GETS AI · CRM / ERP agent
An AI agent connected to your CRM and ERP
Queries and acts on your company's data: sales, inventory, receivables, projects. Your team asks in plain language and it answers and executes.
What it does
What it handles for you
- Answers business questions: monthly sales, receivables, stock
- Creates quotes, orders, tasks and leads
- Summarizes opportunities and suggests the next step
- Reads documents and invoices and records them
- Prepares reports and alerts
- Works with permissions: it only does what you authorize
Integrations
Connects with
GETS ERP (CRM, sales, accounting, inventory)MCP and API with controlled permissionsEmail and documentsDashboards
A single AI brain can serve multiple channels and share information with your ERP.
How it works
From idea to a working agent
01
Assessment
We understand your process, channels and data.
02
Design
We define the agent's tasks, rules, tone and limits.
03
Integration
We connect it to your channels and your ERP, with permissions.
04
Launch
Testing, team training and continuous improvement.
Use cases
Where it delivers results
Management
Instant KPIs, no waiting for reports.
Sales
Automatic quotes and follow-up.
Accounting
Vendor bills read and recorded.
Operations
Inventory and delivery alerts.
Frequently asked questions
Is it safe to give it access to my data?
Yes: the agent only uses the actions you authorize, and sensitive operations require approval.
Does it work with another ERP?
If your system has an API, we evaluate it during the assessment.