Agentic ERP & CRM

Agentic ERP and CRM, built around how you work

ERP, CRM and internal tools where AI agents do the busywork: updating records, drafting follow-ups and flagging risks, while your team approves. You own the code, at a fraction of the long-term cost of SaaS subscriptions.

Agentic ERP & CRMLending & insurance CRMsAI agents with approvalsYou own the code

Tell us what you need to build

We will suggest an approach, phases and an indicative timeline.

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The SaaS trap

Off-the-shelf tools rarely fit, and the bills keep growing

Teams end up bending their process to fit generic software, paying per seat for features they never use, and stitching tools together with spreadsheets.

Per-seat subscriptions grow every year as the team grows.

Critical workflows live in spreadsheets outside any system.

Data is locked in vendor platforms you do not control.

Why build with Transformics

  • Software shaped around your exact workflows
  • AI assistants and automation built in from the start
  • You own the code, data and roadmap
  • Deploy on your cloud or on-premise
  • Security-aware architecture led by IIT Bombay engineers
What we build

Systems that run your business

Agentic CRM

Sales, lending and collections CRMs where AI agents log calls, update stages, draft follow-ups and flag stuck deals.

Insurance & policy CRM

Leads, proposals, renewals, claims and agent networks managed in one system with automated reminders.

Agentic ERP

Inventory, orders, procurement, approvals and finance, with agents that reconcile, route and report automatically.

Dashboards & MIS

Live management dashboards pulling from your systems, ad platforms and CRM.

Customer & partner portals

Self-service portals for customers, channel partners and vendors.

AI workflows

Document processing, summarisation, scoring and assistants inside your tools.

Integrations & APIs

Connect payments, WhatsApp, telephony, ad platforms and legacy systems.

Build vs. subscribe

SaaS subscriptions vs. owning your software

Compare 5-year costs of per-seat subscriptions with a one-time custom build plus yearly maintenance. Enter your own figures.

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Get a detailed plan for your numbers

Illustrative comparison using your inputs, not a quote.

What agentic means

Software that does the work, not just stores it

Traditional ERP and CRM wait for people to type. Agentic systems have AI agents built in that act on events, prepare the work and ask a person to approve.

Calls and emails logged

Agents summarise conversations and update the right record automatically.

Next steps drafted

Follow-ups, reminders and tasks are prepared for one-click approval.

Risks flagged early

Stuck deals, overdue EMIs, lapsing policies and stock gaps surface on their own.

Reports on autopilot

Daily MIS and management dashboards build themselves from live data.

How we work

A practical path from idea to production

01

Discover

Map workflows, users, data and integrations; agree success measures.

02

Design

Architecture, data model, UX prototypes and phased release plan.

03

Build in phases

Ship a working first release quickly, then add modules in short cycles.

04

Support & evolve

Hosting, monitoring, security updates and ongoing enhancements.

Why Transformics

Enterprise engineering, delivered with agency speed

We first understand how your business actually runs, then design the software around it. Agents handle routine work, and every important action keeps a human approval and oversight path.

IIT Bombay-led technology leadership
Security-aware, scalable architecture
AI and automation built in
Long-term maintainability and handover
FAQ

Frequently asked questions

What is an agentic ERP or CRM?

It is an ERP or CRM with AI agents built in. They log calls and emails, update records, draft follow-ups, reconcile data and flag risks automatically, and route anything important to a person for approval.

Is custom software really cheaper than SaaS?

Often, over a few years. You pay to build once and then for hosting and support, instead of per-seat subscriptions that grow with your team. We help you compare both options honestly before you decide.

Who owns the code?

You do. We hand over source code, documentation and deployment details, so you are never locked in.

Can you replace one part of our current stack?

Yes. Many projects start by replacing one expensive or poorly fitting tool, such as a CRM or reporting system, and integrating it with what you already use.

Where will the software be hosted?

On your cloud account, your own servers, or managed hosting from us, depending on your security and compliance requirements.

Can AI be added to our existing systems?

Yes. We add AI workflows such as document processing, summaries, lead scoring and assistants to existing tools through APIs and integrations.

Stop renting software that does not fit

Tell us what you need and we will propose a phased build with a clear first release.

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