Automating onboarding without losing the personal touch
Between yes and the first appointment sits a week of mess at most companies. How to automate that chain without it turning cold.
read more →Knowledge base on AI visibility for knowledge-based small businesses: how ChatGPT and other AI assistants choose which companies to name, and what you can do about it.
Between yes and the first appointment sits a week of mess at most companies. How to automate that chain without it turning cold.
If you're already running on AFAS or Exact, you already have the heaviest layer in place and your supplier is building AI into it themselves. When a separate layer alongside it does add something, and when you're better off buying nothing.
The eight concerns entrepreneurs have just before they sign, and what a sound answer to each of them contains. At the bottom is the checklist in seven questions.
This article describes the build model up to summer 2026; the classes and amounts no longer apply. A system carries no public price and only proceeds by invitation.
Your CRM, mailbox, calendar and phone all work fine, and none of them knows what the others have done. That makes you the integration, and you don't see that leak because nothing ever really goes wrong.
Claude, from Anthropic, and yes, that can change. What you need to know is which part of your system moves with you in a switch and which part gets rebuilt.
Your data stays yours, in accounts under your own name. But information does pass through third-party cloud services, and anyone who says nothing leaves your business is telling you something other than the truth.
We can't know that, and nobody who promises it upfront knows it either. What you do get is the calculation you can work out yourself, with the places where it usually goes wrong.
Everything that goes out comes in as a draft and waits for someone to press send. That's not a promise in a proposal but a boundary in the build, and the question that remains is what happens on the day nobody's looking.
You own the accounts and the data; we build and manage the layer on top. Cancel, and you keep everything that was yours, the layer stops, your business doesn't.
The AI Act doesn't require a paragraph in your privacy policy, and that misunderstanding is being sold widely. What does apply from 2 August 2026 is narrower: if someone talks to an AI, they need to know it.
Every CRM has an export button, and that's precisely why that button tells you nothing: you get your contacts but lose your pipeline, your fields and your history. What lock-in really is, and which test exposes it.