AI in CRM & ERP
AI in CRM & ERP Integration
We add AI to your CRM and ERP so routine work happens faster: scoring leads, drafting follow-up emails, summarising calls, forecasting sales and stock, and entering data from documents. We work with Salesforce, HubSpot, Zoho, Dynamics 365, Odoo, ERPNext and SAP Business One.
CRM and ERP systems hold your most valuable data, but much of it is entered and read by hand. AI can do much of that work, with your team approving changes.
What we offer
- Sales assistanceLead scoring, research and drafted follow-ups.
- Call and meeting summariesSaved straight to the right record.
- ForecastingSales, demand and stock predictions.
- Document entryPurchase orders and invoices read into the ERP.
- Natural-language reportsAsk questions of your data in plain English.
Common use cases
- HubSpot or Salesforce sales teams
- Odoo or ERPNext inventory planning
- Zoho CRM data clean-up
- SAP Business One invoice processing
Technology
- Salesforce
- HubSpot
- Zoho
- Dynamics 365
- Odoo
- ERPNext
- SAP Business One
- OpenAI / Claude / Gemini
Business benefits
- Less manual data entryAI reads emails, documents and calls and updates records for you
- Smarter saleslead scoring, next-best actions and automatic follow-up drafts
- Faster finance and operationsinvoice capture, reconciliation and demand forecasts
- Better reportingask questions about your CRM or ERP data in plain language
Why work with Webtech Evolution
- 10+ years of delivery272+ projects for 118+ clients in 12+ countries since 2014.
- One team, end to enddesign, front end, back end, mobile, QA and DevOps under one roof, so nothing gets lost between vendors.
- Clear estimatesa written scope, timeline and price before work starts, and demos throughout the build.
- You own everythingcode, designs and documentation are handed over in full and covered by an NDA.
- Working hours that overlap with yoursMonday to Friday, 10:00–19:00 IST, with extended hours available for clients in the USA, Canada and New Zealand.
See it in action
How we deliver
Discovery
agree the goal, users, data and how success will be measured.
Prototype
a working version on real examples within the first weeks.
Build and integrate
connect to your systems, add security, testing and monitoring.
Pilot
launch to a small group, measure results and improve.
Scale and support
roll out widely, with ongoing monitoring and updates.
Need people rather than a project? Hire AI developers.
Frequently asked questions
Many offer built-in AI features. We help you use them well and build custom AI where your process needs more.
We follow your CRM's security model, limit data sent to AI services, and use providers with business data-protection terms.
Yes. AI can find duplicates, fill missing fields and standardise records, with review before changes are saved.
Salesforce, HubSpot, Zoho, Microsoft Dynamics 365, Odoo, ERPNext, SAP Business One and custom systems with an API.
Yes. We use enterprise AI services that do not train on your data, restrict access by role and log every AI action.
No. AI features are added to your existing system through its APIs.
Let's Talk!
Have a question about AI in CRM & ERP? Send us a message and our team will reply with next steps.
- Reply within a few hours (Mon–Fri)
- NDA available
- You own the code
Prefer to talk? Call +91-9601965456WhatsApp ushello@webtech-evolution.com
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