Three buttons under a customer file, on your own key
Connect your own account with OpenAI, Anthropic, Mistral or Google Gemini. Nermio then summarises the file, suggests one next step, or drafts an email. You read it over and decide what happens to it.
Just before you ring, you want where it stands in one paragraph
The better you keep your CRM, the more there is in it. After a year a customer has twenty notes, a few tasks and two deals hanging off them. Two minutes before the call you aren't reading all that, so you half scan it and ring unprepared anyway.
The second moment is afterwards. The email you ought to write now isn't hard, but it costs ten minutes every time, and that is exactly the work that gets left on a busy day.
Three jobs, and nothing else
Under a company file there are three buttons: summarise, next step, draft email. All three read the same file and put their answer in a text box. Nothing is saved and nothing is sent.
What goes to your provider is fixed in one function: the company's name, town and website, the contacts, the running deals, the open tasks and the notes. Not the whole record, because then every field we add later would quietly go along with it.
The instruction to the model starts with the same line every time: use only what is in the file, and if something is missing, say so. A CRM where a model fills in a meeting that never happened is worse than an empty CRM.
The answer is a draft, and it stays a draft. Refresh the page and it is gone. What belongs in the file, you type in yourself.
What you need to know first
It runs on your account with a provider of your choice, and you can leave it off.
Your own key
You connect your own account with OpenAI, Anthropic, Mistral or Google Gemini under Settings → AI. With Mistral and Gemini you can start without a credit card; with the other two the account needs credit on it.
Summarise a file
Six sentences at most: where it stands, what was agreed and what is outstanding. Meant for the two minutes before you ring.
One next step
Not a list of options but one concrete action, with who and why now. If there is too little in the file, it says so, and names what you would need to know.
A draft email
A subject line, an opening, three to six sentences and a sign-off, in a text box you still edit. Nermio sends nothing: copying and sending is yours to do.
You pay your provider
The usage comes straight off your account and we add nothing on top. So you see at your provider what it costs, and you can cap it there too.
Fine to leave off
Connect no key and the buttons aren't there, and the rest of Nermio works exactly as before. An owner or a manager connects it; anyone who works with customers can use it.
It starts with what you write down
The three jobs only read what you have recorded. Put your customers in and note what you discuss; after that it is a matter of connecting a key.