What this covers
AI help inside your existing CRM or ERP, using its official APIs, with checks and approval before anything is saved.
Tools
CRM APIs, ERP APIs, Webhooks, Structured outputs. The exact stack depends on what you already use.
Where it helps
- Drafting an account summary for review
- Suggesting a category before a request is routed
- Preparing a follow-up from account details the user can see
We agree what “done” means before work starts.
What you get
- An AI helper inside your CRM or ERP, using its official API
- Approval and checks before anything is saved
- Source code, setup notes and an agreed definition of done
The final list depends on the agreed scope. The estimate and schedule follow from it.
Data and security
We check account and record permissions, provider access, audit trails, duplicate updates and who approves changes. The AI never gets open access to the database.
How I work on it
Check API access, map who owns which records, prototype drafts, confirm users can’t see other accounts’ data, then pilot approved updates.
What helps me get started
- A short description of the process and who uses it.
- Sample data, any API documents, and what access is available.
- How much it will be used, who reviews the work, and your release priorities.
A short outline is enough for a first call. Please send sample data, not real records or passwords.
Related services
Read the planning guideQuestions
Can you integrate with any CRM or ERP?
It depends on its API, licence and your access. I read the documentation before committing to an integration.
How do you price the work?
I look at the workflow, the systems involved, the access needed and what “done” means, then send an estimate. If there are big unknowns, we start with a short discovery or a prototype.