Teamwork Ecosystem: CRM, Tasks, Knowledge, Boards

Task Create a single internal platform for teamwork, where every tool is designed from the ground up for AI integration — unlike off-the-shelf solutions where AI is added as an overlay.

Problem The team used a set of third-party services: separate tools for tasks, CRM, knowledge bases, and visual work. This created two key barriers. First, all popular platforms were designed without considering work with AI — integrations were superficial rather than built into the logic of the processes. Second, the total cost of subscriptions to commercial software for a growing team became a noticeable expense item.

Solution Developing a proprietary ecosystem of tools from scratch, where AI functionality is built into the architecture of each module rather than added on top.

Implemented modules

CRM

  • Managing the client database with automatic classification and data enrichment via AI
  • Generating a client summary and interaction history in one click
  • Smart prompts for the next step in working on a deal

Task tracker

  • Task and project management with AI decomposition of tasks from a description
  • Automatic priority identification and deadline estimation
  • Contextual task hints based on related materials from the knowledge base

Knowledge base

  • A structured repository of documents, instructions, and policies
  • AI search by meaning, not just by keywords
  • Automatic generation and updating of documentation based on completed tasks

Drawing boards

  • A visual space for brainstorming and diagrams
  • An AI assistant for structuring ideas and generating mind maps
  • Linking boards with tasks and documents in a single ecosystem

What results did we get

  • Software cost savings — otkaz from paid subscriptions to third-party services, all tools run on our own infrastructure
  • The team’s work speed increased — all tools are connected to each other, and context is not lost when switching between tasks, CRM, and documents
  • AI works to the fullest — unlike boxed solutions, each module passes the necessary context to AI, which provides a qualitatively different level of automation
  • Full control over data — no dependence on external vendors and their policies

You can try it yourself: https://airassvet.ru/useful

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