Customer management
Customer Service Agent
Service and enquiry handling across the agreed channels, with handover to a person when needed.
Solution price 2.000–4.000 € Segments I, II and III · VAT not included Scope and terms in the proposal
Category XIV · Customer management with associated AI
Columnar
AI CRM
So every opportunity has context and a next action.
We do not sell a proprietary CRM. We improve the one you have or find an existing solution that can be adapted. We integrate AI to qualify, prioritise and follow up.
From customer enquiry to the next action
The specific architecture depends on each company’s CRM, channels and data.
Incoming channels pass through Columnar’s AI and automation layer for qualification and integration with the CRM, calendar, tasks, reporting and documents.
Sales management and associated AI
Features are listed explicitly so the offering’s scope can be checked. The specific configuration is agreed for each beneficiary.
Sales management
- Lead management, manual entry and file import.
- Customer management and sales activity traceability.
- Opportunity management and sales pipeline stages.
- Actions, sales tasks, planning and follow-up.
- Sales reporting and customer alerts.
- Centralised document management linked to customers or opportunities.
- Integration through APIs or web services.
- Responsive interface for desktop, mobile and tablet.
AI associated with the CRM
- Predictive lead scoring to prioritise opportunities.
- Use of sales history and behaviour to qualify leads.
- Automation of meetings, appointments, tasks and sales journeys.
- Automated task and opportunity management.
- Email classification and replies.
- Automatic record updates.
- Automatic task assignment to the sales network.
- Integration of the AI component with the CRM platform.
Privacy and control
- Data processing in accordance with the GDPR and applicable regulations.
- Clear information when a user interacts directly with an AI system.
- Use of providers and models with appropriate technical documentation and instructions.
- Review of processing limits and applicable copyright.
Improve what exists or find a suitable foundation
We do not require a tool change as a matter of course. We start with the company’s existing technology.
If you already have a CRM
- We review its configuration and available data.
- We automate qualification, scoring, follow-up and tasks.
- We integrate channels and systems that can be connected.
- We improve performance without turning the solution into a new product.
If you do not have a CRM
- We analyse processes, users, data and sales needs.
- We assess existing solutions that can be adapted to your needs.
- The tool’s licence and usage costs are quoted separately.
- The choice is validated before configuration begins.
Implementation price and maximum funding
Columnar’s price is the implementation cost. Maximum funding is the cap set for the category; they are not the same amount.
| Item | Segment IV | Segment V |
|---|---|---|
| Implementation price | 15.000 € | 20.000 € |
| Maximum category funding | 18.000 € | 24.000 € |
| Beneficiary size | 50 to <100 employees* | 100 to <250 employees |
| Users included | 10 | 15 |
| Users receiving minimum training | 3 | 5 |
| Configuration | 60 h | 70 h |
| AI training | 20 h over 2 months | 20 h over 2 months |
| Service period | 12 months | 12 months |
The implementation price and maximum funding are different amounts. The final applicable amount depends on the call, the beneficiary’s application and the terms agreed for the project.
What is included and excluded
The specific functional proposal documents integrations, limits, usage costs and any project-specific terms.
Within the agreed scope
- Analysis of the sales process, existing tools and available data.
- Configuration of the existing CRM or support in selecting an existing solution that can be adapted.
- Configuration of users, opportunities, tasks, automations and AI within the agreed scope.
- Validated integrations through APIs, web services or other available mechanisms.
- Online training and remote support for 12 months with an allowance for minor adjustments.
Excluded by default
- CRM, automation platform and other provider licences.
- AI model, token, message, call or voice usage.
- Hosting, infrastructure and provider accounts.
- Complex migrations, new integrations or development outside the agreed scope.
- Maintenance after the 12-month service period.
Practical training for the sales team
Training accompanies implementation: the team learns to use the solution and recognise when to intervene.
Training included
AI applied to customers, leads and opportunities
20 hours over two months, delivered online by a human instructor, with a diploma or completion certificate. At least 3 users are trained in Segment IV and 5 in Segment V.
