Agentic AI · ERP and CRM
An AI agent connected to ERP must be bounded by flow, rights and human approval.
Robinswood qualifies the use case, authorized data, write-backs, exceptions and expected gain before any connection to ERP, CRM or business tools.
This framing is useful if
- an agent must read or write in ERP, CRM or a business tool;
- teams want to automate approvals or follow-ups;
- rights, data and responsibilities are not yet bounded;
- error risk blocks production;
- expected gain is not tied to a baseline.
What the audit frames
- target flow, trigger events and exceptions;
- rights, authorized data and human guardrails;
- integration, logging and responsibility risks;
- decision: stop, bounded tool, advisory or combined program.
Best fit
- SMEs or mid-market companies with a critical ERP, CRM or business tool;
- a sponsor able to provide access to data and business rules;
- a team ready to retain human approval at risk points.
Does this sound familiar?
Engagement architecture before connecting to the business system
- Mandatory Strategic AI Audit: €5,000 excl. tax.
- Bounded tool or integration: from €15,000.
- Transformation advisory: from €20,000.
- Complex POC, multi-flow or combination: from €30,000 excl. tax.
Field experience
Read, prepare, recommend or write
The audit explicitly defines what the agent may do and what remains under human control. No quantified client result is published without a baseline and validation.
60 minutes
First goal: choose the right autonomy level.
The free 60-minute call checks system, flow, mandate and budget. It does not commit you to buying the audit.
Free conversation · 30 minutes
Schedule the qualification call
60 minutes to check flow, rights, mandate and the best next step.
Describe the ERP or CRM flow and decision level
Two short steps. Additional qualification remains optional.