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Ulixe: revolutionising CRM with Pluto’s Artificial Intelligence

In today’s system integration landscape, business growth brings a complex challenge: how can processes, tools and people be aligned when different organisations merge?

This is the challenge that Ulixe, a long-established technology company founded in Turin in 2001 and now a major player on the national stage, has faced during its recent expansion. To overcome this challenge, the company decided to partner with Cloudia Research for Microsoft Dynamics 365 Sales, powered by Pluto, our LLM-based artificial intelligence tool.

We met with them in December 2025 to find out how AI is actually transforming day-to-day operations.

The challenge: process growth and harmonisation

In 2024, Ulixe’s integration into a larger corporate group marked a turning point. Merging multiple companies requires the integration of different sales models, service delivery methods and after-sales management systems.

The aim was clear: to eliminate fragmentation. Ulixe needed a shared workflow and standardised digital processes to manage the entire customer lifecycle. The logical and strategic starting point for this transformation was at the heart of daily activities: sales.

The solution: a unified ecosystem with Dynamics 365

To centralise information and streamline operations, Ulixe has implemented Microsoft Dynamics 365 Sales with our consultancy support.

The implementation of CRM is just the first step in an ambitious technology roadmap. Ulixe’s next objectives are aimed at full integration:

  • Direct integration between the CRM and proprietary project management software. When a deal is won, the data is automatically sent to the development and delivery teams.
  • The circle is complete with integration into SAP administrative systems.
  • The ultimate aim is to create a single process that prevents information from being scattered, enabling people to find everything they need within a single ecosystem.

The ‘Game Changer’: Pluto’s Artificial Intelligence

Implementing new software is only half the battle; the real challenge lies in getting users to adopt it. Within a well-structured organisation, professionals of vastly different ages, backgrounds and approaches to technology work side by side.

This is where Pluto comes in – the AI application developed by Cloudia Research that interfaces directly with the CRM.

Pluto acts as a bridge between the user and the complexity of the data, enabling users to query the CRM, gain sales insights and manage operations through a natural, simplified, AI-guided interface.

“With Pluto, we can provide a frictionless user experience. By flattening the adoption curve and making it easier to implement new processes, we ensure that the CRM is intuitive and accessible to everyone.”

Beyond the buzzword: practical, business-oriented AI

The philosophy shared between Ulixe and Cloudia Research is an extremely pragmatic approach to Artificial Intelligence. AI should not just be a marketing slogan, but a tool for addressing real-world needs.

Ulixe is applying this principle not only internally, but also in the system integration services it offers to its corporate clients:

  • Using AI to support senior staff in code generation and during the quality assurance and testing phases.
  • Implementation of AI solutions for the large-scale management of corporate client documents, regulatory compliance checks in complex banking environments, and the automatic documentation of legacy source code.

The winning approach today is not to promote ‘Artificial Intelligence’ in the abstract, but to identify a specific business need and develop the most appropriate use case to address it.

The future: Cloudia Brain

Ulixe’s experience shows that Artificial Intelligence is now at the heart of modern information systems. At Cloudia Research, we have channelled this vision into Cloudia Brain, our proprietary platform that brings together all our AI tools (including Pluto), designed to integrate with business systems and support business growth.

The partnership between Cloudia Research and Ulixe demonstrates that by combining solid expertise in systems integration with cutting-edge AI technologies, it is possible to transform business complexity into pure operational efficiency.