Point & click Agentic Connectivity
Connect your CRM or AI Agents to any app, ERP or database – cloud or on-premise – to aggregate Customer-360 analytics. Make your back-office data AI-enabled and actionable with automations and analytics.
TRUE CUSTOMER-360 SNAPSHOTS
Break down silos to aggregate customer data analytics in your CRM. Automate workflows across your tech stack. Leverage AI-driven analysis on all your data in legacy systems. Drive visibility and automation across teams and departments.
Accelerate Sales
Sync product catalogs and pricing from ERPs to enable configure-price-quote (CPQ) workflow in your CRM.Revenue Operations
Sync quotes, invoices and payments from ERPs for complete revenue visibility. Automate billing alerts and notifications in your CRMAccount Management Visibility
Enrich customer-360 profiles in the CRM by unifying pipeline with purchase history, support tickets and financial status from backend systems.Order Management
Reduce errors and eliminate double-entry of orders. Quotes and orders entered in the CRM flow seamlessly into the ERP and order status updates are synced back.Data-driven Segmentation
Personalize communication based on order history and purchase trends. Use ERP data in marketing automation to optimize segmentation.Enhanced Customer Service
Delight customers with self-service Agents and Portals powered by backend data. Trigger timely updates and alerts for orders, invoices and tickets.NO-CODE CONNECTIONS
Connect systems in a few clicks with the power of no-code simplicity. Or simply share conversational prompts and let AI build connections for you.
How it works
Conversational queries. Real-time responses. All your systems a single prompt away. Juggle insights, not integrations. Extend your AI Agents like Copilot, Gemini and ChatGPT to all your apps, enabling analysis with human prompts and queries.
CONNECT ANY SYSTEM TO STREAM INSIGHTS
No more switching between systems. No more exporting and importing spreadsheets. Choose your system of engagement (CRM or AI Agent) to see connectivity solutions specific to your environment.
Pre-built connectors
Unlock insights trapped inside your tech stack for your internal teams, partners and customers with AI Agents. Build your own custom connection in a few minutes or start with 100+ pre-built connectors for Accounting, Inventory, Project Management, HR, Payroll and ERP systems.
Our specialists can help you explore use cases for connectivity with CRMs, AI Agents or ERPs to systems in your tech stack or get you started with a test-drive of your free trial to build your first connection
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.
