Two versions of a customer
Spelled one way in Tally, another in the CRM, a third in the dispatch sheet. Reports never reconcile.
- Home
- ERP & CRM
Your CRM, your ERP and an AI layer that ties them together
Most businesses do not need new software. They need the software they already paid for to agree with itself. We connect Tally, Zoho, Busy, SAP B1, Excel and your CRM so one number means one thing across the company.
Where the data stops agreeing
Four symptoms we see in almost every SME before a system is connected.
Stock that only exists on paper
The ERP says available, the floor says finished. Sales promises a date nobody can meet.
Manual re-entry
The same order is typed into three systems by three people, each with a chance to get it wrong.
Month-end archaeology
Closing the books means exporting, matching and arguing about which sheet is correct.
What we connect
We work with what you run. If it has an API, an export or a database, it can usually be connected — and if it genuinely cannot, we will say so early.
Accounting & ERP
- Tally Prime and Tally ERP 9
- Zoho Books and Zoho Inventory
- Busy Accounting
- SAP Business One
- Marg, Vyapar and similar
- Excel and Google Sheets masters
CRM & sales
- Zoho CRM, HubSpot, Freshsales
- Salesforce
- IndiaMART and TradeIndia lead feeds
- Website and landing page forms
- WhatsApp Business API
- Custom CRMs built by BREvx
Everything around them
- Google Workspace and Microsoft 365
- Payment gateways and bank statements
- Courier and logistics portals
- E-commerce and marketplace orders
- Shop-floor and attendance systems
- Internal tools and legacy databases
Three ways businesses come to us
The right answer depends on what you already run and how much of it still works.
Connect what you have
Your ERP and CRM are fine. They just do not talk. We build the integration layer and the automation on top.
- Fastest route to value
- No migration risk
- Usually live in weeks
Add the missing piece
You have accounting but no real CRM, or a CRM but no inventory. We implement the missing system and wire it in.
- We recommend based on fit, not commission
- Configured around your process
- Your team trained on it
Build something custom
Your process does not fit any package. We build the application around how your business actually works.
- Your workflow, not a vendor's
- Owned by you
- Extends as you grow
What the connected system looks like
One flow of information, with the AI layer doing the work that used to sit between the systems.
CRM
- Leads and customers
- Sales pipeline
- Quotations
- Follow-ups
- Communication history
ERP
- Sales and purchase
- Inventory
- Orders and production
- Operations
- Financial reports
AI layer
- Agents on every function
- Workflow automation
- Business insights on demand
- Alerts when something needs attention
- CaptureEnquiry or order arrives
- ValidateChecked against your rules
- Write onceInto the system of record
- SyncOther systems updated
- FlagExceptions raised to a person
- ReportNumbers agree without editing
Questions about ERP and CRM work
Will you make us switch from Tally?
No. Tally stays where it is. We read from it and write to it so the rest of the business can use the same numbers without anyone exporting a sheet.
Our ERP has no API. Can it still be connected?
Usually yes. Where there is no API we work through scheduled exports, database access or file-based handovers. It is less elegant but it is reliable, and we will tell you the trade-offs before we start.
Is our data safe during integration?
We work on a copy first, never write to a live system until the mapping is verified, and every automated write is logged and reversible. Access is scoped to the specific records the automation needs.
Who owns the system you build?
You do. Custom applications, integrations and configurations are yours, with documentation handed over. We are not interested in keeping clients by holding their systems hostage.
Let us look at what you already run
Send us a list of your current systems. We will come back with what can be connected, in what order, and what it would take.