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Smart ERP and CRM with AI agents

Higher efficiency and better customer service, with one system for sales, customers, inventory and finance, and agents that take repetitive work off your team.

Common problems

Scattered data

Customers in one file, invoices in another program and stock levels in the storekeeper’s head; nobody sees the whole picture.

Forgotten follow-ups

The customer who was waiting for a call never got one, and bought from a competitor.

Manual reporting

Every management report means hours of merging spreadsheets, and by the time it is ready it is out of date.

Repetitive work

The team’s time goes on answering the same questions, copying data and typing it in twice.

The parts of the system

CRM

Customer relationship management

Every customer, call, quote and sales opportunity in one place, with each customer’s full history.

ERP

Enterprise resource planning

Sales, purchasing, inventory and finance are connected; an invoice also updates stock and accounts.

AI Agents

AI agents

They work on the same data: they answer, summarise, follow up and build reports, with controlled access.

AI agents in practice

A few examples of what agents do with ERP and CRM data:

Sales

The agent finds customers who have not been followed up for days, suggests the follow-up message and prepares a draft quote from past orders.

Customer support

Frequent questions on the website or in messaging apps are answered around the clock; real requests reach a person already sorted.

Inventory and purchasing

When stock of an item reaches its reorder point, an alert and a draft purchase request are ready.

Finance

Overdue invoices and customers in debt are reported every day, and payment reminders go out.

Management

A summary of sales, collections and open requests every morning, without anyone compiling a report.

Company knowledge

Staff ask an agent trained on the organisation’s own procedures and documents.

Plans

Each plan is tailored to the size and needs of your organisation; pricing is given in writing after the assessment meeting.

Starter

Starter plan

Small businesses that still keep customers and sales in spreadsheets or notebooks.

  • CRM set-up: customers, calls, sales opportunities
  • Automatic follow-up reminders
  • An agent that answers frequent customer questions
  • A simple sales dashboard
  • User training
Ask about the Starter plan
Enterprise

Enterprise plan

Organisations and factories with several branches, existing systems and a need for customisation.

  • Everything in Growth
  • Integration with existing systems, phone system and website
  • An internal agent trained on your own documents and know-how
  • Access control, with data kept on your own servers
  • Support and development contract
Ask about the Enterprise plan

Where we deliver ERP, CRM and AI agents

ERP and CRM roll-out, AI agent development and after-launch support on site across Mazandaran, Iran, and remotely for clients abroad. On-site cities include:

  • Sari
  • Babol
  • Amol
  • Qaem Shahr
  • Babolsar
  • Behshahr
  • Neka
  • Juybar
  • Fereydunkenar
  • Mahmudabad
  • Nur
  • Nowshahr
  • Chalus
  • Tonekabon
  • Ramsar

How the project runs

  1. AssessmentReview current processes and pick the tasks that take the most time.
  2. DesignChoose and design the system, the data structure and where agents fit.
  3. Data migrationBring customers, products and accounts over from spreadsheets and current software.
  4. Roll-out and trainingStep-by-step roll-out and training for each department.
  5. Support and improvementMonitoring, fixes, and new agents and reports over time.

Frequently asked questions

Will our data be shared with another company?

The system can be installed on your own servers, and the agents’ access to data is limited and controlled.

How do we move from spreadsheets and our current accounting software?

Customers, products and accounts are migrated, and during the transition the old and new systems are checked side by side.

Do we have to launch everything at once?

No. Usually we start with one part, for example CRM and sales follow-up, and add the rest step by step.

Do you work with clients outside Iran?

Yes. Assessment and design meetings, configuration, training and support can all be done remotely; on-site work is planned per project.

Will an AI agent replace an employee?

The goal is to remove repetitive work so the team has more time for customers and core work; important decisions stay with people.

To learn more about AI tools, read Claude, ChatGPT, Gemini, Grok and Codex compared and see AI agent development.

Where do we start?

In one assessment meeting we review your current processes and tell you which part will pay off first.