CRM Integration
AI That Knows Your Customers
An AI tool that cannot see your CRM is guessing. We connect it to the system you already use, so it reads the record before it answers and writes back what it learned.
The Problem
Your AI Tool Doesn’t Know What’s In Your CRM
Most AI is bought as a separate thing and stays separate, so your team ends up moving its output around by hand.
Copy And Paste Workflows
Your team copies outputs from AI tools into your CRM, your email and your documents. The AI saves ten minutes and the copying gives five of them back.
It Answers Without The Record
A customer asks about their order and the AI has no idea who they are. It cannot answer the one question that mattered.
Nothing Gets Written Back
A conversation happens, something is learned, and none of it reaches the record. The next person starts from nothing.
No Connector Exists
Plenty of CRMs have no off-the-shelf AI connector at all, so the project stops at the point it would have started being useful.
What We Build
AI Wired Into The System You Already Run
Reading the record before it answers, writing back when something changes, and built against your CRM rather than a generic one.
Reads The Record First
Who they are, what they bought, what was said last time. The answer is about them rather than about your products in general.
Writes Back Automatically
Enquiries, notes, outcomes and next steps land on the record as they happen, so nobody is retyping a conversation afterwards.
Custom API Where None Exists
When an off-the-shelf connector is not there we build the integration — connecting any AI service to any system you use.
Two Way, Not One
Your CRM stays the master record. The AI reads from it and writes to it, rather than becoming a second place the truth lives.
Sage 50 Included
Sage 50 integration is something we do across the business, so accounts data can be part of the same flow rather than a separate job.
Scoped Access
It sees the fields it needs and nothing else. Access is set per field, so a chatbot answering delivery questions cannot read a credit limit.
Our Process
How We Connect AI To Your CRM
- 01
Discovery
We look at the CRM you actually run, what is in it and which fields matter to the questions people ask.
- 02
Build The Connection
Off-the-shelf where a good connector exists, custom API where it does not. Either way it is built against your instance, not a demo one.
- 03
Test On Real Records
We run it against real data in a safe copy and check what it reads and what it writes before anything touches your live system.
- 04
Launch & Monitor
It goes live, you see every read and write it makes, and we tune the scope once you have watched it work for a fortnight.
"crm": "your instance",
"reads": ["contacts","orders"],
"writes_back": true,
"field_scope": "limited",
"sage_50": true
}
Our Work
Recent Responsive Projects
Common Questions
Common Questions About CRM Integration
Let's Build Something
That Actually Works.
Book a free consultation. We will review your current setup, identify quick wins, and give you a clear proposal with fixed pricing. No obligation.