Futuria CRM
Services · Agentic AI

Agentic AI for your company

AI agents that know your company, use your tools and bring results home. Not a chatbot that answers: an operational colleague that gets the work done.

Watch the webinarAI for work and marketing

A second brain that knows. An agent that does.

A second brain that supports you in running the business: it collects and keeps in order all your company knowledge — processes, decisions, context — always within reach. An AI agent uses it to take on operational tasks, so you can go back to focusing on what really matters.

Does this sound familiar?

The situation usually looks like this:

Information is everywhere: some in chat, some on Drive, some in people's heads.

When the right person is away, the work stops: the know-how is only in their head.

To answer a customer you chase emails, files and colleagues.

You have plenty of tools, but they do not talk to each other: you copy the same data by hand.

With an off-the-shelf ChatGPT you explain everything from scratch every time — and you get answers, not actions: it does not do the work for you.

The more you grow, the more the chaos grows — and the worry that something will slip through.

It is not a limitation of yours: your company knowledge simply is not in one place yet.

A chatbot gives you text. An agent brings you a result.

The difference is not the power of the model. It is what the system can do once you give it an objective.

A chatbot

  • Answers the single question
  • Starts from scratch every time
  • Does not know your company
  • Stops at the text

An agent

  • Receives an objective, not a question
  • Plans the steps and carries them out
  • Uses your real tools
  • Checks the result and corrects itself

An AI agent that works with you, for you.

We connect an AI agent to your Second Brain and to the software you use every day. It understands the context, uses your tools and gets the work done.

Futuria CRM

Your entire sales activity, already organized and ready for the agent.

Your customers
Your opportunities
Your advertising campaigns
Your contracts
Your appointments
Your email campaigns
YOUR SECOND BRAIN

All your company context, organized and always up to date.

Processes and procedures
Documents and knowledge base
People and teams
Projects in progress
Credentials and access
Company policies and rules
Data and decision history
+ Any other context
AI AGENT
Codex
Claude
Gemini
Codex · Claude · Gemini

Your agent understands, plans, acts and checks the results on its own.

Operational 24/7
YOUR TOOLS

It connects to the tools you already use every day.

Gmail
Outlook
Slack
Google Calendar
Google Drive
Excel
PowerPoint
Stripe
WordPress
WooCommerce
Shopify
Vercel
Google Ads
Meta
Google Analytics
Fatture in Cloud
+ More tools
WHAT IT CAN DO FOR YOU

It carries out real, complex and repeatable tasks. And it can learn anything.

Create an estimate
Reply to support tickets
Qualify a lead
Create and schedule content
Customer onboarding
Keep the CRM organized
Weekly report
+ Teach it any process
ObsidianBuilt on Obsidian

Your company memory, on your own computer

It is your second brain: it knows your company in detail, thinks and acts as you would, and evolves while you use it.

The Second Brain graph in Obsidian: the index at the center, each dot a note and each line a context link
A map of your Second Brain in Obsidian.

Your data, safe and under your control

No lock-in and no data in someone else's hands: security stays your choice.

Security shield with a padlock: your data protected and under your control
  • Local files, always accessible
  • Backups wherever you prefer
  • Encrypted credentials
  • No AI provider forced on you

What it can do, in practice

Not magic: real work, done inside the tools you already use. Real, complex and repeatable tasks — and the agent can learn any process you teach it.

The case of the entrepreneur with too many opportunities

Many opportunities, projects and relationships open at the same time — and the feeling that something, sooner or later, will slip. Before scaling you need to put things back in order: the agent holds context, priorities and follow-ups together, so opportunities are not lost along the way.

See what can really be done

We talked about it in a practical webinar, “AI for work and marketing: what you can actually do”: an hour of concrete examples, no fluff.

What we build together

Not “an AI” and nothing else: the infrastructure that makes it reliable over time.

Knowledge architecture

Where context, decisions and memory live, organized so the agent knows how to use them.

Process map

How the work really happens, step by step: what comes before automation.

Policies, procedures and rules

The rules the agent works by: what to do, how to do it and in which tone.

Agent setup

The operational assistant configured around your identity and your objectives.

Tool connections

CRM, email, invoices, Drive, website and APIs connected, so the agent acts where it matters.

Update and hygiene routines

The system stays current and tidy over time, it does not decay after a month.

Guardrails and human approvals

What the agent does on its own and where your approval is needed: control stays with you.

Two ways to start

Where to begin depends on how clearly your project is already defined.

Futuria MarketingConsulting

Start with the Icebreaker

For when scope, priorities or processes are not clear yet. One session to put things in order and a plan to get going.

Fabrizio Romano
Futuria MarketingProject

Go straight to the project

For when the need is already obvious and you can move to building, without detours.

Operational AI project

We often recommend the Icebreaker, but it is not mandatory.

When this is not the right service

Better to say it straight away: it is not for everyone.

  • If you only want to “add a bit of AI” without changing anything
  • If you are not willing to clarify and rework your processes
  • If nobody in the company takes ownership of the project
  • If you expect AI to decide the strategy for you

Ready to put AI properly to work?

No hype. A clear process, your company memory and an agent that brings results home.