Lever 1 of 5 · Sales & CRM
Your sales team sells again instead of maintaining Excel sheets. AI automation prioritises enquiries, prepares quotes and follows up. And every team member sees in their own dashboard each morning which figures matter and who needs what today.
Starting point
of sales time goes on lists, emails and administration. Not on selling.
Source: Salesforce State of Sales, 7th edition 2026
average response time to a new online enquiry. 23% of companies never reply.
Source: Harvard Business Review, “The Short Life of Online Sales Leads”
higher chance of qualifying an enquiry when you respond within 5 rather than 30 minutes.
Source: MIT/InsideSales Lead Response Management Study
of companies have trouble coping with digitalisation.
Source: Bitkom “Digitalisierung der Wirtschaft” 2025
Before / after
The lever does not replace anyone in sales. It takes away the administrative work that sits between enquiry and close today, and guides everyone on the team through their day: the system shows who needs what and when.
Today
Start of the day
everyone pieces together for themselves what matters today
New enquiries
land in the inbox, avg. 42 hrs until a response
Follow-up
depends on who remembers
Quotes
assembled by hand from old documents every time
Pipeline overview
Excel list that only one person keeps up to date
Existing customers
cross-sell and upsell potential is left to chance
With CRM & AI automation
Start of the day
personal dashboard: figures, hot contacts, next steps
New enquiries
captured automatically, prioritised and assigned immediately
Follow-up
automated sequences, no enquiry gets lost
Quotes
prepared by AI from the conversation and CRM, you only review
Pipeline overview
management cockpit, visible at any time
Existing customers
identified and triggered systematically
What the lever is worth
One possible example. Set the steps to fit your company. We will recalculate with your real figures in the initial consultation.
In numbers · Worked example
Example calculation using figures from past projects. No guarantee.
Use case catalogue
Examples from practice, with new ones added almost every week. In the initial consultation we choose together the use cases with the greatest economic leverage for you. If something is missing, we design it from scratch.
AI systems that think along
One AI layer connects ERP, CRM, contracts and specialist systems, including old ones such as an AS/400. Data flows in both directions, without building a separate interface for every connection.
View practical example →AI systems that think along
Your expert knowledge as a guided configurator: customers describe their project in three to five steps, your team gets a professional version with a specialist library and warnings.
View practical example →AI systems that think along
Acknowledgement of receipt, prepared documents, reminders and status updates: no application gets left lying, and a person always makes the selection. Afterwards the system guides new colleagues through onboarding.
View practical example →AI systems that think along
A local AI knows contracts, projects, standards and earlier cases. The data stays in-house, and Claude, ChatGPT or Copilot can be connected if needed.
View practical example →AI systems that think along
WhatsApp, Telegram, Facebook and Instagram in one core. It replies like a person, advises, sells, bills and escalates when a person is needed.
AI systems that think along
Keeps track of all processes, deadlines and commitments and raises the alarm before things catch fire, with the right person.
AI systems that think along
After every conversation, a summary, a quote and a follow-up email are ready as drafts. You review and send.
AI systems that think along
The AI recognises which deals are ripe and which are slipping, and tells you every morning whom to call today.
8 of 42 use cases
A selection from the ivato catalogue of 100+ proven use cases across all five levers. The catalogue keeps growing. If something is missing, tell us: if needed, we will design a new use case for you.
Why now
A slow sales process does not only cost revenue today. It gets more expensive every month in which enquiries are still followed up by hand while the competition responds faster.
At the same time, 41% of companies already use AI, and the skills shortage makes the classic answer harder: simply hiring more sales staff.
of companies already use AI, up from 17% the year before
are planning or discussing the use of AI
cannot fill open positions
have noticeable digitalisation problems
Sources: Salesforce State of Sales 2026 · Harvard Business Review, The Short Life of Online Sales Leads · MIT/InsideSales Lead Response Management Study · Bitkom “Digitalisierung der Wirtschaft” 2026 · Bitkom “Digitalisierung der Wirtschaft” 2025 · DIHK Skilled Workforce Report 2025/2026
Your starting point
Four building blocks that build on one another. You decide where to join, depending on what you already know and how much you would like to do yourself.
Start here ifyou would like to check for yourself first where you stand.
Guided, thorough and convenient online: you receive your maturity level, the ranking of all five levers and an automatic evaluation with a business case.
After your evaluation we will get in touch personally, because every path is individual. Then continue to strategy consulting or straight to implementation.
Start here ifit is still open where your biggest lever lies.
Together we analyse where your greatest potential lies and which use cases work first, as a quantified business case.
Depending on scope, up to 80% eligible for funding (up to €5,600 grant per year). We handle the administration.
Start here ifyou already know your lever, or are coming from the self-check or consulting.
We implement the prioritised use cases: four use cases, fixed scope, go-live in 8-12 weeks.
Depending on the federal state, funding of up to €50,000 can be used for implementation. We check this for you.
Start here ifyour solution (or your own system) should keep growing in the long term.
Our AI and strategy advisors are at your side every month: advising, implementing, developing further. We also rebuild and extend your existing in-house systems.
Not sure where to start? In the free initial consultation we will find the right starting point together.
Arrange an initial consultation →Success Stories
⅔
less back-office effort
Selected clients
350+ companies and public institutions have already delivered projects with us.
By industry
Frequently asked questions
Your question is not here? In the initial conversation we take 30 minutes for your specific topic.
In concrete terms, we implement selected use cases from this catalogue, from faster lead response and a consolidated CRM to automated quotes and follow-up sequences. Not theory, but a system your team uses from go-live.
No. The lever takes away administrative work that ties up sales time today. Selling, negotiating and managing the customer relationship stay with your team.
Often yes. The bottleneck is frequently not the CRM itself but the missing automation around it: lead response, follow-up, quote creation. In the initial consultation we check whether consolidation or an addition makes more sense.
That is up to you. If you would like to check for yourself first, start with the digital self-check. If it is still open which use cases bring the biggest lever, strategy consulting is the right start. If you already know your priority, go straight to implementation. Afterwards we can support you monthly if you wish.
That depends on the chosen scope of use cases and is discussed transparently in the initial consultation, on the basis of a fixed scope, often partly subsidised through funding.
A 30-minute assessment of your topic, personal and without obligation.
