Integración Crm Erp

Plataforma de automatización para WhatsApp que crea agentes 24/7 para captura de datos, agendamiento y atención continua; sincroniza calendarios, envía recordatorios, integra con CRM/ERP, procesa documentos con OCR y genera reportes operativos.

Twenty.com is an open-source CRM and SDK for building customizable CRM solutions, offering modular objects, fields, relations, and TypeScript tooling for technical teams to extend, integrate, and deploy custom applications.

Salesforce is a cloud CRM that centralizes customer, transactional and engagement data and uses agent-based AI (Agentforce) to automate lead qualification, case resolution, predict outcomes, recommend next-best actions and orchestrate multi-step, industry-specific workflows.

Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.

Zeit AI connects ERP, CRM, SAP, and other databases via natural language, automatically cleans and unifies data, and lets users build dashboards and workflow apps with minimal engineering. It flags budget overruns, optimizes inventory, and enables real‑time procurement negotiations.

Plazbot permite crear, desplegar y escalar agentes de IA en WhatsApp y otros canales, con SDK TypeScript, widgets web, editor no-code, integración CRM/ERP/eCommerce, RAG con Pinecone, detección de intenciones, enrutamiento y panel de monitoreo.

Clari Revenue Platform optimizes revenue operations with features like pipeline management and automated CRM updates. It provides insights on buyer activity, enhances forecast accuracy, and fosters collaboration across sales, marketing, and customer success teams to drive growth.

Simbla is an AI-driven, no-code CRM that generates tailored cloud CRMs from natural-language requirements, providing contact and pipeline management, workflow automation, website and portal builders, unified communications, integrations, role-based security, and analytics.

Paymefy automates accounts‑receivable by integrating with ERP, CRM, and billing systems. It routes payments via multiple gateways, sends AI‑driven reminders, reconciles transactions, and delivers real‑time dashboards, cutting DSO by 30% and reducing manual effort.

Forecastio integrates with HubSpot to turn CRM data into statistically and machine‑learning‑driven sales forecasts, automating pipeline aggregation, reporting and scenario planning, tracking audit trails and change drivers, and flagging at‑risk deals for prioritization.

DryMerge automatically syncs email, calendar, and call data across 50+ apps—including Gmail, Outlook, Slack, Teams, and major CRMs—to keep contact, deal, and account records accurate and up‑to‑date, reducing manual entry and improving follow‑up.

WAPlus is a WhatsApp Web extension that links to HubSpot, Salesforce, Zoho, and webhooks, allowing users to create and update CRM records, schedule messages, auto‑reply, bulk import contacts, and export chats. It also offers real‑time translation and an AI chatbot.

Zefram is an AI tool that streamlines contact information management for sales teams, enabling efficient discovery and verification of leads. It integrates with CRM systems and offers mapping features to visualize geographic data related to potential clients.

Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.

CRMChat is a Telegram‑native CRM that unifies lead research, automated outreach, and pipeline management in one dashboard. It supports multi‑account sequences, lead discovery, warm‑up, and integrates with HubSpot or Pipedrive for unified sales tracking.

Oliv automates revenue operations, integrating CRM and multiple data sources to deliver real‑time risk alerts, coaching, forecasting, and cross‑deal analysis. It centralizes interactions, uncovers deal leaks early, and provides executives actionable insights.

Clay is an AI-powered data enrichment and workflow automation platform that enhances CRM hygiene, lead scoring, and prospecting. It integrates 100+ data sources and AI research agents to automate inbound and outbound engagement, optimizing GTM strategies for sales and marketing teams.

Integry is a platform that enables SaaS companies to design and embed integration workflows with over 300 applications. Its visual programming interface simplifies development, supports user authentication, and includes tools for error handling and monitoring to enhance operational efficiency.

Gorgias consolidates ecommerce customer messages across email, chat, SMS, social and voice into one inbox, automates up to 60% of routine support tasks with an AI agent, enables order and product actions, integrations, workflows, and reporting.

AtZ CRM is an AI-driven recruitment software that combines ATS and CRM functionalities, streamlining hiring workflows with automation, smart resume parsing, customizable pipelines, and detailed analytics for efficient candidate management and communication.

QuickBooks is a cloud-based accounting platform that automates bookkeeping, invoicing, payroll, and expense tracking for small businesses. Its AI features deliver cash flow forecasting, tax deduction suggestions, and payment strategy recommendations to streamline financial management.

Cirrus Insight syncs email and calendar activity with Salesforce, providing an inbox Salesforce sidebar, two-way calendar sync, smart scheduling, meeting AI for briefs/transcripts, buyer intent signals, and email templates/blasts to streamline CRM updates and outreach.

Intercom's Knowledge Base Software optimizes self-service support through AI chatbot suggestions, customizable multi-channel assistance, multilingual options, and continuous content enhancement via feedback loops, ultimately improving customer experience and issue resolution efficiency.

Clio centralizes legal practice operations—case and document management, client intake, billing, accounting, document assembly and client portals—plus time tracking, calendaring, e-signatures and reporting to streamline workflows, financials and client onboarding for law firms.

Upland is an AI-powered cloud suite that centralizes marketing automation, enterprise search, knowledge management, document capture, and workflow automation, enabling campaign orchestration, contact-center AI search/CTI, RFP automation, document processing, and IT/supply-chain management.

