CRM and ERP Automation
An AI layer on top of the CRM and ERP you already run.
Most companies do not need another system. They need the systems they already pay for to stop demanding manual work. We add an AI layer on top of your existing CRM and ERP that reads documents, moves data between systems, prepares reports and flags what needs a human decision. Your ERP stays where it is, with its vendor and its support contract. We do not touch its database and we do not replace it. If you are looking for someone to build you a full ERP from scratch, we are not that company, and we will tell you so in the first call.
Who is this for?
- Finance teams closing the month by copying numbers between systems
- Sales teams retyping data from e-mail into the CRM
- Companies running an older ERP with no usable API
- Anyone whose truth is split between two systems
Invoice and document processing
Reads incoming invoices, delivery notes and orders in any format and writes them into your system.
- PDF, scans and e-mail
- Validation against the order
- Exceptions go to a human
- Writes into your ERP
Month-end close
Collects the data, reconciles what does not match and prepares the report.
- Data from several systems
- Reconciliation and checks
- Report on a schedule
- Audit trail
CRM without retyping
Data from e-mail, forms and calls lands in the CRM without anyone copying it.
- E-mail to CRM record
- Lead enrichment
- Deduplication
- Follow-up reminders
Systems with no API
For older software we use RPA or an intermediate layer instead of an integration.
- RPA for legacy systems
- Scheduled exports and imports
- Intermediate database
- Monitoring
Ready to get started?
Book a free consultation and find out how we can help your business.
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