Augment your Bilionis CRM with artificial intelligenceSwiftask 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.Manual data entry in Bilionis slows down your sales teamCRM 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 Manual entry, outdated data, lack of personalized follow-up: your sales team spends more time managing Bilionis than closing deals.Main negative impacts:Wasted time on data: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 / AFTERWhat changes with SwiftaskTraditional CRM managementSales reps manually enter every interaction after calls. Important info is often forgotten, delaying opportunity updates in Bilionis.CRM Augmented by SwiftaskThe AI agent automatically extracts key points from your exchanges and updates client records in Bilionis without human intervention.Try for freeActivating your AI agent for BilionisSTEP 1 : Agent configurationDefine business rules for your CRM in the intuitive Swiftask interface.STEP 2 : Connect to BilionisUse our secure connectors to link your Bilionis instance to your agent.STEP 3 : Workflow definitionAutomate lead updates, task creation, and profile enrichment.STEP 4 : Deployment and monitoringLaunch the automation and monitor performance via the dashboard.Try for freeAI capabilities for your CRMThe 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.Try for freeBenefits of CRM augmentation1. Data accuracyEliminate human entry errors through AI.2. Increased productivityFree up time for your sales representatives.3. Up-to-date pipelineView reliable data for your forecasts.4. Customer personalizationUse AI to better understand your prospects.5. Seamless integrationConnect Bilionis to your entire SaaS ecosystem.Try for freeData securitySwiftask 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.Try for freeRESULTSImpact on your operationsMetricBeforeAfterEntry time5h/week0h (automated)Complete data60%98%Try for freeTake action with bilionisIncrease sales productivity and improve CRM data accuracy in real time.Book a demo7-day free trial