Smart
Omnichannel

Communicate through any channel, apply AI to understand what’s happening in real time and take action with AI agents — all without leaving your CRM/ERP.
They trust us

Why add Harmonix to your CRM

Omnichannel, without friction

Phone, WhatsApp, email, video, meetings, documents... all in one system. Harmonix runs alongside your enterprise systems (Salesforce, Dynamics, NetSuite, SAP, etc.), no integration needed, no workflow disruption.

Boost productivity with AI

All channels at your fingertips, directly inside your existing tools. With automatic summaries, task suggestions and content-based reports, Harmonix lets you work faster — within your usual workflow.

Communications as the single source of truth

Conversations reveal what really happened: if a proposal was sent, if details were discussed, if follow-up occurred, if a deal was closed or a payment date was set. Calls, emails, messages, and meetings hold the truth of your business.

AI agents that actually work

With access to conversations (context) and channels, Harmonix enables the next step — deploying AI agents that can handle tasks, automate flows and maintain customer or vendor conversations.

our main functionalities

Omnichannel with AI: More Data, Higher Productivity

Artificial Intelligence

The content in your communications gives AI agents the context to act autonomously across voice, messaging, and email.

Smart Communications Hub

Smart, contextual messaging to deliver better service and automate actions — from answering inquiries to sending documents or reminders.

WhatsApp & SMS Messaging

Stop manually entering information into your CRM or management tools. Every call, email, WhatsApp message, or meeting is automatically logged — complete with its content.

More data, less manual entry

No more typing notes into CRMs or systems. Every call, email, WhatsApp message, or meeting is automatically logged with its content.

Increased Productivity

With Harmonix, users do more in less time. Click-to-communicate, automatic summaries, prioritized tasks, and AI assistants cut down on manual work.

Email

Smart, contextual email editor: suggests content, tone and structure based on the agent’s goal and the real conversation.

Automations

Custom AI campaigns and agents execute admin or follow-up tasks with zero human intervention — from document delivery to meeting scheduling.

Scheduling

Meetings and calendars managed directly in Harmonix, always with context and without friction.

Unified inbox

A single inbox for all channels: calls, WhatsApps, SMS, emails… Everything centralized in a single workflow.
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Ai insights
TRANSFORM YOUR COMPANY WITH ai

The fastest, most effective and impactful way to add AI

Automate the manual. Discover what's important. Harmonix AI enhances your business intelligence and multiplies your users' productivity.

The Harmonix effect

The Harmonix effect is immediate. Whether used by the sales team or service agents. More productivity, more activity, higher quality.
32%
Growth in sales activity per seller
26%
Improved data collection

8h
Weekly time savings on registration tasks
22%
Increase in sales after three months
Higher productivity
+
More activity
+
Higher relevance
=
More revenue, less tasks
26%
Increase in cases managed by each agent
22%
Increase in cases managed by each agent
4.8/5
Customer Satisfaction - 1.6 pts improvement
32%
Data augmentation in your CRM
Higher productivity
+
Higher productivity
+
Higher productivity
=
More revenue, less tasks

Who is Harmonix for?

Inside Sales

B2C Sales

Perfect for teams handling large volumes of leads in sectors like insurance, travel, real estate, automotive or telecoms. All interactions —phone, WhatsApp, email— centralized and enriched with AI.


"Now it’s much easier to follow up on thousands of leads without losing context. Everything gets logged automatically.”
Commercial Director
Insurance Company

B2B Sales

For companies with complex, consultative sales. Harmonix ensures complete traceability and generates insights to improve forecasting and conversion.


“The level of visibility we now have into each opportunity has made our forecasts far more accurate.”
VP Sales
Industrial SaaS

Customer Service

Omnichannel support in a single inbox. AI generates summaries, suggests tasks, and can even auto-respond via AI agents.


“Our response times are down, and quality is up because agents always show up with full context.”
Contact Manager
Telco

Professional Services

Ideal for law firms, financial advisory, and consulting — where relationships are deep and context is everything. Harmonix lets you understand what’s happening with each client, detect opportunities, and share team best practices.


“We now have total visibility into every client conversation. We can deeply understand each client, anticipate needs, and share insights across teams.”
Managing Partner
Financial Advisory Firm

Field Operations

For sales, technical or field teams. The Harmonix mobile app logs meetings, calls and follow-ups effortlessly, with AI that summarizes and generates insights.


“My field team no longer loses any info: each visit is auto-logged and we get the full context instantly.”
Operations Director
Utilities

Finance

Harmonix transcribes and analyzes sales, procurement, billing, and payment conversations. Finance teams can track progress without relying on manual reports.


“For the first time, we know the true status of collection conversations and can act before issues arise.”
CFO
Retail Group

No big projects, install Harmonix in 5 minutes

01.
Install Harmonix in 3 steps

A guided setup helps users install it in less than 5 minutes.

02.
Sign up with Outlook or Gmail

Harmonix activates automatically across any enterprise system, adding communication channels, interaction history, and AI.

03.
Enjoy Harmonix

Harmonix detects relevant information and actions in your system and allows you to communicate without leaving your workflow.

“We had a bad experience with a CRM that was a ready-to-use project, but it didn't meet our expectations. We are now looking at several off-the-shelf options that are better suited to our business model.”
Tomás Fernández Buckley
Director of Digital Transformation
“El gran problema de Salesforce es que es cero intuitivo.”
Carlota Valentina Mendoza
Ex Jefa de Innovación Digital
“Los equipos tienen que entender que el CRM no es una herramienta de micro management, es una herramienta que ayuda a ser más eficiente.”
Yago González Ansias
Sales Enablement Manager
“Todas las empresas están enfocadas en que se haga una transformación digital. Para las empresas B2B es una obligación pero todavía hay retos internos de tecnología y de prioridades de recursos.”
Vanessa Piratelo
Directora Global de Gestión de Canales
“Salesforce es un desafío porque es muy cansador y hace que la adopción sea más difícil y desgana. La palabra mágica es automatización.”
Matías Leandro Kruk
Salesforce Senior Technical Consultant
“Los jefes buscan los KPIs, miran el CRM para obtener la información, así que si la gente no lo utiliza, no puede dar las cifras a sus jefes.”
Guillaume Cregut
Especialista en Adopción y Cambio

We keep your data safe

Our solution works natively with Salesforce, Dynamics, LinkedIn and WhatsApp, avoiding the risks involved in synchronizing data with external databases. Harmonix is ISO 27001 certified and complies with GDPR and CCPA regulations, ensuring the highest standards of security and information protection.
GDPR
ISO 27001
CCPA