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● B2B offer — Integration & operations

Multi-integration agent: your CRM and your ERP, linked

Between the CRM and the ERP, data often travels by hand: you re-key, you copy across, and you find the discrepancy three weeks later. Your agent reads in both systems, matches what needs matching and prepares the writes — stating, for each one, what it rests on. Hosted in France: your operational data stays with you. Every write is approved before it is applied, and stays reversible.

Hosted in France Operational data protected GDPR & AI Act: governed deployment Human oversight

Updated on

Deployed in a few weeks
Multi-integration · hosted in France
Give me the position on the discrepancies between the CRM and the ERP.
Matching carried out across the active accounts in both systems.
Three categories of discrepancy: contact details that differ, an order present on one side only, a status out of step.
For each case, the write proposed and the source used — you see which system prevails and why.
🔗 Sourced · every write states its source
Apply the contact-detail corrections.
Writes prepared for that category, with the value before and after for each.
They will be applied once you approve, and stay reversible: every change is logged with its original value.
✎ Action · writes approved, then reversible
Local inference · no data outside the EU
Systems hosted in France
Sovereign by designLocal inference or hosting in France
GDPR & AI Act: governed deploymentTraceability & human oversight
TurnkeyDesigned, installed and operated for you
The operations manager decidesThe agent prepares, never rules
✦ In brief

A Blue Lemon Agent multi-integration agent links your CRM and your ERP: it reads in both, matches the records and prepares the writes, stating for each one the source used and why. Every change is approved before it is applied, logged with its original value, and therefore reversible. It runs on local inference or is hosted in France: your operational data is entrusted to no one, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity.

100%
hosted in France in the target architecture
0
transfer outside the EU in the target architecture
6
integration uses ready to deploy
0
decision taken without human approval

These figures describe our offer, not results measured at a client. How large the gain is on your number of systems and volume of records is confirmed by a pilot.

The context

What does an AI agent bring to how your data moves?

Between two systems, data drifts out of step silently. Continuous matching, with the source of truth stated, avoids finding the discrepancy too late.

! The issue

Moving data between two systems means settling one question at every discrepancy: which one prevails? The agent matches continuously, presents each divergence with the source it uses and the reason, and prepares the corresponding write — so that synchronising becomes a documented decision rather than blind re-keying.

Our answer

Nothing is written without your agreement, and nothing is irreversible: every change is logged with its original value, which makes it possible to go back. That is the condition for automating between two production systems without fear. Local inference or an isolated resource hosted in France: your operational data passes through no third-party service.

The decisive point

The data your CRM and your ERP share: sovereignty & compliance

The data your CRM and your ERP share describes your entire business. Here is how the architecture of our agents protects it.

Local inference

The agent can run on a machine belonging to your organisation: no operational data leaves the network, no record passes through a public cloud.

Hosting in France

Otherwise, a dedicated and isolated resource hosted in France, under French law — your systems and the data that moves between them: processing and access within the European Union targeted by the architecture.

Reduced extraterritorial exposure

For the data your CRM and your ERP share, the architecture aims to reduce exposure to the Cloud Act and FISA 702; being located in France or in the European Union does not, on its own, guarantee immunity.

Isolated resource

No pooling: an environment strictly dedicated to your company and its systems.

Writes recorded and reversible

Every change is logged with its original value and can be undone; encryption, role-based access and a write scope limited to what you authorise.

AI Act: governed deployment

The agent is strictly in support; no write is applied without approval, no change is irreversible; traceability and human oversight from end to end.

What depends on the architecture chosen These points are not general guarantees: they are settled deployment by deployment, in the quotation.

  • The applicable location is that of the architecture set out in the quotation and verified before commissioning.
  • Local execution is announced only for the configuration explicitly described and accepted in the quotation.
  • The applicable isolation depends on the deployment mode set out in the quotation; no dedicated isolation is presumed.
  • Roles and permissions are configured and accepted for the identities and systems actually connected.
  • The events logged, their content, their retention period and who may access them are defined for the deployment chosen.
For systems carrying health or banking data, or data under a retention obligation, SecNumCloud and reinforced hosting are options depending on your requirements. A single architecture is designed to answer both the GDPR and extraterritorial exposure. Designed for deployment in line with the GDPR and the AI Act, after the processing, roles and context-specific risks have been assessed.
Demonstration

See the agent at work

4 real situations, taken from those that come up most often. Pick one: the exchange unfolds as it would in your organisation.

A scripted demonstration. These exchanges show how the agent behaves — its sources, its refusals, what it leaves to your teams. Nothing is sent from this page, no model is queried here, and the matters named are fictional. That is precisely what we promise your data.
The behaviours shown here — monitoring, automation rules, routing and reminders — are configured with you during deployment, from your tools, your rules and your thresholds.
The architecture points named in these exchanges — location, local execution, isolation, encryption, role-based access, logging — are not a guarantee attached to the demonstration: they are those of the architecture set out in your quotation, and verified before commissioning.