Zapro unifies vendor onboarding, purchase requisition, approval workflows, and payment processing, offering real‑time inventory visibility, spend analytics, and contract management. It automates accounts payable with three‑way matching and digital invoices, syncing with ERP and enforcing role‑based

Komo AI automates end‑to‑end operations by integrating with ERP, CRM, and industry platforms, reading unstructured documents, applying business rules, and updating records 24/7. It supports invoice reconciliation, PO management, vendor onboarding, and compliance reporting.

Enso Connect centralizes guest communication across email, SMS, WhatsApp, and OTA channels, automating check‑in/out messages, guidebooks, smart‑lock access, and identity verification. It inserts upsell offers, tracks tasks with a CRM, and delivers real‑time analytics across 30+ integrations.

Responso is an AI-driven helpdesk tool for e-commerce that automates up to 70% of customer inquiries, streamlines communication across platforms, and simplifies returns and refunds, while providing comprehensive reporting for enhanced service efficiency.

Rossum automates document processing for finance and supply‑chain teams. It ingests invoices and paperwork via email, scanners, PEPPOL, and shared drives, using an LLM to capture, validate, and infer missing data, then routes transactions and provides analytics.

Automates ERP and EHR data entry through AI‑driven RPA that learns from user demos, captures desktop actions, and runs in the cloud. Handles invoice processing, PDF‑to‑Excel, insurance claims, bulk forms, and Gmail‑to‑Sheets with 99.9% reliability.

Smackdab Solutions is an all‑in‑one CRM that centralizes contacts, scheduling, email marketing, and sales workflows, adding AI-assisted message drafting, call summaries, task prioritization, booking/calendar sync, customizable modules, phone/SMS integration, and gamified task tracking.

merge.devis a get touch: an AI chatbot and conversational platform that automates lead generation and customer support across web chat, SMS, and social channels, with built-in CRM syncing and analytics for sales and marketing teams.

Jasper automates marketing content creation and campaign execution with no‑code interfaces and structured workflows. It embeds brand voice, style, and governance into assets, supports localization, data integration, and performance tracking, enabling scalable, compliant, quality‑controlled content a

Leader CRM automates lead capture and contact enrichment from calls, messages and calendar events, extracting caller details, social profiles and recent news. In-call actions, scheduling and proposal automations, integrations and AI insights streamline follow-ups and prioritize leads.

Sintra AI offers role‑based digital workers that automate social media, customer support, SEO, email marketing, eCommerce, data analysis, recruitment, and business development within existing tools, adapting to brand voice and multilingual workflows.

Ignition is an AI‑powered roadmapping platform that links product plans to revenue by integrating with CRM and support tools. It identifies feature gaps, prioritizes items by quantified revenue impact, surfaces customer themes, and automates product, marketing, and sales ops.

OneContact unifies voice, chat, WhatsApp, and social media into a single contact‑center interface, offering real‑time agent assistance, bot automation, sentiment analysis, quality monitoring, workforce optimization, and CRM integration for global scalability.

Nextiva AI Customer Experience Platform unifies voice, video, chat, email, and social media into one interface, using XBert to automate routine interactions and route inquiries. It provides assistance, transcription, analytics, and integrates with Salesforce, HubSpot, Zendesk, Teams, and Google Work

Reform AI streamlines logistics software creation using modular components for tailored transport management. Its advanced AI extracts data from multiple sources in real-time, boosting visibility and optimizing operations.

MetaCRM is an AI-powered web3 tool for customer service & marketing analytics. It harnesses smart contracts and blockchain data to deliver personalized experiences, automated services, and holistic solutions throughout the customer journey, facilitating intelligent decisions and effective marketing

Abstra automates finance workflows—invoice intake, OCR, duplicate checks, ERP integration—via AI agents, reducing manual email handling. It connects to banks, ERPs, tax APIs, and third‑party tools, enabling CFOs and analysts to focus on strategy and real‑time insights.

Relevance AI offers AI‑powered agents that automate sales, marketing, and support tasks—CRM updates, email drafts, research, lead routing, and ticket resolution—while integrating with 100+ apps, providing secure role‑based access and performance dashboards.

Zop consolidates dealership operations into one platform, linking inventory across marketplaces, offering a mobile‑first website builder, automated CRM (lead routing, SMS, chat), document and payment handling, VIN decoding, QR labeling, bulk social scheduling, dynamic Google/Facebook ads, and mobile

Zapier is a no‑code automation platform linking 8,000+ apps. It lets teams build AI‑enabled workflows—such as lead routing or support bots—using a visual canvas or code, with compliance, audit logs, and ready templates for rapid deployment.

Centralize automates stakeholder mapping for sales and revenue teams, aggregating CRM, email, call, calendar, and social data into real‑time relationship maps. AI queries and proactive alerts highlight key decision makers, power shifts, and deal risks, speeding closure.

Voice AI platform that builds conversational agents in five clicks, automating support, sales, and billing calls. It integrates natively with CRMs and databases for real‑time actions, supports multi‑OS softphones, and records transcriptions for audits.

Maxify is an integrated CRM and marketing platform that unifies communication channels, streamlines operational workflows, and automates repetitive tasks, enhancing productivity and collaboration across business departments for improved efficiency and growth.

Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.

Lightfield.app is an AI-native CRM that auto-captures all customer interactions and builds continuous account context. It generates pipelines, drafts outreach, and scores accounts to reduce manual data entry and prioritize sales actions.