AI and automation
Already know what you want to automate? We build standalone automations, integrations between systems and AI agents. If you're not sure where to start, we look at the process and the CRM first.
Reminders, emails, tasks and documents that create themselves by your rules.
Your CRM, accounting, telephony, website and other systems share data, so nothing gets entered twice.
AI reads calls, emails and documents, fills in data and reminds people what to do next. Actions the client sees are left for a person to approve.
Examples
We connect to your telephony, such as Tele2, Telia or Bitė, and to the CRM you use. AI detects the language of the call and transcribes it in that language. Then it creates or updates the deal and the client record, saves a call summary and creates tasks in the CRM.
You pick the places to visit, and VanPlan plans optimal routes for several crews, overnight stays included. Places can come straight from your CRM.
AI reads client and supplier emails, extracts products and quantities, and matches demand with supply. Requests to suppliers and offers to clients are drafted automatically.
Leads from your website, Meta or Google land in the CRM and are assigned to a rep by your rules. The client immediately gets an email from the assigned rep's mailbox, and the rep gets a task to call.
AI fills in missing client data. For example, it finds the company code and uses it to pull data from registers, cleans up the address, assigns the sales region and picks the right form of address.
AI reviews purchase history, changes and other signals. It reminds reps about forgotten clients and missed follow-ups, shows trends and recommends what else is worth offering.
Extracts from the Lithuanian property register are pulled by cadastral number. AI processes them, pulls out the relevant data and updates the CRM fields.
AI helps most where salespeople handle text and data by hand: it turns calls into CRM records, pulls requests out of emails, fills in client data and reminds them who to call next.
An AI assistant, such as ChatGPT or Claude, helps only when asked. An AI automation runs on its own based on a rule. An AI agent carries out a multi-step task by itself. For most teams, automations pay off fastest, and we recommend leaving actions the client sees for a person to approve.
Anything that doesn't need a human decision. We most often automate:
We build automations on no-code platforms, without programming. It's faster and cheaper, and you're not tied to one developer: every step can be seen and changed without code.
We mostly use Make, because:
We are an official Make partner. We also work with Zapier and n8n if you already use them or they suit the task better.
With one or two salespeople, maybe. With a bigger team, it often doesn't pay off. A client database is easy to build, but email integration, access rights, security and maintenance take weeks and then keep taking time.
So we first check whether a CRM on the market can be adapted. If you need features no CRM has and the need is clear, we build the system ourselves.
In 30 minutes we'll work out what to change first and what it would cost. No commitment.