USE CASE · SALES & RELATIONSHIPS

A custom CRM, AI-ready.

Your off-the-shelf CRM does not fit the way you work, or your in-house CRM has aged. We build yours: your stages, your rules, your fields, connected to your AI agents.

Talk about your project See how it works

A 30-minute conversation with the team that will run your project, with no commitment.

  • In beta at Promologis, for its institutional relations
  • Live in a few weeks
  • The code stays with you
A CUSTOM CRM
For
Sales, relationships, leadership
Duration
A few weeks
AI-ready
Through MCP

THEY TRUST US

  • Celio
  • Plein Sens
  • Shiseido
  • Green-Got
  • Promologis
  • Bridgestone

IN BRIEF

Why a custom CRM?

Because off-the-shelf CRMs impose their own model: stages, fields and screens designed for sales in general. When your business does not fit that mold (institutional relations, complex sales, branch networks), teams work around the tool and data gets lost.

A custom CRM follows your stages and your rules, connects to your email and your AI agents, and belongs to you: you keep improving it with us, or you take it over. For standard use, an off-the-shelf CRM is often still the right choice: we will tell you.

WHEN CUSTOM MAKES SENSE

Specific processes · Aging in-house CRM · Scattered data · Need for AI connected to your tools.

  • Sales management
  • Executive management
  • IT

Updated October 15, 2026.

WHAT YOU FACE TODAY

A CRM your teams work around.

What we hear from sales leaders.

  • INPUT

    “Sales reps fill in the CRM on Friday, if they fill it in at all.”

  • MODEL

    “Our stages look nothing like the tool’s.”

  • DATA

    “The useful information is in emails, not in the CRM.”

WHO IT’S FOR

Mid-sized and large companies whose way of selling or managing relationships does not fit a standard CRM.

  • Sales management
  • Executive management
  • Institutional relations
  • IT

WHAT WE BUILD

Your CRM, built around the way you work.

We start from your stages and your data. You keep what works; the rest becomes simple.

  • Your stages and your rules

    The pipeline, fields and approvals of your business, not of a generic model.

  • Reports without retyping

    The rep dictates on leaving the meeting; the report is filed, after review.

  • Connected to your tools

    Email, calendar, ERP, e-signature: data flows without copy-paste.

  • Leadership view

    The status of deals and relationships, up to date, with no spreadsheet to consolidate.

AI-READY

Your AI agents read and act in the tool, through MCP.

MCP is an open standard: a universal plug, under your control, between your software and AI. Your IT department approves every access.

  • SAMPLE REQUESTS TO YOUR AGENTS
  • “Which accounts have not been contacted this quarter?”
  • “Prepare my meeting with this client tomorrow.”
  • “Which deals changed stage this week?”

BEFORE / AFTER

What changes in your week.

TODAYWITH YOUR NEW TOOL
Data entryFriday evening, from memory.Dictated on leaving the meeting, reviewed.
OversightSpreadsheets consolidated by hand.An up-to-date view, for leadership.
ChangesDependent on a software vendor.Decided with you, delivered by the AI Factory.

Every gain is measured in your company, from your starting point.

HOW IT WORKS

In a few weeks, through to go-live.

Your project is run by our AI Factory: a team of engineers who build your AI-ready business tools, with you. Indicative timeline, assuming good scoping.

  1. Scoping and data retrieval

    Your rules, roles, sources and tools, set out before building.

  2. Clickable mockups

    You see the tool before it is built, and you adjust it.

  3. Build

    Our engineers build the tool, connected to your software and to AI.

  4. Acceptance testing with your teams

    Your teams test on real cases. We build in their feedback.

  5. Go-live

    Access opened, first days supported, then measurement.

You take back the keys.

The code and data stay with you, documented. We keep improving the tool with you, or you take it over. This is step 4 of our method: Build with the AI Factory.

YOUR QUESTIONS

What people ask us before we start.

Does a custom CRM cost more than an off-the-shelf CRM?

It depends on your scope, the number of users and your current licenses. We give you an estimate after a first conversation, and tell you when an off-the-shelf CRM is enough.

Can we bring over our current data?

Yes: old CRM, files, address books. We import them, deduplicated, at the start.

Who maintains the CRM afterwards?

We keep improving it with you, or you take it over: the code and data stay with you, documented.

Who sees what in the tool?

Permissions and roles are set from the start, with your IT department. No access key is written into the code.

Does the tool connect to our software?

Yes, depending on your tools: email, calendar, CRM, accounting. And to your AI agents through MCP, a universal plug under your control.

Where is our data hosted?

Wherever your IT department decides. Hosting in France is possible, or on your premises if your data requires it.

LET’S TALK ABOUT YOUR PROJECT

Let’s talk about your CRM.

Thirty minutes to understand the way you work, and tell you whether custom makes sense.

Your contact

The AI Origin team that runs the projects

You talk directly with the people who will run your project, from scoping to go-live.

No specific project yet? Start with a hands-on session: everyone brings a real problem and leaves with the AI agent that solves it. See step 3, Bring your teams on board

Let’s prepare the conversation.

Three fields are enough: name, company, email.

Your information is used only to reply to you. We never sell it. Privacy policy

Write to us in two lines.

Your company, your current CRM, the teams concerned. We will get back to you to schedule a time.

Write to contact@aiorigin.io

Or write to us: contact@aiorigin.io

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