The full answer
Creuto builds custom ERP and CRM systems and integrates with established platforms, so it knows the data models, APIs and permission structures involved. That matters because an agent is only as useful as the systems it can safely reach.
A typical agent connects to your ERP or CRM through a tool layer that exposes specific, well-defined actions, such as finding a customer, creating a task or updating an opportunity stage. The agent can only use the actions you approve, and each action checks the user's own permissions.
Read-only tasks, such as summarising an account, preparing a daily pipeline briefing or answering questions about an order, can run automatically. Actions that change records, send messages or affect money sit behind approval steps until trust is established with evidence.
Creuto's own AI-powered sales CRM is an example of AI features embedded in a sales workflow, and its custom cloud ERP work for large-scale industrial operations shows the depth of system integration involved.
Agents are tested against realistic scenarios, including edge cases and bad inputs, before going live, and monitored afterwards. If your ERP or CRM lacks a usable API, Creuto can build the integration layer first.