Web clients only
Oneira Pro
Your CRM, built around your sales process
Card N° 07
Timeline6–8 weeks
ProCustom CRM, by SOGNI DIGITALI
The CRM that never loses sight of a single client.
Oneira Pro is built around your sales process: Orbe and its agents suggest, you decide. It is the next step for Oneira, for Web Business and Intelligence clients, with no migration, on your own server.
- Web clients only
- Never sold on its own
- 6–8 weeks
- No migration
CRM · by SOGNI DIGITALI
The real Oneira, in its own colours.
Four screens from the CAF Aurora demo (Turin, fictional): the pipeline, a record, Orbe and Tempo. Made-up data, no real client.
Records
One record, one thread.
Every person, organisation or deal fits on one page: five key facts, one activity thread and the Details column. Orbe summarises, cites its sources and changes nothing on its own.
- Notes, emails, calls and meetings in one thread
- Edit in place: Enter saves, Esc cancels
- Orbe’s summary marked “unverified” until you have read it
Orbe · AI assistant
Orbe suggests, you decide.
A reply draft, a task to create, a follow-up to schedule: every action waits for your go-ahead. Nothing leaves without you.
- Always labelled “AI assistant”, even on the watch
- Proposals approved one by one, never in bulk
- European models, Scaleway account in your name, budget capped by you
Tempo · your day
A day plan proposed, never imposed.
At the start of the day, Tempo orders your meetings, tasks and follow-ups, with a margin. You accept, move or remove. The plan stays private: neither your manager nor the administrator sees it.
- Fixed meetings, ten minutes of buffer after each
- Thirty minutes never planned: the margin
- What doesn’t fit moves to “For tomorrow”
Screens rebuilt in HTML and CSS from the Oneira brand kit (version 1.3.7). Names, people and files are fictional.
What Oneira Pro includes
Your CRM takes the shape of your business.
Custom objects
Your own business objects, defined around your activity rather than a fixed template.
Several pipelines
A separate track for each type of sale or service, each with its own stages.
Mailbox and WhatsApp
A synced mailbox and WhatsApp, in the same CRM as your prospects.
Quotes
Prepare your quotes where the customer relationship lives. Not in Web Business or Intelligence.
API and SSO
Connect Oneira to your tools and give your team single sign-on.
AI knowledge base built by us
We build your AI's knowledge base, and it learns only from your data.
CRM · by SOGNI DIGITALI
Orbe doesn’t work alone.
Each agent has its own job. They all suggest, you approve: no agent sends, deletes or bulk-edits.
- Assistant
Orbe
Your assistant in Oneira: it searches, drafts, suggests. Nothing leaves without your go-ahead.
AI assistant - Meetings and day
Tempo
Prepares your meetings and proposes your day plan. Private: nobody else sees it.
AI assistant - Mailbox
Timbro
Reads the mailboxes you activate: summaries, filing, follow-ups due. It never sends anything.
AI assistant - Finance
Abaco
Prepares invoice drafts and due-date reminders, checks VAT. It never issues or collects.
AI assistant - Website chatbot
Nimbo
Answers your website visitors, from your public pages only, always labelled as an AI.
AI assistant - Qualification
Prisma
Qualifies new contacts and flags the ones worth a call today.
AI assistant - Policies
Lex
Drafts your policies and legal texts, for review before publishing.
AI assistant - Public writing
Plume
Writes your public pages and FAQs from your sources, never from the CRM.
AI assistant
AI hosted in France by Scaleway, on an account in your name. Nothing leaves your instance without an action on your part.
Three versions
From Oneira Lite to Oneira Pro, no migration.
| Criterion | Oneira Lite | Oneira Intelligence | Oneira Pro |
|---|---|---|---|
| Included with | Web Business | Web Intelligence | upgrade for Web Business and Intelligence clients |
| Users | 10 | 25 | written into the quote |
| Custom objects | no | no | yes |
| no | no | yes | |
| Quotes | no | no | yes |
| AI | optional chatbot | summaries, tags, approved drafts | AI knowledge base built by SOGNI DIGITALI |
Who can order
An upgrade for Web clients.
Oneira Pro extends the CRM you already have. It is for Web Business or Intelligence clients who need custom objects, several pipelines and an AI knowledge base built by us.
- Never sold on its own
- A more powerful server, set in the quote
- Delivery in 6–8 weeks
- The year-2 cost follows the server chosen
Oneira’s promises
What Oneira promises, and keeps.
Built by SOGNI DIGITALI for tax assistance centres (CAF), digital companies and service businesses. Oneira Pro is reserved for our Web clients.
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Every client, a star you never lose sight of.
Contacts, quotes, meetings, follow-ups: all connected on one record.
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Orbe, a European AI that asks before it acts.
Hosted in France by Scaleway. Orbe suggests, you decide.
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Everything you know, connected.
Documents, pages and notes become one memory. Orbe draws on it and cites its sources.
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Connected to the essentials, Europe first.
Every piece of data knows where it goes. No service outside the EU by default.
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From accepted quote to paid invoice, without retyping.
Oneira prepares the draft in Fatture in Cloud; you click “Issue”. Italy only.
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A sign on the wrist, the detail on the phone.
The watch shows a single line: no client name, no amount. You decide on the phone.
ONEIRA · 07/07
Oneira Pro
Web clients only 6–8 weeks
Your CRM, built around your sales process.
Set out in the quote according to the server chosen, after a free 30-minute diagnostic.
Not a Web client yet? Oneira Lite is included from Web Business: it is the base that Oneira Pro grows from.
WhatsApp
The journey
Four steps, no downtime.
Free diagnostic
30 minutes to understand your sales process and your needs.
Written quote
Scope, timeline, chosen server, year-2 cost. Valid for 30 days.
Build
6–8 weeks, on your server, with no data migration.
Key handover
Access, documentation and SKILL.md. We step back.
Frequently asked questions
About Oneira Pro.
I am not a Web client: can I order Oneira Pro?
No, Oneira Pro is never sold on its own. Web Business already includes Oneira Lite: that is the right way in.
Do I have to migrate my data?
No. Oneira Pro is the natural next step for Oneira: your data stays where it is, on your server.
What server does Oneira Pro need?
A more powerful server than the Web Business one, set in the quote. It stays in your name, like all your vendor accounts.
Can my AI read my customers' conversations?
No. We build the knowledge base, but it learns only from your data. SOGNI DIGITALI has no access to your end customers' conversations.
Do I need Sogni Care?
No, it stays optional. Sogni Care Pro, billed yearly, takes on server security and Oneira updates.
A CRM shaped to your business.
Free 30-minute diagnostic, no commitment, then a written quote.
