What is an agentic CRM?+
A CRM your AI assistant can use on its own. Instead of filling in forms, you tell your assistant what happened and it updates contacts, deals and tasks for you. You still see and control everything, as in any CRM.
Does it work with my AI assistant?+
It works with Claude, ChatGPT and Microsoft Copilot and with many other assistants and automation tools. Connecting takes two minutes: one address to paste and one approval. Some assistants need a plan that allows connecting outside apps; we tell you before you start.
Do I need to buy other subscriptions?+
No, if your assistant already lets you connect outside apps: the connection is part of the CRM, with no plugins, paid integrations or AI credits. Some assistants allow connections only on a paid plan; we tell you before you start.
Can I use it on my own or as a private individual?+
Yes. Starter is the plan for one person, private or professional, with VAT included in the price. For teams there are Pro and Enterprise.
Where is my data, and who can see it?+
In a database dedicated to you alone, in the European Union: the database is in Frankfurt and the application runs on servers in Germany, with encrypted connections and daily backups. Your assistant sees exactly what the person who connected it can see, nothing more.
How does the free trial work?+
Pick a plan and add a payment method: you pay nothing today. Within one working day we set up your CRM and for at least 14 days you use it for free with your real data. If you do not cancel, the first charge comes on the date shown in the order summary and in the confirmation email; if you cancel before, you pay nothing, we give you a copy of your data if you want it and then delete it. The Enterprise plan is paid at purchase and starts right away, with the done-for-you setup included.
Can I import from Excel or another CRM?+
Yes. Contacts and companies import from CSV files, which every CRM and spreadsheet can export. For larger migrations, the done-for-you setup includes moving your data.
Can I cancel?+
Yes, at any time from the customer portal, for monthly and yearly plans alike: the CRM stays active until the end of the period already paid. You can export your data whenever you want; when the subscription ends we keep it for 30 days to give you a complete copy, then delete it.
Do you issue invoices?+
Yes, for every payment: an electronic invoice through SDI. Italian businesses and professionals receive it at the SDI code or PEC given at purchase; for private individuals resident in Italy we address it with their tax code (codice fiscale), to be given at purchase, and email a copy. EU businesses outside Italy receive a reverse-charge invoice.