AI agents for ERP and CRM: providers and integrators

Develops agents for ticket classification, data quality checks and preparation of sales follow-up actions.

Request missing details, work through tasks, carry out actions in CRM systems and write results back.

KIAAN plans and handles tasks within the ERP system and checks results.

Implementation of rescheduling, route changes and prioritisations in SAP TM.

Develops agents with tool access, for example for preparing and handling support tickets.

Agents create procurement and quotation proposals, coordinate preparatory steps and obtain human approvals.

Develops agents that connect company knowledge and tools for defined business processes.

Develops agents and workflows for marketing, CRM and sales tasks.

Develops agents for pre-sorting and researching enquiries as well as cross-system workflows.

Builds agents for multi-step invoice, e-mail and data maintenance processes.

The voice agent books calendar appointments, maintains CRM details and creates callback tasks.

Agentic workflows link checking, reconciliation and forwarding steps between business systems.

Creates Zendesk tickets, books HubSpot appointments and queries Shopify orders.

Develops tailor-made Microsoft agents and integrates them into back-end and specialist systems.

Agents prepare quotations, pass delivery note data to the merchandise management system and assign service requests.

Agents read and write in CRM, ticket, e-mail or database systems; multi-step processes are developed individually.

Agent offers for service cases, purchasing negotiations and other operational tasks; custom extension via the Agentic Factory.

Develops agents that gather data, maintain ERP master data and trigger agreed ordering processes.

Develops support agents with CRM queries, escalation and automatic ticket creation.

Agents assign technical documents to cases and prepare next steps.

Design, development and implementation of custom Copilot solutions and process automation.

Develops tailor-made Joule agents for multi-step procurement processes.

Develops cross-system multi-agent processes; a published commerce pilot links product selection and payment.

Phone and sales agents qualify enquiries, book appointments and transfer details to the CRM.

Agents create cases, handle contract-related tasks and prepare e-mails for confirmed sending.

Builds agents that collect data, prepare tasks and initiate rule-bound processes.

Implementation of agents and skills for executing and orchestrating multi-step tasks.

Develops custom AI agents and integrates them into existing specialist and business processes.

Develops agents for research and data preparation as well as workflows for lead routing and CRM-based offers.

Reconciles orders and goods receipts, posts invoices in SAP and requests approvals.

Creates, operates and monitors multi-step agent workflows across connected enterprise systems.

Create reports, check or clean up master data, and monitor key figures.

Development of fully or partially automated agents; analysis of existing code, reverse documentation and test generation.

Sets up agents for preparing export declarations and shop orders.

Creates customers in AMEISE, sends broker authorisations and manages tasks on the basis of voice input.

Develops single-agent and multi-agent systems with tool calls and logged steps.

Changes addresses, initiates returns and writes results back to CRM or ERP systems.

Changes accounts and order data, initiates refunds and carries out multi-step service processes.

Develops agents with read and write access to ERP, CRM, DMS and e-mail.

Develops its own agents for research, classification, lead qualification and contract analysis.

Develops agents that read out and check information and prepare or carry out postings in a target system.

Develops an execution layer of AI agents for multi-step processes across SAP transaction systems.

Agents book appointments, transfer contact details to the CRM and trigger e-mails or tasks.

Supports the development of process-related agents; example: initiating stock transfers between plants.

Develops tailor-made agents and workflows that process e-mails, trigger CRM steps and prepare replies.

Assigns labels in guest profiles, starts PMS-based messaging workflows and creates pre-filled booking searches.

Books and reschedules appointments and synchronises conversation results with CRM systems.

Automates data reconciliation, invoice receipt and enquiries by means of interfaces and AI agents.

Develops agents for multi-step tasks, for example draft replies based on CRM data.

Within assigned jobs, agents carry out API access and workflows or hand over to other agents and people.

Custom development and orchestration of agents with tool use and communication with other systems.

Hands over structured telephone requests to CRM or ticketing systems and controls forwarding.

Development and orchestration of autonomous or semi-autonomous multi-agent systems in business processes.

Planning of work steps, API calls and writing back to specialist systems.

Agents check CRM details, create cases, send confirmations and coordinate appointments across several systems.

Develops custom agents and connects them to existing applications via MCP, APIs or automation tools.

Development and integration of Copilot Studio agents; automatic ticket creation in Dynamics 365 Customer Service.

Creates and operates agents that integrate enterprise systems into processes via MCP, APIs and webhooks.

Retrieves data and completes configured tasks in CRM, billing and planning systems.

Development of agents with API calls, database queries, document creation and writing back to systems.

Develops and operates telephone agents for appointment booking, pre-qualification and process integration.

Development and introduction of custom agents in operational process and transformation projects.

Introduction of Business Central agents for orders from customer e-mails and preparatory invoice processing.

Checks calendar availability and saves appointment bookings; hands conversation results over to CRM systems.

Develops agents for lead research and qualification with handover to the CRM.

