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CRM Experts Online, 900 South Avenue, Staten Island, NY (2026)

09/17/2026

AI agents are becoming part of the workforce.

But as companies deploy more of them across n8n, Agentforce, cloud servers, Proxmox, Mac Minis, CRM platforms, ERP systems, and custom applications**, a new problem is emerging:

Who is managing the agents?

Introducing Agentic OS — our new command center for managing, monitoring, and operating AI agents across the enterprise.

🎥 Watch the demonstration:
https://zurl.co/n6Cxc

Agentic OS gives organizations a single place to understand what their AI workforce is doing — regardless of where those agents actually run.

Instead of jumping between automation platforms, servers, CRM systems, and dashboards, teams can see:

• Which AI agents are running
• Where they are running
• What they are doing
• Their recent activity and executions
• Their permissions and access
• Whether they are healthy or require attention

And instead of digging through logs, users can simply ask:

“What needs my attention right now?”

That is where we believe enterprise AI is heading.

CRM remains the system of record.
ERP remains the system of operations.
AI agents are quickly becoming the system of work.

Agentic OS becomes the control layer connecting them.

What this means for businesses

Unified visibility
CRM, ERP, workflows, infrastructure, and AI agents in one operating environment.

Proactive operations
Identify failing agents, unusual activity, and problems before they become customer-facing issues.

Infrastructure agnostic
Run agents on a Mac Mini, Proxmox, n8n, cloud infrastructure, or enterprise platforms and manage them from one place.

Built to scale
Manage a handful of agents today and potentially hundreds or thousands of digital workers tomorrow.

And this is only the beginning.

We are building toward native CRM and ERP integration so Agentic OS evolves beyond monitoring into a true AI workforce management and control platform.

The future isn't just about building more AI agents.

It's about knowing where they are, what they're doing, and whether they're actually doing their jobs.

Agentic OS is being built for that future.

09/17/2026

Salesforce made an important AI announcement this week that I think changes the “build vs. buy” conversation around AI agents.

Salesforce announced seven job-ready Agentforce agents designed around specific jobs — instead of requiring companies to build every agent from scratch.

A few examples:

• Casey handles customer service across voice, SMS, WhatsApp and web chat, including FAQs, returns and escalations.
• Hunter is designed for outbound sales — researching accounts, performing outreach and working a pipeline over weeks or months. Hunter is currently in pilot, with GA planned for November.

That is a meaningful shift.

Salesforce is essentially saying:

Start with an agent that already understands the job, then configure it to your business.

And there are situations where this makes a LOT of sense.

If an agent spends 80%+ of its time working inside Salesforce — reading opportunities, qualifying leads, updating records, routing cases, creating tasks or interacting with customers using Salesforce data — keeping the agent inside the CRM gives you some major advantages:

✅ Customer data is already there
✅ Permissions and security already exist
✅ CRM actions are native
✅ Less integration work
✅ Faster path to production

But I still wouldn’t put every AI agent inside the CRM.

Consider a Customer Risk Agent that needs to analyze:

Salesforce opportunities

* NetSuite invoices
* support tickets
* Gmail conversations
* meeting notes
* Google Drive documents
* product usage

Or an RFP Agent that searches the web, analyzes documents, checks CRM history, creates proposals and updates the opportunity.

In those cases, the CRM is only one system participating in the workflow.

That is where I believe external agents, running through an Agent OS, orchestration platform or Command Center, can make more architectural and economic sense.

The model I expect more companies to adopt is:

CRM-native work → CRM-native agents
Cross-enterprise work → External agents

Both → One orchestration and governance layer

Salesforce’s announcement doesn’t mean every AI agent should live in Salesforce.

It means the decision about where an agent should live just became much more important.
The question I would ask before building any agent:

Where does this agent actually do most of its work?

That answer should drive the architecture.

09/16/2026

🚨 We're Hiring: AI Revenue Growth Specialist (Entry-Level Sales)

I don't believe the future of sales is people competing against AI.

I believe it's **people working alongside AI to accomplish far more than either could alone.**

At CRM Experts, we've built AI Sales Agents that:

✅ Find companies that are actively buying
✅ Research decision-makers
✅ Personalize outreach
✅ Start conversations
✅ Follow up automatically
✅ Book qualified meetings

Now we need the human in the loop.

We're looking for someone who can step in when AI has done its job.

Your role isn't to make hundreds of cold calls.

Your role is to:

🤝 Build relationships
💡 Understand business challenges
🎥 Deliver software demonstrations
🧠 Work alongside AI every day
🚀 Help businesses modernize with CRM, ERP, and Artificial Intelligence
💰 Close deals

This is an incredible opportunity for someone looking to start a career in technology, AI, consulting, and sales.

You don't need years of experience.

You need curiosity, confidence, a willingness to learn, and a passion for helping businesses grow.

📩 Email your resume to [email protected]

or

💬 Send me a direct message here on LinkedIn.

The future of sales isn't about replacing people.

It's about giving great people extraordinary AI teammates.

09/16/2026

We accidentally became our own software vendor.

Our team was working across Notion, Google Drive, Google Sites, Claude, ChatGPT, Zoho, HubSpot, Agentforce, private AI models, and internal AI agents.

The tools were good. The problem was the cost, complexity, and constant switching between systems.

