Take on your biggest challenges
CRM Agentic AI & No-code
Your teams follow every customer from first contact to loyalty, and your processes evolve without heavy development.
Sales, marketing and customer service in a single platform
Customer relationships depend on how fast and how consistently you answer. We deploy a platform that combines customer relationship management with business process automation, so your teams work from the same information and every request follows a defined path.
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One view of the customer
Marketing, sales and service share the same customer record: interaction history, open opportunities and pending requests.
Processes you change without code
Forms, approval steps and assignment rules are edited visually, by your business teams.
A step-by-step rollout
We start on a defined scope, then extend the platform to other departments once usage is established.
Sectors covered
Industries served
01
A unified platform
Instead of stacking separate tools for marketing, sales and service, the platform brings all three onto a shared database and a single process engine.
In detail
Customer relationship management
- Single customer repository: companies, contacts, interaction history and related documents in one record.
- Sales management: opportunities, quotations, forecasts and per-representative pipeline.
- Marketing: audience segmentation, multichannel campaigns and lead tracking through to conversion.
- Customer service: request logging, queues, service levels and knowledge base.
Automation and no-code
- Process modelling: each business journey is described as steps, roles and deadlines, then executed by the platform.
- Configuration without development: screens, fields, business rules and dashboards are set up visually.
- Automation of repetitive tasks: assignments, reminders, notifications and status updates triggered by rules.
- Openness to your systems: connections to existing tools (email, ERP, core systems) through application interfaces.
In detail
Customer relationship management
- Single customer repository: companies, contacts, interaction history and related documents in one record.
- Sales management: opportunities, quotations, forecasts and per-representative pipeline.
- Marketing: audience segmentation, multichannel campaigns and lead tracking through to conversion.
- Customer service: request logging, queues, service levels and knowledge base.
Automation and no-code
- Process modelling: each business journey is described as steps, roles and deadlines, then executed by the platform.
- Configuration without development: screens, fields, business rules and dashboards are set up visually.
- Automation of repetitive tasks: assignments, reminders, notifications and status updates triggered by rules.
- Openness to your systems: connections to existing tools (email, ERP, core systems) through application interfaces.
02
Built-in AI agents
Artificial intelligence agents work inside the platform, alongside your teams, using the customer data it holds.
In detail
What the AI agents do
- Sales assistance: meeting preparation and help following up opportunities.
- Customer service assistance: help qualifying and answering requests.
- Conversation summaries: emails, calls and meetings summarised in the customer record.
- Next-best-action suggestions: follow-up, task or recommended step based on history.
- Agents built without code: your business teams define their own agents visually.
In detail
What the AI agents do
- Sales assistance: meeting preparation and help following up opportunities.
- Customer service assistance: help qualifying and answering requests.
- Conversation summaries: emails, calls and meetings summarised in the customer record.
- Next-best-action suggestions: follow-up, task or recommended step based on history.
- Agents built without code: your business teams define their own agents visually.
03
Journeys shaped to your business
We start from your real journeys — onboarding, subscription, complaint, renewal — describe them in the platform and measure their processing times.
In detail
Financial services and insurance
- Onboarding: document collection, internal approvals and progress tracking.
- Requests and complaints: qualification, escalation to the right expert and adherence to committed deadlines.
- Portfolio follow-up: renewal reminders and detection of customers to contact again.
Corporates and distribution
- Sales cycle: from qualified lead to order, with approval of discounts and terms.
- After-sales: field interventions, warranties and customer satisfaction.
- Internal processes: purchase requests, budget approvals and signature workflows.
How we support you
- Framing: inventory of processes, data and users in scope.
- Configuration and migration of existing data.
- Training business teams on configuration so they stay autonomous.
- Support and enhancements after go-live.
In detail
Financial services and insurance
- Onboarding: document collection, internal approvals and progress tracking.
- Requests and complaints: qualification, escalation to the right expert and adherence to committed deadlines.
- Portfolio follow-up: renewal reminders and detection of customers to contact again.
Corporates and distribution
- Sales cycle: from qualified lead to order, with approval of discounts and terms.
- After-sales: field interventions, warranties and customer satisfaction.
- Internal processes: purchase requests, budget approvals and signature workflows.
How we support you
- Framing: inventory of processes, data and users in scope.
- Configuration and migration of existing data.
- Training business teams on configuration so they stay autonomous.
- Support and enhancements after go-live.
Not sure which offer fits? Talk directly with an Arès expert.
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