Incomplete CRM
Customer context, next steps and objections are rebuilt when it is already too late.
Governed sales system
Sales knowledge should not live only in senior people’s heads.
Playbook Vivo™ turns WhatsApp voice notes and meetings into an up-to-date CRM, readable insights and reusable operating standards.
See the flow on your use case — 20 minutes →Verified activation · No new app imposed on the team
The problem
The CRM exists. The decisive information arrives too late.
After meetings, the team needs to follow up with customers, quotes and urgent work. Knowledge remains in voice notes, meetings and the heads of the best sellers.
Opaque deals
The owner receives a story, not always the signal needed to decide.
Fragile know-how
When a senior person moves on, the method can disappear with them.
The system
A short chain: conversation, data, decision.
We do not ask salespeople to fill in another tool. We design the flow around the way they already work.
The team reports
After a meeting, they send a WhatsApp text or voice note — as they already do today.
The system structures
Customer context, next step, objections and signals enter the operational record and CRM.
The owner sees
Insights and patterns make priorities, risks and reusable knowledge visible.
AIEH™ ROI Calculator
What is the cost of the time you are losing?
Calculate the annual savings you could achieve with AIEH™ AI Governance systems. Based on real data from 60+ trained professionals.
2h40h
€30€300
Estimated annual savings
€23.040
≈ 288 hours freed per year
“I reclaimed 15 hours a week. The ROI pays for itself with a single project won.” (translated from Italian)
— Pietro Landri, Fractional CCO
Indicative estimate: 60% automation for professionals, 50% for teams, over 48 working weeks. The diagnostic checks these assumptions on your real situation.
Activation
First we design the flow. Then we make it reliable.
Activation is not technical setup: it funds design, calibration and acceptance testing of the first flow.
Discovery and scope
We map conversations, the minimum data set, CRM, access and retention constraints.
Build and calibration
We configure self-hosted Baserow, the standard CRM and sector-specific rules.
Test and acceptance
We verify the first flow on real cases before taking it to the team.
✓ Activation guarantee: monthly billing begins after acceptance of the agreed flow.
Transparent pricing
Choose the commercial outcome your team needs to make repeatable.
The subscription stays competitive because the initial work — flow design, data and integrations — is separated and visible.
Included in every plan: WhatsApp text and voice · self-hosted Baserow or Airtable on request · 1 standard cloud CRM · automated CRM · Playbook insights · Supermemory · setup guarantee
Team
€99/month
up to 12 users
CRM updated from conversations: customer data and next steps without chasing the team.
- Automated CRM and Playbook insights
- Self-hosted Baserow or Airtable on request
- 1 supported standard cloud CRM
Activation €3,000
Check your fit →Business
€249/month
up to 30 users
Patterns, objections and deals are readable by the owner before they remain locked in senior people.
- Everything in Team
- Weekly owner brief and Meeting Transcriber
- Sector calibration and monthly review
Activation €4,000
Check your fit →Scale
€349/month
up to 50 users
Commercial knowledge becomes an operating standard across teams, with quality control and priorities.
- Everything in Business
- Multi-team dashboard and data-quality audit
- Advanced calibration and priority support
Activation €5,000
Check your fit →Activation funds flow design, Baserow, access and retention governance, CRM connection, calibration, testing and acceptance. It is not a hidden technical cost.
Legacy ERP: available only for Business and Scale, after discovery, through an intermediate database and as a separate add-on. It is not included in the base activation fee.
Data
Data sovereignty is a project decision, not a badge.
When conversations and deals become company assets, you need to know where they stay, who can access them and for how long.
Baserow by default
AIEH self-hosted Baserow is the default operational record. Backup, access and retention are defined during activation.
Airtable only on request
It is a client-selected alternative: the licence remains their cost and we make no data-sovereignty claim.
Cloud CRM included
Every plan connects one supported standard cloud CRM; Baserow remains the operational base of the Playbook.
Legacy after validation
ERP and management systems enter only after technical feasibility, without advance promises.
Domande Frequenti
Does the team need to learn a new tool?
No. The entry point remains WhatsApp: a text or voice note after a conversation. The system structures data without turning the sales team into data-entry staff.
Which CRM is connected?
Every plan includes one supported standard cloud CRM. AIEH self-hosted Baserow is the default operational record; Airtable is available on request under the client’s licence.
Can we connect our existing ERP?
Only on Business and Scale, following discovery and technical validation. Legacy integration uses an intermediate database and is an add-on: it is not included in the base activation fee or promised before feasibility is established.
What does activation cover?
Flow design, database, agreed access, backup and retention, CRM connection, calibration, testing and acceptance of the first flow. It is not a simple technical setup.
What if an insight is incorrect?
The team can correct the record. During the initial phase we work on samples and calibration: the goal is usable, verifiable data — not a black box.
Demo
Bring a deal or flow you are chasing today.
In 20 minutes, we assess whether Playbook Vivo™ can turn that step into useful, governable and reusable data.