AI CRM integration services and ai erp integration services for Australian businesses. Your CRM and ERP already hold the data. AI makes it useful. Search in plain English. Instant customer summaries. Auto-classified records. Recommendations your team would miss. Routine work handled.
Works inside HubSpot, Salesforce, Zoho, Xero, MYOB, simPRO and your custom systems. Your platform stays the source of truth. The AI just makes it dramatically faster to use.
Three stages. No surprises. Every ai crm and erp integration project is delivered personally by the founder, from scoping call to production cutover.
Week 0
15-minute scoping call. We map your current process, the documents/data the AI will work with, and the systems the AI output must land in. Fixed-price quote inside 48 hours.
Weeks 1–N
AI system built and parallel-run against your live operations for two weeks. Every extraction, decision and integration validated before production. Human-in-the-loop where confidence is lower.
Cutover
Production cutover on a planned window. Team training, monitoring active, 30 days post-launch support. Documentation, prompts and source code handed over in full.
Five AI features we ship most often across ai crm and erp integration work. Most businesses start with search and summaries, then add classification. Pick a tab to see how yours would take shape.
Replace menu-driven filtering with natural language. "Show me all customers in Brisbane who bought product X in the last 6 months". Typed in a search bar, not clicked through 12 filter menus.
The AI translates plain English into system queries. Works across contacts, companies, deals, invoices, orders, and custom objects. Results returned with context. Not just a list of IDs, but meaningful summaries.
A customer calls. Instead of reading 47 interaction notes, your rep clicks "Summarise" and gets a concise briefing: key relationship history, recent issues, open quotes, upcoming renewals, and sentiment trend. Ten seconds instead of ten minutes.
Summaries are context-aware. A sales rep gets a summary focused on commercial history. A support rep gets a summary focused on technical issues. The same customer record, different lenses.
The AI reads new records and interaction notes, then classifies them automatically. Lead source, industry, product interest, support category, risk level. Filled in consistently based on content, not staff guesswork.
Existing records enriched too. Run the AI across your current database to fill gaps and correct inconsistencies. That lead source field that is blank on 40% of contacts? The AI infers it from the original enquiry and populates it.
The AI analyses customer behaviour, interaction patterns, and deal progression, then suggests the next best action. "Follow up with this customer. They have not been contacted in 30 days and their renewal is in 6 weeks."
Cross-sell and upsell recommendations based on purchase patterns. "Customers who bought X also commonly buy Y. This customer has X but not Y." Data-driven suggestions your sales team would not spot manually at scale.
Beyond classification and recommendations, the AI takes action. New lead arrives, AI creates the contact, classifies it, assigns to the right rep, sends the welcome email, and schedules the first follow-up. All in seconds.
Invoice received, AI matches to purchase order, verifies amounts, flags discrepancies, and queues for approval. If everything matches, it processes automatically. Your accounts team handles exceptions, not every invoice.
No hourly billing, no vague estimates. Here is how ai erp integration services and salesforce ai integration services projects are scoped, from a free 15-minute call to a fixed-price proposal.
Tell us what problem you are trying to solve. We will give you an honest answer on whether AI is the right fit and what it would involve.
After discovery, you get a fixed price for the project. No hourly billing that spirals. You know exactly what it costs before we build.
PoC first, then production build in phases. You see real value early, give feedback, and pay in milestones.
Why HELLO PEOPLE
ChatGPT Enterprise, no-code AI tools and an in-house AI team all solve pieces of the problem. Here is how HELLO PEOPLE compares on the things that actually matter to an AU SMB.
| Concern | HELLO PEOPLE | ChatGPT / Off-shelf | No-code AI (Zapier) | In-house AI hire |
|---|---|---|---|---|
| Fit to your CRM/ERP data model | Built around your fields & flows | Generic assistant, no fit | Trigger-based, brittle logic | Depends on the hire |
| Live in 6-10 weeks + eval | Sandbox eval before go-live | Live in minutes, no eval | Weeks of DIY connector work | Months to hire and train |
| AU privacy + PII handling fit | AU-hosted, PII redaction built in | US-hosted, no redaction | Depends on your setup | Depends on the hire |
| Ongoing cost | Fixed price, one-time | Per seat/token, per month | Per-run + prompt engineering | Salary + super + overhead |
| When CRM/ERP schema changes | We patch, no extra charge | You rewrite the prompt | You rebuild the flow | Internal team owns it |
| Direct access to the builder | Email Kasun, get Kasun | OpenAI support tier | Community forum | Internal AI team |
| Integration code + CRM/ERP data ownership | You own it, nothing sits with us | Vendor holds prompts & logs | Vendor holds middleware | You own it internally |
We built an AI-powered search system for a consulting firm. Consultants now find relevant insights across a decade of reports and proposals in seconds.