So we built the **CRM Experts Command Center**.

Now our team has one place to:

• See what they need to work on
• Manage Sprints, tickets, and action items
• Access account-specific AI assistants
• Use our private AI models
• Complete training and onboarding

The result: more than $5,000/month saved in licensing and API costs, while giving us control of our own roadmap.

The question we're asking now isn't:

“What software should we buy?”

It's:

“What software can we stop buying because AI lets us build exactly what we need?”

Want to see what we built? DM us.

09/15/2026

🚀 We’re excited to officially introduce ElevAIT IQ — the new AI brand from CRM Experts Online.

This isn’t a rebrand of CRM Experts Online. It’s an expansion of what we’re building and where we believe business technology is going.

The simplest way to understand the two brands:

CRM Experts Online builds the systems your business runs on.
ElevAIT IQ builds the AI workers that run on and across those systems.

CRM Experts Online will continue helping organizations implement, integrate, and optimize CRM, ERP, data, and business platforms.

ElevAIT IQ takes the next step: building AI workers and agents that can operate across those platforms and actually perform work.

Researching prospects.
Monitoring clients and projects.
Updating CRM and ERP records.
Analyzing data.
Identifying risks and opportunities.
Triggering workflows.
Taking action.

The goal isn't to give businesses another piece of software to manage.

It's to create an AI workforce that works across the software they already use.

Two brands. One connected vision.

CRM Experts Online → Business Systems
ElevAIT IQ → AI Workforce

Systems + AI Workers.

Welcome to ElevAIT IQ

🌐 https://zurl.co/d3h4K
🌐 https://zurl.co/PVDzy

09/11/2026

Twenty-five years ago today, our founder, John M Perez, was just a block away from the World Trade Center when the September 11 attacks began.

It was a moment that permanently changed New York, our country, and countless lives.

For John, being so close to what happened that morning left a lasting impression, not only because of the tragedy, but because of what followed.

People helped strangers.
First responders ran toward danger.
Communities came together.

And New York showed the world what resilience, courage, and humanity look like in the face of unimaginable loss. Those values still matter to us today at CRM Experts Online.

We work every day in technology, CRM, automation, AI, and business transformation, but we never forget that behind every system, every project, and every company are people.

Today is not about business.

It is about remembering the nearly 3,000 lives lost, honoring the first responders and families forever changed, and recognizing the strength of a city and a country that refused to be defined by tragedy.

As a New York company, this day carries special meaning for us.

We remember.
We honor.
We will never forget. 🇺🇸

09/07/2026

This Labor Day, we’re thinking about how work is changing.

AI agents are already helping teams remove repetitive, tedious tasks. But they’re also creating a new opportunity: learning how to build, manage, and improve the agents that support our work.

Years ago, knowing Word and Excel became essential workplace skills.
Knowing CRM Software became essential.
We believe AI agents are next.

The future belongs to people who combine strong professional experience with the ability to work alongside AI.

Learn. Experiment. Build. Improve.

AI agents can handle more of the repetitive work.

People can focus on the next work.

Happy Labor Day from CRM Experts.

09/06/2026

💼 Why join CRM Experts Online?

Because we believe great work starts with feeling supported, valued, and empowered. 💙 When our team grows, we grow together.

That’s why our full-time, in-office team members at our U.S. office receive benefits designed to support both their careers and their lives:

✨ Health insurance
✨ 401(k) & retirement plans
✨ Paid time off
✨ Life insurance
✨ Flexible schedules

📌 Interested in joining us?
Explore our open roles on Indeed:
👉 https://zurl.co/4QOah

🌍 And if remote work from anywhere in the world is more your style… 👩💻 stay tuned! We’ll be sharing more info on those opportunities very soon. 🚀

09/04/2026

What happens when an organization goes from 5 AI agents to 500?

The challenge isn't just building the agents.

It's operating them securely, economically, and at scale.

At CRM Experts, we're exploring NVIDIA PAIR (Personal AI Router) as part of our private AI strategy and the infrastructure needed to support the next generation of CRM and ERP automation.

PAIR can distribute AI inference requests across available private compute rather than concentrating everything on a single machine.

Why does that matter?

Imagine AI agents continuously working across the business:

→ Salesforce & HubSpot: Pipeline analysis, account research and churn detection
→ NetSuite & ERP: Transaction analysis, anomaly detection and operational insights
→ Customer Service: Case analysis, summarization and escalation detection
→ Operations: Project risk, utilization and delivery monitoring
→ Leadership: Automated executive insights and daily briefings

As companies deploy more agents, the amount of AI processing behind them grows dramatically.

Technologies like PAIR introduce an important possibility:

Use private AI infrastructure as a shared pool of computing capacity.

For organizations, that can mean:

🔒 Greater control over sensitive business data
💰 Better economics for high-volume AI workloads
⚡ Better utilization of existing AI infrastructure
📈 More capacity for agents to operate simultaneously
☁️ A hybrid strategy combining private and cloud AI

We believe enterprise architecture is moving toward a new model:

CRM and ERP = Systems of Record
AI Agents = System of Work
Private + Cloud AI = Infrastructure powering the work

The future isn't simply adding AI features to your CRM.

It's building an intelligent operating layer across the business.

That's the future we're working toward at CRM Experts.

CRM Experts Online

09/17/2026

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