Less routine. More time for customers.
We automate recurring processes with Microsoft Power Automate and use the AI in SugarAI where it really takes work off your team's plate.
View use casesOur tools
We rely on platforms that fit into your existing systems. No more isolated tools, but automation where your team already works.
Automation
Automate processes between Microsoft 365, Dynamics 365, Teams, SharePoint and your specialist systems: approvals, notifications and data transfers run in the background.
Artificial intelligence
AI directly in the CRM: deal forecasts, summaries of customer histories and suggestions for the next step. No exporting data to third-party tools.
Use cases
Power Automate
Quotes, discounts or orders go automatically to the right person and are approved directly in Teams.
Power Automate
Enquiries from forms or emails land in the CRM automatically, including a task for sales.
Power Automate
Contracts and quotes are automatically filed in SharePoint and assigned to the right customer.
SugarAI
AI scores leads and opportunities so your sales team can focus on the most promising ones.
SugarAI
Summaries of emails, meetings and notes instead of lengthy scrolling before the next conversation.
SugarAI
Win probabilities and forecasts based on your real sales data instead of gut feeling.
Approach
We start with your processes, not with the software. Together, we find what pays off first and implement it in your existing systems.
Process analysis
We map your processes and identify the biggest time wasters.
Concept
We define rules, triggers and responsibilities for each workflow.
Implementation
We automate the workflows in your systems and connect them via interfaces.
Testing & rollout
We test together with your team and introduce the workflows step by step.
Optimisation
We measure the impact and continuously develop your workflows further.
White paper
Free white paper
✓ Which processes pay off first
✓ Where AI really helps in the CRM
✓ Checklist for your automation project
FAQ
Those that occur frequently, always follow the same pattern and currently involve a lot of manual work. We identify them together in a short workshop.
Many Microsoft 365 plans already include Power Automate for standard connectors. Premium connectors may require an additional licence. We check this in advance.
We take GDPR and your compliance requirements into account from the outset and use AI features that are built directly into your existing systems.
No. AI takes over routine work, such as summaries or scoring. The decisions remain with your team.
A first workflow is often up and running within a short time. We start small and expand what proves successful.
Yes. Using interfaces and our Sugarblaster, we can also integrate ERP, marketing automation or project portfolio management.
Tell us which processes are costing you time today. We will show you what can sensibly be automated with Power Automate and SugarAI.
Write to us
Prefer to talk directly?
Choose an available slot directly in our calendar, free of charge and without obligation. We will discuss your requirements and show you possible solutions.
Choose an appointment