Keep your CRM. Put an agent beside it.

The problem with giving an agent your CRM

Your system of record was built for people typing into forms. It has a managed package, reports the board reads, and a commission plan hanging off its fields. Handing an agent write access to that is how you discover what an agent will do at three in the morning, on the one object you cannot afford to have wrong.

So the usual answer is that the agent gets read access and writes nothing, which means somebody still types up the call. That is the whole problem unsolved, with an extra subscription.

What sits beside it instead

Indraft holds the half your CRM has no field for: what was said, what somebody committed to, the risk a person named on a call, the reading of a thread. Your agent writes there freely, because that workspace is not the thing your commission plan is built on.

Records flow in from the incumbent, marked as imported. What the agent learns is marked as observed. Both live on the same record, and you can ask, per field, which system said it.

The problem everyone hits, and the reason this works

Two systems holding the same field is fine. Two systems believing they decide it is not, and the failure is always the same: your nightly export runs at two in the morning and quietly puts the old value back, so the agent's work is gone by Tuesday and nobody knows why.

Here the import does not win, and it does not fail silently either. It reports what it could not change:

status   noop
held
  field      industry
  kept       Logistics software
  proposed   Industrial software
  standing   observed
  incoming   imported

Something a person or an agent observed outranks something an import carried, and the disagreement becomes a line you can read rather than a value that changed while you slept. After a week, that report is the list of fields your two systems disagree about, which is the thing you actually needed to know.

What you build, and what you do not

Be clear about the division. There is no sync product here and no connector to install: the bridge is a workflow in whatever automation tool you already run, which is a trigger and an HTTP call in each direction. What Indraft contributes is the part that makes the bridge safe to run unattended, which is knowing where every value came from and refusing to let a weaker claim overwrite a stronger one.

The recipe covers the whole path, including the two things that go wrong: deciding who owns which field, and the loop you create by pushing imported values back to the system they came from.

Whether this is you

• You cannot win a migration fight this year, and you would still like an agent to work your accounts.
• Your CRM holds something Indraft never will. CVs, tickets, an industry object your business runs on. Keep it there.
• You want to try an agent on a book of accounts without putting your org, your package, or your board's risk tolerance anywhere near it.

If none of that is you and you are starting clean, populate an empty workspace instead and skip all of this.