Sales inbox
Inbound enquiries classified, enriched from public data, scored and routed to the right rep with a drafted reply.
The useful version of AI is not a separate chat window. It is the CRM note that writes itself after a call, the ERP that flags a suspicious invoice, the WhatsApp reply drafted before the sales rep opens the thread. That requires integration work done carefully.
Point solutions add another login and another silo. Integrations built quickly break on rate limits, fire webhooks twice, or leak data the model should never have seen.
Inbound enquiries classified, enriched from public data, scored and routed to the right rep with a drafted reply.
Customer messages answered from a knowledge base, with order lookups via the ERP and escalation to a person when confidence drops.
A weekly narrative report drafted from the ERP's numbers and sent for approval before it reaches management.
HubSpot, Zoho, Salesforce, Tally, Zoho Books, WhatsApp Business API, Gmail and Outlook, Google Sheets, Razorpay and several custom ERPs. If a system has an API or an export, it can usually be connected.
Scoped credentials, minimum data per call, identifiers masked before they reach a model, business-tier APIs with no training on inputs, and full logging of what was sent where.
A 30-minute demo on your own use case: what we would build, how long it would take with AI in the loop, and what it would cost. No deck, no obligation.