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CRM

Give your sales team BUSY’s view of every customer

Sales teams work in a CRM; the money is recorded in BUSY. Connect them so the CRM shows each customer’s balance, pending bills and recent purchases from BUSY.

Configurable JavaScript pattern — built with your own scripts and your own provider account; not a native connector

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The problem it solves

  • A salesperson promises a delivery without knowing the customer is over their credit.
  • Customer details differ between BUSY and the CRM.

Two ways to connect

  1. Step 1: Push from BUSY

    A script on your PC reads customers and balances and updates the CRM with your CRM account’s access.

  2. Step 2: Or pull from the CRM

    If your CRM can call an API, it reads BUSY through AI Zeny with its own token.

  3. Step 3: Check the match

    Decide which BUSY customer matches which CRM record — for example by customer code.

BUSY data it reads

Customers · Customer dashboard · One customer's pending bills · One customer's sales per product

What you need to set up

  • Your CRM account with API or import access.
  • A script (push) or an API token (pull).

Plus reads your BUSY data, with scripting and Google Sheets; Pro adds accounting writes; Max adds the AI Agent, which is not available yet. Go, below Plus, includes none of these. Every plan, the free trial included, has the end-to-end encrypted BUSY backup. Local mode and Cloud mode are not tied to a plan. The free trial gives Pro-level features, without the AI Agent.

What you control

  • You decide which fields reach the CRM.
  • Tokens and scripts can be switched off independently.

Scripts

Scripts are stored and run in the AI Zeny Windows app on your PC — also when you use Cloud mode — whether you write them yourself or the AI agent drafts them. Inactive scripts can run for previews and tests, and those runs have real effects; API use requires you to activate the script.

Your provider

You choose the provider, configure it and use your own account with it. Its permissions, charges and terms are between you and the provider; they are not part of the AI Zeny trial.

Where the data goes

  • Selected customer and balance data goes from your PC, or through the API, into your CRM.

Local mode: Requests are answered by the AI Zeny Windows app on your PC. In ordinary operation AI Zeny does not persistently store the accounting data in those answers.

Cloud mode: encrypted snapshots synchronized approximately every 10–15 minutes, readable around the clock. Cloud-mode answers reflect the last completed synchronization, not live data.

Exception, in either mode: with your explicit consent, a small sample can be sent to OpenAI to correct a wrong AI-built query. AI Zeny deletes its own temporary copy after the correction; what OpenAI keeps is governed by OpenAI’s terms.

Limits

  • A configurable pattern, not a built-in connector for any named CRM.
  • Your CRM’s limits, permissions and charges apply.

Related

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