- Generative AI fundamentals and current regulations.
- Ethical and security risks.
- Predictive management of customers, leads and opportunities.
- Meeting and task automation.
- Sales journeys and follow-up.
- Email classification and replies.
- Record updates and task assignment.
- Chatbots, frequently asked questions and intelligent document management.
Responsible use and human oversight
AI prioritises, classifies and automates; decisions and limits are defined with the team.
A considered integration
- The solution informs users when they interact directly with an AI system.
- Configuration accounts for the GDPR, data processing and applicable regulations.
- The team can review, validate or correct automated actions.
- Data quality affects any predictive prioritisation or scoring.
More catalogue offerings
This page details Category XIV. These are the other published offerings, with confirmed segments and prices.
Customer management
Sales Assistant
Lead generation, qualification and follow-up, with integration scope defined for each company.
Solution price 2.000–4.000 € Segments I, II and III · VAT not included Scope and terms in the proposal
Process management
Administrative process automation
Digitalisation and automation of administrative workflows, documentation and repetitive internal tasks.
Solution price 2.000–6.000 € Segments I, II and III · VAT not included Scope and terms in the proposal
Business intelligence and analytics
Business dashboard
Data integration and structuring to view the agreed business indicators.
Solution price 1.500–4.000 € Segments I, II and III · VAT not included Scope and terms in the proposal
Category XVI · Process management with associated AI
Columnar AI Workflows
Implementation and integration to automate a family of processes, connect systems and apply AI with rules, validation and traceability.
Solution price 13.000 € · 16.000 € Segments IV · 20 users · V · 25 users · VAT not included Maximum funding: €16,000 · €19,000 View details →
These prices correspond to the confirmed catalogue entries for the indicated segments. Final scope, licences, usage costs and service delivery are specified in each proposal. Funding availability depends on the applicable call.
Programme status
Funding is assessed separately
As of: 17 September 2026
Call V for segments IV and V closed on 30 June 2025. This page does not announce new applications or present Columnar as an accredited digitalisation agent.
The availability and application of funding depend on the current call, the beneficiary’s application and the remaining balance. Columnar assesses each case before formalising a solution within the Programme.
Funding is not assumed to cover the price, VAT or third-party costs.
Frequently asked questions
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Is Columnar AI CRM a proprietary CRM?
No. It is an analysis, configuration and integration service. If you already have a CRM, we improve its performance and automate sales processes. If not, we assess existing solutions that can be adapted to your business.
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What if we already have a CRM?
We analyse its configuration, data and your team’s processes. We can automate qualification, opportunity scoring, follow-up, record updates and task assignment, always within the agreed scope.
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Which tools can it integrate?
We work with the tools and providers best suited to each project. The specific integration depends on the available APIs, web services or connection mechanisms and is validated during analysis.
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Are licences and usage costs included?
No. Licences, usage costs, AI model consumption, messages, calls, hosting and infrastructure are quoted separately when needed.
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What does training include?
It includes 20 hours of online training over two months, delivered by a human instructor, with a diploma or completion certificate. At least 3 users are trained in Segment IV and 5 in Segment V.
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What is covered in the 60 or 70 configuration hours?
They are used to analyse and design the solution, configure users, data, pipeline and automations, integrate validated systems, test operation and document setup. The specific scope is agreed before starting.
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Does lead scoring make decisions on its own?
Neither autonomous decisions nor a specific level of accuracy are assumed. Prioritisation is configured using available data and criteria, and the team can review or validate actions according to the agreed scope.
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Can we keep human review in automations?
Yes. The solution can prepare, classify or propose actions and leave validation to the team when required by the process, risk or internal policy.
Next step
Let’s start with your sales process.
Tell us which CRM you use, where follow-up gets stuck and what you want to automate. That gives us what we need to define the implementation scope.
Discuss suitability Initial meeting · 30 min · Cal.com
Institutional identity
Public funding. A specific implementation.
This section presents Columnar solutions aligned with Kit Digital Programme categories and funded by NextGenerationEU funds through the Recovery and Resilience Facility.
