AI CRM & ERP integration
Bring customer records, orders, and follow-ups into one workflow.
Connect scattered customer and operational data. Use a web or LINE entry point to find source records, organize follow-ups, and hand work to the owner.
- For
- Sales teams working across existing business systems and spreadsheets.
- Delivery
- Integration scoped to your systems
What you receive
- Customer and order queries linked to sources
- Follow-up lists and assigned tasks
- Role permissions and change records
How this solution works
Illustrative workflow; your samples are reviewed before rollout.
- 01
Connect existing data
Confirm sources and read permissions for customer, order, and interaction records.
- 02
Organize next actions
Query records, organize lists, and create tasks using approved rules.
- 03
Review and record
Approve significant changes, verify results, and retain the action record.
The designated owner approves sales decisions, customer commitments, and significant record changes.
Confirm together before starting
Scope & acceptance
Integration scope follows a review of available interfaces, fields, and authorization.
Access & follow-up
Marketing, bonus, and finance modules require separate rules and acceptance criteria.