AI integration into CRM and ERP
We bring AI right into the systems your team already uses: CRM, ERP, email and documents. We build assistants that understand your business context, score your leads, summarize conversations and suggest the next best action, without taking people out of the process.
What's included
- Connection to your existing CRM, ERP, email and document store
- An AI assistant that answers from your real data
- Automatic lead scoring and prioritization
- Summaries of conversations, calls and long threads
- Next-best-action suggestions for your sales team
- Access control, confidentiality and a usage audit log
Benefits
Context at hand
Your team instantly sees history, summary and next steps without hunting across dozens of screens.
Prioritized leads
AI scoring surfaces the opportunities with the highest chance of converting.
No new system
The AI lives inside your current CRM and ERP; we don't force you to migrate to another platform.
Frequently asked questions
Does it work with the CRM I already have?
Yes, we integrate via API or connectors with common platforms (for example HubSpot, Salesforce, Pipedrive) or with your in-house system.
Does my data stay private?
Yes. We work with controlled access, isolate your data, and can use privately hosted models where needed. We sign an NDA.
Can the AI get the scoring wrong?
It can, which is why the score is transparent and explained. Your team sees the reasoning and can correct it, and the system learns from feedback.