Connect existing tools
List the CRM, accounting and support systems in use. Confirm API availability and credentials, and define how duplicate records and failed updates will be handled.
Custom business software, ERP integration and n8n workflow automation for companies serving Jordan. Define data access, staff tasks and maintenance responsibilities.
Settling these points early makes the scope, testing and handover easier to review.
List the CRM, accounting and support systems in use. Confirm API availability and credentials, and define how duplicate records and failed updates will be handled.
Choose one recurring task and measure its current effort and error rate. Test a bounded workflow with non-production records before expanding access.
Document workflow versions, access roles, hosting and backups. Assign a business owner and a technical maintainer so changes remain reviewable after handover.
AI agents that search company information and assist with CRM and business tasks, with scoped tools, access permissions and human approval where needed.
ERP software connecting accounting, sales, inventory and HR. Smart Team maps your processes, configures modules and plans migration and integrations.
n8n workflow automation connecting forms, CRM and business tools, with hosting choices, credential management, error handling and AI steps where useful.
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