AI inside the CRM and ERP your teams already use every day.
We add forecasting, summarisation, next best action, and agentic automation to Salesforce and Plex ERP, so adoption comes for free and the data stays where it belongs.
Standalone AI tools fail on adoption. The same capability inside Salesforce or your ERP gets used, because it appears in the record the user already has open.
We combine platform native capability such as Einstein and Agentforce with custom models where the platform stops short, and integrate both through governed APIs.
Because we implement these platforms ourselves, the AI layer respects your objects, sharing rules, approval processes, and reporting rather than working around them.
What we deliver
AI for Salesforce and ERP capabilities.
Sales and pipeline intelligence
Lead scoring, forecast quality, churn risk, and next best action surfaced on the record.
Service copilots
Case summarisation, suggested replies, and knowledge retrieval for support and field teams.
Quote and order automation
AI assisted configuration, pricing checks, and order validation across CPQ and ERP.
Demand and inventory forecasting
Models trained on ERP history to sharpen planning, replenishment, and production scheduling.
Agentforce and Einstein enablement
Configure, extend, and govern native Salesforce AI features so they fit your process.
Secure integration
Governed connections between platform data, model providers, and your data platform.
How we work
A short path from idea to production value.
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01
Assess the platform
Review objects, data quality, and process to find where AI genuinely shortens a workflow.
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02
Prototype in a sandbox
Build against real anonymised data so users judge the value, not a mock up.
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03
Integrate
Ship inside the CRM or ERP interface, respecting sharing rules, approvals, and audit.
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04
Adopt and tune
Train users, track usage, and retune models against outcomes rather than accuracy alone.
Business outcomes
What changes for your business.
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Higher adoption
Users get AI where they already work, so nothing new has to be rolled out or policed.
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Cleaner pipeline and planning
Forecasts improve because models read the full history rather than a spreadsheet extract.
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Less manual admin
Summaries, updates, and follow ups draft themselves and wait for a quick human check.
FAQ
Questions we are asked most.
Do we need Einstein licences?
Not always. Some outcomes are best served by native features, others by custom models integrated through the API. We compare cost and fit before recommending.
Will AI features respect our sharing rules?
Yes. Access follows the platform permission model, and any external model call is scoped to what the user is entitled to see.
Can you do the same for Plex ERP?
Yes. We build Plex integrations regularly, so forecasting and automation can read and write through supported interfaces.
How quickly can we see value?
A focused prototype inside a sandbox typically takes four to six weeks, with a production rollout following once users confirm the value.
How the work runs
A delivery rhythm you can plan around.
Discover
Workshops to map processes, systems and the outcome you are measured on.
Design
Solution blueprint, data model and delivery plan agreed before we build.
Build
Two week sprints with working software and a demo at the end of each one.
Launch
Migration, UAT, enablement and a cutover plan your teams can rehearse.
Support
Managed support, enhancements and quarterly roadmap reviews.
More AI services.
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Find the AI opportunities worth funding, size the value, and get a costed roadmap your board can approve.
ExploreGenerative AI and LLM Applications
Assistants, copilots, and document intelligence built on your own knowledge, with grounding, evaluation, and guardrails.
ExploreAI Agents and Intelligent Automation
Agents that take real actions across your systems, with approvals, audit trails, and safe fallbacks.
ExploreReady to put AI to work on a real business problem?
Bring us one process, one dataset, or one question. We will tell you honestly whether AI is the right answer and what it would take to build.