Briefing 2025

Our Project Vision

The project aims to develop an intelligent assistant that allows users to control an open-source CRM system using natural language, either written or spoken. Instead of navigating through menus and forms, users will express their intent in plain language – for example, “Find my open leads from last week and assign follow-up calls to the sales team,” or “Create a new opportunity for FeynmanQuotes and send them a welcome email.” The assistant will interpret the command in its full business context, identify relevant data, and execute one or several coordinated actions across the CRM.

At its core, the solution will use a locally running small language model (SLM) capable of understanding user requests in context – taking into account active records, user roles, previous interactions, and system state. This allows the assistant to reason about intent and perform multi-step workflows, such as creating a lead, assigning it, scheduling an activity, and logging a note – all triggered by a single, natural-language instruction. By processing data locally, the system ensures full privacy, offline capability, and transparent control over how decisions are made.

The assistant will integrate directly into the CRM’s interface through a chat-style panel supporting both text and speech input. Before execution, the assistant will present a human-readable summary of planned actions for user confirmation, ensuring safety and traceability. The architecture will rely exclusively on open-source technologies, enabling customization, multilingual operation, and domain-specific extensions.

By introducing contextual reasoning and conversational interaction into CRM software, this project aims to dramatically simplify user workflows, reduce manual input, and increase accessibility for all user types. The resulting system will combine the flexibility of open-source platforms with the intelligence of modern AI, forming a reusable framework for natural-language control of business applications.

Next Steps

We’ll share a detailed overview of our challenge at the #IMM2025/26 kick-off event in Bratislava on December 4, 2025, and we’re excited to answer your early questions and explore solution ideas together afterward.

During the five-month Industry Meets Makers program, we’ll shape our co-creation approach with you – individually and in line with your interests and our possibilities.

Your contact person

Marek Drnzík
BeKa Software
Branch Manager Slovakia
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About BeKa

BeKa Consulting GmbH was founded in 2000 as an outsourcing partner with the aim of developing enterprise solutions. We have over 24 years of IT-specific experience in various specialist industries, technology platforms, and systems. Our customers include both large corporations and SMEs.

From the outset, the focus has been on supporting industrial companies as well as companies in the finance, telecommunications, and online sectors. We concentrate on consulting services in IT infrastructure, algorithm development, and developments in measurement and control technology.

In 2011, we took another step in the expansion of our business areas. BeKa Software GmbH was founded in collaboration with spoc GmbH. We have a long-standing partnership with spoc GmbH, working together with mutual customers.

With our development headquarters in Linz Pasching and our branch offices in Vienna and Bratislava, we serve numerous customers in the DACH region.

More details about BeKa: www.beka-software.at

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