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AI in sales: an AI platform with terms and customer data kept in Germany

Your sales team analyses enquiries, answers product questions with sources and drafts follow-up emails without handing prices or customer data to US services.

  • Price lists only for approved groups
  • Models in Germany with German providers
  • Ready in a few working days
Reviews
Cloud Wolke HerausforderungServer NachhaltigkeitIT Beratung Service Consulting SoforthilfeTimo Wevelsiep Robin ZinsExperten für Innovation Migration AWSHetzner Hosting zuverlässig

Companies worldwide trust WZ-IT

  • Stadtwerke Brühl
  • DGHO e.V.
  • ABCO Water Systems
  • Golem.de
  • EVADXB
  • nextGYM
  • AInergy
  • ml&s
  • Odiseo Solutions
  • Annota
  • ARGE
  • SweetConnect GmbH
  • Aphy AG
  • CORGOS
  • Rekorder
  • SolidProof
  • Yonju
  • Keymate
  • Paritel
  • Mr. Clipart
  • Millenium
  • Negosh
  • Führerscheinmacher
  • Boese VA
Read client reviews

Starting point

Why terms and customer data do not belong in ChatGPT

Enquiries, letters and reports take time. The question is which AI service may see prices and customer data.

  • Terms are trade secrets

    Prices, discounts and margins are only protected under Section 2 GeschGehG if reasonable confidentiality measures exist.

  • Customer documents under NDA

    Enquiries, drawings and specifications are often under an NDA that rules out disclosure to third parties.

  • Contacts and visit reports

    Contacts, call notes and visit reports are personal data under the GDPR.

  • Paperwork instead of customer time

    Cover letters, follow-ups and reports take time that is missing in customer conversations.

Use cases

AI in sales: enquiries, letters, visit reports

The AI delivers drafts and sources. Review and approval stay with you.

Check specifications against datasheets

Today

Sales checks with engineering whether the product meets the requirements.

With the AI platform

Upload the specification and query it against the datasheet knowledge base; the AI lists met, open and deviating points with sources.

Cover letters and follow-ups

Today

Cover letters and follow-ups are copied from old quotes.

With the AI platform

An assistant with your template drafts cover letters and follow-ups from bullet points, in English if needed. Pricing and approval stay with sales.

Visit report by dictation

Today

Visit reports are typed up in the evening from notes or left undone.

With the AI platform

Dictate on the smartphone browser after the meeting; the AI produces the report, commitments and next steps to transfer to the CRM.

What it looks like

The platform in your team's daily work

Open WebUI in the browser, with models operated in Germany by German providers. Stops from your work, plus web search and your own knowledge base.

Full walkthrough
  1. 01Analyse an enquiry

    Upload a customer enquiry, get quantities, dates and open questions

    Upload the enquiry with attachments as PDF, Word or Excel. The AI lists items, delivery date and open questions to clarify with the customer.

    • PDF
    • Word
    • Excel
    • PowerPoint
  2. 02Product knowledge

    Customer question to datasheets, answer with source

    Datasheets, price lists and references as a knowledge base, visible only to sales. Every answer cites its source, also on the road in the browser.

    • Sources
    • Reranking
    • Access per group
  3. 03Sales assistant

    Follow-up email in your company's tone

    Set instructions, template and product knowledge once. The assistant drafts cover letters and follow-ups from bullet points, in English if needed.

    • Assistants
    • Prompt library
    • Templates
  4. 04Web search

    Research trade fairs, markets and customers

    Before an appointment, sales researches trade fairs, market news or public information on the prospect. The answer cites its sources; terms and customer data do not belong in search terms.

    • Web search
    • Attach web page
    • Can be disabled per group
  5. 05Create a knowledge base

    Your own documents as a knowledge base, called up with # in the chat

    Create a knowledge base, upload files, sync whole folders or add web pages and text. In the chat, a # brings in the collection and the answer cites its source.

    • Collections
    • Folder sync
    • Access per group

GDPR and trade secrets

A contract chain in which every link is bound

For terms, proof of reasonable confidentiality counts: a dedicated instance, permissions per group and a confidentiality agreement binding every link of the chain.

Your team

Sign-in via SSO with your multi-factor authentication, permissions per group.

  • SSO
  • MFA

WZ-IT

Setup and operations, DPA and Section 203 supplementary agreement, staff bound in writing.