Multi-integration · hosted in France
Four flags this morning across your four systems.
· Forty-one operations were left half written. The first system accepted, the second refused. Nobody knew.
· A price differs between CRM and ERP on three per cent of references. I overwrote nothing.
· Fourteen hundred writes were produced by twelve real changes. Two systems were answering each other.
· I am asked to synchronise the free-comment fields. I do not. morning-watch_4-flags.pdf41 half operations · 1,400 writes for 12 changes
⛓ Source · 4 systems, 62,000 writes, synchronisation log
How can an operation be left half written?
Because writing into two systems is not one act, even when it looks like one.
What I record: 41 operations wrote into the first system and failed in the second — a missing mandatory field, an unknown reference, a system momentarily unavailable. An order remains on the CRM side with no counterpart in the ERP.
Why nobody sees it: each system is consistent with itself. The inconsistency exists only between the two, and neither has any reason to look at the other. Of the 41, the oldest was five months old.
What I now do: I write first where I know how to undo, and last where I do not. When the second write fails, I undo the first and flag it. When neither can be undone, I write nowhere and hand over.
What it costs: operations that do not complete and that a human picks up. This month: 23.
What it avoids: a state nobody can see and everybody believes to be sound. An operation that fails outright can be recovered; a half-done one is discovered at stocktaking. 41-operations_5-months.pdfA half-done operation is discovered at stocktaking
⛓ Source · 41 partial operations, oldest 5 months, 23 picked up
How do you work, and where do you hand over?
I carry data between your systems, and I stop at every point where deciding would mean deciding for you.
What each write carries: the source system, the value's date, the operation that triggered it, and what is needed to undo it where the target system allows.
Routing follows who can settle it: a divergence between systems goes to whoever owns the field, with no write; a partial write is undone, then flagged; a synchronisation loop is cut immediately, before anything else; an out-of-scope field is never carried.
With a monthly summary: operations picked up by hand, divergences per field, loops detected, and the volume of writes against the number of real changes.

What that gives you over the month: 41 half-written operations caught up, one of them five months old; a loop producing 1,400 writes for 12 real changes cut; and the 3% of references with a diverging price put in front of whoever owns the field.
What you gain from tomorrow: no more rekeying between CRM and ERP, no more gap discovered three weeks later, and a stocktake that stops revealing orders with no counterpart. That leaves 23 operations picked up by hand in the month: each arrives with its source, its date and its original value, and is settled in minutes.
And I write into your systems the moment you give me the mandate: in writing, field by field, with the source of truth declared, a daily ceiling on writes and an end date. Every write keeps its original value, so it can be undone; everything is logged; the mandate is withdrawn with a single word, and I am back to preparing within the second. Free-text fields enter a mandate only if you put them there in black and white: they carry what nobody planned for.
The next step is ready: fifteen minutes to map your gaps, declare your sources of truth and set the ceiling of the first mandate.
✎ Framework · no arbitration between values · no free-text field carried
Local inference · no data outside the EU

Your case is not here? That is exactly what a 15-minute conversation is for. Book the free audit

Use cases

What does the agent actually do?

One agent, several junction points between your systems. All these uses work in support, subject to your approval.

Included in your agent The 3 capabilities essential to this promise are included, at no extra cost.
From 583 € excl. VAT / month

Reconciling across systems

Compares the records in the CRM and the ERP and picks up the discrepancies by category.

Writes prepared, with reasons

Proposes the correction, stating the source used and the value before and after.

Logging and reversibility

Keeps the original value of every change, so it can be undone.

Controls and safeguards These 2 controls are built into the agent: they frame what it does, whatever plan you pick. They are not chosen and are not added to your order.
Human validation, exceptions and escalation Explain alerts, scenarios and operational trade-offs
What the agent must be connected to These 2 connections are required for the agent to work. They concern your information system and are scoped during the audit.
Connect ERP/WMS/MES/IoT without creating double entry Honour constraints, statuses, approvals and error recovery

Need to go further?

These agents handle a different business process, with their own owner and their own price. They are added to this one.

Does your need fall outside this?

In 15 minutes we identify the most relevant agent — without oversizing the project.

Book the free audit Build your agent
The gain

How much re-keying can a team eliminate?

By matching continuously and preparing the writes, manual copying gives way to a documented approval. How large the gain is depends on your volume and remains to be confirmed by a pilot.

Matching between the two systems
Today · done by hand
Discrepancies picked up by category
Re-keying a record
Today · done by hand
Write prepared, to approve
Finding the origin of a discrepancy
Today · done by hand
Source stated
Indicative figures, not contractual, to be confirmed by a pilot on your number of systems and volume of records. Every write is approved before it is applied and stays reversible: the original value is kept and the change can be undone.
How it works

The stages of your AI agent project

1

Audit & scoping

15 minutes to target the use case with the best return.

2

Quote or direct sign-up

A catalogue offer is bought online; a specific need gets a costed quote.

3

Design

We design the agent and its guardrails.

4

Integration & testing

We connect your tools to the agent, which is itself hosted in France.

5

Rollout

Going live and training your team.

