A CRM that sales reps fill in from the field, by voice, even without network, and that prepares their follow-ups on the date they set, without ever sending them on their behalf.
Most CRMs fail for one simple reason: sales reps do not fill them in. They are travelling, in meetings or on a trade show floor, with no time to type a record on a screen. This CRM starts from that reality. It is built on Frappe CRM, an open source product, which we adapt to your organisation: a mobile page where the rep dictates a meeting summary and gets back a deal, a note and a task; business cards read by OCR; a single search that finds a person or a company in a few letters; an offline mode for places with no signal. Sales follow-ups are pre-filled by the system on the date the rep has set, then adapted and sent by the rep. This CRM has been in production at an exporting industrial group since September 2026 and was used by its sales team at an international trade show. A second instance runs as a pilot within our own organisation.
Reference anonymized under confidentiality. Details available on request under NDA.
When a meeting summary is dictated within minutes, the rep who calls back three weeks later knows exactly where the conversation stopped. For the customer, that means exchanges that pick up at the right point, relevant follow-ups and no automated messages. The tool is there to listen better, not to monitor.
At a trade show, the rep photographs the visitor's business card, checks the fields read by OCR, then dictates in a few sentences what was discussed. The CRM creates the contact, the company, the deal and the follow-up task. With no signal in the hall, everything stays on the phone and syncs in the evening. Sales management sees the day's meetings without waiting for the team to return.
A base of several thousand companies, built up over the years in scattered files, is imported in one go with de-duplication and contacts attached. Custom views (by country, by range, by stage) replace the spreadsheets. Each rep finds their accounts in a single search.
On each deal, the rep sets a follow-up date and picks a template message. On that day, the CRM prepares the pre-filled follow-up (company, contact, last exchange); the rep opens it in their mailbox, adapts it and sends it personally. Nothing goes out without that act. Follow-ups by instant messaging can rely on our WhatsApp agent.
Adaptations (fields, views, scripts) live in a separate application and are replayed by a non-regression test suite. When Frappe CRM publishes a new version, the upgrade is done without losing customisations or data. That is the difference between an adapted tool and a patched one.
This product applies to the following business functions. Click to discover how we adapt it to each.
These products combine with this one for complete programs.
Direct, automated engagement on the most open channel in the world.
Sales pipeline continuously fed with qualified leads.
Qualify your prospects, resolve complaints, measure AI ROI in customer relations.
Because it is open source software we master technically: we can modify it in depth (mobile page, OCR, offline mode) and host it on your premises, with no per-user licence. To be clear: Access has no contractual tie with the vendor; we bring integration and adaptation skills, in Tunisia and in France.
No. A follow-up is pre-filled by the CRM on the date the rep set on the deal, with the template message they chose; the rep opens it in their mailbox, adapts it and sends it personally. A customer never receives a message a human has not validated. That rule is deliberate: a badly timed follow-up costs more than a late one.
It is not in service today. A quote module exists in the code but has not been activated in production at the reference client. If it is a need for you, it is handled at scoping as a development in its own right, with its own trial on your data.
OCR reading of business cards gave 97.8% correct fields on our internal bench (recorded 17 October 2026); every card read is shown to the rep for correction before the contact is created. Voice dictation depends on the sound environment: on a noisy show floor, the rep re-reads the text obtained before validating. No record is created without that check.
We start with a trial on an extract of your real files (companies, contacts, open deals) to measure import quality and define the useful fields. Only after that trial does scoping settle the schedule. At the reference client, around 11,000 companies and 36,000 contacts were imported into production.
Free initial scoping, 30 minutes to 2 hours, with a solution lead adapted to your sector.