PM + CRM for Consulting

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  1. PM + CRM for Consulting
  2. Agent assistance
Reference

Put an AI agent to work in PM + CRM for Consulting

Use Proto to prepare client work, review linked records and check the next handoff.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Engagement Owner: Show the client's active engagements, linked proposals and due dates before a scope review.
  • Consultant: Find the right parent engagement and summarize entered versus approved hours on its service entries.
  • Independent Reviewer: Gather the engagement revision, proposal terms and attached evidence for a decision.
  • Billing Lead: Find approved time lacking an invoice reference and prepare the billing check.

What stays with a person

  • A person decides whether a scope or service entry is approved.
  • The agent can assemble the linked facts and help prepare the next action, but the named reviewer should check the current revision, give a reason and record the decision.
  • External effects and billing references need confirmation from the system that owns them.

A person decides whether a scope or service entry is approved. The agent can assemble the linked facts and help prepare the next action, but the named reviewer should check the current revision, give a reason and record the decision. External effects and billing references need confirmation from the system that owns them.

Set up PM + CRM for Consulting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started