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youcrm

AI transformation, done for you

Your company, running on AI.

We connect your CRM, inboxes, portals and accounting, then build and run AI that does the retyping, chasing and reporting your team does by hand. Your people approve anything that matters.

Built inside your company by a senior engineer who stays to run it. Nothing gets replaced.

youcrm · liveDemo data
  • Email· 09:02Done

    14 supplier invoices read and entered in accounting.

  • WhatsApp· 09:05Waiting for your OK

    A customer asked where order 7702 stands. The reply is drafted.

  • CRM· 09:11Done

    38 new leads merged into existing contacts and sent to their branch.

  • Collections· 09:20Approved by Dana

    48 payment reminders from the approved template.

  • Portals· 09:34Waiting for your OK

    12 forms filed in a supplier portal. 2 need a person.

  • Reports· 09:45Done

    This week's report: sales, operations and collections, on one page.

less time per policy at a large insurance agency
Up to85%
systems in daily use at client companies
5
to a working demo on your own records
2 weeks

Already at workNot a slide deck. Systems running every day at real companies.

From construction to healthcare and finance: what it was, what it is now, and what it gave the client. Names stay private. Results don't.

A large insurance agency

From 15–20 minutes a policy to 3.

Every policy arrived as a PDF and was keyed in by hand. Now the team uploads the day's files in one batch, and a person approves only what's unclear.

Up to 85%less time per policy

What it gave them: The hours that went into typing go back to the team.

Read the story

Every policy arrived as a PDF, and someone on the team keyed it in by hand: 15 to 20 minutes, then the next one. We built a system that does the typing, and we keep running it. Now the team uploads the day's files in one batch, the system finishes each policy in 3 minutes, and a person approves only what's unclear.

A roofing contractor with field crews

The customer signs on the phone. Nobody types it again.

Leads in WhatsApp, quotes in a spreadsheet, invoices typed twice. Now every inquiry lands on one board, and the customer signs the quote on their phone.

What it gave them: Nothing is typed twice, and the owner sees where every job stands and which channel brings the jobs that close.

Read the story

A new lead lands in the site manager's WhatsApp while he's up on a roof, the quote gets built in a spreadsheet, and when the job ends someone in the office types it all again for the invoice. We built them one system, and we run it: every inquiry lands on one board, the customer signs the quote on their phone, and the supplier order, the crew's work order and the invoice all come from it.

A clinic chain with several branches

Every inquiry answered. Every campaign tracked to treatment.

Inquiries from campaigns, WhatsApp and the phone reached the wrong branch, or nobody. Now each one is logged once and reaches the right branch.

What it gave them: Management sees which campaign brings patients who actually show up, branch by branch, and knows where to move the budget.

Read the story

8 p.m.: someone fills in a form from a paid campaign, and the next morning WhatsApps a different branch. Two receptionists call her, or nobody does. We connected the campaigns, WhatsApp, the phone and the website in one place: every inquiry is logged once and lands at the right branch, and the front desk sees who is waiting and for how long.

A pension and finance agency

Every agent bonus, backed by commission that actually arrived.

Agents dug through every insurer's agreements to compare fees. Now they ask on WhatsApp and get the cheapest offers to choose from.

What it gave them: Agents sell, and every bonus is squared with what the insurer actually paid.

Read the story

A client asks where they'd pay less in management fees, and the agent digs through every insurer's agreements and scanned pages. At month's end the bonus is worked out on the hope that the insurer's money really came in. We connected the agreements, the commission reports and every deal in one system: now the agent asks on WhatsApp and gets the cheapest offers to choose from.

Every system runs on youcrm's own servers, with its own database for each client.

By industry

A two-week pilotName the process that costs you most.

In two weeks we learn it, show it working on your data, and hand you a written report on what we found. No integration required.

  1. Week 1We sit with the people who run the process, and count what it costs you today.
  2. Week 2A working demo on 20 of your own documents or records, and a written report: what we learned, where AI pays off first and where next. Or a written conclusion that it isn't worth building. That's a pilot result too.

What you get

A working demo on your own records and a written report: what to build first, what it saves, and a fixed price for each stage. Sample documents under NDA, nothing to install. No commitment past the two weeks, and the report is yours either way.

Book a call

30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.

Above your systemsYour systems don't talk to each other. We connect them.

youcrm sits above all of them, connects them and does the work that moves from one to the next. On the data you already have, without replacing what works.