Builds agents for lead research, reporting, appointment booking and cross-system office processes.

Agents assign complaints to orders, create cases with a draft reply and transfer values from service reports.

Books and reschedules calendar appointments and writes booking data and notes back to the CRM.

The phone agent books appointments according to lead time, duration and responsibility rules and transfers contact details to the customer system.

AIGENT creates tickets, arranges appointments and updates data in connected business systems.

Develops and operates agents for business processes with connected tools and specialist systems.

Development of custom agents for product data maintenance, customer enquiries and cross-system B2B processes.

Agents read post, research data, handle telephone tasks and enter results into systems.

Carries out configured tool calls via MCP, APIs and webhooks in enterprise systems.

Qualifies leads, books consultation appointments and reschedules confirmed appointments in connected calendars.

Develops and integrates agents for specific business processes with defined system access.

Develops agents for support, reporting, HR and software tasks, including tests and pull requests.

Develops agents that sort enquiries, research leads, prepare offers and reconcile data between systems.

Implementation of agentic workflows via MCP as well as automated analysis, categorisation and forwarding of enquiries.

Coordinates permission-controlled updates across CRM, billing and case handling systems.

Captures structured cases and hands them over to ticketing systems, CRM or webhooks.

Agents prepare process-related ERP updates and next work steps for approval.

Makes calls, books appointments, creates follow-up reminders and transfers verified master data to the CRM.

Carries out approved tool actions and multi-step back-office workflows.

Agents standardise financial data, reconcile transactions and route exceptions for human decision.

Develops agents for cross-system order management, support and lead qualification.

Linking several ERP work steps and triggering defined actions.

Develops agents and multi-agent systems with integration into existing industrial processes.

Develops productive agents and automations for accounting and payment processes.

Agents take over routine tasks and use connected functions or tools in business processes.

Development of agentic n8n workflows and integration into existing business processes.

Capture of expense data, structured quotation creation and automation of order processes.

Researches contacts and sends personalised e-mails according to the rules that have been set up.

Automates enquiry handling, qualifies leads and passes prioritised prospects to the CRM.

Automated analysis, test case generation, quality checks and project-related implementation tasks.

Creation of orders, processing of customer orders and coordination of material and service processes.

Coordination of multi-step tasks by sector-specific agents.

Custom agent development with database/API/workflow actions and handover of structured data to ERP or DMS.

An agent reads the order preview, stock and shift plan and triggers transport orders with a justification.

Implements agents and AI systems for lead research, CRM handover and offer preparation.

Developed MAIA for the automated preparation of outgoing invoices and offers comparable project implementation.

Develops processes that allocate enquiries, assign payments, forward receipts and prepare cases.

Controls approvals and carries out actions in procurement, ordering and invoicing processes.

Creates agents that classify enquiries, compile briefings and prepare tasks via connected systems.

Develops agent architectures; one named customer case automates order intake with an Abas integration.

Develops agents that check information from several systems and prepare cases according to defined rules.

Update CRM data, coordinate appointments, create reports and carry out database operations.

Development and operation of customer-specific agents, for example for quotation preparation and connected business processes.

Process enquiries, research information, write data back and trigger follow-up processes.

Sales agents supplement CRM data, coordinate appointments and trigger defined follow-up actions.

Develops agents for handling enquiries, appointment coordination and cross-system data reconciliation.

Develops agents with tool and database access, for example for researching a new CRM lead and preparing offers.

Agents investigate operational exceptions and coordinate multi-step actions across connected systems.

Record caller details and enquiries in a structured way, file notes and prepare calendar, callback list or CRM processes.

Builds ERP agents with structured read and write access, ticket routing and draft offers.

Several agents create, check and revise SAP specifications and code.

Books workshop appointments, creates cases and assigns sales enquiries to suitable employees.

Develops agents for ticket handling, research, reporting and CRM maintenance as well as structures for several agent roles.

Develops agents for connecting systems, data and defined process steps.

The AI agent can, for example, trigger a requested change of address as an action in the connected system.

Automates ticket prioritisation, forwarding and updating of solution proposals.

Custom agents automate ticket, quotation and approval processes and coordinate data flows between applications.

Creates table reservations and waiting list entries, maintains contact information and triggers callback notifications.

Develops agents that use external tools, handle enquiries and control multi-step processes.

Agents use connected applications and tools for handling enquiries, follow-up tasks and analyses.

Builds agents that prepare tickets, maintain CRM fields and support ERP processes.

Books initial appointments, creates tasks and carries out configured actions in connected systems.

Changes delivery addresses, cancels orders or creates return labels from a ticket.

Retrieve order status from shop/ERP systems and create returns labels.

MCP integration for executing defined functions and process steps in SAP and other business systems.

Calls predefined webhooks, for example for creating tickets or querying availability.

Develops agentic systems; describes draft offers from technical data and route proposals from logistics systems.

Builds single-agent and multi-agent systems with tool use, memory, MCP servers and approval steps.