  • DPA
  • §203

Instance

Dedicated instance per organisation, no shared platform; data centres in Germany run by German providers, with DPA and Section 203 supplementary agreement.

  • Germany
  • DPA
  • §203

Models

AI hosting by a German provider in Germany, no transfer abroad, no US provider, no training.

  • Germany
  • DPA
  • §203

Process

Your own AI platform in four steps

You test with your team first, then decide.

  1. 01

    Initial call

    Clarify users, tasks, sign-in and requirements.

  2. 02

    Test instance

    Test for 7 days free of charge with non-critical data; the test instance is not Section 203 compliant.

  3. 03

    Quick start

    Within a few working days: set up instance, domain, users and SSO, plus a one-hour walkthrough.

  4. 04

    Operations

    We handle updates, backups, monitoring and new models.

Packages

One price per organisation, tiered by users

Up to 25 people in inside and field sales fit Team, up to 50 Business. Engineering and marketing can join within the user count.

Start

For small firms, practices and teams.

€149.90/ month
  • 10 users included
  • 75M tokens per month (fair use)
  • SSO and Section 203 agreement included

Team

For growing firms and departments.

€399.90/ month
  • 25 users included
  • 300M tokens per month (fair use)
  • SSO and Section 203 agreement included

Business

For organisations with several teams.

€699.90/ month
  • 50 users included
  • 600M tokens per month (fair use)
  • SSO and Section 203 agreement included

Organisation

For larger organisations and public bodies.

€1,199.90/ month
  • 100 users included
  • 1bn tokens per month (fair use)
  • SSO and Section 203 agreement included
Terms and notes

All packages include

  • Dedicated instance on your own subdomain or domain
  • All models, knowledge bases, assistants and text recognition
  • Hosting in German data centres of German providers, no US clouds
  • DPA and Section 203 supplementary agreement
  • Updates, daily backup and 24/7 monitoring
  • Next-business-day support, various service levels available

Optional onboarding package for €990 once: knowledge base with your documents, assistant templates and two hours of training documented under Article 4 of the AI Act. Additional users €14.90 each per month, up to 150 users in the Organisation package; beyond that a custom offer. Cancel monthly.

All prices are net and exclude statutory VAT. The offers are addressed to businesses.

Frequently asked questions: AI for sales

Professional rules, data protection, prices and use

Reviews & projects

What clients say about working with us

From local AI integration to architecture, data sovereignty and ongoing operations.

WZ-IT moved our studio infrastructure from decentralised individual devices to a central platform: every site is securely connected via VPN, new devices are onboarded automatically and an entire site is provisioned from a template, without manual steps on location. What impressed me most is the breadth and depth of their knowledge: Timo and Robin are not a typical IT provider who sets up a server and leaves. The two of them think their way into highly complex infrastructure and software topics, work through every requirement we put in front of them, and build networking, provisioning and operations so that everything fits together in the end. WZ-IT is an excellent partner for complex software, network and architecture projects.
Steve KirchnerManaging Director, nextGYM GmbH
View project

International

Built in Germany's Ruhr Valley. Running worldwide.

WZ-IT designs, develops and operates infrastructure and software for clients in Germany and internationally. We deliver projects remotely and continue supporting them in ongoing operations after go-live.

Selected projects

Read client reviews

  • Integrate a local AI solution
  • Modernize your infrastructure - sovereign
  • Design an open-source AI architecture
  • Plan a sovereign open-source stack
  • Secure your Proxmox & backup setup
  • Modernize your legacy software
  • Cut cloud cost - up to −81%
  • Build a high-availability Proxmox cluster
  • Virtualize with Managed Proxmox
  • Get collaboration fully managed
  • Ship your prototype to production
  • Connect sites and clusters securely

Enquiry

Test the AI platform or choose a package

Tell us your number of users and tasks. We set up the test instance or recommend the right package.

  • Straight with Timo and Robin - no sales team, no pitch
  • An honest take, including when we are not the right fit
  • Concrete next steps for infrastructure, software or AI

No risk: worst case, you leave with a clearer understanding of your project than before.

WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH
Timo and Robin, founders of WZ-IT

How would you like to start?

The selection is non-binding. The test instance runs for 7 days free of charge and without payment details.

We usually respond within one business day. Please do not send access credentials yet.

WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH