ERP Copilot
Ask “Which orders are late this week and why?” and get an answer from live ERP data, with links back to the records.
Generative AI for ERP & CRM Modernization
Put an AI copilot on the systems you already run, without replacing them
Your ERP and CRM hold years of orders, customers, stock and finance data, but getting answers out of them still means screens, exports and report requests. We add generative AI on top: copilots that answer questions in plain English, draft the routine paperwork and automate the busywork, while respecting the permissions your systems already have.
The problem
Your ERP Has the Answers. Getting Them Out Is the Hard Part.
Most ERP and CRM systems were built for recording transactions, not for answering questions. A sales manager who wants to know which customers are ordering less this quarter has to ask someone to build a report. A new buyer takes months to learn which screens matter.
Replacing the whole system is expensive and risky. Generative AI offers a better first step: a layer on top of the software you already trust, which understands the question, finds the data and explains the answer.
What we hear from ERP users
- 1
“Only two people know how to get that report”
Knowledge sits with a few power users instead of the whole team.
- 2
“We spend hours re-typing documents”
Orders, invoices and delivery notes are still keyed in by hand.
- 3
“Nobody wants to touch the customisations”
Years of changes make the system hard to improve or replace.
What we build
What Generative AI Adds to Your ERP and CRM
Each of these works on top of your current system. We usually start with one, prove its value with a single team, then add the next.
Plain-English Reporting
Managers describe the report they need and get a table or chart in seconds, instead of waiting in the report queue.
Document-to-ERP Entry
Purchase orders, invoices and delivery notes read automatically and entered as drafts for a person to approve.
Learn moreCRM Sales Assistant
Call and meeting summaries, next steps and follow-up emails drafted and saved to the right account automatically.
Forecasting & Alerts
Demand, stock and cash-flow forecasts, plus a heads-up in plain language when something unusual shows up in the numbers.
Learn moreProcurement & Inventory Assistant
Suggests reorder quantities, compares supplier quotes and drafts purchase orders from your stock and sales history.
Customer Self-Service on ERP Data
A chatbot that tells customers where their order is, what they owe or when stock is due, straight from the ERP.
Learn moreAgentic Workflows Across Systems
AI agents that carry a task from CRM to ERP and back, such as turning a won deal into a sales order and a project.
Learn moreSystems
ERP and CRM Systems We Work With
If your system has an API, a database we can read safely or even scheduled exports, we can build an AI layer on top of it, including older and in-house systems.
- SAP S/4HANA & Business One
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Tally
- Zoho
- Salesforce
- HubSpot
- Cetec ERP
- Custom & in-house ERPs
- Legacy SQL Server & Oracle databases
Our approach
Modernize Your ERP Step by Step, Not All at Once
We don't ask you to replace your ERP. We connect to it through its API or a secure integration layer, start with read-only access, and let the AI earn trust before it is allowed to change anything.
Over time the same layer can take over screens and modules that no longer fit, so modernization happens gradually, with the business running normally throughout.
A typical path
- Read-only copilot that answers questions from ERP and CRM data
- AI-assisted data entry, with a person approving every draft
- Automated workflows for routine, well-understood tasks
- New screens or modules where the old ones hold the team back
Process
How We Add Generative AI to Your ERP
- 1
System & Data Review
We look at your ERP and CRM, how data is structured, which APIs exist and where people lose the most time.
- 2
Choose the First Use Case
One valuable, low-risk task, such as a sales copilot or invoice entry, with clear measures of success.
- 3
Build a Secure AI Layer
We connect the AI to your systems with the same user roles and permissions, so nobody sees data they shouldn't.
- 4
Pilot With One Team
Real users try it on real work. We measure time saved and accuracy, and fix what gets in their way.
- 5
Roll Out & Extend
We launch to more teams, monitor usage and cost, and add the next use case on the same foundation.
Industries
Generative AI in ERP Across Industries
Manufacturing
Production planning questions, material shortages and supplier follow-ups answered from live ERP data.
