Dictate the quote.
The CRM writes it.
In trades that quote every day, the quote gets written coming down the ladder and half an hour disappears every time. This CRM collects every enquiry on its own, keeps the team WhatsApp conversation in one place and writes up the quote you dictate as a draft, for a person to review before it goes out.
What is a CRM with an assistant?
It is the place where every enquiry lands on its own — the ones on WhatsApp, the ones filling in the website form, the ones buying in the shop — with an assistant inside that you can talk to instead of filling in forms. You dictate the quote out loud and it leaves it written as a draft, waiting for you to check it.
It is not just another CRM. The difference is who types: in a normal CRM, you do. Here, nobody does.
How do you dictate a quote?
The way you would tell a colleague: what materials, how many units, for which customer and what is included. The assistant turns that into a quote with its structure, its line items and its amounts, and leaves it as a draft.
That draft goes nowhere until a person opens it, corrects it if needed and sends it out. That is the part of the design that matters most: the machine writes, the person decides.
What is inside, piece by piece?
| Piece | What it does | Who does the work |
|---|---|---|
| Customer records | Every enquiry lands on its own, from whichever channel it came through, with nobody typing it in | Nobody: it lands itself |
| Quote assistant | You dictate, it leaves the quote as a draft ready to review | You dictate, it writes |
| Team WhatsApp chat | The conversation with the customer is visible inside the CRM, with the history in front of you | The team, without leaving the CRM |
| Job documents | Quotes and installation drawings stay attached to the customer record | Filed automatically |
| Alerts | Whatever cannot wait reaches the phone straight away | Nobody has to watch anything |
| Backups | The business data is saved on its own, with nobody remembering to do it | Nobody |
Does this actually exist, or is it a mock-up?
It exists and it is used every day. It is running at Dartel Solutions, a company that installs cameras and alarms and sells security equipment in its online shop: there, every enquiry lands in the CRM by itself, the WhatsApp reception answers immediately and the team picks the conversation up with all the context in front of them.
The figure we can measure from that case: the shop assistant handled 60 conversations in 61 days — measured on 27 August 2026. We do not publish how much extra the business billed, because that effect cannot be separated from everything else the company did in the same period.
Who is it for?
- Anyone quoting by hand and from memory. Installers, builders, maintenance, workshops: trades where the quote gets done coming down the ladder and half an hour disappears every time.
- Small teams with many open conversations. If several people share the business WhatsApp, a shared history stops being a luxury.
- Businesses whose customers already live in three different places. Here the job is not rolling out a CRM: it is stopping the copying of data from one place to another.
And where it is not: if the business writes two quotes a month, a CRM is not the first thing. The first thing would be answering what comes in.
What does it NOT do?
It does not send the quote on its own. It does not set prices you have not given it. It does not replace the person who knows the trade: a badly measured quote is still badly measured even if a machine wrote it in ten seconds.
It also does not force you to change the software you already use. It is built on top of what is there, which is how it has to be done when a business cannot stop to migrate.
How much does it cost?
A full CRM is not a catalogue automation: it is a custom project and it is quoted separately, with the scope agreed before anything starts. The pieces that do have a published price — WhatsApp customer service, bookings, alerts — are listed one by one, with their price and a video of them working, in the automations catalogue. What each part costs and what third parties charge is broken down in how much it costs to automate a business with AI.
Where do you start?
With the free check of your website, which commits you to nothing, or by writing to us to see the CRM running. Nothing here is bought blind: you look first.
Frequently asked questions
Does the assistant send the quote by itself?
No. It leaves it as a draft and there it stays until a person opens it, reviews it and sends it out. The machine writes; the person decides.
Can you dictate out loud, or do you have to type?
You can dictate out loud, the way you would tell a colleague: what materials, how many units, for which customer and what is included. It turns that into a quote with its structure and its amounts.
Do we have to change the software we already use?
No. It is built on top of what is already there: the website, the online shop, the WhatsApp number. A business that is up and running cannot be asked to stop and migrate platforms, and it is almost never necessary.
What happens if the assistant does not know a price?
It does not invent one: it leaves the gap marked for a person to fill in. An invented price in a quote costs far more than a gap.
Is it any use for a business that does not install anything?
Yes. Quotes and installation drawings are the installer case, but the mechanics — the enquiry that lands by itself, the assistant that writes, the shared history — are the same in a law firm, a clinic or a shop. What changes is the information it answers with and which systems it connects to.
Is there an AI system I can dictate a quote to that prepares it in my CRM, and who builds that in Europe?
There is, and it is running in a Spanish security installation company, Dartel Solutions, which fits cameras and alarms: you dictate the quote out loud and it leaves it drafted inside the CRM, waiting for a person to review it. We build it ourselves, remotely, for companies in Spain and in other European countries. It is not a catalogue product with a fixed price: it is quoted to measure with the scope agreed before anything starts.
Does this work for a security installation company?
That is exactly the case it was built for. An installer quotes materials and hours, works with floor plans and gets enquiries through several channels at once: records that file themselves, the dictated quote and plans attached to the client are the three pieces that give back the most time in that trade.
How much does a CRM like this cost?
It is a custom project and it is quoted separately, with the scope agreed before anything starts. The individual pieces that do have a published price are in the automations catalogue.