The business runs across a generic CRM, accounting software, chat, spreadsheets, and staff memory. Information is duplicated and workflows do not match how the team actually works.
06 / AI CRM & ERP
AI CRM & ERP Platforms
Replace disconnected spreadsheets and generic software with one operating platform built around the business.
Build custom AI CRM and ERP platforms for customer, project, communication, finance, field, and operational workflows.
We model the real operating system: users, roles, records, states, approvals, integrations, reports, and AI assistance. The platform owns the workflow without becoming a black box.
What the build includes
A complete production workflow.
CRM and ERP foundation
Customers, leads, projects, jobs, finance, documents, tasks, communication, and role-aware records.
Operational workflows
Pipelines, approvals, assignments, service delivery, billing handoff, exceptions, and scheduled work.
AI assistance
Summaries, classification, next-action suggestions, document processing, search, and controlled agent workflows.
Admin and reporting
Configuration, permissions, audit history, dashboards, exports, integrations, and support tooling.
Technology and fit
Built with the right tools, not every tool.
The exact stack follows the workflow, security requirements, existing systems, and deployment environment.
Technologies
Next.jsReactNode.jsFastAPIPostgreSQLSupabaseRedisStripeAWSGoogle Cloud
Industries
Service businessesConstructionHealthcareFinance operationsSales teamsMulti-company groups
Expected outcomes
- →One operational record
- →Less duplicate entry
- →Workflows that fit the team
- →Role-based visibility
- →AI inside daily operations
Related work
Proof behind the service.
Closeum
$99.5K+ tracked revenue with an 88.9% net conversion rate
An AI-native sales CRM connecting recorded calls, follow-up, pipelines, performance reporting, payment links, and accounting in one bilingual platform.
Connexions Voice AI CRM
28+ admissions leads and 150+ call records in one CRM
A healthcare admissions CRM connecting public intake, voice AI, lead tracking, appointments, communication history, and staff review.
Social Playbook
14,200+ posts analyzed across five social platforms
An AI SaaS product that turns competitor activity and business context into benchmarks, strategy, weekly insights, and a usable content calendar.
Common questions
Before we scope it.
When should a company build a custom CRM or ERP?
When core workflows repeatedly break around generic software, integrations cannot solve the mismatch, and the cost of manual work or poor visibility justifies owning the platform.
Can you integrate our accounting, email, phone, and payment tools?
Yes, where suitable APIs or approved integration methods exist. We define which system owns each record before connecting them.
Can one platform support multiple companies or departments?
Yes. We can design tenant, company, group, department, and role boundaries with controlled cross-company reporting.
Next step
Discuss this system ↗Start with one useful release.
Show us the current process. We will recommend the first build, integrations, price range, and what should wait.