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AI Integration for ERP, CRM and DMS: Your Implementation Partner for Mid-Sized Companies

Deyan7 integrates AI into your existing ERP, CRM and DMS systems without migration or replacement. From prototype to productive AI agent in 3–4 months.

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In short: Deyan7 connects AI to the systems your company already works with: ERP, CRM, document management, ticketing and email. We build an orchestration layer through which AI agents read data across systems and, with your approval, create drafts directly in your systems. No migration, no system replacement, no waiting for the next ERP upgrade. You see first results with your sample data after a few weeks, and the solution is usually in production after three to four months.


What we implement

Without access to your systems, AI remains a better text generator. There is always a person between the AI and the business process, copying, pasting and cross-checking. That is exactly the work we take out. Typical use cases:

  • Creating quotes from enquiries: the AI reads the enquiry, matches line items to your products in the ERP and creates the quote as a draft. Our article on quote automation explains how this works in detail.
  • Handling customer enquiries: enquiries in the CRM or ticketing system are pre-qualified, answered or prepared as a draft reply, and the status is kept up to date.
  • Making document management knowledge usable: employees ask questions in natural language and get answers with a reference to the source document.
  • Research across system boundaries: email threads, tickets, documents and master data are pulled together where this takes hours of manual searching today.
  • Reconciling data between systems: wherever information is currently transferred from one system to another by hand.

How the connection works

We don't make every system AI-capable on its own. We build an orchestration layer that sits between the language model and your systems. The model decides which information it needs. The orchestration knows which system holds that information and how to retrieve it. The result is one agent that uses ERP, CRM, document management and ticketing together, instead of five AI islands for five systems.

Not every system is built to be accessed from outside. In that case there are three routes:

  • Read-only database access: enough for most analyses and requires no change to the system.
  • An interface provided by your IT: the cleanest route, because your IT controls what is accessible.
  • A visual agent as a bridge: the agent operates the system through its interface until a better connection is available.

The technical background is covered in our article How to Integrate AI into Existing ERP, CRM, and DMS Systems


Start with reading, extend to writing

Integration doesn't mean the AI writes to your systems from day one. We work in three stages:

  1. Read: the AI gathers information from your systems. That alone often saves many hours of research.
  2. Create drafts: the AI prepares quotes, replies or records. A person reviews and confirms before anything goes out.
  3. Controlled autonomy: for recurring, low-risk actions, approval can be automated once quality is measurably high. Irreversible actions stay with people.

Autonomy grows with trust, not with promises.


How an integration project works

  1. System map in the first conversation: which systems are in use, where does information flow by hand, which process offers the biggest lever?
  2. First version with sample data: we start with exports and sample documents, without touching your systems. You see early on what the AI can do with your real data.
  3. Connecting system by system: then we connect the real systems step by step. Knowledge tools like Confluence or Jira are often connected within hours; older ERP systems with sparse documentation take longer.
  4. Parallel operation and go-live: the AI works alongside your existing workflows, and the current process remains as a fallback. Three to four months to production is typical.
  5. Operation and further development: maintenance, adjustments to system changes and model changes.

Data protection and control

AI agents only get access to the data and actions they need for their task. Where possible, personal data is pseudonymised before it reaches a language model. Models can run in German data centres, and training on your data is contractually excluded. Details in our article on GDPR-compliant AI.


What it costs

Integration into existing systems usually falls into the mid-range of EUR 30,000 to 40,000 for initial development. For grown legacy environments with many special cases it is EUR 40,000 to 60,000. The biggest factor is not the language model but your infrastructure: a dedicated cloud environment we can work in is much faster and cheaper than going through VPN tunnels and approval loops. More in our article on AI project costs.


Who this is for

  • Mid-sized companies with a grown system landscape in which information between ERP, CRM and document storage is moved by hand today.
  • Companies in the middle of an ERP rollout that don't want to wait one to two years for AI.
  • Sales, service and back-office teams whose experts spend too much time looking things up, copying and cross-checking.

If your goal is a custom AI solution beyond integration, see our overview of custom AI development.

Public references

Selected projects we have already delivered.

Frequently asked questions

Who integrates AI into existing ERP and CRM systems for mid-sized companies?

Deyan7 is a specialist provider for exactly this task. We connect language models to your existing ERP, CRM, DMS and ticketing systems through an orchestration layer and build AI agents on top for concrete processes such as quoting, handling enquiries or document research. Assessment, development and operation all come from one team.

Do we have to replace our ERP or CRM or migrate data for AI?

No. The AI works with the data where it lives today. An orchestration layer knows which system holds which information and retrieves it when needed. There is no system replacement and no data migration.

What if our ERP system has no interface?

There is almost always a way. Read-only access to the database is often enough. The cleanest route is an interface that your IT team provides and controls. If neither is possible, an agent can operate the system through its user interface as a bridging solution.

Is the AI allowed to write to our systems on its own?

Only as far as you allow it. We start with read-only access. Next, the AI creates drafts, for example a quote in the ERP or a reply in the ticketing system, which a person confirms. Irreversible actions always stay with people. More autonomy is only granted for low-risk actions with demonstrably high quality.

Should we wait with AI integration until our ERP migration is complete?

Usually not. The AI starts with the systems you use today. When the new system goes live, only the connection changes; the AI's logic, instructions and workflows stay the same.

How much does AI integration for ERP or CRM cost?

Projects with integration into an existing system typically cost EUR 30,000 to 40,000 for initial development. For grown legacy environments with many special cases and distributed expertise, EUR 40,000 to 60,000. On top of that come running costs for infrastructure, language models and maintenance.

Which language models do you use?

The orchestration layer is model-independent and works, for example, with models from OpenAI, Anthropic or Google. In practice, switching models takes one to two weeks, mostly to verify output quality. The integration itself stays unchanged.

NEXT STEP

In a first conversation we clarify which systems you use, where information currently flows between them by hand and which process offers the biggest lever. Afterwards you know whether and how AI integration works in your system landscape.

Discuss Your Project