Augment your Bilionis CRM with artificial intelligence
Swiftask connects your AI agents to Bilionis to transform your customer relationship management. Automate low-value tasks and focus on closing deals.
Result:
Increase sales productivity and improve CRM data accuracy in real time.
AI Agents
bilionis
Connector bilionis · Secure OAuth 2.0
Manual data entry in Bilionis slows down your sales team
CRM management is often seen as a heavy administrative burden. Manual entry, outdated data, lack of personalized follow-up: your sales team spends more time managing Bilionis than closing deals.
Main negative impacts:
Wasted time on data
Repetitive manual entry reduces time available for prospecting and closing.
Fragmented CRM data
Lack of automation leads to incomplete customer profiles.
Missed opportunities
Lack of intelligent analysis prevents prioritizing high-potential leads.
Swiftask automates Bilionis management. Our AI agents analyze, enrich, and update your CRM data automatically, ensuring your knowledge base is always up to date.
BEFORE / AFTER
What changes with Swiftask
Traditional CRM management
Sales reps manually enter every interaction after calls. Important info is often forgotten, delaying opportunity updates in Bilionis.
CRM Augmented by Swiftask
The AI agent automatically extracts key points from your exchanges and updates client records in Bilionis without human intervention.
Activating your AI agent for Bilionis
1
STEP 1 : Agent configuration
Define business rules for your CRM in the intuitive Swiftask interface.
2
STEP 2 : Connect to Bilionis
Use our secure connectors to link your Bilionis instance to your agent.
3
STEP 3 : Workflow definition
Automate lead updates, task creation, and profile enrichment.
4
STEP 4 : Deployment and monitoring
Launch the automation and monitor performance via the dashboard.
AI capabilities for your CRM
The agent analyzes interactions, emails, and documents to extract structured data.
- Target connector: The agent performs the right actions in bilionis based on event context.
- Automated actions: Automatic lead enrichment, call summaries, predictive scoring, and real-time pipeline updates.
- Native governance: All actions are logged in Swiftask for total transparency.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-bilionis@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits of CRM augmentation
Data accuracy
Eliminate human entry errors through AI.
Increased productivity
Free up time for your sales representatives.
Up-to-date pipeline
View reliable data for your forecasts.
Customer personalization
Use AI to better understand your prospects.
Seamless integration
Connect Bilionis to your entire SaaS ecosystem.
Data security
Swiftask applies enterprise-grade security standards for your bilionis automations.
- AES-256 encryption: All your CRM data is protected.
- GDPR compliance: Strict management of customer data privacy.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operations
| Metric | Before | After |
|---|---|---|
| Entry time | 5h/week | 0h (automated) |
| Complete data | 60% | 98% |
Take action with bilionis
Increase sales productivity and improve CRM data accuracy in real time.