Practical, right-sized agents, automations and integrations for small and mid-sized businesses. No platform migrations, no six-month roadmaps — working solutions on your live data.
Every engagement is scoped to a specific problem and delivered as a working tool, not a slide deck.
Agents that read, reason and act on your ERP and CRM data — answering questions, drafting follow-ups, flagging exceptions.
Close tasks, approvals, collections, lead routing and hand-offs between systems, run automatically with a human in the loop where it matters.
Lead-to-ledger connectivity: quotes, orders, customers and invoices flowing cleanly between front office and back office.
Dashboards and natural-language reporting over live financial and pipeline data, built for the questions your team actually asks.
The one-off tool nobody sells: a calculator, a reconciliation helper, a document extractor. Scoped in days, shipped in weeks.
Where AI fits in your finance and sales operations, what to build first, and what to leave alone. Straight answers from someone who has run the systems.
Deep experience across the ERP and CRM platforms small and mid-sized businesses run on.
Short, scoped and outcome-driven. Most projects go from first call to working software in weeks.
Walk through the process, the systems and the pain. Leave with a clear yes, no, or "here's what it would take."
A fixed scope with a fixed price and a delivery date. No open-ended retainers unless you want one.
Working versions early and often, tested against your real data, adjusted with your team's feedback.
Documented, deployed and yours. Ongoing support available if you want it, never required.
Built by a practitioner, not a pitch deck.
erpcrm.ai is founded on more than 30 years of designing, implementing and integrating ERP and CRM systems — as solutions architects, developers and pre-sales engineers across SaaS startups, consulting firms and enterprise software companies.
We bring that background to AI: building solutions that respect how finance and sales teams actually work, and that live inside the systems of record rather than beside them.
Describe it in a few sentences. You'll get a straight answer on whether AI is the right tool and what it would take.
sales@erpcrm.ai