CRM & ERP Automation
Keep CRM, ERP and accounting in step, with AI doing data entry, scoring and follow-ups.
CRM & ERP
Salesforce automation & AI integration
AI and automation for Salesforce: lead capture, scoring and assignment, quote-to-cash automation.
What we automate on Salesforce
We connect Salesforce to the rest of your business and add AI where it removes manual work: reading, answering, updating records and reporting. Every build includes guardrails and human approval for high-risk actions.
Common workflows
- Lead capture, scoring and assignment
- Quote-to-cash automation
- Invoice and bill processing with AI
- Two-way sync between CRM, ERP and accounting
Connect Salesforce with
Part of
FAQ
Common questions
Are you an official Salesforce partner?
We integrate with and implement Salesforce for our clients. We are not presenting this as an official partnership.
Can you connect Salesforce to our other systems?
Yes. We connect it to your CRM, payments, inbox and reporting through official APIs and webhooks, and agree the scope in your proposal.
Which package fits this?
It fits in our Launch, Scale, Transform and Custom packages. The discovery call confirms which one suits your scope.
Tell us what you want to change
Ready to rework your business for AI?
Book a discovery call, or start with the free AI readiness assessment.