1 entry
Per data point
Information is entered once and propagates to the other systems, in the right format.
AI MODULE 04
CRM / ERP automation
Your tools finally talk to each other, without anyone retyping the same data three times.
We wire AI inside the tools you already use — Salesforce, HubSpot, Dynamics, Odoo or your in-house system. Emails become records, records qualify themselves, follow-ups go out at the right moment. You do not change tools: you stop feeding them by hand.
Who it is for
- Sales teams copying emails into the CRM instead of selling
- Companies whose CRM is full of empty records because filling it takes too long
- Organisations running a CRM and an ERP that completely ignore each other
- SMBs where follow-ups depend on one person’s memory
What you live with today
- The same address is keyed into the CRM, the ERP and a parallel spreadsheet
- Your reports are wrong because half the fields are never filled in
- A quote accepted by email takes three days to become an order in the system
- Your reps spend an hour a day on administrative work
What it gets you
Prioritised
Pipeline
Every opportunity gets a score based on your past won deals, not on a hunch.
Reversible
Automation
Every automatic action is logged and undoable. You can switch off one flow without breaking the others.
What is included
- A map of the real flows: who enters what, where, and how many times
- Connectors to your CRM and ERP through their official APIs
- Automatic extraction from inbound emails into the right fields
- Opportunity scoring trained on your own sales history
- Follow-up and alert rules triggered by events, not by a calendar
- A full audit log and a per-flow emergency stop
How it runs
01
Mapping the flows
1 to 2 weeksWe follow one record from first contact to invoice to find the re-entries and the breaks.
02
First flow in production
2 to 3 weeksWe automate a single flow, picked for its effort-to-gain ratio. It serves as proof before investing further.
03
Progressive extension
4 to 8 weeksAdding the next flows one at a time, checking that data stays consistent across systems.
04
Monitoring
OngoingAlerts on sync failures, review of rejected cases and rule adjustments over the months.
Indicative timelines. They depend mostly on the quality of your tools’ APIs and the state of your existing data.
The questions you are asking
Do we have to change CRM or ERP?
No — that is exactly the point of this module: automating what you already have. If instead you need a custom tool built because no off-the-shelf software fits, our /services/dev/crm-erp-sur-mesure page covers that case.
What if our software has no API?
We check that during scoping, before any commitment. Without an API there is often file import or direct database access, but we will tell you plainly if it is not worth the effort.
Can the AI change data without us knowing?
Every automatic write is traced with its source and timestamp. Risky actions — deletion, amount changes, closing a deal — go through a human approval step that you configure.
Does our sales data leave the company?
Sensitive processing can run on your own infrastructure. When an external service is used, we document exactly which data transits, and privacy-law compliance is part of the scoping.
Your tools already exist. Make them work together.
We map your real flows, then automate the one that saves you the most time first.
The other AI modules