Let’s talk

Operational AI consultancy

An AI team that works with what your company already knows.

Fertaro doesn’t eliminate human knowledge. It captures it, organises it and turns it into assisted execution.

To save time, respond better and keep control of how AI is used, without building a technical team. We design, install and govern supervised AI systems, starting with whatever costs you most today.

Let’s talk for 30 minutes or write to hola@fertaro.com

What we do

  1. Starting point

    Tailored consultancy

    A diagnosis of your processes and a tailored plan.

  2. Coming soon

    Commercial and sales

    CRM with an AI assistant to prepare visits, follow-ups and proposals.

    See the module
  3. After diagnosis

    Marketing

    Tailored module, with a fixed scope.

  4. After diagnosis

    Operations

    Tailored module, with a fixed scope.

  5. After diagnosis

    AI governance

    Bringing order to the use of ChatGPT, Copilot or Gemini: permissions, data and return, in companies of 25 to 100 people.

The problem

Knowledge lives in people and in scattered tools.

In many companies, what is known about each customer and each process lives in one person’s head, in scattered emails and in AI tools that everyone uses in their own way.

Someone leaves the company and somebody else has to pick up their work.

That is when you discover the context has left with them.

The Fertaro team

One agent per function. One person who decides.

We don’t sell “AI” in the abstract. Each agent works with what your company already knows and prepares the work. Nothing goes out without your approval.

Capture · what your company knows

Organise · the Fertaro team

Execute · what it prepares for you

You decide

Each agent shows its full path and what it prepares.

How we work

First we understand. Then we install.

  1. Diagnosis

    We review your processes with you: where knowledge lives and where time is lost. You come away with a tailored plan.

  2. Fixed-scope module

    We install a first module with a fixed scope and success criteria defined with you, starting with whatever costs you most today.

  3. Supervised operation

    We maintain and improve it with you. AI prepares; your team reviews and approves.

First module · coming soon

Sales: the CRM that remembers what your team knows.

CRM with an AI assistant for B2B sales teams that visit their customers, prepare offers and renew accounts.

Fertaro Companies / Mecanizados Ribera

Mecanizados Ribera Fictional

Precision machining · 3 contacts

Opportunity

Calibration contract renewal 2027

LeadDemoProposalClosed

Next taskRenew annual calibration14 Oct
ContactHead of quality
Recent activity

Visit16 Sep

We reviewed the workshop’s measuring equipment. They want to include the second building in the renewal. Pending: send terms before the end of the month.

Call2 Sep

They confirm the visit on the 16th with the head of quality.

Pre-visit summary

StageProposal. Annual calibration renewal, with a possible extension to the second building.

Last discussed · 16 SepThey want to include the second building. Sending the terms before the end of the month was left pending.

Three questions
  1. How much equipment comes in with the second building?
  2. Who signs the renewal, besides quality?
  3. Do we keep the calibration on 14 October?

Draft: review it before using it.

Account record and pre-visit summary. Fictional company and data.

How a visit works.

  1. Before

    Summary

    One button gives you the account summary: what stage it is at, what was discussed last time and three questions for the next conversation.

  2. During

    Note

    You note down what is discussed. It is saved to the company and its opportunity, not in a notebook.

  3. After

    Follow-up and proposal

    The assistant prepares the pending follow-up and a draft proposal. You review it, change it and approve it.

AI prepares. You decide.

Your data

Your data, in your own installation.

This is how the sales module works:

  • A dedicated server for each client, in the European UnionYour CRM shares neither its server nor its database with anyone. The assistant uses your own company’s AI account.
  • HTTPS access with a passwordFrom your computer or your phone’s browser.
  • Daily backupA copy of the data is saved every day.
  • Nothing goes out without your approvalEverything the assistant prepares is reviewed by your team before it is used.

Limits

What we don’t do.

So there are no surprises:

  • We don’t replace your teamThe customer relationship and the decisions remain with your team.
  • We don’t promise full autonomyEach agent prepares. A person reviews and approves.
  • We don’t sell modules without a diagnosisMarketing, operations and governance are tailor-made, with a fixed scope.
  • There is no mobile appThe sales module is used from your phone’s or computer’s browser.

Let’s talk for 30 minutes.

Tell us how your team works today and we’ll tell you clearly whether Fertaro is a fit and where to start.

Let’s talk for 30 minutes hola@fertaro.com