Before: Five systems that don't talk. Every detail is retyped into each one, and when the CEO asks "where does this stand?", three people open three systems.

After: Every detail goes in once and reaches everywhere it's needed. The AI prepares, and someone on the team approves. And when the CEO asks where it stands, the answer is on one screen.

We don't replace your systems. We connect what you have, and add only what's missing.

What we buildOn that layer, we build the AI that does the work.

AI assistant

Ask your company anything. Then let it handle the follow-up.

The assistant knows your systems, your email and your WhatsApp. It answers with the source, then does what comes next: drafts, updates and reminds. Anything that goes to a customer waits for your approval.

Try asking:

  • "What did we agree with the client last meeting?"
  • "Which orders are stuck this week?"
  • "What's on my plate today?"

Where: WhatsApp · Email · Web

Workflows

End to end, with people approving what matters.

A document lands in your inbox and reaches the right system without anyone retyping it. Anything unclear waits for a person's decision, and every run is logged.

Demo data
Run 1284 · 09:00 · 14 documents arrived by email
14 read · 12 entered in the system · 2 waiting for your decision
  • Supplier invoice 88213Entered
  • Enrollment form 4471Entered
  • Delivery note 30915Entered
  • Order 7702Waiting for a decision
Nobody retyped them.

Apps

Describe the tool you're missing. We build it on your data.

When off-the-shelf software doesn't fit how you work: a CRM built around your branches, a comparison engine built on your agreements, a job board built around your field crews. On the same data your workflows already move.

Demo data
Leads by branch · this month
BranchLeadsBooked
Dallas214131
Houston187102
Austin16397
San Antonio12170

All of it is built by someone who sits with you, next to the people who do the work. And whoever built it stays to run it.

How we workWe build it inside your company. Then we stay to run it.

  1. 01

    We learn up close.

    We sit with the people who do the work and learn how it really runs: the systems, the handoffs, and the exceptions nobody wrote down.

  2. 02

    Side by side, then on its own.

    The new workflow runs alongside your team on real work until it matches them. Only then does it take over.

  3. 03

    We stay to run and extend it.

    Whoever built it hosts, monitors, fixes it, and adds workflows every month. When a portal changes, we fix it.

The path:A two-week pilotFour-week build stagesOngoing running

Every build makes the next one faster. What already runs in your industry is the starting point, so yours goes live sooner.

Who leads it

Every project is led by the founder, Ilan Dazanashvili. You talk to the engineer who designs, builds and runs your system, from the first call to the monthly review. No account managers, no hand-offs.

The alternativesWhy not hire, buy software, or use an agency?

Hire in-houseAn agencyOff-the-shelf softwareyoucrm
First resultMonths: recruit, onboard, then buildWeeks to months, after a long scopeFast to switch on, slow to fitA working demo on your data in two weeks
Fits how you workYes, once they learn itAs written in the specYou change to fit itBuilt around your process and its exceptions
Who runs it after launchYour hire, if they stayUsually no one: the project endsYou, plus support ticketsThe engineer who built it
Who owns the dataYouYouStored on the vendor's platformYou, with a full export on exit
How you paySalaries and hiring timePer project, often by the hourPer seat, every monthA fixed price per stage, then a monthly fee
First result
youcrmA working demo on your data in two weeks
Hire in-house: Months: recruit, onboard, then buildAn agency: Weeks to months, after a long scopeOff-the-shelf software: Fast to switch on, slow to fit
Fits how you work
youcrmBuilt around your process and its exceptions
Hire in-house: Yes, once they learn itAn agency: As written in the specOff-the-shelf software: You change to fit it
Who runs it after launch
youcrmThe engineer who built it
Hire in-house: Your hire, if they stayAn agency: Usually no one: the project endsOff-the-shelf software: You, plus support tickets
Who owns the data
youcrmYou, with a full export on exit
Hire in-house: YouAn agency: YouOff-the-shelf software: Stored on the vendor's platform
How you pay
youcrmA fixed price per stage, then a monthly fee
Hire in-house: Salaries and hiring timeAn agency: Per project, often by the hourOff-the-shelf software: Per seat, every month

Two ways to workYour team runs it, or we run it for you.

Smaller teams run the workflows themselves, with us connecting their data and training their people. Companies of 100+ hand us the whole thing, end to end.

