Agentic CRM, privacy & compliance technologyVietnam & international
R Digital designed and built AesirX's self-hosted commercial operating system: a fully custom Agentic CRM connecting pipeline, partner sales, tasks, email, calendars, forecasting and ComplianceOne sales intelligence in one governed workspace.
01. Challenge
AesirX needed more than a generic CRM. Its direct and partner-led sales motions, technical products and compliance-led customer journeys required a system that could understand context, coordinate work and safely act across the commercial operation.
AesirX develops privacy and compliance technology for organizations that need to turn complex requirements into practical operations. Selling and supporting that technology requires the same kind of joined-up system: one that understands the commercial model, brings scattered context together and helps people move work forward without surrendering control.
R Digital designed and built that system. The AesirX Agentic CRM is a fully custom, self-hosted commercial operating platform—not a configured off-the-shelf CRM. It combines direct and partner-led pipeline management, account and contact records, tasks, calendars, email context, forecasting, KPIs, offers and customer material with agents that can research, summarize and propose action across the workflow.
Agentic does not mean autonomous by default. Changes are bounded by permissions, surfaced for human approval and recorded in an audit trail. Scheduled routines proactively identify overdue work, prepare daily briefs and recommend follow-ups, while integrations with Google Workspace and Slack meet the team where it already works.
The CRM also connects the commercial operation to AesirX ComplianceOne. Customer-blueprint workflows combine approved public research, account context, compliance needs and current product knowledge so the team can prepare relevant bids and move cleanly from sales into delivery.
This sits within a much wider long-term product partnership. R Digital also engineers ComplianceOne and Forseti AI alongside AesirX’s consent, first-party analytics, identity and privacy infrastructure—showing what R Digital delivers when Agentic CRM, compliance technology and serious product engineering are designed as one system.
02. Delivery
A self-hosted system for leads, companies, contacts, opportunities, direct and partner-led deals, weighted pipeline, forecasts, KPIs, tasks, calendars and customer activity. The data model follows AesirX's real commercial motion instead of forcing the team into a generic CRM.
The AesirX CRM Agent can research accounts, find records, summarize pipeline health, prepare follow-ups, create tasks and propose record updates from the web app or Slack. Any mutation requires explicit approval and is written to an audit log.
Scheduled agents review mail, calendars, tasks, pipeline movement and KPIs to prepare daily briefs, surface overdue work and propose next actions. Custom routines can be designed for specific commercial processes, with propose-only or governed act modes.
Per-user Google Workspace integration matches Gmail threads and meetings to CRM records, synchronizes calendars and keeps outbound email human-reviewed. Slack brings pipeline, task, KPI and reminder workflows into the team's commercial channel.
The CRM connects sales work to AesirX ComplianceOne. Teams can generate structured customer blueprints from approved research and account context, work with current product knowledge, and prepare consistent bid and compliance material with controlled repository workflows.
Alongside the CRM, R Digital continues to engineer the wider AesirX platform: ComplianceOne, Forseti AI, consent and first-party analytics, identity, privacy infrastructure and connected business tools.
03. Architecture
04. Proof
05. Privacy & compliance
06. Outcome
Pipeline, partner relationships, tasks, meetings, email context, forecasts, KPIs and sales material now work together rather than living across disconnected trackers and tools.
The CRM Agent works with the team's actual records and workflows, producing useful next actions while keeping people in control of every consequential change.
ComplianceOne knowledge and customer-blueprint workflows help the commercial team move from account research to relevant, consistent proposals without separating sales from delivery.
R Digital operates an ongoing product partnership, improving the CRM and wider AesirX suite as the team, market and regulatory environment change.
Agriculture — fertilizers, chemicals & packaging
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