Distribution & Wholesale
Order entry from emails and PDFs, stock availability answers and reorder suggestions.
Retail & E-commerce
Unified view of orders, returns and stock across channels, with customer self-service.
Logistics
Shipment status, delivery exceptions and billing checks without digging through screens.
Professional Services
Project margins, timesheet gaps and invoice drafts pulled together from ERP and CRM.
Healthcare & Pharma
Inventory, batch and expiry tracking questions, with strict access control on sensitive data.
Curious What Your ERP Could Answer in Plain English?
Tell us which system you use and one question your team struggles to answer today. We'll show you what an AI copilot could do with it.
Built safely
Your Data Stays Under Your Control
ERP and CRM data is some of the most sensitive information a business has. Security is designed in from the first day, not added at the end.
Same Permissions as Your ERP
The AI sees only what the signed-in user is allowed to see in the ERP or CRM.
Read-Only by Default
Nothing is changed in your system until you choose to allow it, and then with approvals.
Private Deployment Options
Run in your own cloud, with AI providers that don't train on your data, or with open-source models.
Full Audit Trail
Every question, answer and action is logged, so you always know what the AI did and for whom.
An ERP Partner Since 2009
- Happy clients across the globe
- 275+
- Projects delivered
- 680+
- Building software since
- 2009
Why Infilon
Why Choose Infilon for AI in ERP and CRM?
Adding AI to an ERP is mostly an integration job: understanding the data model, respecting permissions and not breaking the processes the business depends on. That is work we have done for years as an ERP software development company.
We combine that ERP experience with hands-on generative AI engineering, so you get one team that understands both the system and the model.
- 1
ERP Experience
We build and integrate ERP software, including custom ERPs and Cetec ERP.
- 2
Model-Neutral
GPT, Claude, Gemini or open-source models, chosen by testing on your data.
- 3
Practical First Steps
We start with one use case and measurable results, not a long transformation plan.
FAQ
Generative AI for ERP & CRM FAQs
How is generative AI used in ERP systems?
The most common uses are copilots that answer questions from ERP data in plain English, reports generated from a description, automatic entry of orders and invoices from documents, forecasting with explanations, and assistants that draft purchase orders, quotes or customer replies for a person to approve.
Do we need to replace our ERP to use generative AI?
No. We add AI as a layer on top of your existing ERP and CRM, connected through APIs or a secure integration layer. Replacement only makes sense for specific modules that no longer fit, and even then it can happen gradually.
Can you add AI to a legacy or custom-built ERP?
Yes. If the system has an API, a database we can read safely or scheduled exports, we can build an AI layer on top of it. For older systems we often start with a read-only copilot, which needs the least change to the ERP itself.
Will the AI show users data they aren't allowed to see?
No. The AI works with the signed-in user's own ERP or CRM permissions, so it can only see and answer from the data that person could already access. Every request is logged for audit.
Which ERP and CRM systems do you support?
We work with systems such as SAP, Oracle NetSuite, Microsoft Dynamics 365, Odoo, Tally, Zoho, Salesforce, HubSpot and Cetec ERP, as well as custom and in-house ERPs.
How accurate are the AI's answers from ERP data?
The AI doesn't guess numbers. It runs real queries against your ERP data and explains the results, showing which records it used. We test it against questions your team already knows the answers to before it goes live.
How long does it take to add an AI copilot to our ERP?
A focused read-only copilot for one team can typically be piloted within a few weeks, depending on how easy the system is to connect to. Automation and write-back to the ERP take longer because of approvals and testing.
What does it cost?
It depends on the system, the number of use cases and whether the AI only reads data or also makes changes. We start with a short review of your ERP and give you a fixed-scope estimate for the first use case.
Ready to Make Your ERP Easier to Use?
Tell us which ERP or CRM you run and where your team loses the most time. We'll suggest a first AI use case and what it would take.
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