Add AI to your CRM, ERP, helpdesk and document workflows without replacing them. We plan the integration, connect the data, deploy the AI and keep people in control of the decisions that matter.
Customer record opened in the CRM
SystemAI summarises history and suggests a next step
AI agentSales rep accepts or edits
Human approvalActivity logged back to the CRM
SystemAI integration connects AI models to the systems your teams already work in, so the AI has the right context and its output lands where the work happens.
Summaries, next-step suggestions and record updates inside your CRM.
Suggested replies, ticket sorting and handover summaries.
Read invoices, orders and statements into your ERP or accounts.
Search and answer from your policies, manuals and files.
Models via API or Amazon Bedrock, fitted to your use case.
Rollout, access controls, monitoring and ongoing improvement.
For a scoped use case: a working demo in week one, implementation in week two, and Phase 1 complete by week three or four. You see the demo before you pay anything.
Your systems, APIs, data access and security requirements.
Where AI reads, where it writes, and who approves.
Connect, test with real work and train your team.
Track usage and quality, then extend to the next system.
Sixty One Steps works across AI automation, custom software and business-system integration. We start with your processes and existing tools, then define the data, rules, integrations and human decisions an implementation needs.
Connecting AI models to the systems your business already runs, such as CRM, ERP and helpdesk, so AI can use the right data and deliver its output inside those tools.
Integration adds AI to existing systems. Custom development builds a new agent or application. Many projects combine both; see custom AI agent development.
We assess your platforms, available APIs, data access and security requirements during scoping, and confirm the integration approach before any build.
The AI gets access only to the systems and data you approve, with defined permissions, and a person reviews actions wherever your process requires it.
A working demo in week one, implementation in week two, and Phase 1 complete by week three or four for a scoped integration.
You see a live demo before any payment.
Tell us which systems your teams live in. We will show you where AI fits and what a first integration would look like.