Analytics & Finance package · launch in 2 weeks

Your whole business in numbers —
every day, not at month-end

Three tools that turn the chaos of spreadsheets and CRM into a clear picture: insights for the owner, daily money control and live dashboards.

€3 300€2 800Save €500
See what's in the package → Get started
1 day
frequency of financial reports
3
products — the full business picture
€500
savings when bought as a package
What it costs now

What running blind costs a business

🙈

Numbers are learned after the fact

A month's dip shows up once the month is already closed. Too late to react — the money is gone.

📉

The funnel leaks unnoticed

Leads are lost at specific stages, but without analytics no one knows which — and the hole stays open for years.

Reports eat up hours

The owner and sales head reconcile spreadsheets by hand instead of making decisions. And the data is already stale by the time it's compiled.

Package contents

3 products — the full business picture

Insights, money and live metrics — on the same CRM data, with no manual compiling

📊

AI business analyst

€1 500

Analyzes your spreadsheets, lead stages, marketing and money — and gives the owner key insights, not raw numbers.

🔧 What will be done
  • Connection to the company's spreadsheets and data sources
  • Lead-stage analysis — where the funnel loses money
  • Marketing analysis: channels, cost per lead, ROI
  • Regular delivery of insights to the owner
🎯 Implementation result
  • The owner sees conclusions, not spreadsheets
  • It's clear at which stage leads and money are lost
  • Decisions are made on numbers, faster and more accurately
📎
Example: an insights summary for the owner — where the funnel loses money, which channel pays off, revenue dynamics.
🖥️
On your server: $5–20/mo for tokens — by data volume
☁️
Turnkey: ~$25/mo for integration + tokens
💰

AI Financier

€800

Tracks inflows and payment delays, reports on P&L. Daily, weekly, monthly and quarterly reports without an accountant.

🔧 What will be done
  • Control of inflows by invoices and deals
  • Tracking payment delays and reminders
  • P&L reporting for the company
  • Reports: day / week / month / quarter
🎯 Implementation result
  • The owner sees the money daily, not at month-end
  • No payment delay is missed — an alert for each one
  • Regular P&L reports — with no manual spreadsheet work
📎
Example: a morning financial digest — the day's inflows, payment delays, P&L and dynamics by period.
🖥️
On your server: $2–10/mo for tokens
☁️
Turnkey: ~$25/mo for integration + tokens
📈

Business dashboards from CRM data

from €1,000

Real-time dashboards: the sales funnel, stage conversion, manager workload, revenue forecast. Data updates automatically.

🔧 What will be done
  • A dashboard on all your CRM data
  • Deals, sales, leads, marketing, tasks, calls
  • Breakdowns: managers, sources, funnels, channels
🎯 Implementation result
  • All business metrics in one window
  • An objective team ranking by the numbers
  • You can see which marketing brings money
  • Reports build themselves
📎
Example: a live CRM dashboard — funnel, stage conversion, manager workload, revenue forecast.
🖥️
On your server: ≈ €0 for maintenance — updates itself
☁️
Setup: from €1,000 (by data volume, hourly estimate)

Examples of the reports you will receive

Nothing to download — these are the real reports the bot sends to Telegram. Data is anonymized.

📊
Business dashboard & money
live CRM figures · updated hourly
Real bot report
📊 July summary · 25 days
💰 Revenue: €184,200 (+12% vs June)
💸 Costs: €131,800
📈 Profit: €52,400 (28% margin)
🎯 Funnel
• New leads: 1,240 · Deals: 187
• Lead→deal conversion: 15%
• Average deal: €985 (−4% vs June)
• Sales cycle: 11 days
🚩 What to look at
Receivables €23,400 — 7 invoices over 14 days overdue
Average deal falling for a 3rd month — unapproved discounts
Instagram brings leads 2.1× cheaper — worth scaling
📊 Open dashboard ↗
This is how the report lands in your Telegram every day. Data anonymised.
📞
Daily call report
arrives at 22:00 · sales team
Real bot report
📊 Daily summary
📞 Total calls: 372
📥 Inbound: 10
📤 Outbound: 343
🚫 Missed: 19
⏱️ Calls over 1 minute: 30
🧠 Analysed by AI: 28
⭐️ Average rep score: 68/100
🔥 Customer interest
— high: 9
— medium: 10
— low: 6
— refused: 2
🔑 Trigger phrases: “We can't” (10), “We don't have” (1)
🎧 Call recordings ↗📊 Open in CRM ↗
This is how the report lands in your Telegram every day. Data anonymised.
Who it's for

The package is for you if…

Process

How it works

From request to a working system — 2 weeks

1

Process audit

We study your business process, CRM and funnels. We identify what will give you the maximum effect.

2

Setup

We connect to your CRM, spreadsheets and messengers. We set up prompts, thresholds and recipients.

3

Testing

We run it on real data. We test every scenario, calibrate AI responses and align the reports.

4

Launch and support

Runs 24/7. You get reports, alerts and analytics in Telegram. We stay in touch for improvements.

Package price

Cheaper as a package than separately

For the owner

📊 Analytics and finance

The full business picture in numbers: owner insights, daily financial control and live dashboards.

