An Astelia service2–4 wks
A custom CRM, connected to your tools.
We build your CRM around your trade and connect it to the tools you already use. AI prepares the follow-ups, you approve in one click.
What changes
Today
- Your contacts are scattered between your phone, inbox, notebook and spreadsheets.
- An interested prospect never gets a call back, because no follow-up date was noted.
- You don't know how many quotes are pending, or for how much.
With Astelia
- A structured base: contacts, requests, quotes, appointments, invoices.
- Requests captured automatically (website, email, lead portals).
- Follow-up drafts written by AI, approved by you.
How it works
How it goes with Astelia
- Day 1
Scoping workshop · 1.5 h
Your sales steps, your documents, your current tools.
- Week 1
Mockup
You see the CRM's structure and approve the wording.
- Weeks 1–3
Build and data import
Base, views, automations, follow-up templates; your contacts imported and de-duplicated.
- Week 4
Training and go-live
1.5 hours of training, user guide and short videos.
- Then
Guaranteed support
Then the support subscription, if you want it.
Estimated price
from [$1,700]
+ support from [$99/mo]
Firm quote after the free call.
Estimate my budgetWhat you get
- CRM set up, documented and connected to your tools, in your name
- Your existing contacts imported and cleaned (volume set in the quote)
- 2 to 5 automations included (capture, reminders, follow-ups, notifications)
- Message templates: quote follow-up, check-in, review request
Your questions
What tool is the CRM built on?
[CRM tool to be specified by Astelia.] It's chosen during scoping based on your trade, created on your own account, and connected to your other tools. If a CRM you already use fits, we start from it.
Do follow-ups go out on their own?
Not by default: AI prepares a draft, you review it and send it. You can turn on automatic sending for some simple messages, like an appointment reminder.
Who owns the data?
You do. The CRM is created on your account; if you stop the support, everything stays in place and you keep full access.
Is my data sent to an AI?
Only the information needed to write a message is, through a provider whose terms exclude using your data to train its models. These flows are documented in the privacy record we hand you.
What if my team doesn't use it?
We build it with the future users and guarantee the support. If a screen isn't used, we simplify it.
Torn between several options? In 30 minutes, we decide with you.
Victor replies within one business day“Let's look at your case together.”
