AI for custom-built CRM

What you'll find in this guide

Having a custom-built CRM shouldn’t be a barrier to innovation. And yet, it often is.

Many companies with internally developed systems face the same dilemma: everything is tailored to their workflows, but every improvement feels like a mini project. Channels aren’t integrated, data isn’t captured in a useful way, and applying AI seems like a technical Everest.

That’s why we’ve created this practical, actionable guide — designed for IT, sales, and customer experience leaders who want to apply artificial intelligence without touching their current CRM.
No complex integrations. No rewriting from scratch. And with visible results in weeks, not months.

In this guide, you’ll discover:

• Why 95% of the real value lies in conversations (not CRM fields)
• How to digitize voice, email, WhatsApp, Zoom, and webchat—without changing systems
• What you can automate on day one with generative AI
• How to install Harmonix as a browser extension — no APIs, no deployment
• Real use cases: +60% productivity, +78% data quality, and 800% ROI

Who is this guide for?

🛠 IT leaders working with custom-built CRMs
Learn how to add AI and automation capabilities without rebuilding anything. A solution that works alongside your current stack, without touching the backend or consuming APIs.

📊 Sales, CX, and commercial managers
Discover how to get real visibility into your business (pipeline, conversations, team performance) without relying on manual CRM input.

🧠 Sales and support teams
Experience a new way of working, where the CRM updates itself, tasks are suggested by AI, and the focus is back on what truly matters — the customer.