CRM-connected AI agents
Qualify requests, prepare meetings, enrich records and recommend next actions while preserving sales traceability.
Design · integration · production
TeamIA designs and deploys AI agents, RAG solutions and automations connected to CRM, ERP, documents and APIs, with controlled access and measurable outcomes.
We identify the decision, search or action to improve, then combine the required data, business rules, models and connectors. Delivery covers real-world testing, production, oversight and ROI measurement.
Every solution has a precise scope, approved sources, human validation and success indicators before development starts.
Qualify requests, prepare meetings, enrich records and recommend next actions while preserving sales traceability.
Search, compare, extract and summarise approved sources with controllable answers.
Trigger authorised actions in existing systems instead of creating another isolated tool.
Answer, route and escalate using the organisation’s access rules, languages and processes.
Combine data, apply explicit criteria and produce an explained recommendation for human approval.
Limit access, log actions, test sensitive cases and organise human takeover when required.
Delivery is phased so value and risk are validated before scope expands.
Volume, current effort, errors, data, users, business rules and success indicators.
Model, RAG sources, connectors, permissions, validation and hosting environment.
Iterate on real cases, measure quality and handle errors and exceptions explicitly.
Progressive production rollout, training, oversight and improvement based on observed results.
These anonymised case studies show how TeamIA structures data, automates a business step and measures an operational result.
A custom AI tool analyses drawings and prepares technical proposals while preserving business expertise.
Proposal creation time divided by four
View projectA multilingual assistant embedded in Microsoft Teams answers operators technical questions around the clock.
16 hours saved every day
View projectField operations directly feed invoicing, payroll, scheduling and customer monitoring.
Payback achieved in under a year
View projectA SaaS tool covers a standard use case under its own rules. Custom development is relevant when the process, data, permissions or integrations are specific and create lasting value.
Not necessarily. Most projects combine an existing model, company data, RAG, business rules and secure connectors. The choice depends on the use case and confidentiality requirements.
Timing depends on data, integrations and risk. TeamIA starts with a limited measurable process, tests it on real cases and expands permissions after validation.
Yes. If the process, data and indicators are sufficiently clear, work can begin directly with architecture, integration and development.
A first conversation helps define the need, expected value and practical next steps.