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For partners

For CRM integrators: a free audit for your client

An AI agent reads your client's CRM and writes the owner a report: where requests, time and money are lost. The set-up work that follows is yours.

Write to usSee a sample report

  • Freefor now, for one of your clients
  • Your clientwe do not sell CRM implementation
  • Your workeverything the report advises setting up

What you get

A reason to talkA report with numbers from the client's CRM. It makes the conversation about improvements easier.
The set-up workStages, required fields, tasks, messengers — everything the report advises is done by you.
The clientThey stay yours. We do not run other people's systems.
AI agents — from usIf the client needs an agent on top of your implementation, we build it.

What your client gets

A report for the owner: where work waits and gets lost, what to change and in what order, and what is not worth doing. With numbers from their own records.

Sample: a window company on Bitrix24

The owner believed: the managers do not close deals, a bot is needed.

It turned out: contracts are lost in the queue for a site measurement. The wait is 7 days instead of one, and 29% of bookings fall through on the day. The bot does not shorten that queue.

Read the report · Nine more samples

The company is invented; the report was written by our agent.

How it goes

  1. The clientYou name a client who would benefit and get their consent. What happens to the data is agreed in writing.
  2. The dataOn Bitrix24 — a read-only key, five steps for the administrator. In other cases — file exports.
  3. QuestionsThe agent reviews the data and asks the company's people up to twelve questions. They can be passed on through you.
  4. The reportWe check the agent's report and give it to you and the client. What to do next is the client's decision.

The client's data

What the language model sees

  • Deals, leads, stages, amounts and dates
  • The times of calls, emails and chat replies
  • The company's employees: name and job title

What it does not see

  • Phone numbers and emails of the company's customers
  • Email bodies and chat messages
  • Customer names: before the review they are replaced with "Client 0001"

The review is done with a language model from an external provider. A Bitrix24 key is read-only; after the review the administrator deletes it.

What we do not do

  • We do not promise the client growth or savings as a number
  • We do not assess individual employees or advise dismissals
  • We do not call this an audit of financial statements: it is a review of how the company works

How the work is shared once the client wants to go further is something we agree with you before starting.

Shall we talk? Tell us which companies you work with and in which CRM — we will reply and suggest where to start.

Write to usSample report: a company on Bitrix24