Looking to implement AI and CRM for your business?
We implement AI agents and processes.
We migrate and set up CRM and other software.
Technology- AI: agents, process automation
- CRM: custom, Hubspot, Zoho, Pipedrive
- Custom management software
- Billing, logistics & inventory software
Many CRM implementations fall short of what was expected of them, almost always because of low adoption, unclear roles, or workflows that were never mapped out. A CRM doesn't fix a sales process, it mirrors it. That's why we define the process before implementing the tool.
Implementing AI for businesses isn't just adding another tool: it's delegating decisions. Each one requires a criterion that today lives in someone's head on your team. Our job is to make it explicit before automating it.
Solutions
AI Agents
- Automatic lead scoring and enrichment
- Chatbots and smart intake forms for first-line filtering
- Database analysis and opportunity detection
- Generation and adaptation of sales content
Automation
- Automatic lead capture and routing
- Follow-up sequences, scrapers and nurturing
- Sync between CRM, marketing and operations
- Consolidated campaign and KPI reporting
CRM
- Implementation of HubSpot, Pipedrive, Zoho or other platforms
- Pipeline, stage and progression-criteria setup
- Automated assignment, follow-ups and alerts
- Data migration and team adoption
Management Software
- Agile development with Claude Code
- Sales, operations or project management systems
- Client portals and internal applications
- Order, project and inventory management
Dashboards & Reporting
- Executive dashboard with the KPIs leadership actually uses
- Real-time pipeline, forecast and stage conversion
- Data consolidation from CRM, ERP and campaign platforms
- Automated reports that send themselves
Marketing
- Websites and landing pages built with Claude Code
- Google ranking and AI-search visibility
- Automatic lead capture from web and social into the CRM
- Real ROI measurement by campaign and channel
AI Content & Design
- Content production at scale, on-brand and on-tone
- Creative variants to test and optimize campaigns
- Graphics, decks and proposals with Claude Design
- Sales-ready materials for the whole team
Technology Diagnostics
- Tool inventory: what you use, what you pay for, what's duplicated
- Mapping how your processes actually work today, not how they should
- Identifying gaps and automation opportunities
- Prioritization based on impact and effort
The same technology,
across your entire sales process
| Capability | MARKETING | PRESALES | SALES | POST-SALES |
|---|---|---|---|---|
| WHAT WE DO | We attract, nurture, and measure | We identify and qualify opportunities | We manage and accelerate opportunities | We retain and grow customers |
| AI | Content and research | Qualification and enrichment | Analysis and follow-up | Churn and repurchase |
| AUTOMATION | Campaigns and nurturing | Scoring and lead routing | Follow-up and tasks | Tracking and renewals |
| CUSTOM SOFTWARE | Web, landing pages, and SEO | Prospecting and data enrichment | Pipeline, forecast, and KPIs | Portfolio and segmentation |
| CRM | Leads and segmentation | Leads and opportunities | Pipeline and reporting | Customers and renewals |
Base Core AI System
Technology
Marketing
Presales
Sales
Post-Sales
ANALYSIS SYSTEM
Real-time research
Checks current market, competitor, and trend data when that information can change a decision.
PerplexityObservation of real sites
Navigates and tests real sites or applications to catch issues directly on the experience a user will have.
PlaywrightProject memory
Retrieves decisions, context, history, and relevant criteria before starting a new task.
Claude MemHOW IT DECIDES BEFORE ACTING
The same process, every time
- 1
Understand
Identifies the goal, context, and constraints.
- 2
Observe
Checks the real situation before drawing conclusions.
- 3
Research
Looks for external information when it can change the decision.
- 4
Remember
Retrieves relevant project knowledge and past decisions.
- 5
Decide
Weighs alternatives, prioritizes, and picks a path.
- 6
Execute
Implements only after deciding what to do and why.
- 7
Verify
Checks the result against reality.
- 8
Iterate
If the result isn't good enough, adjusts and executes again.
The same method, adapted to your processes.
We design agents that research, observe, decide, and execute within your company's real processes.
This isn't about installing a tool. We design the system, the agents, the criteria, and the workflows needed to solve a specific problem.
Your project,
in one place.
No separate project management tool to pay for.
BaseHub is Base Core's own tracking and implementation platform, included with your project.
Real-time status, task by task, area by area.
Frequently asked questions about CRM and AI for businesses
What does a CRM implementation for businesses include?
It includes implementing HubSpot, Pipedrive, Zoho or other platforms: setting up the pipeline, stages and exit criteria, automating assignments, follow-ups and alerts, data migration and team adoption. The work builds on prior CRM consulting: the sales process is defined before the tool is installed.
Which CRM do you recommend, and who holds the license?
There is no ideal CRM for everyone: the choice depends on your sales process, not the brand. You hold the license, in your company's name, and Base Core implements and configures the platform. A CRM reflects a process; it doesn't organize it, which is why the process is defined first. To compare options, see our guide on which CRM to choose for a small business.
What is an AI agent for businesses, and what can it do for my sales team?
An AI agent is a system that carries out tasks in a process with some autonomy, following criteria you define. Base Core implements agents to qualify and enrich leads, chatbots and smart first-filter forms, analysis of your database to spot opportunities, and sales content generation. First your team's criteria are made explicit, then they're automated.
Which processes should be automated first?
The ones that take the most manual time and require the least judgment, and that's decided in a technology diagnosis: tool inventory, mapping of your processes, gaps and priorities by impact and effort. Common automations include lead capture and assignment, follow-up sequences and syncing between CRM, marketing and operations. More on what to automate with AI in a sales team.
Do you build custom management software?
Yes. We build commercial, operations or project management systems, client portals, internal apps and dashboards with the KPIs leadership actually uses (pipeline, forecast, stage-to-stage conversion), which can integrate with your CRM, ERP and campaign platforms. The software belongs to your company when the project ends.
Where do I start, and how is a technology project priced?
You start with the free diagnostic, a first discovery meeting at no cost or obligation. The budget is set in the commercial proposal we send after that meeting, because it depends on the scope of the project. If you move forward, the technology diagnosis (tool inventory, processes and priorities) is part of the project and included in the service. Get in touch through the contact form.
Free Diagnostic
We'll come back with a roadmap to improve your processes and methodology.
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