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AI • Automation • ERP/CRM • Business Intelligence
Business Systems Automation & Integration
Connect your CRM, ERP, finance, reporting, and operations tools so data moves automatically and your team stops doing repetitive work by hand.
Optimion builds API integrations, Power Automate workflows, AI-enabled processes, and operational dashboards around the systems your business already uses.
- CRM
- ERP
- Accounting
- Inventory
- E-commerce
- Microsoft 365
- Reporting
- AI
- APIs
Operational needs
Problems we automate
The work starts with the actual handoff, exception, or decision that is slowing the team down—not with a predetermined platform.
- Moving information manually between systems
- CRM and ERP synchronization
- Purchase-order and approval workflows
- Vendor and customer follow-up
- Invoice, email, and document processing
- Inventory and operational reporting
- Spreadsheet-driven back-office processes
- AI-assisted administrative work
Implementation approach
Built around the system of record and the people using it
- 1
Map the process
Map the current process, system owners, handoffs, and exception paths
- 2
Design the system
Design reliable data movement with validation, retries, and traceability
- 3
Build and validate
Automate repetitive approvals, notifications, document work, and updates
- 4
Launch with ownership
Surface operational status through dashboards and structured records
- 5
Monitor and improve
Roll out in focused stages without replacing the entire software stack
Systems we work with
Experience integrating with your operating stack
- Business Central
- Power Automate
- Power BI
- Zoho
- HubSpot
- Salesforce
- Odoo
- QuickBooks
- Shopify
- SharePoint
- REST APIs
- Webhooks
Good fit
Who this service is for
- Teams entering the same data into multiple applications
- Organizations with disconnected CRM, ERP, accounting, or inventory tools
- Operations still coordinated through shared spreadsheets and email
- Businesses seeking practical AI automation inside existing workflows
Frequently asked questions
Straight answers before we talk
Can you connect our CRM and ERP?
Yes. We map the records and lifecycle events that must stay aligned, then implement the connection through supported APIs, webhooks, middleware, or a custom integration. The design includes duplicate handling, field ownership, validation, and failure reporting.
Can you replace spreadsheet-based business processes?
Yes. We first preserve the useful logic in the spreadsheet, then move the process into a controlled workflow, database, dashboard, or internal application with clearer ownership and fewer version conflicts.
Can you work with the software we already use?
Yes. Optimion normally starts with the current stack, maps how information should move, and then uses native automation, APIs, middleware, or custom code to connect it. Replacing a platform is recommended only when the existing system cannot support the required process.
What if our software does not have a native integration?
We inspect its API, webhook, export, database, and authentication options. Depending on the system, we can build a custom connector, use scheduled synchronization, or create a controlled import/export workflow with logging and error handling.
Start with the real process