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Agentic CRM

The AI layer for your CRM and ERP

Ask your customer data anything by voice or chat, speak reports and offers straight back in, and reach your agents by phone. On top of Salesforce, SAP, Zoho and Microsoft, hosted in the EU.

Talk to your data — try it live Discover the AI layer

Built for sales teams

HybridAI connects your CRM, ERP and documents with AI agents your field and inside sales teams can talk to: in the car, between meetings, at the desk.

  • Natural language queries against your business data
  • Visit reports and follow-ups dictated by voice
  • Real phone numbers: call your agent, no app needed
  • Sales outreach with AI-personalized emails
  • Complete audit trails and enterprise-grade security
HybridAI BI chat on CRM data

Platform Modules

A modular platform — use what you need, when you need it

BI Chat Interface

Text-to-SQL for your CRM and ERP data

Ask questions in natural language, get SQL queries executed against your data warehouse. No BI tool expertise required.

  • "Show me revenue by region last quarter"
  • "Which customers have overdue invoices > 30 days?"
  • Automatic chart generation

Voice & Telephony

Realtime speech and real phone numbers

Your team talks to the agent like to a colleague: in the browser, in the app or over a normal phone number. Nothing to install, no new tool to learn.

  • Briefings on the way to the customer
  • Visit reports and offers captured by voice
  • Dial-in via real phone numbers

Sales Outreach

AI-powered prospecting & outreach

Deep research on prospects, automatic email finder, and AI-personalized outreach emails — from lead identification to first contact.

  • AI deep research on person & company
  • Automatic email address discovery
  • Personalized outreach email generation

HybridClaw AI Agents

Autonomous digital coworkers

Purpose-built AI agents that research, plan, and execute tasks autonomously. Each agent maintains persistent memory across all channels and improves continuously through learning loops.

  • Unified memory across email, chat, WhatsApp & terminal
  • Proactive task scheduling and notifications
  • Enterprise controls with audit trails

Further modules

Agentic Knowledge

Company knowledge your agents maintain

Documents, web pages and notes become a shared collection of linked pages. Every agent and bot can search it, and a curator agent keeps it tidy.

  • Answers with source citations
  • Nightly maintenance by a curator agent
  • Export as an Obsidian vault

Workflow Automation

N8N integration built-in

Connect AI decisions to your existing systems. Trigger actions in your ERP, send notifications, update records.

  • Pre-built finance workflow templates
  • Human approval steps
  • Webhook & API triggers

Tax Classification Engine

Specialized SLM for VAT & Incoterms

Fine-tuned models trained on EU tax regulations. Paste a transaction, get the correct VAT treatment with explanation.

  • 27 EU country-specific VAT rules
  • Reverse charge & triangulation detection
  • Incoterms 2020 classification

Enterprise Integration

Connects with your existing business infrastructure

CRM Systems

  • Salesforce Sales Cloud
  • Microsoft Dynamics 365 Sales
  • Zoho CRM
  • CSV and database exports

ERP & Finance Systems

  • SAP S/4HANA, SAP ECC, SAP Business One
  • Oracle Financials, NetSuite
  • Microsoft Dynamics 365 Finance
  • DATEV, Sage, and other accounting systems
  • Custom ERP via REST/SOAP APIs

Deployment & Security

  • EU cloud with data residency guarantees
  • On-premises deployment available
  • ISO 27001 aligned security practices
  • SSO integration (SAML, OAuth, Azure AD)
  • 99.9% uptime SLA

See it with your own data

Try the live demo in a few clicks with demo data, your own CSV or your website. Or let us show you how the AI layer fits your CRM.

Talk to your data — try it live Schedule Demo