case study
Client
Sector
about the case study
La Teva Web needed to reduce its reliance on standalone tools and bring the company’s sales, operations and management processes together in a single platform.
We developed a custom application with AI agents, connected to ChatGPT and to tools such as Zoho CRM, Trello, Harvest, Holded and Dropbox, to integrate information, automate processes and gradually replace scattered systems with a management environment built around how the agency actually works.
As a company grows, so does the number of tools needed to manage clients, projects, teams, quotes, documentation, working hours and invoicing.
The problem arises when each area runs on a different platform.
Information ends up spread across several applications, teams have to check different systems to complete a task, and some processes depend on entering or moving information by hand.
La Teva Web needed to evolve this model into its own platform that would centralize the company’s management and automate processes that until then relied on several tools.
The goal wasn’t simply to develop another CRM, but to build a system tailored to the agency’s real processes and capable of making artificial intelligence part of day-to-day operations.
We designed and developed a custom application that brings CRM and ERP functions together in a single environment.
The platform progressively connects information from Zoho CRM, Harvest, Holded, Trello and Dropbox, reducing the need to work directly in different applications to complete each process.
On this foundation we added AI agents connected to ChatGPT to analyze information, assist the team and automate tasks across the different workflows.
The solution is built with technologies such as Lovable, Claude Code, n8n and ChatGPT, which speed up development, enable automations and allow the platform to adapt continuously to the company’s new needs.
Unlike standard management software, the application evolves around La Teva Web’s processes. The tool adapts to the company, rather than forcing the company to adapt its processes to the limitations of an external platform.
The project also involves a gradual replacement of tools: the integrations make it possible to keep existing systems running while features are brought into the new platform.
5
tools integrated into a single platform
−30%
manual tasks in daily operations
38
people working from the same environment
Centralizing management makes it possible to cut repetitive tasks, reduce duplicated information and simplify the daily work of the different teams.
Sales, operational and administrative processes can be managed from a shared environment, improving visibility over clients, projects and internal activity.
Adding AI agents also makes it possible to automate tasks that previously required manual work and to use the information available within the company to support the team in decision-making and client management.
The project has helped improve internal procedures, shorten management times and deliver more coordinated client service.
The result is a platform that evolves alongside the company: fewer scattered tools, more automation, greater operational control and an infrastructure ready to keep bringing AI into business processes.
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