If you are looking to take advantage of the Digital Kit to boost your productivity, our AI-driven client management solution is perfect for you. With this tool, you can optimise customer relationships and automate key processes. The Digital Kit client management solution is designed for small and medium-sized enterprises that want to grow smartly.
Customer management with integrated AI
Digital Kit
Digital Kit AI-Powered Client Management | Solution for SMEs
Solution Price
The company may receive a maximum grant of €24,000 depending on the number of employees and users.
- Companies with 50 to 99 employees:18,000 (includes 10 users and at least 3 of them trained in associated AI)
- Companies with 100 to 249 employees:€24,000 (includes 15 users and at least 5 of them trained in associated AI)
The solution includes a number of configuration hours to define the specific characteristics of the sales processes, as well as data loading.
- Segment IV (50 to 99 employees): 60 hours of configurationn.
- Segment V (100 to 249 employees): 70 hours of configuration.
What’s included in the Digital Kit Customer Management solution?
Features and Services
The Digital Kit Client Management solution offers a comprehensive way to digitalise and automate your customer relationships. Through a CRM system, SMEs can enhance their sales efficiency, reduce errors, and optimise every sales opportunity. These are the features included, based on best practices from the market-leading CRM software:
Capture and manage potential clients manually or by importing files. Drive your sales funnel from the very first contact.
Control the entire sales cycle: from opening opportunities to simulating and contracting products or services.
View and manage all active opportunities with full traceability, all from a single dashboard.
Create manual or automated tasks based on customised workflows to maximise the efficiency of your sales team.
Make data-driven decisions with customised reports and planning across multiple aggregation levels.
View alerts in graphical formats to act quickly on opportunities or issues.
Organise all commercial and document-related information in a single, easy-to-use software.
Consolidate your company’s information through integration with multiple external platforms.
Your sales solution, always accessible from any device: computer, mobile, or tablet.
Benefits of AI-Enhanced Client Management
By integrating artificial intelligence into your sales management, you can automate processes, focus on the most promising opportunities, and make smarter decisions. See how a smart solution can boost your team’s efficiency and elevate the customer experience.
Artificial Intelligence Applied to Client Management
Integrating AI into CRM solutions transforms the way companies interact with their clients, automating processes, predicting opportunities, and improving operational efficiency while adhering to security and compliance standards.
Artificial intelligence analyses historical sales data and customer behaviour to predict opportunities with the highest likelihood of conversion.
Optimise appointment scheduling and coordination between sales teams and clients using AI.
Automate key processes such as task management, email classification and response, record updates, and task assignment.
The solution provides APIs and Web Services that allow data consolidation and easy integration with other business platforms.
Complies with GDPR and other European regulations. Users will be informed when interacting with an AI system.
All AI models used must include technical documentation and comply with the European Copyright Directive.
Generative AI Training for Client Management
The training programme prepares teams to use AI-based solutions responsibly, securely, and efficiently.
Training on basic AI concepts, ethics, risks, and applicable regulatory compliance within the European context.
Hands-on learning in automating sales tasks, predictive opportunity management, chatbots, and intelligent documentation.
A 20-hour programme over 2 months, accessible in-person or online, taught by an expert instructor.
Upon completing the training, participants will receive an official certificate recognising their competencies in AI applied to sales management.