Growing companies

You run it. We set you up.

The people who know the work run the automation. We build what they need and teach them to use it.

  • We connect your data

    Your CRM, inboxes, spreadsheets and shared drives, connected in one place.

  • We train your people

    Hands-on sessions until your team builds, tests and runs its own workflows.

  • Your team takes it from there

    Every run logged step by step, with people approving what matters.

Larger companies

We run it for you, end to end.

From mapping how the work runs to the live system, and after.

  • The whole strategy

    We map how your company really runs and decide where AI pays off first, and where next.

  • Implemented end to end

    We build it, connect it to your systems and run it in production, across the company.

  • Priced per result

    A fixed price for each stage that ends in something working, written in the proposal. No hourly billing.

The same system at every size, so as your company grows, it grows with you.

ControlNothing goes out without a yes.

The routine work runs on its own. The decisions stay with your people.

  • A person signs off on what matters. Anything sensitive waits for a person to say yes before it happens: a payment, sending to a customer, changing data.
  • A log of every step. Everything the system does is logged step by step, so anyone can see what happened and why.
  • Its own database for each client. Each client has its own database, files and service account, and nothing of yours is ever shown to another client.
  • Your data stays yours. Your data, configuration, WhatsApp number and portal access are in your name. If you leave, you leave with all of it.
For IT and security: where your data lives and who can see it
Demo data
Waiting for your OK
  • 12 documents to check before sendingDocument intakeApprove
  • A draft WhatsApp reply to a customerWhatsApp inboxApprove
  • A plan of 6 paymentsCollectionsApprove
  • 48 reminders from an approved templateApproved yesterday · 4:40 pm

Every approval is written to the run log.

Demo data
Run 1284 · 09:00 · 14 documents arrived by email
14 read · 12 entered in the system · 2 waiting for your decision
  • Supplier invoice 88213Entered
  • Enrollment form 4471Entered
  • Delivery note 30915Entered
  • Order 7702Waiting for a decision
Nobody retyped them.

FAQ

Not here?

Ask Ilan directly. He answers every message himself.

Email Ilan
What does AI transformation actually mean, with you?

Not one tool. We take the work your company does today between systems, in documents and on WhatsApp, and move it to AI that does it, on your data, with your people approving what matters. We start with one process that hurts, prove it in a pilot, and move on to the next.

Do we have to replace our systems?

No. youcrm sits above what you already have and connects it. We add only what's missing, and only if it pays.

Which systems do you connect to?

Whatever you have: CRM, WhatsApp, email, Excel and spreadsheets, insurer, government and supplier portals, ERP and accounting. Including systems with no interface, like most portals. We map the connections for your process in the pilot and tell you in writing what's possible.

Does the AI act on its own?

Only where you approved it in advance. Anything sensitive, such as a payment, sending to a customer or changing data, waits for a person to approve it. And where a fixed rule is more accurate than an AI model, we use the rule. Every AI capability can be switched on and off separately.

Who actually does the work?

Ilan leads every project: the pilot, the sessions with your people, acceptance and the monthly review. AI coding agents write much of the code for us, under rules and tests they can't change. Every change that touches your data, money or a portal submission is reviewed by a person before it goes live. That's how one senior engineer runs several systems without cutting corners on review.

What if Ilan is unavailable?

The system runs on its own day to day and alerts when something needs attention. Its documentation, configuration and your data export are available to you at any time, and the exit terms below always apply.

How long until it works?

The pilot takes two weeks. Each build stage takes four weeks, and each one ends with a working part. A first-of-its-kind system usually takes two to three stages. A system built from parts already running in your industry usually takes one.

What does it cost?

We price the pilot on the first call. After it you get a written proposal: a fixed price for each build stage, and a monthly fee for running it. No hourly billing, no per-seat licences.

Who owns the data, and the code?

Your data, configuration and anything written only for you are yours. The shared parts, the components, connectors and tools, are ours, and you use them under license. That way you get a system built on parts already proven elsewhere, and every improvement to them reaches you too. None of your data ever goes to another client.

And if we leave?

Your WhatsApp number and portal access are in your name. On exit you get a full export of your data and configuration in documented formats within 30 days, and the option to buy a perpetual license and keep running the system as it is.

Let's put AI to work in your company.

Name the process that costs you most. Two weeks later it's working on your data, and you have a written answer on what to build next.

30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.