AI for Simplicate
Simplicate combines CRM, projects and time tracking in one system for service-based businesses. We build AI agents that process leads, set up projects and suggest time entries through the official API, so you spend less time on admin. The agent drafts everything first; you confirm before it becomes final in Simplicate.
UnifyAI offers AI integrations with Simplicate for SMEs. Our AI Agents connect to Simplicate to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.
What our AI does with Simplicate
Use cases
Leads straight into your CRM
An AI agent reads incoming requests via email or web form, recognizes the company and contact person, and stages them as a draft relationship in Simplicate. You review and confirm before the relationship is permanently recorded.
Start a project after approval
Once a quote is accepted, the agent prepares the project, phases and first tasks in Simplicate. Your team starts with a set-up project instead of an empty shell, and you stay in control of the setup.
Time tracking without the hassle
Based on calendar, emails and projects, the agent proposes draft time entries per team member. People only need to check and confirm, making time tracking more complete and consistent.
Flag client and project status
The agent flags when a project stalls, a deadline is approaching, or a client hasn't heard from you in a while, and alerts the responsible team member. That way you act before the client has to ask.
Prepare quotes and invoicing
Based on project progress and agreements, the agent drafts quotes and invoicing moments in Simplicate. You review price and content before it goes to the client.
Connect Simplicate to your accounting
Data on projects, hours and invoices can be passed to your accounting software, such as Exact Online or e-Boekhouden, via the agent. That avoids double entry, with a review step before data is transferred.
Questions about AI + Simplicate
What can an AI agent actually do in Simplicate?
An AI agent recognizes new leads and stages them in the CRM, prepares projects and tasks after approval, suggests time entries and drafts quotes and invoicing moments based on project progress. Everything happens as a draft, ready for your confirmation.
What does an AI integration with Simplicate cost?
A ready-made AI agent starts from €2,500, a custom project from €5,000, depending on which Simplicate modules you connect. Not sure what fits your situation? Start with the free AI scan; a consultancy engagement starts from €1,000.
How fast is the Simplicate integration live?
A standard integration is usually operational within 2 to 3 weeks. More complex projects spanning several modules or extra systems typically take 4 to 6 weeks. We start within 5 working days after intake.
Is the integration GDPR-compliant and where is my data hosted?
Yes. Processing runs on EU servers and we sign a data processing agreement in line with GDPR. Where needed, we also support a DPIA.
Does this work with my Simplicate subscription?
The integration runs via Simplicate's official API, available within the business subscriptions. We align beforehand on which modules you use — CRM, projects, hours or HR — and configure the agent accordingly.
Can Simplicate be connected to our other systems?
Yes. We often combine Simplicate with accounting software such as Exact Online or e-Boekhouden, and with messaging tools like Slack or Microsoft Teams for notifications. A connection via n8n, Make or Zapier is possible too.
Do we stay in control of what the AI agent does?
Yes. The agent drafts actions or asks for confirmation by default, whether it's a new relationship, a project or an invoicing moment. We maintain and monitor the integration and update it whenever Simplicate changes its API.
AI Agents that work with Simplicate
Agent examples that use Simplicate in their integrations — for inspiration and as a starting point for your custom build.
You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we work