SG Consulting
SG Consulting AI Systems Partner

01 For COOs, CFOs and heads of operations

AI-First ERP & CRM Built Around How Your Business Actually Runs

Off-the-shelf ERP makes your process fit the software. We build the other way round — a custom operational core for inventory, orders, finance and customers, with AI doing the data entry, the forecasting and the next-best-action.

+23%

Conversion uplift across BFSI CRM deployments

+34%

Retention improvement on renewal workflows

350K+

Documents parsed by AI in production

85%

Support & vendor queries auto-resolved

Figures from production deployments documented in our case studies.

The problem

The back office is where growth quietly leaks

  • Ops re-keys the same order into three systems, and none of them agree by Friday.
  • The ERP you licensed models someone else’s business, so half your process lives in spreadsheets.
  • Your CRM records what already happened. It never tells a rep who to call next, or why.
  • Restocking and assortment run on last month’s numbers and this month’s intuition.
  • Invoices, KYC packs and contracts are read by people, at people speed.

What we build

AI-First ERP & CRM, in practice

01

Custom ERP core

Inventory, procurement, order and finance modules modelled on your real workflow — not a vendor template you spend a year configuring around.

02

AI CRM with next-best-action

Lead scoring, rejection management and renewal prediction that tell each rep who to call, what to say and what it is worth.

03

Document intelligence

Invoices, policy packs, KYC files and contracts parsed into structured records automatically. 350K+ documents processed in production to date.

04

Demand & replenishment forecasting

Predictive restocking, assortment intelligence and liquidation planning, so stock decisions stop being a monthly guess.

05

Automated call & conversation QA

Every sales and service call scored against your playbook, with coaching flags surfaced to team leads the same day.

06

One live operating picture

A single set of numbers for the board, with drill-down to the branch, the SKU and the rep for the people on the floor.

How we work

Assess, architect, build, integrate, operate

The same five stages on every engagement. You see production increments from week six, not a reveal in month seven.

  1. 01

    Assess

    A two-week diagnostic. We map the workflow, the data and the constraints, and come back with the intervention that pays for itself first — occasionally not the one you asked about.

  2. 02

    Architect

    Solution design, data contracts, model and vendor selection, and a cost envelope you approve before anyone writes production code.

  3. 03

    Build

    Production increments every two weeks with your team in the loop. No six-month silence ending in a reveal.

  4. 04

    Integrate

    Connected to the systems you already run, then operated in parallel with the current process until the numbers justify the cutover.

  5. 05

    Operate

    Monitoring, evaluation suites, retraining and optimisation — plus training for the team who will own it after we step back.

Built on

OpenAI Anthropic Google Cloud BigQuery PostgreSQL Supabase dbt n8n

Questions we get asked

Before you book a call

Do you rip out our existing ERP?

Usually not. Most engagements start by building the intelligence layer on top of what you already run — forecasting, document processing, next-best-action — and replace underlying modules only where the incumbent system is genuinely blocking the process.

How long before something is live?

A two-week assessment, then the first production workflow in roughly six to eight weeks. We ship in increments rather than disappearing for two quarters and returning with a big-bang cutover.

Can it run inside our own cloud?

Yes. We deploy into your GCP, AWS or Azure account under your data residency and retention rules, and the models and prompts stay under your control.

Which industries have you built this for?

Fintech and BFSI (lending, insurance, mortgage), ecommerce and D2C, and real estate and logistics. The case-study page for each carries the full detail.

Book a consult

Start with the
assessment.

Two weeks. We map your workflow, your data and your constraints, and come back with the intervention that pays for itself first — occasionally not the one you asked about. Tell us what you are working on.

Call Us

+91 96650 49125

HQ

Jaipur, India

Trusted By

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