Systems of record
ERP, CRM and ticketing: the records agents check and update.
Tell us the models and the users. We return a configuration sheet and a quote.
Spec a system →Model serving, access control and monitoring on hardware you own.
See the platform →
Thirty minutes with an engineer: your workflow, your data, and whether custom AI fits.
Book a scoping call →
cstmAI™ Connect links models, search and agents to your systems of record (ERP, CRM, document management, ticketing and data warehouses), so AI output lands where the work happens instead of in a chat window.
Most of the effort in a useful AI system is integration: reading the right records, respecting permissions, and writing results back in the shape the system expects. Connect standardizes that work, so each new use case reuses connections instead of rebuilding them.
Connectors are scoped: read-only unless a workflow needs to write, limited to the objects it needs, and logged through cstmAI Govern. Where no connector exists yet, our development team builds one.
| Categories | ERP, CRM, document management, file shares, email, ticketing, warehouses, databases |
|---|---|
| Access | Read-only by default; write access scoped per workflow |
| Auth | Service accounts or delegated user credentials |
| Sync | Scheduled or event-driven |
| New systems | Connectors built by our development team |
Every module runs on the same platform and hardware, under the same governance.
ERP, CRM and ticketing: the records agents check and update.
File shares and document management, indexed for Search.
Structured data for reporting questions and analysis.
Anything with an API, a database or a file drop.

List the systems, objects and permissions each use case needs.
Service accounts with the minimum access, set up by your admins.
Connectors tested against a copy of real data first.
Sync health and access logged through Govern.
Common ERP, CRM, document and data platforms, plus anything with an API or a database. We confirm your specific systems and versions in discovery instead of promising a list of logos.
Only where a workflow needs it, scoped to specific objects, and usually behind an approval step in cstmAI Agents.
Your team, with our documentation, or us under managed operations.
Tell us the models you want to run, how many people will use them and where the hardware should live. An engineer replies with a first configuration and the questions that decide the quote.