Ask your data a question
“Which quotations above two lakh are still open?” Typed in plain English, answered from your own records.
AI-powered CRM and ERP for growing businesses
One place where sales, operations and finance meet — and an AI layer that reads it, watches it and tells you what needs attention.
Three layers, one system
You do not need all three on day one. You do need them to fit together when you get there.
CRM
- Lead management
- Customer management
- Sales pipeline
- Quotations
- Follow-ups
- Communication history
ERP
- Sales
- Purchase
- Inventory
- Orders
- Operations
- Finance workflows
- Reporting
AI layer
- AI data assistant
- AI sales agent
- AI quotation agent
- AI support agent
- AI management reporting
How the pieces connect
A lead becomes a customer, a quotation becomes an order, an order becomes cash — and each step updates the next without re-entry.
- LeadCaptured in CRM
- QuotationPriced from ERP masters
- OrderReleased to operations
- InventoryCommitted and tracked
- DispatchCustomer notified
- InvoicePosted to accounts
- ReportOwner sees it live
Where the AI layer earns its place
Software stores information. The AI layer is what reads it, chases it and brings it to your attention.
Alerts before problems
Stock below reorder level, a quotation gone quiet for ten days, a customer past due.
Drafts, not blank pages
Quotations, reminders and reports arrive prepared, waiting for your approval.
Data entry that does itself
Enquiries, documents and messages become records without anyone retyping them.
Reporting that keeps up
Daily and monthly MIS assembled automatically from live data.
Control stays with you
Approval gates on anything commercial, and a full log of every automated action.
Works with what you already run
Connection first, replacement only if there is a real reason.
TallyZohoBusySAP Business OneMargOdooMicrosoft 365Google WorkspaceWhatsApp Business APIShopifyWooCommerceRazorpayIndiaMARTExcel and Sheets
If your system is not listed, it can usually still be connected — through its API, database or scheduled file exchange. We confirm this during the audit before anything is promised.
Questions about CRM and ERP work
Do we have to move off Tally or our current ERP?
No. In most projects the existing accounting or ERP system stays exactly where it is and we build around it. Replacement is only worth discussing when the current system is actively blocking the business.
Is this a product we buy, or a system you build?
Today it is built around your business, using proven components we reuse across clients. The long-term direction is a connected BREvx AI Business OS, and work done now is designed to carry forward into it.
Can we start with just CRM?
Yes, and most SMEs should. Sales visibility usually pays for itself first. ERP connections and the AI layer are added once the pipeline is clean.
Let's look at your systems as they are today
Bring us your current setup — even if it is three spreadsheets and a WhatsApp group. We will map what a connected system would look like and what it would take to get there.