Common projects
- CRM and ERP integrations with lead or document workflows
- Support routing, summaries, and internal knowledge flows
- Automated reminders, follow-up, and qualification steps
- Custom connectors between existing tools and AI services
For teams that need AI inside CRM, ERP, support, intake, reporting, or internal workflows, this page is the starting point for scoped integrations and practical automation.
Integration mindset
The goal is not generic automation. The goal is fewer manual steps, clearer handoff, and workflows that hold up in day-to-day operations.
existing systems are part of the design
permissions and GDPR considered from the start
built around how the team actually works
We inspect the tools, handoffs, and manual work around the current process.
We define a security-aware implementation path with clear scope and dependencies.
We integrate, test, and monitor the workflow in real use conditions.
Hi! Iβm the HeptaLex assistant. I can help with our AI chatbot widget, AI websites, and custom integrations. What would you like to achieve?