How Can CRM Features Boost Your Team's Productivity?
Exploring how CRM features can significantly enhance your team's productivity by optimizing workflows and improving customer interactions.
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2026-09-01
Solution example AI & Bots
An AI agent reads order emails and PDFs and creates orders in the system
Products, quantities and the client are recognised from free-form emails and attachments; a person only approves the drafts with a click.
- Client
- Typical client: distributor receiving 60 order emails a day
- Timeline
- 2–3 weeks
- Year
- 2026
- 1Email with PDF
- 2AI reads lines
- 3Matched to catalogue
- 4Draft in ERP
- 5Approved · client notified
60
emails a day handled
1
click to approve a draft
PDF · foto
formats understood
This is a solution example: it shows how we would build it for a typical client. The figures are targets we agree on before the work starts, not results of a specific client.
Before and after
BeforeAfter
Order entryBefore Retyped by two peopleAfter Drafted by the agent
FormatsBefore Each needs a different routineAfter Email, PDF and photos alike
ErrorsBefore Typos in quantitiesAfter Doubtful lines flagged
The problem
Sixty emails a day in different formats: a table, a photo of a handwritten list, a PDF. Two people only retype them into the ERP.
How we solve it
- 01The agent reads the inbox, attachments and photos
- 02Recognises client, products and quantities and matches them to the catalogue
- 03Creates an order draft in the ERP with doubtful lines marked
- 04A person approves in one click; the client gets a confirmation
How it works
In
Order inboxProduct catalogueAI order agent
Reads, matches, drafts
Result
Order drafts in ERPClient confirmationsHow the work goes
- 12–3 days
Samples
A hundred real emails to learn the formats.
- 21–2 weeks
Agent
Reading, matching, ERP drafts and approval screen.
- 31 week
Side by side
The team compares agent drafts with their own entries.
What the client gets
- Orders appear in the ERP minutes after the email
- People check, they don't retype
- Doubtful lines are never processed silently
Technologies
- OpenAI / Claude vision
- IMAP
- ERP API (Subiekt / Comarch / 1C)
- Laravel
Related services
What we need from you
Everything else is on us. You see progress after each stage and pay after accepting it.
- Access to the order inbox
- ERP access for creating drafts
- 100 sample emails with their correct orders
Want the same for your business?
Describe the task in your own words. We'll reply with questions or a plan and name the price and deadline before we start.
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