From new lead to follow-up
- Trigger New Lead
- Qualification
- Assign Salesperson
- CRM Update
- Notify Team
- Follow-up
Merdigit maps your business processes and automates the repetitive work across the systems you already use — so work keeps moving without people moving it.
From ERP and CRM to WhatsApp, websites, internal tools, and AI. With or without an ERP.
Not every process needs automating. These are common signs that one is ready.
The same information is typed into more than one system.
Someone has to remember to chase, remind, or check.
Tools that hold related information but never share it.
Work waits until the right person is free.
People report progress that the process could already know.
Teams are told by message what the process should trigger itself.
Details are copied from one application to another, again and again.
A process stalls until a person starts the next stage.
Automation turns these handoffs into connected processes.
Examples of what Merdigit can automate. The right scope depends on your process and the systems involved.
Good automation starts with how work actually moves through the business, then removes the manual steps that slow it down.
Understand the current process and identify repetitive work.
Connect the systems, data sources, and people involved.
Build the workflow, rules, triggers, actions, and required integrations.
Monitor the process, identify bottlenecks, and improve it over time.
Merdigit starts with understanding how the business works. Automation is designed around the process — not around a tool.
Illustrative workflow patterns that show what automation does across business systems.
Illustrative examples of automation patterns — not customer case studies or documented deployments. Your workflow is designed around your own process.
You don't necessarily need to replace your current software to start automating.
Automate the work around an ERP you already use: record updates, approvals, and notifications.
No ERP? Automate directly between the tools you already have. An ERP is never a prerequisite.
Connect multiple existing applications so information and tasks move between them.
Where the systems provide an API or another integration point. Merdigit will tell you what is feasible before anything is built — we don't promise to integrate with everything.
ERP provides the business foundation. Automation moves work between systems and executes processes. AI can add intelligence where it makes sense. Each stands on its own, with or without an ERP and with or without AI.
Where does business data live?
The business foundation, where operations and data live.
Available on its own Explore ERPHow does work move?
Moves work between systems and executes processes.
Available on its own This pageWhere can intelligence help?
Adds intelligence where it makes sense.
Available on its own Explore Merdigit AIUse what you need. Connect more when it makes sense.
Connecting tools is the easy part. Knowing what should be connected, and why, is the work.
Merdigit doesn't start with a tool. It starts with the business process.
The workflow is designed around how the business operates, not around a tool.
We understand the process, its rules, and its dependencies before anything is built.
Automations are built and maintained as engineered systems.
We know how systems of record work, so automation fits around them.
We connect the systems a business already uses.
The implementation approach is chosen to fit the process and the systems involved.
We build it, monitor it, and improve it as the process changes, with support after delivery where applicable.
Automation can link to an ERP or AI when that makes sense — never as a requirement.
Yes, where the existing systems provide the necessary access or integration points. Starting with what you already use is usually the point.
No. Automation works with an existing ERP, without one, or across several other systems. An ERP is optional.
No. No fixed platform is mandatory. Merdigit selects the appropriate implementation approach based on the process and the systems involved.
We start with the current business process, identify the repetitive and manual work, evaluate the rules and dependencies, and then design the target workflow.
Yes. Automation can include human decision points and approvals wherever the process calls for them.
The workflow should be monitored, reviewed, and refined as the business process evolves.
We'll help map the process, identify what is worth automating, and show you how it could work across your existing systems.
Book a Free Automation Assessment