Agentic CRM
An AI interface for your CRM
One AI layer over the systems you already run. Ask your customer data anything — and speak visit reports, offers and forecasts straight back in. By voice or chat, in both directions.
Sales Companion app
Your CRM in your pocket
The interface your field team actually uses: talk to it, see the week at a glance, and train for the next conversation — on iPhone, with CarPlay in the car.
Three layers, one answer
Your systems stay where they are. HybridAI connects to them, understands the question, and answers in the moment — in the office, between meetings or in the car.
Interface
Realtime voice on top
Talk to your CRM like to a colleague — ask, and dictate back. A natural, interruptible voice conversation on the phone, in the car via CarPlay, or as chat in the browser and the app.
Intelligence
A dual-LLM core
Two models, two jobs. The first turns a question into precise retrieval — SQL over your records, semantic search over your documents. The second reasons over what comes back and gives the answer.
Text-to-SQL
Questions about accounts, orders, pipeline and revenue become exact queries over your structured CRM and ERP data — numbers, not guesses.
RAG
Meeting notes, emails, spec sheets and contracts are searched semantically, so the answer knows the story behind the numbers.
Analysis LLM
Compares, aggregates and explains: trends, outliers, next best actions — phrased for the person asking.
Data
Adapters to your systems
Adapters for the systems where customer data lives. No migration, no new CRM — your teams keep working where they work today.
The way back
Don’t just ask your CRM — speak into it
Most CRM data never gets entered because typing it up is a chore. Here you simply say it: the AI turns what you dictate into structured records and files them where they belong — instantly searchable for everyone who asks next.
You say
“Just left Müller GmbH. They want 200 units at the Q3 price, decision by end of month — I’d put it at 70 percent.”
Your CRM gets
- Visit report for Müller GmbH
- Offer draft: 200 units at the Q3 price
- Deal assessment: 70 percent, decision by month end
Visit reports
Dictated right after the meeting, filed with customer, contacts, topics and next steps.
Offers
Products, quantities and prices said out loud become an offer draft — the arithmetic is done exactly, not by the model.
Assessments
Win probability, risks, customer mood: the gut feeling from the field, captured while it is still fresh.
Plan figures
Forecasts and targets per customer or product, updated by voice instead of in a spreadsheet.
Training
Practise the conversation before it counts
The same voice that knows your customers also coaches your team — in a safe roleplay, or quietly at their side during the real call.
Roleplay with an AI customer
Pick a customer, a situation and a goal — the AI plays the counterpart, raises objections and pushes back. Afterwards you get a score per skill and concrete tips on what to practise next.
Live tips during the real conversation
The app listens along in the meeting and slips you short hints when they matter: a question you forgot, an objection to pick up, the moment to close.
Review right after the call
Goal reached? What went well, what stayed open — and the next steps, ready to take over as tasks into the CRM.
What your team does with it
Briefing before the meeting
“What do I need to know about this customer?” — orders, open opportunities, last visit notes and recent emails, summarised on the way there.
Hands-free in the car
Ask follow-up questions by voice while driving. The answer comes from the same live data as on the desktop.
Follow-ups that stick
“Remind me to send Müller the spec sheet on Thursday” — a task in the CRM, not a sticky note on the dashboard.
Analysis on demand
“Which customers ordered less this quarter than last?” — answered from your records in seconds, without waiting for a BI report.
Hosted in the EU
Runs on European servers, GDPR and AI Act compliant.
Role-based access
You decide which teams can use which assistant and which data sources.
Personal data masked
Names and personal details can be masked before a prompt reaches a language model.
Hear it answer
The public demo runs on sample sales data — no sign-up needed.