Read the full case studyOur sales team had 8,000 contacts in Salesforce but nobody could find anything quickly. We added AI search and customer summaries. Now reps type a question and get results in seconds. Meeting prep went from 15 minutes to 30 seconds. The CRM went from a data dump to an actual sales tool.
Better adoption, cleaner data, hours back every week, revenue your team would miss. Here is what an ai integration australia project really delivers, not what a brochure promises.
Most CRM and ERP adoption problems are not about the software. They are about the friction. Too many clicks to enter data. Too many steps to find information. Too much manual work that feels like it should be automatic.
AI removes the friction. Natural language search replaces filter menus. Auto-classification replaces manual field entry. Summaries replace scrolling through history. The system becomes easier to use, so people actually use it.
One construction company saw CRM adoption go from 40% to 85% within two months of adding AI search and auto-classification. Staff used the system more because it gave them more in return.
The biggest problem with CRM and ERP data is garbage in, garbage out. Staff skip optional fields. They classify inconsistently. They enter the minimum to get the record saved. Reporting built on this data is unreliable.
AI fixes data quality at the source. Records auto-classified on creation. Missing fields inferred and populated. Existing records enriched in bulk. Your data goes from 60% complete to 95% complete, without asking your team to do anything differently.
Clean data means your reports are trustworthy. Your pipeline forecast reflects reality. Your customer segments are accurate. Your automation rules fire correctly. That CRM you invested in finally delivers the insights it promised.
AI search saves 15-30 minutes per person per day. No more clicking through menus to find records or build reports. Type a question, get an answer.
AI summaries save 5-10 minutes per customer interaction. Instead of reading a full history, staff get a 10-second briefing. Multiply that by 20 interactions a day across a 10-person team and you have reclaimed serious capacity.
AI automation saves the time spent on manual data entry, assignment, and follow-up scheduling. A task that takes 5 minutes of clicking across 50 records a day. That is 250 minutes recovered. Over 4 hours every single day.
Cross-sell recommendations based on purchase patterns. Churn risk alerts based on behavioural signals. Follow-up reminders based on deal velocity. The AI analyses your data at scale and surfaces opportunities that humans miss.
An account that has not been contacted in 60 days with a renewal in 90. A customer whose support tickets spiked (potential churn). A lead that matches the profile of your best customers (priority follow-up). Patterns that exist in your data but that nobody has time to look for.
For one wholesale distributor, AI recommendations generated $180,000 in cross-sell revenue in the first six months, by simply surfacing product recommendations based on purchasing patterns.
Every project is different, but the six-step structure stays the same. System review, AI feature design, build and integrate, data quality pass, deploy and train, then optimise and expand once you are live.
A working AI layer on top of HubSpot, Salesforce, Xero, MYOB or your custom system. Natural language search, auto-generated customer summaries, classification of new records, next-best-action recommendations, and automation of the routine clicks. You get the AI features embedded in your CRM/ERP, plus dashboards and full source code.
No. Your CRM or ERP stays exactly as it is. We add an AI layer on top. All data stays in your existing system. The AI reads from and writes to it. You do not migrate, switch platforms, or change your workflows.
Fixed price after scoping. A focused integration (AI search and summaries in one system) sits at the lower end. A full build covering search, classification, recommendations and automation is larger. Book a free 15-minute call, we run paid discovery, then you get a fixed quote before build starts.
About 4 to 6 weeks for a focused integration into one CRM or ERP. 8 to 12 weeks for multi-feature integrations covering search, summaries, classification, and automation. We deploy the highest-impact feature first, prove the ROI, then add the rest.
Yes. We complement Salesforce Einstein with custom LLM capabilities via Lightning components. Einstein handles what it does well (scoring, forecasting). Our layer adds natural language search, generative summaries, and custom automation tied to your specific data model and business rules.
Anthropic Claude and OpenAI GPT for the reasoning layer. Model choice depends on task, cost per action, and how nuanced the reasoning needs to be. Access follows your existing CRM/ERP permission model, so a sales rep's AI only sees their accounts and a support agent's AI only sees support records.
Yes. Before going live we run the AI across existing records, filling missing classifications, correcting inconsistencies and flagging duplicates. A data quality audit powered by AI. Your CRM or ERP starts cleaner than it has ever been.
Yes. Monthly monitoring, classification refinement, and feature tuning. As your business changes (new products, new teams, new processes) we update the AI to match. Monthly reports on AI accuracy, feature usage, and data quality trends.
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10,000 contacts nobody can search quickly, 47 notes on a customer record nobody reads, half the fields blank because manual entry is too painful, reports nobody trusts. Tell us what is slowing your team down and we will come back with a clear next step and realistic cost.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
