Three fields. A reply within one business day.
A 30-minute intro call, no commitment and no slides. Everything else we sort out when we talk.
Straight answers before you call.
And if your question is missing: an intro call takes 30 minutes and comes with no commitment.
What does "inside your own tenant" actually mean?
The tool is installed as an app in your Microsoft 365 tenant. Data lives in your company's SharePoint lists or Dataverse, and access runs through your Entra ID. There is no server of ours, no outside database and no third-party account.
How is this different from HubSpot, Salesforce or monday.com?
Those are toolkits that keep your data on the vendor's platform. We build exactly your process, with no per-user license, no additional vendor in your security review and none of the features nobody uses.
How does the AI work without data leaving the company?
We use Azure OpenAI inside your own Azure subscription, in the region you choose. Your data is not used to train models. Access to mail, documents and lists runs through Microsoft Graph with the signed-in user's permissions. Every AI action is a suggestion that a person confirms, and it is logged.
Do we need additional licenses?
Usually not. Microsoft 365 Business Standard or E3 is enough. SharePoint, Teams and Entra ID are included, and Power Automate comes with many plans.
Who owns the source code?
You do. At handover you receive the complete repository, build instructions and documentation. You can keep developing in-house or with another vendor at any time.
What does a project cost?
A typical CRM or project cockpit runs between $15,000 and $50,000, depending on scope, integrations and roles. After the workshop you receive a fixed-price proposal.