Develops agents for support, lead qualification, e-mail handling, follow-ups and appointment scheduling.

Enables the creation of agents with configured tools; productive CRM, ticket or specialist system actions are connected separately on a technical basis.

Development and integration of agents and subagents with tool access to CRM, ERP, ticket systems and files.

The Gmail-to-Jira agent described extracts details from e-mails and uses them to create Jira tickets.

Manages appointments and triggers messages and configured system handovers.

Implementation of AI agents for core processes, including ticket handling and order processing.

Create tickets, maintain data and initiate returns; support technical diagnosis and deployment preparation.

Books appointments and hands over structured service or damage reports to connected systems.

Configures and orchestrates agents with access to Fusion transactions and business objects.

Configures Copilot agents and connects internal data with automated business processes.

Checks delivery data against ERP orders and takes standard cases through to posting; routes out exceptions.

Agents run tools and workflows and can collaborate with other agents and human handlers in processes.

Development and implementation of AI agents, for example for tender documents, reports and process coordination.

Agents read and update customer and case data; for example, they write Salesforce case updates back.

Writing back of maintenance logs, measured values and spare-part orders.

Creates purchase requisitions from messages and assigns invoices to matching orders.

Implementation of cross-system agent workflows, for example for planning, stock and operational processes.

Develops agents for CRM maintenance, ticket classification and multi-step research.

An AI agent assigns free-text order descriptions to items; the connected process creates orders and sends confirmations.

Agents create tickets, generate reports and start workflows via APIs.

Develops agents and specialised multi-agent workflows for analysis and operational tasks.

Develops agent systems that operate tools, classify documents and drive ERP interfaces.

Develops agents that research offer data, create drafts and flag information gaps.

Agentforce carries out defined actions such as flow calls, Apex functions or order processing steps.

Agents read mailboxes, search inspection reports, create tasks and consolidate information on faults.

Joule Agents use tools and coordinated work steps for processes in SAP and non-SAP systems.

Calls APIs during the conversation, books appointments and sends results by webhook.

Implements specialised agents with CRM, e-mail and ERP integration.

Orchestrates AI agents and workflows across connected APIs and systems.

Agents use existing integration logic and MCP-connected services to continue multi-step processes.

Develops agents, multi-agent systems and n8n-based automations.

Agents reconcile invoice and order data, supplement details and analyse unallocated payments.

Books appointments, checks orders and updates approved fields in connected systems.

Classifies service requests and creates or hands over structured cases to ticketing systems and workflows.

Agents book, reschedule or cancel appointments, update CRM data and prepare support tickets and offer PDFs.

The AI agent changes product assignments and starts the generation of product descriptions within the commerce workflows.

Custom agents classify enquiries, pre-qualify offers and handle multi-step order processes.

Develops agents that, among other things, create ServiceNow incidents and involve contact persons to clarify payment reminders.

Implements agents and productive workflows via MCP, APIs and custom connectors.

Develops agents for lead qualification, appointment booking, account updates and cross-system data actions.

Development of agents for enquiry handling, data reconciliation and report generation.

Captures and stores contact data, calls external HTTP APIs and uses connected MCP tools.

Prioritisation and forwarding of service cases as well as preparation of suitable product packages.

Assigns e-mails to cases, prepares booking proposals and offers, and hands approved details over to downstream systems.

Develops agents that query information, prepare cases and carry out approved actions via agreed interfaces.

Integration of agents into defined business processes and orchestration of several agents.

Develops custom agents and agentic reporting pipelines.

Creates and orchestrates agents that call external tools via MCP and run multi-step processes.

Development and integration of agents for test case generation, code, design review and fault handling.

Books appointments, captures customer information and writes conversation results into CRM fields.

Retrieves CRM/ERP context, logs conversations and runs configured booking or follow-up processes.

Develops agents that create tickets, produce reports and delegate tasks.

Dialogues trigger service processes; follow-up tickets can be created for escalated voice contacts.

API calls, database access, data cleansing and forwarding; development of coordinated agents.

Sets up agents that classify e-mails, prepare offers and transfer data to spreadsheets, CRM or shops.

Develops agents and autonomous workflows that connect data sources with tasks, reports and notifications.

Tailor-made agents and workflows are developed for specific processes and proprietary systems.

Carries out customer checks, account changes, payment and reservation processes in connected systems.

Updates CRM records, triggers back-end workflows and stores case logs during handling.

AI assistants create tickets and leads, book appointments and hand over verified document data to ERP or accounting.

Agents classify enquiries, check for duplicates, create CRM leads and book appointments.

Skills carry out actions via apps, custom APIs and MCP servers; agents can delegate tasks to other agents.

Preparation of orders, distribution of rounds and support with deployment and spare-part planning.

Develops agents for data processing and execution of process steps up to triggering an order.

Carries out multi-step service actions in connected tools and hands over escalated cases with context.

Query enterprise systems and generate complete XLSX, DOCX and PPTX files as work results.