ERP/CRM digitization

Task

Digitize the processes of a large business so that AI can reach them: bring ERP, CRM and staff call records into one system.

What came before

The data sat apart: in the ERP, in the CRM and in the call records. Each system on its own, with no shared access for AI.

How it's built

Everything is built on the Recall system. ERP, CRM and staff call records are brought together and reachable by AI providers — Claude, GPT — through MCP. A separate loop brings Notion, Asana, Obsidian and Google docs into a single knowledge base.

What worked

Staff query the knowledge base in real time instead of calls and meetings — that closes about 70% of internal questions.

What didn't work

Digitizing 1C completely didn't work out. The vendor's licence gets in the way, and so does the way the program is built inside: it gives no usable way to connect to it for an AI integration.

So 1C is connected the long way round: an export to XML, parsing that export, and only on top of that — all the rest of the logic.

Describe your task

Works