How it works

From a sentence to a signed deal

Four steps carry a plain-language ask all the way to a live dashboard — the same workflow behind AskCRM's stage-gated pipeline.

01Step 1 / 4

Ask in plain language

Type what happened the way you would tell a colleague — a new lead, a visit you just had, a follow-up you need. AskCRM understands English and Albanian and replies in the language you use.

AskCRM Copilot

online

Met Arben at the Fresku site — wants a 2+1, budget €120k. Visit Friday 10:00.

Type it, or dictate it from the site — in English or Albanian.

02Step 2 / 4

The copilot structures it

AskCRM turns your message into real CRM records — a contact, a deal, a meeting, a task — and shows you exactly what it is about to do. Sensitive changes wait for your explicit confirmation.

Proposed changes

  • ContactArben · 2+1 · €120,000
  • MeetingFriday 10:00 · site visit
  • Deal→ Visit scheduled

Confirmed — 3 records saved, written to the audit trail.

03Step 3 / 4

The pipeline runs itself

Booking a visit advances the deal, stage gates check offers, contracts, and notary dates before a deal moves on, and reminders and escalations keep everything in motion — all recorded in the audit trail.

Visit scheduled

2

Elira K.

€96,000

Arben H.

€118,000

Offer sent

1

Sara M.

€134,000

Notary

1

Blerim D.

€210,000

copilot: "send the offer to Arben and move his deal"

04Step 4 / 4

Everyone sees their numbers

Executives, sales, engineering, and finance each get a live dashboard: weighted pipeline, forecasts, funnel conversion, delivery variance, and collections — scoped to what each role may see.

Weighted pipeline

€4.2M

+12%

Closed revenue YTD

€1.8M

+8%

Available units

57

4 projects

Funnel conversion

  • Initial interest

    100%

  • Visit scheduled

    64%

  • Offer sent

    41%

  • Preliminary contract

    26%

  • Handover

    17%

Getting started

Onboarding is guided, start to finish

AskCRM isn't self-serve. Book a demo, and the team that builds the product gets your workspace running.

  1. 01

    Book a demo

    Tell us about your projects and your team, and see AskCRM working through a scenario close to yours.

  2. 02

    Your workspace gets set up

    The AskCRM team configures your projects, unit inventory, pipeline stages, and roles for you.

  3. 03

    Your data gets imported

    Existing contacts, deals, and unit lists move over from CSV or Excel, checked for errors before anything is committed.

  4. 04

    Your team gets trained

    A short walkthrough gets sales, engineering, and management comfortable with AskCRM before go-live.

Book a demo