FOUNDATIONS
CRM & Data
Foundations
for AI
Every AI initiative fails on messy data. We build the CRM and data layer that makes AI actually work for your business.
Projects delivered with IBM · Accenture · Deloitte · NTT Data · Netcompany · Intrum
WHY IT MATTERS
Most companies buy AI tools first and discover the real problem later: customer data scattered across spreadsheets, ERP, email, and legacy systems. Duplicates, gaps, no single view of the customer.
We work the other way around. The foundation first. Clean, consolidated, structured data inside a CRM your team actually uses. Then AI delivers.
Not sure where you stand? Take the 3-minute Data Readiness Assessment
EXPERTISE
What we do
CRM that runs your business
We build and implement CRM platforms for small and medium-sized businesses: quotations and pipelines, order processing, automations, and integrations with your ERP, inventory, and payment systems. One system, one view of every customer.
Our own CRM platform powers Greek SMEs with built-in automation flows, ERP sync (Softone/S1), Monday.com integration, and AI-powered reporting: ask questions in plain language, get answers from your data.
We deliver Salesforce projects too: implementation, custom development, data migration, and integration with your surrounding systems: the same enterprise-grade delivery, on the platform you’ve chosen.
- Sales pipeline, quotations, and order management.
- Workflow automation and event-driven processes.
- ERP, payment, and third-party API integrations.
- Salesforce implementation, customization, and integration.
- AI-assisted, natural-language reporting.
Data foundations for AI
Before AI can predict, personalize, or automate, your data has to be trustworthy. We do the unglamorous work that makes AI possible:
- Cleansing: Deduplication, validation, fixing what years of manual entry broke.
- Consolidation: Unifying customer data from ERP, CRM, e-shop, spreadsheets into a single source of truth.
- Structuring: Data models, identity resolution, and pipelines built for analytics and AI consumption.
- Integration: Reliable, automated flows between your systems, on-premise or cloud.
The result: AI-ready data. Whether you use our AI features or bring your own tools, they finally have something solid to run on.
APPROACH
Enterprise methods.
SME delivery.
Our team has led data and CRM transformation projects for major energy, telecom, and financial organizations, working alongside IBM, Accenture, Deloitte, NTT Data, and Netcompany. We bring that same discipline (architecture, data governance, integration patterns) to small and medium businesses, without the enterprise price tag or 18-month timelines.
Unlike traditional enterprise software, our solutions are cost-effective, user-friendly, and scalable, built to fit companies of 10 people, not 10,000.
ABOUT
Lumresoft
We are experienced IT professionals with backgrounds in CRM, data platforms, and systems integration across energy, telecom, and financial services. We've spent our careers doing one thing: turning fragmented business data into systems that work, and now into foundations that AI can build on.
At Lumresoft, we help businesses get their data house in order, run their operations from a CRM built for them, and step into AI with confidence.