM & ERP systems
Tell us the priority
A few sentences are enough. We will clarify the scope, dependencies and estimate before development starts.