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Agentic CRM & Workflows Clear KPIs and ROI in 90 Days

AI-powered CRM for B2B and B2C. Built for complex sales, personalization, data-driven journeys. Designed for speed, security, and measurable ROI.

Why now?

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AI-powered CRM as a growth engine

Companies that scale AI across sales and customer-facing functions gain a measurable competitive edge.
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Low-code accelerates change

Business teams expect fast, flexible tools. Low-code CRM enable quick adaption without heavy IT effort.
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CRM is shifting to front-office value

AI investment are focused on customer experience — from sales to service, driving measurable ROI. 

Problems we can solve

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Fragmented customer view
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Low adoption of tools
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Integration and compliance risks
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Uncertain forecasting
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Fragmented customer view Without a 360° perspective, teams miss context. We unify data into a single customer profile for smarter decisions.

Our Offer

From knowledge management to AI automation, we help
businesses decide faster, work smarter,
and scale effortlessly.

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Agentic CRM

We empowers sales, marketing, and service teams with AI-driven CRM. From lead management and CPQ to 1:1 campaigns and omnichannel support, our assistant automates tasks, provides real-time insights, and helps teams focus on growth.
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Data & System Integration

We connect CRM with ERP, e-commerce — creating a single source of truth. With 360°  customer views, KPIs dashboards, and strong data governance, organizations gain clarity, transparency, and control over operations.
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Intelligent Automation & Workflows

We design end-to-end workflows and AI-powered bots that execute tasks in the background. From reminders to escalations and RPA we streamline operations, cut costs, and ensure every process is secure, efficient, and measurable.

They Trusted Us

CRM is no longer just a database. It's the engine for sales, service, and marketing, driving measurable ROI across the customer journey.

Extended Capabilities

Complementary strengths that enhance our core offer and create measurable business value.

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AI Strategy & Roadmapping AI Strategy & Roadmapping
AI Strategy & RoadmappingWe help organizations define priorities, select the right technologies, and design step-by-step AI adoption plans that deliver measurable impact.
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Data Architecture & Governance Data Architecture & Governance
Data Architecture & GovernanceWe organize and secure company data, build reliable repositories, and ensure transparency and compliance with industry regulations.
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System
Integrations System Integrations
System IntegrationsWe connect scattered tools and data sources into one cohesive ecosystem, eliminating silos and enabling seamless information flow.
Knowledge  Management & Search
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Knowledge Management & SearchWe build central knowledge hubs where employees can instantly find accurate answers with full source transparency.
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Process Automation Process Automation
Process AutomationWe streamline repetitive workflows and automate manual tasks, reducing costs and freeing teams to focus on high-value work.
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AI Agents & Virtual Assistants AI Agents & Virtual Assistants
AI Agents & Virtual Assistants

We design AI agents that support employees and customers in real time – from task execution to customer service automation.

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AI Training & Adoption AI Training & Adoption
AI Training & Adoption

We train teams to effectively use AI in their daily work, ensuring fast adoption and long-term business benefits.

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Continuous Support & Optimization Continuous Support & ptimization
Continuous Support & ptimization

We provide ongoing care, updates, and optimization so AI solutions evolve with your business needs.

Work With Us

Tell us your business objectives

Cooperation Model:
From Strategy to Day-to-Day Operations

We start small, validate quickly, and scale only what works — making every step practical and valuabe.

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STEP 1
Virtual Coffee
A short conversation to understand your goals and explore first ideas together.

What you get: A recap of insights and a proposal for a Zero Workshop.
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STEP 2
Zero Workshop
We shape the first concept, outline priorities, and agree on a clear starting point.

What you get: A concise plan and an offer for an MVP within 48 hours.
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STEP 3
MVP (4-6 weeks)
We build a first version to test assumptions quickly and see how it works in practice.

What you get: A working MVP with an evaluation and a proposal for next steps.
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STEP 4
Operation & Scaling
After MVP, you decide: move forward with a full project offer, or continue in an agile MVP model to grow step by step.

What you get: A clear delivery proposal or an agile roadmap with ongoing support and improvements.

Partnerships & Technology Ecosystem

We deliver value on top of world-class platforms and technologies — combining our expertise with trusted ecosystems to accelerate your transformation.

FAQ - Agentic CRM & Workflows

Do we need to replace our current tools and systems? No. Documind LLM integrates with your existing CRM and document repositories, so there’s no need to rebuild your infrastructure.
How quickly will we see results? Most organizations see the first measurable outcomes within weeks. With RAG-based search and automation, teams reduce information lookup time by up to 70% almost immediately.
How do you calculate and demonstrate ROI? We measure KPIs such as time saved by employees, accuracy of responses, reduction of errors, and faster customer handling. These translate directly into productivity gains and cost savings.
Is implementation complex? No. Backoffice LLM is delivered as a ready-to-deploy service. First results can be achieved within 5 days, without heavy IT involvement.
How secure is the solution? All data stays within your infrastructure. Backoffice LLM only streams content from your repositories and is fully auditable, ensuring compliance and security.
What kind of support and training do you provide? We deliver onboarding sessions, documentation, and continuous support to make sure your teams can confidently use and scale the solution.
What makes your approach different from other providers? We deliver measurable business value from data by combining advanced technology with a deep understanding of the client's industry.