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AI

Available / Expanding

AI CRM That Works With Your Sales Team

MyERPZ turns the records your team already keeps into a recommendation, a draft or a warning — AI lead scoring, customer insights and sales forecasting, inside the permissions your team already works within.

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AI Assistant

Ask a question instead of building a report.

Put a question to your customer data in plain language and get an answer drawn from the records you are already allowed to see.

  • “Show me my best leads this month.”
  • “Which deals are at risk?”
  • “Which customers haven't been contacted?”
  • “Summarize today's activities.”
  • “Create a follow-up plan for this customer.”
MyERPZ AI

What would you like to know?

“Which deals should I focus on today?”

Top opportunities

  1. 1. ABC Industries₹8.2L
  2. 2. Nova Technologies₹6.4L
  3. 3. Zenith Corp₹4.8L

Recommended action

Contact ABC Industries today.

Illustrative product preview · sample data

Available now

Nine ways AI works inside your CRM.

Every capability below is live in MyERPZ today and operates on the records your team already keeps. None of it requires a separate tool or a separate login.

  • Lead Scoring

    Evaluates the signals on a lead — engagement, recency, source, activity history — and suggests a priority. A ranking aid, not a verdict.

  • Lead Classification

    Sorts incoming leads by type and intent so the right person picks them up without a manual triage pass.

  • Next Best Action

    Recommends a specific step on a specific record, with the reasoning shown so you can judge whether it holds.

  • Follow-up Intelligence

    Surfaces overdue follow-ups, leads that have gone quiet, high-value opportunities and likely conversions.

  • Customer Summaries

    Condenses a customer’s history so you are not reading back through every activity before a call.

  • Email Generation

    Drafts follow-up messages for you to review, edit and send. They are drafts — read them.

  • Meeting Summaries

    Turns what was discussed into a record on the customer, so the next person has the context.

  • Sales Forecasting

    Projects pipeline value, likely conversions and trends from your own closed history.

  • Opportunity Risk Detection

    Flags deals whose pattern resembles ones that previously stalled, while there is still time to act.

Next Best Action

A recommendation you can argue with.

Every recommendation carries the reasoning that produced it. A suggestion you cannot interrogate is just an instruction — and an instruction from software is easy to ignore.

Recommended Action

Contact Ravi today.

Reason

  • No interaction for 6 days.
  • High purchase intent.
  • Previous engagement was strong.

Illustrative product preview · sample data

AI Insights

Automatically identify:

  • Sales trends
  • Customer behaviour
  • Revenue opportunities
  • At-risk deals
  • Overdue follow-ups
  • Inactive leads
  • Conversion opportunities
  • Pipeline bottlenecks

AI Automation

AI can help:

  • Generate follow-ups
  • Summarize customer interactions
  • Draft emails
  • Classify leads
  • Recommend next actions
  • Generate reports
  • Summarize meetings
  • Extract information from documents

Being straight with you

What the AI needs before it is useful.

AI over an empty CRM produces confident nonsense. Each capability has a real prerequisite, and we would rather say so than let you judge it on week one:

  • Lead scoring needs history to learn from. Expect roughly four to six weeks of genuine use.
  • Follow-up intelligence needs follow-ups to be logged. If your team tracks them mentally, there is nothing to read.
  • Forecasting needs closed deals — won and lost. A pipeline with no closed history cannot be forecast from.

Summaries and email drafting work from day one, because they read what is already on the record.

Planned — not available today

Agents that act, not just advise.

Specialised agents that read authorised CRM data, reason over it, recommend actions and ask for confirmation before anything sensitive. This is a planned capability. Nothing in this section can be used today, and no date is being promised for it.

  • Sales Agent

    Planned

    Would triage new leads, prepare follow-ups and flag deals losing momentum before they go quiet.

    Reads: Leads, opportunities and activities

  • Customer Agent

    Planned

    Would summarise a customer’s history and draft responses grounded in their actual record.

    Reads: Customers, activities and documents

  • Reporting Agent

    Planned

    Would assemble recurring pipeline and revenue reports, and explain what changed since last time.

    Reads: Pipeline, bookings and payments

AI never bypasses your permissions

If a user cannot open a record in MyERPZ, the AI assistant cannot surface it. AI runs as the user, with the user's permissions — never with the application's:

  1. Organization
  2. User
  3. Role
  4. Permissions
  5. Data access
  6. AI context

Sensitive operations — deleting a customer, cancelling a booking, deleting a payment record, exporting customer data, sending bulk communication — are prepared by AI and confirmed by an authorised person, never executed autonomously. More on thesecurity page.

See the AI working on your own pipeline.

Book a walkthrough and we will show you the CRM AI features that are live today.

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