€3 300€2 800
Save €500 versus buying separately
Get the package →

You can start small — AI Financier for €800 shows the company's money within 2 weeks

FAQ

Clearing doubts before the call

💡 We have our own server — how much will maintenance cost?

Then you pay only for AI tokens, with no monthly integration fee. We deploy the solution on your server, and the cost is pennies for real work: from 1 cent per dialogue in the chatbot, from 5 cents per minute of the voice bot, from 1 cent per minute of call transcription, from 1 cent per candidate in the HR bot, and some products run on free models — almost €0. No server of your own? We deploy turnkey on our platform for ~$25/mo for integration + tokens. Both options are shown on each product card.

Our data is a mess — across spreadsheets, CRM and chats. Will it work?

Yes, that's typical. At the audit we see where the data lives and connect to whatever exists: CRM, Google Sheets, bank statements. Perfect data order isn't required — AI is exactly what brings structure.

How is this different from standard CRM reports?

CRM reports show raw numbers you have to know how to read. Our tools deliver conclusions: where leads are lost, which payments are late, where margin leaks — and send it to the owner on their own, no request needed.

Which CRMs do you work with?

Practically any. Solutions connect via API: Bitrix24, amoCRM, HubSpot, Pipedrive, Google Sheets and others. At the audit we look at your stack and tell you honestly what's possible.

Who pays for AI tokens and telephony?

API costs (OpenAI, Gemini, ElevenLabs) and telephony are paid as used — usually €20–100 a month. Accounts and keys are registered to you: you see every euro and don't depend on us.

Do we need a programmer on our side?

No. You just need someone who can grant CRM access and answer process questions — usually a CRM admin or the sales head. We handle all the technical part turnkey.

We're not in Ukraine — do you work with businesses in Europe, the UAE or Central Asia?

Yes. Rollout, training and support all happen remotely, so your country doesn't matter. We have offices in Ukraine, Poland, Georgia, Kazakhstan and Armenia, and we invoice through a Ukrainian or Polish entity. We work in English, Polish, Ukrainian, Russian, Uzbek and French.

What languages does the bot speak to customers in?

Your market's language: English, Polish, Ukrainian, Russian, Uzbek, French — others on request. The voice agent speaks with natural intonation rather than a robotic tone. If your base is mixed (say, Poland with Ukrainian-speaking customers), the bot detects the language and switches by itself.

We have no CRM at all. Will this work for us?

Yes, but we start with the basics. During the audit we look at where your enquiries currently live — spreadsheets, messengers, a notebook — and propose the minimum viable setup: either we deploy a CRM, or we connect to Google Sheets and Telegram first. We won't upsell you: if the job can be done without a CRM, we'll say so.

We're a small team of 3–5 people. Is it worth it?

Often more so than for large teams: in a small team one lost lead hurts more. We start with the single product that solves your most expensive problem, not a full bundle. Simple products — enquiry filtering, call reports, competitor monitoring — start at €300 and launch in under two weeks.

How quickly does it pay for itself?

Typically within 1–3 months. We calculate payback before we start, using your numbers: how many leads are lost, what an hour of a manager's time costs, what your average deal size is. If the maths doesn't work, we tell you straight and suggest something else.

What about GDPR and personal data?

Data stays in your systems and your accounts — we connect through your webhooks and keys and never take copies of your database. You grant and revoke access yourself at any time. We sign an NDA and, where needed, a data processing agreement (DPA). Call recordings and chat logs are stored wherever you specify.

Is there a contract, and how does payment work?

Yes, we work under a contract with an invoice, through a Ukrainian or Polish entity. Payment is staged: part upfront, the rest after launch and acceptance. AI service and telephony accounts are registered in your name, so you see every euro spent and never depend on us for access.

Can we see how it works before paying?

Yes. On a call we show live report examples and recordings of bots handling similar tasks, walk through your process, and tell you what will actually move the needle and what won't. Then we fix the scope, timeline and price — and only then start.

How is this better than an off-the-shelf SaaS tool?

Off-the-shelf runs on its own logic; we configure ours around yours — your funnel stages, your quality criteria, your wording in reports. There's also no per-user subscription: on your own server you pay only for AI tokens. And your data stays with you rather than with a third-party vendor.

What if we need to change something after launch?

That's a normal part of the work — businesses change and so do criteria. Small tweaks (wording, thresholds, report contents) are covered by support. Larger changes are quoted separately, and we always agree the price with you in advance.
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AI implementation and business automation across Europe and CIS

Sales&Management has been implementing artificial intelligence (AI) and neural networks into business processes since 2017 — 196+ projects. We work with companies in Poland, Germany, Czechia, Spain, Italy, Portugal, Lithuania, Latvia, Estonia and Cyprus, as well as in Ukraine, Kazakhstan, Uzbekistan, Georgia and Armenia. We connect AI bots to your CRM — Bitrix24, amoCRM, HubSpot, Pipedrive — and to Telegram, WhatsApp and Instagram. Consulting and rollout remotely, in English or Russian.

Offices and phones

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