PDF catalogue import AI plan
Supplier catalogues are processed in parallel chunks with live progress. Extracted products, specifications and images arrive in an editable preview grid; nothing reaches your catalogue until you commit it.
Features
Everything, in detail.
The full capability list, grouped by the part of the job it belongs to. Anything marked AI plan needs the AI Assistant plan; everything else is in both.
Catalogue
Pre-flight quality check AI plan
Before a catalogue is processed, LediCRM inspects it and reports whether the file is legible enough to be worth running.
Parent and variant model
Products that share a visual appearance are grouped under one parent. Images belong to the parent, and every variant carries its own unique SKU.
Import estimates and resume AI plan
Large imports show an estimated cost before they start, and can be checkpointed and resumed rather than restarted.
Sales
BOQ matching AI plan
Load a project bill of quantities and match its lines against your own range.
Quotations
Build quotations from catalogue products or from matched BOQ lines, with revision history against the customer record.
Pricing assistant AI plan
Suggested pricing based on what you have quoted previously, shown as a recommendation you can override.
Customers and activities
Companies, contacts, activities and tasks, structured around projects rather than generic deals.
Assistant
Chatbot over your data AI plan
Ask questions in plain language. Answers are produced by querying a read-only database user, so this path cannot modify anything.
Confirmed write actions AI plan
When you ask for a change, the assistant proposes one of a fixed set of defined actions and waits for your confirmation before running it.
Plain-language search AI plan
Describe what you need by specification rather than by keyword, and get matching products back.
Task suggestions AI plan
Suggested follow-ups drawn from activity on the account.
Platform
Tenant isolation
Every row carries a tenant id, enforced server-side rather than in the browser.
Seat-based access
Add and remove seats as the team changes; billing follows.
Transactional email
Invitations, trial reminders and billing notices are delivered over a dedicated mail service.
Token accounting AI plan
Assistant usage is metered in tokens with an included monthly allowance, visible in the account at any time.