Controlled infrastructure
Application data, access and credentials are designed on European VPS infrastructure dedicated to the project.
Your team sends WhatsApp voice notes and records meetings exactly as they always have. Playbook Vivo™ transcribes them, updates the CRM, builds the Playbook, compares what the team reports with what actually emerges, and sends you readable operational insights in minutes.
Full testing in 4 weeks. Complete deployment, ready to use, in 6 weeks. No new apps to learn.
Your deal and customer data stays under your control.EU VPS · no-training policy · ZDR configurable for eligible endpoints
CRM exists. Nobody fills it out.
It's not laziness. It's physics.
After a two-hour sales meeting, sitting down to type it all up is asking too much. The people with spare time do it — not the ones who still have three clients to call and two quotes to prepare.
Your senior's knowledge? It's nowhere.
It is invisible to the team. And to the new ones who arrive.
2-3
people
hold all the commercial knowledge
12–18
months
to train a new salesperson
€0
of that knowledge
is documented
How do you protect know-how when a senior leaves the company?
And how do you spot, earlier, where the team is telling itself a story that's too optimistic?
The crisis isn't only when someone leaves. It starts much earlier: when the knowledge sits in a handful of heads, the CRM goes unupdated and the owner no longer sees what really happens in deals. Every SMB we analysed had both problems. None were prepared.
ERP does not solve this problem.
It costs €60,000 and leaves it open.
| Characteristic | Traditional ERP | Playbook Vivo™ |
|---|---|---|
| Cost | €60.000–70.000 | from €199/month + activation €3-5k |
| Activation time | 6–12 months | 4–6 weeks |
| Solves the knowledge problem | No | Yes |
| Team training required | Intense | Zero |
| Results guarantee | 30 days or refund |
This is not a judgment on ERP. It's a sequence: first understand where you lose, then decide what to buy.
How Playbook Vivo™ works in 4 steps
The team does not change habits. You stop navigating by intuition.
Step 1 — Voice note on WhatsApp
After a meeting, the salesperson records a quick voice note the way they'd brief a colleague: "The Bianchi couple, bathroom around 12k, they want a freestanding tub..." They already do this. It used to vanish into the ether. Now it doesn't.
Step 2 — Transcribe and structure
In seconds, the system transcribes the audio and extracts the client, the budget, the next step, the objections and the real tone of the deal. The CRM stops depending on one person's memory.
Step 3 — Compare and surface discrepancies
If a salesperson calls a deal hot but unhandled objections surface in the meeting, the system flags it. You stop running the sales function on self-reporting alone.
Step 4 — Knowledge becomes advantage
After 30 days you have reusable insights, closing patterns, recurring errors and a readable brief for the owner. Knowledge no longer evaporates. It becomes a process.
✓ It is not a static database. It is a system that transcribes, verifies and accumulates operational knowledge every week.
Data sovereignty
Data sovereignty is not a badge. It is a project decision.
When conversations and deals become company assets, you know where data travels, who can access it and which AI service processes it.
Written AI policy
During activation we define models, providers and available no-training policies for the agreed scope.
ZDR where it matters
For more sensitive data we can limit calls to Zero Data Retention eligible endpoints, verifying model, cost and latency impact.
Documented governance
DPA, roles, retention periods and human oversight enter the scope. GDPR and the AI Act are not automatic certifications.
Operational badges: the effective processing, model and integration scope is verified for each project before go-live.The effective configuration depends on the project’s data, integrations, model and contractual requirements. We define it and make it verifiable before go-live.
What Playbook Vivo™ includes
Everything you need to transform your team's knowledge into a structural competitive advantage.
"Memory" — a CRM that updates itself
A complete client record, updated automatically from WhatsApp voice notes and meeting recordings. No chasing the team to find out what happened.
"Wisdom" — Playbook Vivo™
A database that grows with every interaction. Your senior's knowledge becomes a shared asset, instead of staying locked in 2–3 key people.
"Arianna" — intelligent routing and transcription
It transcribes the audio, separates CRM data from commercial lessons and routes each to the right database. No copy-paste. No double entry.
"Mirror" — the discrepancy engine
It compares what the salesperson says with what actually emerges from meetings and transcripts, surfacing contradictions, omissions and blind spots before they turn into lost margin.
Pattern Engine + Monday Brief
Every week the owner gets what worked, which objections are slowing the team down and which patterns are costing you deals or margin.
Complete Notion setup + Calibration
Databases ready on day one. AI prompts calibrated to your specific sector, an initial manual review and fine-tuning of the system on your real deals.
Choose the capacity you need. The price is clear.
A system for the sales team, not a licence you buy and forget. Your plan grows with the knowledge you need to govern.
Team
€199/month
Up to 8 users
So no deal gets lost after the meeting ends.
- CRM updated automatically from voice notes
- Shared Playbook with reusable insights
- AI Router: client data or commercial lesson
Most chosen
Business
€390/month
Up to 20 users
For owners who want to see where the team wins, loses and tells itself stories.
- Everything in Team
- Monday Brief: patterns, objections and actions
- Optional cloud CRM integration
Scale
€690/month
Up to 40 users
To make commercial knowledge company infrastructure, not one more file.
- Everything in Business
- Legacy ERP integration included
- Governance across wider teams and commercial sources
+ One-time activation fee: €3,000–5,000 — depending on integrations at launch: Base CRM on Notion · Mid + cloud CRM (HubSpot/Salesforce/Pipedrive/Attio/Zoho) · Advanced + Italian legacy ERP/management software. Exact quote in the demo.
6
weeks to full deployment
Testing in 4 weeks · Ready to use in 6 weeks
This is not a concept.
It is already a system that transcribes, compares and makes visible what previously remained dispersed.
6 test deals processed
The audio-first engine has already been tested on won and lost deals in a bathroom-furnishing context.
2 synced databases
CRM and meetings on one side, reusable insights on the other. Knowledge becomes queryable, not just archived.
Insights already extractable
Objections, closing patterns, recurring errors and the actual tone of the negotiation are already read and classified automatically.
Visible discrepancies
The system is already set up to flag contradictions, omissions and gaps between the salesperson's account and what the conversation actually contained.
In SMBs where commercial knowledge stays concentrated in a few seniors, the CRM falls behind and the owner loses real visibility into what happens in deals. Playbook Vivo™ exists precisely to break this bottleneck.
Results Guarantee — 30 Days
If within 30 days the system has not captured at least 10 business insights in the Playbook Vivo™ and updated at least 15 CRM cards automatically — we refund 100% of the activation fee.
Nothing to sign. Nothing to discuss.
Why we can promise this
With 8 salespeople, 10 insights in 30 days is fewer than 2 useful messages each per month. If it doesn't happen, it's our problem to solve.
- Full refund of the activation fee
- No hidden clauses
- No bureaucracy
- Check-in on Day 30 included
✓ Zero risk. Zero commitment beyond 30 days.
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
Estimate based on 60% automation (B2C) / 50% (B2B) over 48 working weeks. Data validated with 60+ trained professionals.
Before you decide — see how it really works.
No slide decks. No pitch. 20 minutes live: I show you a voice note entering the system, a meeting transcript being read, the CRM updating, and the moment patterns and discrepancies surface.
If at the end of the demo you don't see the value — we both say so and say goodbye. Zero commitment.
Book live demo — 20 minutes, free →Frequently asked questions
Domande Frequenti
Will my team have to learn something new?
No. The only thing that changes is that the WhatsApp voice note they already send after a meeting is now processed by the system. No training, no new apps, no change in habits.
Does it only work with WhatsApp?
No. WhatsApp is the most natural entry point for the sales team, but the system can also read meeting recordings and uploaded audio files. This lets us compare what the salesperson says with what actually emerges from the deal.
Does it work with our management software (Zucchetti, Sirio, AS400)?
In the live demo and in the early phase, the CRM runs on Notion — the most flexible tool to get up and running fast. The system is then designed to integrate with your management software (Zucchetti, Sirio, AS400 or a proprietary ERP) at a later stage. That integration is not needed to hit the guaranteed results within 30 days: it comes later, once the system is already bedded in.
Who manages the system after setup?
AIEH monitors the system and manages prompt updates and calibrations. It is covered by the monthly subscription (Team €199/month, Business €390/month, Scale €690/month). You don't need any internal technician.
Where is my data? How do you handle GDPR, no-training and ZDR?
We define the scope before activation: EU VPS dedicated to the project, a DPA and separate access controls. For AI calls we select no-training policies where available for the chosen model; for more sensitive data we can configure Zero Data Retention (ZDR) on eligible endpoints. GDPR and the AI Act are documented project requirements, not a generic badge.
What is the exact price? Why per user?
Playbook Vivo™ is a per-user SaaS: Team €199/month (up to 8 users), Business €390/month (up to 20), Scale €690/month (up to 40). The more people use it, the more knowledge accumulates — price scales with value. Add to this a one-time activation fee (€3,000–5,000 depending on integrations). You get the exact quote in the demo.
What if the system extracts an incorrect insight?
The system has an estimated error rate of <5% in the first few weeks (which drops with calibration). The seller can always fix the listing in Notion in 30 seconds. In the first 4 weeks we do manual reviews on samples.
Can you really find contradictions or blind spots in negotiations?
Yes. The system doesn't just transcribe: it cross-checks WhatsApp voice notes, meetings and the insights it generates. If a salesperson describes a deal as hot but unhandled objections surface in the meeting, the pattern gets flagged. This is where Playbook Vivo™ stops being an automated CRM and becomes a commercial governance tool.
What changes in practice
Your team keeps selling. You stop chasing information.
No new habits to impose and no CRM to fill in at the end of the day: voice notes, calls and deals become usable commercial visibility.
Ready to use in 6 weeks
4 weeks of full testing, 6 weeks to complete deployment ready to use.
Less bias, more visibility
See what really happens in negotiations, not just what is reported.
Zero changes in habits
The team continues to use voice and calls. The system does the rest.