AI CRM Assistant

About the Project

Our client, a manufacturing company, needed a faster way for its sales and management team to get answers from company data. Questions like “Who was our biggest customer this month?” or “What was our revenue this year?” used to mean exporting reports from the ERP and working through spreadsheets by hand.

Dihardja Software built an internal Customer Relationship Management (CRM) system with an AI assistant at its core, so the team can ask those questions directly and get an answer in seconds.

Key Features

• AI Assistant: team members ask questions in natural language, in English or Chinese, and the assistant runs the analysis for them: calculating revenue, finding customers, tracking sales performance and digging into order data from the ERP. When a question is ambiguous, such as which currency to report in, it asks for clarification before answering.
• Sessions: every conversation is saved, so past analyses can be reopened, from yearly sales reviews to the top customers by currency (RMB, HKD, USD, JPY) and sales visit tracking.
• Knowledge Base: company information and reference material that the assistant and the team can draw on.
• Admins and Agent Settings: administrators manage users and configure how the AI agent behaves.
• Token Usage, Audit Trail and AI Audit Log: AI usage is tracked, and every action and query is logged for security and transparency.

How Dihardja Software Helps

We connected the AI assistant directly to the company’s ERP and CRM data, and defined how each figure is calculated, so answers are consistent with the way the business already reports its numbers. Access control, usage monitoring and audit logs were built in from the start, keeping the tool safe to roll out across the team.

The result is an internal tool where anyone on the team can get reliable sales and customer insights without waiting on a report.