Organization agent
Ask it to prepare team tasks, or choose an event that starts it.
“The quote is signed. Prepare the team’s tasks.”It acts on its own, unless you tick “Approve before acting”.
Clients · Projects · Teams
Manage your clients.
Track your projects.
Keep contacts, conversations and tasks in one place. Your team shares a workspace, with agents to prepare follow-ups and organise work.
Free trial
Your daily work
Find the information you need
for each client and project.
Keep each client’s information together.
Contact details, notes and conversation history in one record.
Track your sales, step by step.
Find opportunities that need a follow-up and update their progress.
See what needs to be done.
Track tasks, owners and deadlines for each project.
Give an agent a task.
Review its proposals, choose what to apply and see the actions taken.
People, agents and assistants
Work on the same project
with your assistants.
Shared projects graph
Demonstration · fictional data · MCP / API
Your team
BonDossierProject informationTasksPeopleHistoryBonDossierShared project
Their AI assistants
BonDossier agents · built in
The same project, the same rights and coordinated work.
Organization agentAssigns and follows the work
CRM agentAdapts your workspace
Sales agentPrepares follow-ups
Your own agentFor your processes
Claude · Project context retrieved
Alex’s assistant reads the tasks it is allowed to see in the BonDossier project.
Agent Inbox · demonstration3 proposals to approveAlex · Follow-up after the meeting
- Alex asks Claude to prepare the client meeting using the BonDossier project.Alex’s assistant reads the tasks it is allowed to see in the BonDossier project.Claude adds a meeting preparation note to the project.Claude hands the follow-up to the Sales agent. Alex gets a notification and approves the proposal.
- Julie asks ChatGPT to check the notifications for the BonDossier project.Julie’s assistant reads the task and the project history it is allowed to see.ChatGPT publishes its report in the project and updates the task.ChatGPT hands the fix tasks to the Organization agent. Julie gets a notification to approve them.
- Thomas asks Gemini CLI to update the setup guide for the BonDossier project.Thomas’s assistant retrieves the current guide and the people responsible for the project.Gemini CLI publishes the new guide in the project.Gemini CLI hands the “Version” field request to the CRM agent. Thomas approves before anything changes.
Illustrative interaction: each proposal waits for your approval.
How it works
Claude, ChatGPT and Gemini CLI connect through BonDossier’s MCP connector; availability depends on the assistant and its plan. An assistant acts with the rights of the person who connected it, or with an access limited to some projects. To hand work over, enable the relay for your chosen agents. This demonstration changes nothing in any workspace.
Agents in your workspace
Prepare follow-ups.
Organise tasks.
Ask an agent to review a client record, prepare a follow-up or propose tasks for your team.
- Choose the information it can access.
- Review proposals before applying them.
- See each action and its result in the activity log.
CRM agent
Describe how you work: it prepares your tables, fields, stages and views.
“Add a quote pipeline with three stages.”It shows you each change before applying it.
Sales agent
It spots the clients gone quiet and prepares your follow-ups.
“Find stalled deals and prepare the follow-ups.”From your mailbox, once you switch it on. Tick “Approve before acting” to read each email first.
Your own agent
Give it a mission, the tables it may read and what it may prepare.
“Summarise this client before my meeting.”It keeps your access rights, and every action is logged.
The CRM agent and MCP connections are included in every plan. Organization, Sales and custom agents are included from Basic.
Customisation
A workspace that
fits how you work.
- When you create your workspace, give your website address: BonDossier uses its content to prepare your workspace and can pick up your colours and logo.
- Create your own agents: a mission, the tables they read, what they prepare.
Demos
Explore a demo for your business.
Security
Your data, your access.
- Set access per person, team, table and field.
- Connect your assistants read-only or with edit rights. Remove their access at any time.
- Your backups are encrypted and stored in the European Union. Your data stays exportable.
- Turn on the AI protection: a coded check, then JEV, look at every email, note and document before an agent reads it, and withhold instructions hidden for an AI.
For your team
Try BonDossier
with your team.
Free trial.
From €19.99/month