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AI systems, built around how your business works.

We build and integrate AI agents, workflow automation and operational intelligence into the software, data and processes your business already relies on.

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What we build

Systems engineered into the work, not bolted on beside it.

Seven kinds of system, built to order. Most engagements combine two or three — an agent that reads documents, a voice line that updates the CRM — around one workflow.

All solutions

How it fits

Your existing systems stay. Intelligence connects them.

Most of the value comes from the connections: reading from the systems you already trust, acting through the tools your teams already use, and handing decisions to people at the right moment.

  1. Yours, unchanged

    Existing systems

    • CRM
    • ERP & accounting
    • Email & documents
    • Databases
    • Telephony & messaging

  2. Built by Fortiv

    Integration layer

    • APIs & webhooks
    • Connectors & data pipelines
    • Event triggers
    • Access controls & logging

  3. Built by Fortiv

    AI systems & agents

    • Task agents
    • Document models
    • Forecasting models
    • Retrieval over your knowledge

  4. Your team decides

    Human review

    • Approvals
    • Exception queues
    • Escalation paths
    • Audit trail

  5. Agreed before build

    Measured outcomes

    • Cycle time
    • Error and rework rate
    • Response time
    • Cost per transaction

Simplified view. Each architecture is chosen for its environment — which systems take part, where data is processed, and which actions need a person’s approval.

Nothing is ripped out

We work through your current CRM, ERP and databases — their APIs, their permissions. Replacing a system is a last resort, not the starting point.

People stay in the loop

Approval steps, confidence thresholds and escalation paths are designed in, so the system acts alone only where you have agreed it should.

Measured against your baseline

Before anything is built we agree what success means in your numbers. The system is accepted against those criteria, not against a demo.

In practice

The systems, at work.

Eight examples of what we build, shown as the screens people use day to day. Illustrations with sample data — not client deployments.

Voice AI for CRM

Enquiry calls arrive faster than the team can return them, and what was said rarely reaches the CRM intact.

What the system does
Answers and qualifies calls, follows up, books visits, and logs the conversation and outcome against the right record.
Connects to
Telephony, CRM, shared calendars, WhatsApp
Human review
Pricing exceptions, complaints and low-confidence calls go to a person with a summary.
Operational benefit
Every enquiry gets a response, and the CRM reflects what customers actually said.

Voice line / Inbound call → CRM

Sample data

Inbound call

10:42 · 4m 12s

  • AgentThanks for calling. Is this about the three-bedroom homes at Lakeside?
  • CallerYes. We'd like to see one this weekend — budget is around 1.2 crore.
  • AgentI can book a site visit. Saturday at 11:00 or Sunday at 16:00?
  • CallerSaturday works.

Intent: site visit · Confidence 0.94

CRM record updated

Saved
Sample CRM field changes
Lead statusNewQualified
Budget—₹1.1–1.3 Cr
Interest—3 BHK · Lakeside
Next step—Site visit · Sat 11:00
OwnerUnassignedSales team (West)
Calendar invite sentSummary to owner

Have a workflow like one of these? We’ll walk through how it would connect to your systems.

Book a demo(opens in a new tab)

Industries

Applied to the operations each industry actually runs.

Implementation

From one workflow to a system in production.

Every engagement follows the same six steps. Each one ends with something you can review before the next one starts.

  1. 01

    Discover the workflow

    We map how the process actually runs — people, systems, hand-offs and exceptions — with the operators who do it, not just the org chart.

    Output  Workflow map

  2. 02

    Find the highest-value opportunity

    Candidate automations are sized by volume, effort and risk, and we recommend the one with the clearest return to start.

    Output  Prioritised opportunity

  3. 03

    Design the system and integrations

    Architecture, data access, permissions and review points, agreed with your IT and process owners before any build begins.

    Output  System design & acceptance criteria

  4. 04

    Build and validate

    We build against your real data in a controlled environment and test against the acceptance criteria, edge cases included.

    Output  Validated build

  5. 05

    Deploy where the work happens

    Released into the tools your teams already use, with monitoring, fallbacks and a staged rollout instead of a big-bang switch.

    Output  Production release

  6. 06

    Monitor, improve, scale

    Performance is tracked against the baseline, the system is tuned as real cases arrive, and proven patterns extend to adjacent workflows.

    Output  Performance reviews

Agreed before anything is built.

Systems & data access
Which systems the solution reads from and writes to, through which APIs, under whose credentials.
Security
Where data is processed and stored, who can access it, and how activity is logged.
Human oversight
Which actions need approval, the confidence thresholds, and who handles the exceptions.
Acceptance criteria
The measurable results the system has to reach in your environment before it is signed off.

Integrations

Built on the software you already run.

We connect through each platform’s supported APIs and your access policies, and choose the architecture for your environment — cloud, private network or on-premise data.

CRM & sales

ERP & finance

Data

Fortiv integration layer

  • APIs & webhooks
  • Event triggers
  • Access controls
  • Audit logging

Feeds

Agents, document models, forecasting and retrieval

Messaging & voice

Documents & knowledge

Service desks

Names link to our integration notes for each platform. Logos are trademarks of their owners and identify platforms we integrate with; no partnership is implied. What connects depends on edition, API access and configuration.

All integration guides

Before you commit

What you can check for yourself.

We would rather show than claim. This is what is available to any team evaluating us, before a contract is discussed.

  • A demo around your workflow

    Bring one process. We map it with you and show where an AI system would sit, what it would connect to, and what it would take to build.

    Book a demo(opens in a new tab)

  • The AI readiness assessment

    A structured look at your data, systems and processes, so the first conversation starts from your facts rather than ours.

    Take the assessment

  • Published technical writing

    Notes on agents, retrieval, document processing, security and implementation — the thinking behind how we build.

    Read the blog

  • A registered, recognised company

    Fortiv Solutions Private Limited, a registered private limited company, recognised as a startup by DPIIT under Startup India.

    About Fortiv

Recent writing

All articles

Start with one workflow

Find the right AI system for your workflow.

Start with the process you want to improve. We’ll help you identify the opportunity, the integration requirements, and a practical path to implementation.

Book a demo(opens in a new tab)Take the AI readiness assessment

Prefer to research first? Ask an AI assistant about Fortiv, or write to info@fortivsolutions.in.