AI integrations for CRM and internal tools
Connect AI and LLMs to your CRM, internal tools, apps, and business workflows
Bring AI into your day-to-day business. Get an overview of sales, projects, and pending work, ask questions about your operation, and manage routines through your chosen assistant. We connect CRM, internal tools, apps, and business workflows with MCP, APIs, and LLM integrations.
- An on-demand business overview, configured around the information you want to follow.
- Reports, answers, and everyday tasks from your assistant, wherever you work.
- Optional MCP development, already included in your monthly plan.
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Integration model
- API-first delivery over REST or GraphQL for existing products.
- MCP connections with scoped access and activity records for your chosen assistant.
- Monitoring, release checklist, and handoff runbooks included.
Typical deliverables
- LLM workflows connected to CRM, logistics, payments, or support data.
- MCP servers for specific queries and authorized updates, optional and included in your monthly plan.
- Admin controls for prompts, indexes, access, and review steps.
- Mobile and dashboard surfaces to expose answers, actions, and analytics.
Best fit
- Teams that need AI features with auditability and operational control.
- Products that already rely on search, knowledge, or structured data layers.
- Leaders who need steady progress in production software on the agreed delivery cadence.
Your business, connected to your AI assistant
Use the assistant your team prefers to follow your business and move work forward. We build MCP connections for ChatGPT, Claude, or Gemini-powered agents, configuring the views, reports, and actions that matter to your operation.
- Ask for a business overview when you need it: sales activity, project progress, pending requests, and the indicators your team chooses.
- Manage routines remotely through natural-language requests, such as preparing a follow-up or updating an agreed workflow.
- Bring customer history and operational information into one conversation, with links to the records behind the answer.
- MCP development and ongoing improvements are optional and included in your monthly plan, within agreed priorities and capacity. Model usage, hosting, and third-party subscriptions are aligned before kickoff.
How do you connect an LLM to internal tools?
A practical starting workflow is a customer summary inside the CRM: the support team asks a question, receives an answer, and can open the records behind it.
- The backend checks the signed-in user and retrieves only customer records that user is allowed to access. The model does not receive unrestricted database credentials.
- The integration sends the necessary information to the model and returns a summary with links to the records used, so the agent can check the answer.
- If information is missing or the request is outside the allowed scope, the feature reports that limitation. Sending a message or updating a record can require explicit human approval.
- Before release, test permissions, answer quality, latency and cost on representative examples. The first delivery can demonstrate this one workflow before expanding to other systems.
AI inside the workflow, not beside it
Useful AI features need relevant information, permissions, fallback behavior, monitoring, and an interface that fits the operation.
- Connect AI to CRM records, support history, knowledge bases, files, dashboards, or operational data.
- Create admin controls for prompts, thresholds, model choices, indexing, and review workflows.
- Build mobile, web, or dashboard surfaces where users can act on the output.
Operational control from the beginning
Access rules, review steps, and monitoring make the integration a manageable part of your business process.
- Fallback paths for low-confidence answers, missing data, or restricted actions.
- Activity records and observability for outcomes, latency, costs, and user feedback, with agreed data retention.
- Release checklists so AI features can ship without surprising the operations team.
Concrete AI workflows we can build
AI should remove operational friction inside a real product or internal system, not sit beside the workflow as a disconnected chatbot.
- CRM summaries, customer history briefs, lead qualification, message classification, and next-action suggestions for sales or support teams.
- Support triage, document search with RAG over company knowledge, internal assistant flows, and staff-facing answer review.
- Business report generation, operational exception detection, form extraction, and workflow automation with human approval where needed.
Human review and safe fallback
Production AI needs clear behavior when the answer is uncertain, sensitive, expensive, or operationally risky.
- Low-confidence responses can route to review, ask for clarification, or show the source material instead of inventing an answer.
- Human approval can stay in the loop for customer-facing messages, financial actions, medical-adjacent content, or restricted business decisions.
- Admin controls can manage prompts, model selection, retrieval sources, thresholds, blocked actions, and escalation paths.
How to choose a CRM and LLM integration partner
Look for a partner that can show a working integration and explain how it fits your existing systems, your team, and your operating rules.
