CRM and customer service, with the work already prepared
SANFELIU automates the CRM and the customer service tool you already use—HubSpot, Salesforce, Zoho, Pipedrive, Zendesk, Freshdesk or a shared inbox: every deal summarized, replies drafted, tickets sorted and follow-ups that don’t get forgotten. The AI prepares the work; the team reviews and sends.
Updated
Fifteen minutes, free and with no obligation, with the engineer who would lead the project.
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- Zendesk
- Freshdesk
- Claude
- MCP
What we do
Every deal, summarized
What was discussed, what was promised and what the next step is, without rereading the whole history before calling.
Drafted replies
Reply drafts written from your history and your terms, so whoever handles the request reviews and sends instead of writing.
Tickets, classified
Each ticket understood and routed to the right person, with the priority it deserves. Urgent ones stop getting lost among the rest.
Follow-up that isn’t forgotten
Proposals with no reply, renewals coming up, customers who have been quiet for too long. Alerts to whoever has to act on them.
What it looks like in practice
- A salesperson opens the customer record and finds, right at the top, three lines on what has happened and what to do today.
- The support inbox gets 80 emails a day, and each one reaches the right person already classified, with a draft reply ready.
- On Monday morning, sales management gets the list of deals that are going cold, before it’s too late.
What you need
- A CRM or a support tool with an API, or at least a shared inbox.
- Response rules someone can explain: what gets promised, what doesn’t, how to talk to the customer.
- A team willing to review the draft rather than send it blindly.
A case
Industrial supplies distributor
- What was there
- A sales team that had never used AI, with knowledge spread across the CRM, internal documents and a catalog of hundreds of items.
- What we did
- AI connected to the CRM, the documents and the live catalog; training for the whole team and a prompt handbook for salespeople. Meeting briefs and proposals in minutes.
Fifteen minutes, free and with no obligation, with the engineer who would lead the project.
How is AI used in a CRM or in customer service?
SANFELIU, a custom software consultancy in Barcelona, connects AI to the CRM and the support tool a company already uses—HubSpot, Salesforce, Zoho, Pipedrive, Zendesk, Freshdesk, or a shared inbox—so the team finds its work already prepared: each opportunity summarized with the next step, reply drafts based on the history and the company’s terms, each issue sorted and sent to the right person, and alerts about unanswered proposals or upcoming renewals. A person reviews and sends; the AI never talks to a customer on its own unless the company decides it should.
- Common tools: HubSpot, Salesforce, Zoho CRM, Pipedrive, Zendesk, Freshdesk, Intercom, and shared Gmail or Outlook inboxes.
- Requirement: API access to the tool, or at least to the email inbox.
- The AI prepares; the team reviews and sends. Everything is logged in the CRM.
- First step: a free call. For one specific tool, a prototype with your data comes next, before any price; if it involves the whole business or more than one system, the audit. Reference prices are on the pricing page.
- Case: for an industrial distributor, AI connected to the CRM, the documents, and the catalog, plus training for the sales team.
Questions we get asked
How much does it cost to add AI to a CRM?
It depends on what it has to do, not on the hours. After the call, you see a prototype with your data and get a proposal with a fixed price per feature, which doesn’t change once accepted; for the whole business, the audit ends in a phased roadmap with a fixed price per phase. Reference prices are public on the pricing page.
Will the AI reply to customers on its own?
Only if you decide it should. By default it drafts and sorts; a person reviews and sends. It can be fully automated for specific cases (receipt confirmations, frequently asked questions) once the team trusts it.
Does it work with HubSpot / Salesforce / Zendesk?
Yes, with any tool that has an API. It also works with a shared Gmail or Outlook inbox if you don’t have a CRM.
What happens to customer data?
It stays in your CRM. The AI accesses it with limited permissions and, for each task, sends only what that task needs, to providers under enterprise agreements that don’t train on your data.
Does it make sense for a small team?
It makes sense when there is volume: dozens of tickets or opportunities a day. With less, an existing tool is usually the better choice; we’ll tell you in the fit session.
Fifteen minutes, free and with no obligation, with the engineer who would lead the project.
The checklist, as a PDF
What your ERP needs before you add AI
One page to go through with whoever runs your ERP: access to the data, whether you can trust it, which process to start with and who controls what. We’ll email it to you.
How we work
Tell us about your case in fifteen minutes.
Book a meeting with the engineer who would lead the project: fifteen minutes, free and with no obligation. If we’re a fit, we tell you how we’d start; if not, who to turn to.
Or email me@joansanfeliu.com
Prefer to write?
Tell us about your case in a few lines and we’ll reply by email.
The engineer who would lead the project will reply to the email you gave us. If you like, book a fifteen-minute call now.