Custom CRM/ERP with AI workflow automation built in
Generic CRMs and ERPs force your business into their shape. We build operational systems shaped around how you actually work — with AI automation, demand forecasting, and a single source of truth for your data, at offshore economics.
In short
AI Plus Agentic develops custom CRM and ERP systems with embedded AI — automated workflows, ML-based inventory forecasting, and centralized data hubs. Builds start around $15,000 and typically replace $50-200/user/month SaaS stacks.
What's included in Custom CRM/ERP
Workflow Automation
Sales, operations, and approval workflows that run themselves inside your CRM/ERP.
- Lead routing, follow-up sequences, and SLA escalations
- AI-drafted quotes, emails, and next-best-action suggestions
- Cross-system automation between CRM, accounting, and support
Inventory Forecasting
ML demand forecasting that cuts stockouts and dead inventory.
- Demand prediction from sales history, seasonality, and promotions
- Reorder-point automation and supplier lead-time modeling
- Multi-warehouse and multi-channel (Shopify, Amazon, B2B) support
Data Hubs
One clean, queryable source of truth across every tool you run.
- ETL pipelines unifying CRM, ERP, e-commerce, and marketing data
- Warehouse setup on Postgres, BigQuery, or Snowflake
- AI-powered natural-language reporting for non-technical teams
Frequently asked questions
Why build a custom CRM instead of using Salesforce or HubSpot?
Custom makes sense when per-seat SaaS costs exceed roughly $2,000/month, when your process doesn't fit standard pipelines, or when you need AI features vendors don't offer. You own the system outright with no per-user fees.
How accurate is AI inventory forecasting?
Typical deployments reach 80-95% forecast accuracy at SKU level depending on data history, which usually translates to 20-40% less working capital tied up in stock and materially fewer stockouts.
Can you migrate our data from existing systems?
Yes. Every CRM/ERP project includes a migration phase — extraction, cleaning, deduplication, and validated import from spreadsheets, legacy databases, or SaaS exports.
Start with a free scoping call
Tell us what you're trying to automate or build — we'll respond within one business day. Or email hello@aiplusagentic.ai.
Book Consultation