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AI agents on top of ERP and CRM
In short. Nexorion Tech's agents are artificial intelligence agents that work on top of the ERP and CRM the company already uses. They handle repetitive tasks, such as flagging stalled opportunities, contracts about to expire or late payments, and a person decides what goes ahead.
For companies that already have an ERP and a CRM and lose time looking things up, cross-checking and copying data by hand. We start from what the company already has, without forcing you to change systems, and with one or two agents, not all of them.
Agents on top of the CRM
Sales agent
- Identify the opportunities and leads with the most potential
- Flag stalled opportunities
- Suggest next actions and create follow-up tasks
Lead qualification
- Analyse new leads and research public information about the company
- Calculate a score for each lead
- Suggest the most suitable salesperson
Customer service
- Look up the customer's history and the progress of requests
- Answer questions about contracts and services
- Flag signs of dissatisfaction and pass them to the right team
Commercial proposals
- Prepare technical and commercial proposals from the ERP catalogue
- Support the calculation of costs, margins and prices
- Write the scope, assumptions and exclusions, for approval
Customer success
- Track satisfaction and the use of contracted services
- Flag customers at risk of cancelling and contracts close to expiry
- Suggest retention actions and expansion opportunities
Agents on top of the ERP
Finance agent
- Analyse accounts payable and receivable and flag late items
- Support cash flow forecasting and flag inconsistencies
- Suggest payment priorities and prepare reports
Purchasing and procurement
- Flag when restocking is needed
- Compare supplier prices and purchase history
- Prepare requests for quotation, for approval
Contracts
- Flag expiry dates, renewals and price adjustments
- Identify unmet obligations and critical clauses
- Compare contracts with the commercial terms
Stock and assets
- Track stock levels and forecast restocking
- Flag idle equipment and inventory discrepancies
- Suggest redistributing equipment
Management control
- Bring together financial and operational information
- Compare budget and actuals and flag cost deviations
- Track profitability by customer and prepare executive reports
How they work
On the systems you already have
They connect to the company's ERP and CRM, without replacing them.
A person decides
The agents prepare and suggest. A person approves whatever goes out or changes the data.
Access and records
We agree with you which data each agent can see, and what each one did is recorded.
Three steps to the first agent
1. Conversation
We learn which repetitive tasks cost you the most time and which systems you use.
2. Connection and first agent
We connect the agent to the data it needs, with the access agreed, and test it with you.
3. Use and adjustment
The team uses the agent and we refine what is needed. Only then do we add others.
Frequently asked questions
How much does the agents service cost?
It depends on the systems and the agents you need. After the first conversation we send a tailored proposal.
Do the agents change ERP and CRM data on their own?
No. The agents prepare summaries, alerts and drafts. A person approves whatever goes out or changes the data.
Do I need to replace my ERP or CRM?
No. The agents work on the systems the company already uses. In the first conversation we look at which they are and what can be connected.
Do I need all the agents?
No. We start with one or two, the ones that solve the most expensive problem, and add the others if it makes sense.
Is the company's data safe?
It is handled in line with the GDPR, and we agree with you which data each agent can see. What each agent did is recorded, so the company can review it.
Want to see which tasks an agent could take off your team?
Book a no-obligation conversation. We tell you what can be connected and where to start.
Updated on 3 November 2026.