- Ask which CRM APIs and domain services will be reused, which assistant will be connected, and which first workflow will be demonstrated.
- Verify account permissions, company separation, access revocation, and approval behavior for the actions you want to enable.
- Agree on test evidence, release responsibility, monitoring, provider costs, and ownership of code and infrastructure accounts.
- Tg Apps has implemented an MCP adapter for a CRM with a Go backend and Flutter management interface. Our technical guide describes the architecture and the checks completed so far.
Built into your existing stack
We can add AI to an existing CRM, admin panel, app, backend, or support workflow without forcing a full platform rebuild.
- Connect to the APIs, databases, files, search tools, vector stores, or knowledge systems your team already trusts.
- Expose AI outputs in the existing dashboard, mobile app, customer portal, support queue, or admin workflow.
- Document prompts, rules for selecting information sent to the model, retrieval behavior, logs, fallback behavior, and deployment steps for handoff.
Frequently asked questions
Can my AI assistant look up and update data in our systems?
Yes. We can build MCP integrations for specific queries and updates through natural-language requests. Your business defines the available access and actions, with approval steps for changes that need review. The backend applies your system rules and records the outcome.
Is MCP development included in the monthly plan?
Yes. It is an optional service within your selected plan, sharing the agreed capacity and priorities with app, web, backend, and other work. Adding an MCP integration does not create a separate development fee. Model usage, hosting, and third-party subscriptions are agreed separately.
Which AI assistants can you connect?
We can build for ChatGPT, Claude, and Gemini-powered agents using compatible MCP clients, including Gemini CLI. We select and test the actual client, account permissions, authentication, and tools with you before release.
Can you add AI to an existing CRM or internal tool?
Yes. We can integrate AI into existing workflows when the system exposes usable data, APIs, files, or database access and the desired action can be scoped clearly.
Do you build RAG systems?
Yes. We can build retrieval-augmented generation workflows over company documents, knowledge bases, records, or structured data, with source-aware responses and fallback behavior.
Can AI read company documents safely?
We design document access around your user permissions, approved sources, necessary fields, and the chosen provider's data policy. Before release, we verify access rules, retrieval behavior, and review paths with representative documents.
Can we keep a human approval step?
Yes. For sensitive workflows, AI can draft, classify, summarize, or recommend while a person approves the final action.
What happens when the AI is unsure?
The system should not pretend certainty. It can ask for clarification, show sources, route to review, block restricted actions, or use a non-AI fallback.
Monthly software plans
Same engineering capabilities, different ways to work together
Every plan can build, launch, evolve and support your products across mobile, web, backend, CRM, internal tools and AI integrations. Daily asynchronous group communication is included, with no added charge for questions, requests, updates or feedback. Choose the delivery rhythm, level of live coordination and flexibility to reorganize work.
- Steady: USD 1,500/mo. Planned two-week delivery cycles and meetings, with autonomy to execute between reviews. Product size or technical complexity does not restrict the service range.
- Growth: USD 2,000/mo. Weekly meetings and delivery cycles, with closer collaboration and intelligent allocation across the agreed priorities.
- Embedded: from USD 3,500/mo. Daily meetings when needed, continuous delivery and closely managed execution. Team size, working hours and additional coverage can adapt to your operation, with capacity and monthly pricing agreed together.
- Failures that affect product operation receive priority attention in every plan. We investigate and work on the fix without waiting for the next scheduled delivery cycle.
- The plans are not fixed hour banks. Before kickoff, we align the first milestone, active workstreams, response rhythm, and what can realistically move inside the selected plan.
Shared capacity
One ongoing engagement can cover development, improvements and production support across multiple products, including integrated systems and global apps. Adding another product does not create an extra fee by itself: the products share the contracted capacity, with agreed priorities and workstreams.
Delivery cycles
Each cycle advances the agreed work. Larger milestones may span several cycles, and production deployments follow the agreed release plan.
Clear first milestone, month-to-month continuation, and a fixed plan rate while the engagement remains active. USD prices are public references. The actual monthly amount is fixed before kickoff in the billing currency agreed with the client.
AI should make the existing system more useful
The strongest AI integrations usually improve a CRM, internal tool, support flow, dashboard, or customer app that already contains business data and workflows.
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