You copy the same details
An enquiry arrives, but the information has to be entered again in your CRM, schedule or project overview.
Does this sound familiar?
An enquiry arrives, but the information has to be entered again in your CRM, schedule or project overview.
You have to remember who needs a reply, which information is missing and what the next step is.
You have plenty of software but lack a clear route from first contact to execution.
Work smarter
Connect your tools and automate recurring tasks.
Explore the possibilitiesExample workflow
Form received
Record the contact and enquiry
Draft a suitable reply
Review and create a task

Implementation
Setting up a small process well shows what is useful. You can then decide whether and how to expand.

AI Sales
Bring intake, lead information and follow-up together. We choose one journey, for example from an enquiry to a personal conversation, and decide where automation helps and where you make the decisions.
For example: an intake form, a lead overview and an agreed follow-up step.

AI ERP
Connect information about customers, projects, scheduling and invoicing. We start with one defined process and agree on the data and existing systems it needs.
For example: a customer and project overview connected to an existing workflow. A complete ERP system receives its own phased plan.
You stay in control
We agree in advance on the data needed, which systems receive access and which actions require your review first.

The trigger, input, intermediate steps and desired outcome become concrete.
We test the agreed journey, including incomplete input and a failed integration.
You know how to use and check the workflow. Hosting, API usage and any maintenance appear separately in the proposal.
What we agree on
This suits you if you can identify recurring work and someone in your business owns that process. We start with the desired outcome, then decide which integration, fixed rule or AI step can help.

We describe the trigger, required data, intermediate steps and the outcome you want to check.
The agreed journey is built and tested, including missing input and a failed integration.
You know what runs automatically, where review is needed and how to recognise errors and resume processing.
Available integrations, access and data determine what is feasible. Development, tools, API costs and maintenance appear separately in the proposal. Increased revenue or fully autonomous AI is not guaranteed.
Discuss your workflow ↗No. A fixed rule or standard integration is often enough. AI is particularly useful where language, variation or interpretation matter. We choose the simplest approach that reliably supports the task.
That depends on the tools, APIs, hosting and volume. We outline expected costs and any maintenance agreements separately before you decide.
An example of the current process, the tools involved and the desired outcome. Preferably use fictional or anonymised sample data for an initial explanation.
Explore the approach
The interactive examples above show how leads, administration and content can move through a process. These are possible setups; your systems and checkpoints determine the final implementation.
View the example workflows ↗We investigate the integrations and access your tools provide. Then we determine what is feasible, which data is needed and what the limitations are.
Yes. Through AI Dimensie, you can build knowledge and try what fits your work. View the current offering at AI Dimensie.
Free introduction · 30 minutes
We discuss your situation, the result you want and whether this approach fits. If we want to continue, we record the scope, timing and price in a proposal. You then decide whether to start.
Choose a time ↗Everything connects
You start with AI Automation & Growth. If more is needed, we connect the parts that support your goal.