Talking to your CRM like you talk to a person

You can imagine your day-to-day work in sales and customer service as if you suddenly had an assistant who knows the data inside out and knows exactly where to find the answers to your questions. And all that in a matter of seconds.

Our virtual assistant is called LOLA. We trained her with the structures of LOGO CRM and with the kinds of questions our users typically ask via database queries or searches.

Imagine being able to get a short summary of a customer record, recent contacts, open quotations or complaints before a client meeting.

Previously, that took several clicks – now you just write or say a short sentence.

For example:
“Give me a table with all my contacts that have the mailing category Christmas gift.”
After the first result:
“Please add a column with the contact’s address to the table.”

Or:
“Give me a list of target customers with their potentials in the sales stage Renegotiation, including their current revenue and the value of the potential.”
After the first answer:
“Please sort the list by potential revenue in descending order,”
and then:
“Please add a column to the table with the customer’s main account manager and another with the owner of the opportunity.”

Your data remains completely secure in your CRM. No data is sent to AI providers – the AI only builds the queries, which are then executed on your database.

You can continue refining the results during a conversation: add data or columns, request filter criteria or formatting – all in normal sentences.

Or:
“On which trade lane did we generate the highest revenue last quarter, and does that differ from the previous month?”

But that’s not all: LOLA can also perform internet research for you.

For example, it can research a suitable contact person or a potentially interesting target customer.

You can write in completely normal sentences such as:
“I’m looking for information about the company XYZ in ABC: What does the company produce? Who are its customers? Which logistics services does the company use? Which transport modes are used (sea, air, land)? Who is currently handling the transports for the company?”

Or:
“Who is the purchasing manager at company XYZ?”
Where available on the internet, the name, title and further information are provided.

We are at the beginning of a transformation in how we interact with software.

The technical foundation for these capabilities is agentic AI: different AI agents are used as specialists to analyse data and provide results.

In the November BVL blog post (24 November 2025) by LOGO executive board member Dorothee Gabor, she explains how agentic AI is used to offer user-friendly ways of working even with large and complex databases.