An Executive Assistant Over Your Live Business Data
No complex database queries or confusing spreadsheet formulas. Ask questions about your pipeline, quotes, and weekly conversion numbers in plain English and receive instant, accurate answers.
Instant Record Retrieval
Find any project, client conversation, or variation note in seconds without digging through archive folders or multiple email accounts.
Live Pipeline Intelligence
Ask for total unaccepted quote values, conversion rates by project type, or month-on-month enquiry trends with direct, verified data answers.
Sovereign Data Privacy
Your data stays strictly inside your dedicated PostgreSQL database. Zero third-party model training. Fully compliant with UK GDPR.
Real Questions Business Owners Ask Daily
As a business owner, you shouldn't need a degree in data analytics just to understand how your company is performing this week. Traditional CRM dashboards present dozens of static charts and dials, but rarely answer the specific operational question on your mind right now.
With the Ask AI module, you interact with your CRM like a knowledgeable operations director who has read every file in the building:
Example Prompt 1
"Give me a briefing on the three site surveys scheduled for tomorrow."
The system produces a concise summary for each visit: homeowner names, property address, architectural drawings on file, specific client preferences, and drive times between locations.
Example Prompt 2
"How many quotes over £50,000 are currently in 'Estimate Delivered' stage without a reply?"
The assistant lists each open proposal, the delivery date, the total quoted amount, and offers to queue an automated follow-up check-in.
Speed and responsiveness define winning businesses: 78% of buyers purchase from the business that responds first, and prospective leads contacted within five minutes are 21x more likely to qualify. Having rapid answers at your fingertips ensures your team never delays taking action.
Explore Connected CRM Modules
The AI assistant coordinates seamlessly across your entire system:
Frequently Asked Questions
What types of questions can I ask the AI assistant?
You can ask operational questions in plain English, such as: 'Which quotes sent in the last 14 days have not been opened?', 'How many extension surveys are booked for next week?', 'What was our total won contract value last month?', or 'Find the couple who enquired for a July 2027 marquee wedding with a £100k budget.'
Is our proprietary client and financial data kept private?
Yes. Your database records are strictly private and hosted on dedicated, encrypted UK infrastructure. Your commercial figures, customer records, and notes are never shared with public AI models or used to train external algorithms.
Can the AI take actions or just look up information?
Both. In addition to answering factual questions, you can ask it to draft follow-up check-ins, prepare meeting briefs before you visit a prospective client, or highlight dormant leads for win-back campaigns.
What are the commercial terms for the custom CRM?
The custom CRM pilot costs £300 to start (£150 non refundable plus £150 refundable if not satisfied). The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing support and hosting is a flat £300 per month all in.
Ask your database questions directly
Test how natural language queries and executive summaries function on our live demonstration platforms.