CRM

The assistant that refuses to hallucinate about your clients.

  • Never an invented action
  • Human approval before writing
  • Everything stays in Europe

An AI CRM assistant for owners and salespeople in small companies. It never says an action is done when it is not, and never cites a record that is absent from your data.

01 The problem

A copilot that invents costs you more than it saves.

AI copilots make things up about your data. An action announced but never carried out. A client cited who does not exist in your base. You cannot trust them blindly, so you check everything behind them, and the gain disappears.

01 “It has been saved.”It has not been saved.
02 “That client does not exist.”The CRM was simply unreachable.

This is not a matter of accuracy. It is a matter of what the tool is allowed to assert.

02 The guardrails

3 guardrails, not 3 promises.

Each one proves itself in use, not in a brochure.

Guardrail 01

Refusal to hallucinate

It never says an action is done when it is not. It never cites a record absent from the data. If the CRM is unreachable it says “I cannot look this up”, never “that client does not exist”.

Guardrail 02

Human approval

No direct path from the model to a write. Every creation or change goes through an “Approve and create” card, approved by a human, and genuinely reversible.

Guardrail 03

Sovereignty

Dictation processed locally: no sound leaves the machine, no key, no cost. Emails strictly partitioned to the signed-in user.

03 The main use

The full picture on a task, in one question.

You ask where things stand. The assistant reads the record, the recent history and the open items, and answers with the source of every line. What it does not know, it marks as missing rather than filling in. Any write it suggests waits for your green light.

01
Context injected on every messageRead-only, always from your own records.
02
Confidence statedWhat is missing is named, not smoothed over.
03
Write approved and reversibleOne card, one human, one undo.
04 The rest

The rest, once trust is settled.

Client record 360 Timeline and dashboard in the same view.
01 / 08
Kanban Dragging a card writes immediately.
02 / 08
Quotes A qualitative verdict, never a figure.
03 / 08
To-do list Sorted by due date.
04 / 08
Local dictation Processed on the machine, no key, no cost.
05 / 08
Copy ready to paste LinkedIn, email, spreadsheet, docs.
06 / 08
Attachments read PDF, Word, image OCR.
07 / 08
Schema auto-discovered A field added in your CRM becomes usable without code.
08 / 08
We add others Missing an action, a reflex? Say so, and we forge it.
On request
05 Your data

What never leaves your walls.

Hosted in France. Your documents do not leave the country.
No training on your data. Not by us, and not by a model provider.
GDPR by construction. Access, deletion and exit planned from day one.
Reversible. You leave whenever you want, with everything, in a readable format.

If your AI provider cannot put these four lines in writing, ask them why.

Watch it work on your document.

Twenty minutes, on your own data. Bring what this assistant will have to read, and you watch live what it does with it, and where it stops.