Architecture & workflow

How does ITatScale work?

ITatScale is a SaaS platform that connects to your existing data sources and automatically centralizes them in your CRM, document management and dashboard. You configure once, the AI handles the rest.

Data flow mapping

ITatScale integrates at the center of your ecosystem. All your sources automatically feed the CRM, document management and dashboard via AI rules you define.

Email pro / agenceOutlook, GmailSite internetEmail persoSMSWhatsAppFormulaire clientsur tabletteCRM / CPQMaison mère / externeImport / Export synchroITatScaleRègles IA · intégration donnéesCRM intelligentClients, leads, pipelineGED / StockageDocs, devis, facturesRègles définition KPIDashboard & KPIPilotage, opportunitésRègles extractiondocs / intégrationRelanceautoLégendeSystème existant / externeSaaS ITatScaleModules IAAutomatique

The workflow in 4 steps

1

Connect your sources

Connect your Outlook inbox, your website or your tablet form in a few clicks. No code, no technical skills required.

Email · WhatsApp · Form · Website
2

AI detection and extraction

Every incoming message is analyzed by our AI (GPT-4o-mini). It identifies the type of request, extracts key information and triggers configured actions.

Detection · Classification · Extraction
3

Automatic CRM and document management feed

Extracted data automatically creates or updates client records in your CRM, generates corresponding PDF quotes and stores them. Zero manual entry.

CRM · Quotes · Invoicing · Storage
4

Dashboard monitoring

Track your commercial activity in real time: incoming leads, pending quotes, revenue, follow-ups needed.

Dashboard · KPI · Export · Sync

Tech stack

Next.js 15

Frontend SaaS

NestJS

API GraphQL

OpenAI GPT-4o

AI Engine

Microsoft Graph

Outlook Connector

Prisma + SQLite

Database

PM2 + VPS

French Hosting

JWT + OAuth2

Authentication

Turbo Monorepo

Architecture

Ready to connect your sources?

Create your free account and set up your first connector in under 5 minutes.

ITatScale — CRM, Devis et Automatisation IA pour indépendants