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Step 1 of 3: Overview

Free as a PDF · 44 pages

The success plan: AI employees for sales, CRM and appointments

Quotes nobody follows up on. Tickets that expire unnoticed. Promises on the phone nobody writes down. The plan shows with examples how AI employees prepare all of this in your business while your team only approves. You also receive your link to the scaleUp trial, free for 30 days.

  • Sales: The follow-up pro leaves no contact without a next step
  • CRM: The pipeline keeper suggests the next step for every case, with reasons
  • Appointments: Customers book online, the AI prepares every appointment
  • Free by email
  • No account without your confirmation
  • Hosted in Germany
  • CRM
  • Online booking
  • Tickets
  • Workflows
  • AI employees
  • 150+ AI models

In short

How AI employees work in your business

In the success plan

AI employees, that take routine work off your team

Each AI employee has a task and clear limits. Six examples from the plan of what that looks like day to day:

  • Follow-up proSales

    No contact without a next step

    Example: A quote goes unanswered for days. The AI prepares the follow-up email, you approve it.

  • Pipeline keeperCRM

    Every case has a next step

    Example: A case is stuck in the pipeline. The AI suggests the next step and gives its reasons.

  • DispatchAppointments

    Every appointment well prepared

    Example: A customer books online. Before the appointment, history and open points are ready.

  • Deadline guardService

    No ticket expires unnoticed

    Example: A ticket expires tomorrow. The AI flags it and adds a draft reply.

  • Phone memoryPhone

    No promise gets lost

    Example: A call back is promised on the phone. The AI records it as a task on the customer.

  • Status reportSteering

    Know where you stand every Monday

    Example: On Monday morning the overview is ready: open quotes, due tickets, upcoming appointments.

One system instead of many tools

From online booking to the finished task

The AI employees work with the same data as your team. That is why the plan also covers what lies underneath:

  • Online booking: Customers book themselves via your booking page. The calendar syncs with phone and computer.
  • CRM and customer record: Pipelines with stages, follow-ups and a history per customer.
  • Tickets and inboxes: Emails become tickets with a status and an owner.
  • Workflows: Processes built from triggers, conditions and actions in a visual editor.
  • More than 150 AI models: You choose which model takes on which task.

Free as a PDF

What the success plan covers

  • The six mistakes that cost businesses orders every month
  • AI employees with a task and limits, with everyday examples
  • Approvals and rules that you define yourself
  • Your rollout in 90 days: the roadmap in four phases
  • Everyday examples: appointments, field service, service, phone and office
  • What doing nothing costs: your own calculation

What happens next

  1. You enter your name and email address.
  2. You receive an email with your personal link and our documents as a PDF.
  3. The link lets you confirm your address and activate your customer account. We do not create an account before that.
  4. You start the trial in the customer portal. For this you add a payment method; nothing is charged before the 30 days are over. Unless you cancel, it then continues with Starter (Für Gründer und Kleinunternehmen) at €79 per month incl. 19% VAT.