Implementation
Initial service with a one-off price and a defined scope: CRM, integrations, automations, dashboard, installation and training.
Request a proposalConnected CRM · AI CRM
Your CRM, your AI agents and your tools, connected.
Every request lands in one place, gets qualified, followed up and turned into a meeting. We connect your website, forms, WhatsApp, campaigns and calendar in a system adapted to the way you sell.
One-off implementation price with a defined scope. Six months of bug fixes and agreed improvements included.
Demo
See it working before you decide
A 60 to 90-second walkthrough and readable screenshots of the CRM: the contact record, the pipeline and the follow-up dashboard.
Demo video (60–90 s)
Coming soon. In the meantime, we show it to you live during the demo.
New
Qualified
Follow-up
Meeting
Request sources
Next actions
A concrete journey
From the first request to a meeting in your calendar
An example of what happens when someone fills in your form or messages you on WhatsApp.
-
A request arrives
From your website, a form, WhatsApp or a Google Ads or Meta Ads campaign. The CRM creates or updates the record and keeps the source.
Automatic
-
It gets qualified
An AI agent reads the message, summarises the need, suggests a score and drafts a first reply.
You decide which replies go out on their own and which you review
-
It gets followed up
Reminders and follow-ups are scheduled until the person answers. As soon as they reply, the automatic follow-up stops.
You approve sensitive messages
-
It becomes a meeting
The person books a slot in your calendar. The record moves to “meeting” and you can see which campaign brought it in.
You run the meeting
Connections
What gets connected, and what gets synchronised
Each connection is defined in the proposal, based on your tools and the access each platform provides.
- Website
- Forms and landing pages: every submission creates or updates a contact, with the page and campaign it came from.
- Forms
- Your existing forms: answers added to the contact record.
- With WhatsApp Business: incoming messages linked to the contact, replies sent from approved templates.
- Google Ads and Meta Ads
- Lead forms and campaign parameters: every request keeps its source, so you can measure which campaign brings meetings.
- Calendar
- Booked meetings, changes and cancellations shown on the record.
- Replies from your contacts detected to stop follow-ups and alert you.
Connections depend on each platform’s access (for example the WhatsApp Business API). We confirm what is synchronised, in which direction and how often before we start.
AI agents
Agents prepare the work, people decide
The agents work with defined permissions and leave a trace of every action on the record.
Their role
- Read and summarise every request
- Suggest a qualification and the next step
- Draft replies and follow-ups in the customer’s language
Possible actions
- Create or update contacts and opportunities
- Send replies from templates you have approved
- Schedule reminders and follow-ups
- Alert you when a request is a priority
What you always approve
- Prices, quotes and terms
- Messages outside the approved templates
- Deleting or merging data
- Any action we define together as sensitive
What is included
Everything you need to start working with it
A scope defined in writing before we start.
CRM
Contacts, companies, opportunities and stages adapted to your sales process.
Integrations
Website, forms, WhatsApp, advertising, calendar and email, within the agreed scope.
Automations
Request intake, qualification, follow-ups and alerts, with human approvals.
Dashboard
Requests received, sources, stages and confirmed meetings, on one clear dashboard.
Installation
Set up on the agreed infrastructure, with your own access (for example crm.yourcompany.com).
Training
A session for your team and documentation, so the system stays yours.
Payment and support
One price, external costs kept separate, six months of support
From the start you know what you pay, to whom, and what it covers.
External costs, kept separate
Third-party services are paid separately, usually directly to each provider:
- Server or hosting for the CRM
- AI model usage
- WhatsApp Business messaging
- Ad spend and software licences
Six months included
From delivery:
- Bug fixes on the delivered system
- Agreed improvements within the scope
- New features outside the scope are quoted separately
FAQ
Your questions before the demo
How long does the implementation take?
It depends on the connections and automations included. The timeline is set in writing in the proposal, after the demo and a review of your tools.
I already have a CRM. Do I have to change it?
Not necessarily. We can connect your current CRM if it allows integrations, or move your contacts to a new CRM. We decide together during the demo.
Who owns the data?
You do. It is stored on the agreed infrastructure, with your own access, and you can export it. The AI agents only use the data each task needs.
Where is the system hosted?
Each client has their own system and their own access, for example crm.yourcompany.com, on the server or service we agree on. The Generative Z website only presents the offer and collects requests.
What happens after the six months?
The system keeps running and stays yours. If you wish, we can agree on maintenance or new improvements with a separate quote.
What does the demo look like?
A 20-minute video call: we look at how you work, show you the CRM in action and tell you whether it fits. No commitment.
Book a demo
Book a 20-minute demo
Tell us how you work today. After sending, you pick a slot in the calendar and receive a confirmation by email.
Request received. Pick your slot
Book the 20 minutes that suit you best now. We also send you an email with the booking link.
Pick a slot in the calendar