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

10/16/2026

We’re grateful to be taking another step: a new headquarters at 1 Edgewater Plaza for CRM Experts Online and ElevAIT IQ.

The space will include a dedicated AI lab, a podcast studio, and more room for our team to work together and support our customers.

Getting here has taken years of effort, plenty of lessons, and the trust of people who gave us an opportunity. Thank you to our team, customers, and partners who have been part of that journey.

We still have a lot to learn and build. The goal remains the same as it was at that Dunkin’ Donuts table years ago: solve problems, take care of our customers, and keep getting better.

10/15/2026

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.

10/14/2026

From manual to agentic.

We recently changed how we prepare prospects for marketing campaigns, and what that means for our clients.

The old way? Find prospects, export a list, upload it for email verification, download the results, and import them into the CRM. Then someone could finally start building the campaign.

Now, CRMCoPilot finds the prospects. An agent handles email verification and moves verified contacts into the CRM. Our team creates the campaign.

For clients, that means less manual work, faster campaign preparation, and more time spent on the message and relationships that drive revenue.

For prospects, it means our team has more time to research their business, make outreach relevant, and bring something useful to the conversation.

The value is what people can do with the time they get back.

At CRM Experts, we’ve certified our team in AI agent and CRM implementation because delivering this takes more than connecting a few tools. It takes people who understand the systems, the process, and the business outcome.

That’s where we’re taking our clients: agents handling the repetitive work, with people bringing the judgment, creativity, and human connection.

Let AI do the work. Let humans make the connection. ❤️

10/13/2026

🚀 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

10/12/2026

🚀CRMCoPilot.AI - now ships with Human Assisted Video!

AI can help you research a prospect and prepare your message. Your team brings the face, voice, and expertise that make it personal.

Human Assisted Video brings those strengths together:

🔎 Prospect insights to guide your introduction.
✍️ Personalized email and video scripts.
🎥 Guided recording with talking points and a scrolling script on screen.

Give prospects a chance to see and hear the person behind the outreach.

AI-powered outreach. Human connection.

Message us for a demo.

10/09/2026

Our first conference room was a Dunkin’ Donuts.

In the early days of CRM Experts Online, our founder, John Perez, would sit down with Daria Zajaczkowska, our first employee, to work through customer challenges, projects, and how to build a company that would last.

No office. No conference room. No AI lab. No podcast studio.

Just a small team focused on solving problems, taking care of customers, and building something meaningful.

Today, we’re proud to be expanding into a new headquarters at 1 Edgewater Plaza for CRM Experts Online and ElevAIT IQ.

The new space will include a dedicated AI Lab, a podcast studio, and more room for our team to collaborate, build, and execute on the next chapter of our strategy.

A lot has changed since those Dunkin’ Donuts meetings.

The mission hasn’t.

Solve real problems. Create real value. Keep building.

10/07/2026

𝗠𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗿𