The bottleneck
CRM and ERP each know part of the story, but the real customer contact runs alongside them through telephony, email, WhatsApp and calendar. This morning's call sits only on someone's phone, an email about a change is buried in a personal inbox, a WhatsApp with a delivery date never reaches the right project. Nobody has the full picture, and whoever ends up on the phone with the client usually lacks the context. Duplicate data entry and knowledge silos are the result.
How the platform solves it
- All channels logged automatically: every email, phone call, WhatsApp and meeting lands on the right contact, project and deal. Nobody has to type anything up afterwards.
- CRM and ERP kept in sync: a new deal updates your ERP, a changed address flows both ways. No duplicate records, no versions drifting apart.
- Documents that check themselves: invoices, contracts and purchase orders are checked against your own records, deviations get flagged, matching documents flow through on their own.
- Photos and attachments in their place: a photo via WhatsApp is recognised, tagged and filed in the right project folder, ready for reports, invoicing and audits.
The real 360° view for your whole team
The result is what every business really needs: one timeline per customer, per quote and per project, where phone calls, emails, WhatsApp messages, meetings, deals, invoices and documents come together. Sales knows what was discussed before they call. Project managers see what the client still expects. Finance sees which invoice belongs to which project. Nobody has to ask "can someone put me in cc?" again.
On top of this foundation our other AI applications run: an internal AI assistant that answers questions from that 360° view, and an AI customer service that uses it to talk with your clients.
An integration, not yet another island
The difference between a real integration and yet another tool is that an integration lets your existing systems do what they are good at and lets the information flow between them on its own. You don't replace anything, you connect. Whether you run a popular CRM like HubSpot and an accounting package like Exact Online, or your own ERP: the integration layer translates between them, in the right direction, at the right moment. In a technical wholesaler that meant, for example, that supplier invoices via Peppol land automatically in the accounting package and are checked against the purchase order, without anyone booking them manually anymore. How to approach an integration between ERP and CRM is covered in our ultimate guide to integrating your ERP with a CRM.
Systems involved
- Telephony, email, WhatsApp and calendar as sources logged automatically
- Your CRM (for example HubSpot) and your ERP or accounting package (for example Exact Online)
- An integration layer that translates and stays in sync in both directions
- Document checks against your own records (invoices, contracts)
- Peppol for incoming supplier invoices, where applicable
What it delivers
- One 360° timeline per customer, quote and project that your whole team works from
- Always up-to-date systems, without duplicate data entry
- No more knowledge silos and no more "has this been passed on?" questions
- Compliant by default, with fewer manual checks
- Your people work in the tools they know, the integration does the rest
Related services
- Connect: the integrations that keep your CRM, ERP, channels and systems in sync.
- Apps on demand: the logic and screens that run on top of the integration.
