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SalesPioneer.AI
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Custom AI agents and workflow automationTools built with your team and integrated with your existing systems.

An AI agent that reads incoming requests, an automation that eliminates duplicate data entry, an assistant that finds the information you need: we build what your team needs, test it with them, then hand it over to you.

A client request, without entering the same data twice
Email receivedA client’s quote request
AI agentReads the request, prepares the quote
CRM updatedClient, amount, deadline
Your employee approvesThey review, adjust and send
What we do

Tools that are genuinely useful.

Automations that connect your systems

CRM, email, Excel, ERP: information flows from one tool to another, without entering the same data twice.

AI agents

They read documents, prepare replies, qualify requests. An employee always approves before anything is sent.

Internal assistants

Finding information in your documents, answering your teams’ frequent questions.

Dashboards

Dashboards that update automatically, without compiling the figures by hand at month-end.

How it works

Four steps, with you every time.

1
ScopingWhat the tool must do, for whom, with which software.
2
An initial prototypeTo test on real cases rather than on a specification.
3
Testing with your teamsYour employees try it, comment, and we adjust.
4
Deployment and handoverDocumentation, onboarding training, and follow-up.
Use case

What it would look like in practice.

Typical examples, to give you a concrete idea.

Example

Sorting incoming emails

The situationA shared inbox receives dozens of requests a day, sorted by hand.
What we would suggestAn AI agent would read each email, classify it and prepare a reply or a ticket.
What would changeEach request would reach the right person, with a draft reply ready.
Example

Preparing quotes

The situationQuote requests arrive by email and are copied into a Word template.
What we would suggestAn automation would extract the information and pre-fill the quote in your tool.
What would changeThe employee would check and send, without copying anything.
Example

Meeting notes in the CRM

The situationAfter each meeting, the notes and the CRM update wait until the evening.
What we would suggestA tool would turn notes or dictation into a meeting report and update the CRM.
What would changeThe CRM would be up to date the same day, and evenings freed up.
What you’ll get
  • Hosting in Switzerland.
  • No lock-in: open tools and documentation handed over.
  • Tested by your team at every stage.
Discuss your needs →Your message is pre-filled: all you have to do is send it.
Explore our other services
Consulting & auditTraining

Let’s talk about your day-to-day.

One hour to find out where AI and automation can save your team time, with no commitment.

Book your free consultation →