6

Operation

Continuous supervision and improvement.

Pricing

One package, one agent

A multi-integration agent (two systems, matching, recorded writes), installed and operated for you.

Agility

Setup + controlled subscription

8,085 € excl. VAT setup
then 583 € excl. VAT/month — you invest at installation and pay a reduced subscription. Ideal for keeping the cost under control over time.
  • Installation, configuration and training for your teams
  • Operation, human oversight, updates and support
  • Sovereign hosting in France, a dedicated and isolated resource
Order →
The simplest Serenity

All inclusive, no setup fee

1,033 € excl. VAT /month
all inclusive, immediate start. No upfront investment: a single subscription. Ideal for starting quickly and simply.
  • Setup included (installation, configuration, training)
  • Operation, human oversight, updates and support
  • Sovereign hosting in France, managed end to end
Order →
100% Sovereign

On site, you own it

11,840 € excl. VAT setup
then 780 € excl. VAT/month · + hardware from 2,491 € (one-off purchase, in addition) — a sovereign computer installed on your premises, maintained remotely. Models run locally, your data returned at the end of the contract. 36-month commitment.
  • Hardware installed on your premises (you own it)
  • French / European AI models run locally
  • Secure remote maintenance (Pro support included)
Order →
Not included in the packages: AI consumption (model tokens), re-invoiced at real cost with no margin, and tracked in real time in your client area. Maintenance and supervision subscription for an initial term of 12 months for the Agility package, 24 months for the Serenity package and 36 months for the 100% Sovereign package, renewable; support levels (SLA 72 h / 24 h / 4 h) optional. Bespoke development, additional integrations or exceptional volumes are quoted separately. Support Monday to Friday, 9am to 6pm. Prices exclude VAT.
AI model: none of the AI models offered currently carries a fixed surcharge. When the selected model carries a cost, that cost is shown when you choose it, before you order, and re-invoiced at the cost incurred, with no mark-up; usage is billed at the publisher's price. Publishers' prices are published in US dollars: the amount re-invoiced is the amount in euros actually borne by Blue Lemon Agent on the publisher's invoice, at that invoice's exchange rate, with no commission or mark-up.
Included components and additional components Components included in the base offer: the Blue Lemon Agent software foundation, the AI models listed in the order journey, the standard channels (Microsoft Teams, Slack, WhatsApp Business, email, website chat, calendars, Microsoft 365 / Google Workspace, file storage, market VoIP telephony, professional social-media pages and accounts, Google Business Profile), hosting in France for the package chosen, backups, supervision, updates and support. If adapting the AI agent to your constraints, your needs or your requests requires other paid components — a third-party publisher's software licence, paid API access to one of your applications, hosting of health data, for which French law requires an HDS-certified host (art. L. 1111-8 of the French Public Health Code), SecNumCloud-qualified hosting, a speech synthesis service, particular hardware —, they are offered to you as an option or on quotation and re-invoiced at the cost incurred; nothing is committed without your written agreement. Where the artificial intelligence model you choose entails an additional cost, that cost is shown to you before you order and re-invoiced to you at the cost incurred, with no margin.
What to expect
Go-live 2 to 3 weeks
Agent designed, channels connected, team trained.
Steady state 4 to 7 weeks
After a few weeks of real use, once the agent's behaviour matches what you expect. Indicative estimate, adjusted to the options you keep. It is not a delivery commitment.
Our commitment

Four guarantees that matter to your production systems

Your operational data stays with youLocal inference or an isolated resource hosted in France; no CRM or ERP data entrusted to a third party, no record used to train a model.
Data in France, under French lawThe data your CRM and your ERP share: minimisation and location in France, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity.
The operations manager keeps the decisionThe agent produces actions that are prepared and recorded, which can be checked and altered; no approval is automated.
Human oversight & traceabilityOn your number of systems and volume of records: systematic logging and tracking, in line with the AI Act.
Frequently asked questions

Your questions, our answers

Does the agent write straight into our systems?
Only after approval, and within the scope you authorise. Every write keeps the original value and can be undone: that is the condition for automating between two production systems.
How does the agent decide which system prevails?
By the rules you set at the design stage, source by source and field by field. For every discrepancy it states the source used and the reason — it never settles anything implicitly.
What happens if there is a mistake?
Every change is logged with its original value and can be undone. Reversibility is not an option bolted on afterwards: it is part of the design.
How many systems can be linked?
This offer covers two integrations. Beyond that, an orchestrated multi-tool agent fits better and has its own scope — we discuss it during the audit.
Is our operational data protected?
Yes. The agent is hosted in France, on local inference or an isolated resource, with the deployment objective of processing and access operated within the European Union and an architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity. Your records are not used to train a third-party model.
How long does it take to deploy this agent?
A few weeks as a rule, depending on how complex the two systems are and how detailed the precedence rules are, after a free audit then a phase of design, integration and testing.
Let's talk

Let's size up the potential between your systems

15 minutes to map your discrepancies and your precedence rules — hosted in France, supervised, with no commitment.