Tunisia · CRM · Business Automation
IA² works with structured companies in Tunisia that want to improve their CRM setup, manage sales follow-up, handle customer complaints and organize their operations. Each mandate starts with a real process analysis — not a generic software deployment.
Serving the Tunisian market. Remote international mandates available.
Context
Many teams already have a CRM, spreadsheets, WhatsApp, email and multiple lead sources. The problem is not always the absence of technology. It appears when information circulates poorly, when follow-ups depend on memory and when nobody has a reliable view of the next action.
Our role as an AI consulting firm is to analyze this actual functioning before proposing any automation. We identify repetitive steps, decisions that must remain human, available data and exceptions to plan for. This approach avoids adding a new tool on top of a process that is not yet clear.
Use cases
Generic situations — no client names, no invented figures.
A distribution company receives orders via WhatsApp and email with no centralized tracking. Some are acknowledged verbally; others fall through.
CRM integration connecting WhatsApp and email inboxes: every order logged, assigned, acknowledged and tracked through to fulfillment.
All orders in one place. No order lost in a message thread. The team sees backlog and status without cross-checking three separate channels.
A B2B services team tracks follow-up in personal notebooks and relies on individual memory. No manager has a reliable view of the pipeline.
CRM with structured sales stages, automatic follow-up reminders triggered by prospect status and a shared pipeline dashboard for management.
Every prospect has a next action and a due date. Management reviews pipeline health without daily check-ins with each salesperson.
A company handles customer complaints via phone calls recorded in a notebook. No classification, no assignment, no resolution history.
Complaint intake workflow: centralized receipt from all channels, classification by type, assignment to a responsible person and status tracking.
Every complaint has an owner, a visible status and an expected resolution date. Overdue items trigger automatic alerts before escalating.
Services
Each solution is framed according to activity volume, team maturity and expected operational value.
Centralize lists, enrich useful information, apply qualification criteria and route relevant opportunities to a sales responsible.
Trigger reminders and controlled sequences based on prospect status, while maintaining history and a visible next action.
Prepare qualification, appointment-booking or routing scenarios with human transfer when a request falls outside the defined scope.
Connect availability, forms, confirmations and reminders to reduce manual exchanges and missed appointments.
Classify requests, retrieve context and propose an initial response without automating sensitive decisions or hiding human intervention.
Automate collection, preparation, notifications and data centralization between teams and existing tools.
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Industries and teams
IA² focuses on environments where commercial follow-up, coordination and data quality have a direct impact.
Request qualification, technical information collection, visit follow-up and coordination between sales and delivery.
Account segmentation, outreach preparation, response tracking and structured follow-up sequences.
Request routing, appointment booking, file tracking and visibility into pending stages.
Request centralization, partner follow-up and automation of recurring notifications.
Information collection, exception processing and clearer circulation of operational data.
Qualification, quotes, commercial follow-up, reminders and dashboards adapted to the sales cycle.
Engagement
The mandate can begin with a targeted diagnostic before any technical build.
Map the current process, actors, tools, data and observable friction points.
Choose a useful, measurable and sufficiently stable use case to automate without weakening the operation.
Configure the necessary integrations, rules, interfaces or assistants, then test normal scenarios and exceptions.
Monitor adoption, correct errors, document responsibilities and improve the system with team feedback.
Control and safeguards
Human approvals are defined from the design stage. An automation can prepare an action, classify a request or propose a response without independently deciding on a price, a contractual commitment or a sensitive communication.
Access rights, data used, activity logs and exit scenarios are part of the framing. The objective is a system the team understands — not a black box difficult to correct.
FAQ
Not necessarily. We first assess whether the CRM can become a reliable central source and connect better with forms, messages, follow-ups and tracking dashboards.
Yes. A targeted scope makes it easier to validate data quality, team adoption and system value before expanding automation.
The scenarios are bounded and include transfers, validations or stops. Sensitive or unexpected situations must be able to be handled by a person.
No. We work with SMEs and structured teams when a recurring process, identified responsible parties and a clear operational objective allow a useful solution to be built.
Share the current flow, tools used and desired outcome. We will identify a realistic first automation.