AI-first CRM, built around your business

Not another subscription with AI features bolted on. This is a CRM designed from scratch around your process, where AI agents do the routine work and every client interaction is transcribed and accessible in one place.

What is AI-first CRM

Most CRMs on the market (Salesforce, HubSpot, Pipedrive, Bitrix24) are systems with fixed table structure and AI features glued on top. AI-first CRM inverts the logic: we design data structure and UX so that AI agents can drive the CRM on par with humans — via an MCP server that exposes every action as a tool for agents.

That means: when a client calls, an AI agent creates the deal, tags it, assigns the rep, attaches the transcript to the record, and updates the sales forecast — all automatically. The rep opens the CRM and sees the full picture, without copy-pasting between tools.

Four pillars of AI-first CRM

MCP server for AI agents

Every action in the CRM (create lead, assign, advance stage, send email) is exposed as an MCP tool. Any AI agent (Claude, GPT, a local model) can drive the CRM through natural language.

End-to-end lead attribution

More than UTM tags. We add identification instruments: IP enrichment, post-call recognition, site fingerprinting. You know exactly where each lead came from — Google Ads, referral, or cold call.

Transcription of every interaction

Phone calls, Zoom, Google Meet, Telegram/WhatsApp chats, Gmail threads — all automatically transcribed and attached to the client card. Full-text search. Ukrainian language out of the box.

Ukrainian accounting integrations

Built-in connectors for BAS, M.E.D.O.K (MEDOK), and Vchasno. Deal closed → invoice, completion act, and waybill generated automatically. No double data entry.

Who it's for

B2B services with long sales cycles

Consulting, IT services, corporate training — deals run for weeks and touch dozens of contact points. AI-first CRM preserves every interaction and prompts the rep on the next best step.

Education platforms and consulting

Each student/client represents hundreds of hours of conversation. Transcripts let a new rep grasp the client's context in 5 minutes — no need to re-listen to recordings.

Marketing agencies and production studios

Many projects, many client communication channels (Slack, email, Zoom). The CRM pulls everything into one card and an AI agent generates the status report without the PM lifting a finger.

Manufacturers and distributors

BAS/MEDOK integrations automate the order → invoice → waybill → act → payment cycle. An AI agent tracks receivables and reminds you when a follow-up call is due.

How we build a CRM for you

Business process audit

2 weeks: in-depth interviews with the owner, sales, and operations. We map exactly how you sell, deliver, and collect payment.

Data structure and agent design

1 week: define data models, roles, permissions. Describe which AI agents you need (lead qualifier, follow-up, call analyst, etc.).

MCP server and integrations

3-4 weeks: stand up the MCP server, connect telephony, Zoom, Gmail, BAS/MEDOK/Vchasno. Set up transcription.

Data migration and UAT

1-2 weeks: migrate data from your current CRM, train the team, run user acceptance testing on real cases.

Launch and support

Production launch with monitoring and a team on standby. First month — daily support, then SLA tailored to your needs.

Why AI-first CRM, not SaaS

Built around your process

You don't adapt to the CRM — the CRM adapts to you. No unused fields, no "required" modules, no tier-locked limits.

Your data, your control

Self-hosted or on your cloud account. No vendor lock-in. No "$50/user/month" line item that scales with the team.

AI agents handle the routine

Instead of a rep filling fields after a call — the agent does it. Instead of a PM writing status — the agent does it. The team focuses on selling.

Ukrainian accounting out of the box

BAS, MEDOK, Vchasno aren't third-party plugins with separate subscriptions — they're part of the system.

Frequently asked questions

How is AI-first CRM different from HubSpot/Salesforce with AI features?+

HubSpot and Salesforce are SaaS products with a fixed structure and AI chat bolted on. You can't give the agent full access to data — only what the vendor exposes. AI-first CRM is your own system, where the agent has direct access to all tables via the MCP server.

How much does implementation cost?+

Depends on process complexity. Minimal build (1 sales pipeline + 2 integrations + basic transcription) — from $12,000 over 6-8 weeks. Full build with custom AI agents and BAS/MEDOK integration — from $30,000 over 12-16 weeks. Ongoing support is separate.

Can we migrate from Bitrix24 / KeyCRM / Pipedrive?+

Yes. We do full data migration: contacts, deals, activity history, files. Telephony and email integrations are reconfigured for the new system. The old account can stay read-only for audit during the first months.

How does transcription work and where are recordings stored?+

For Ukrainian, we use Soniox or a custom pipeline based on fine-tuned Whisper. Recordings are stored in your S3/R2 — we have no access. The client card shows the transcript with timestamps + your playback service.

What's an MCP server and is it safe to give an AI agent access to the CRM?+

MCP (Model Context Protocol) is a standard from Anthropic for giving AI agents tools. We describe each CRM action (create lead, send email, etc.) as a tool with permission validation. The agent can't do anything outside that list. All actions are logged and can be rolled back.

Ready to design your own CRM?

Free 30-minute consultation: we'll discuss your current process, find what's painful, and propose a migration plan.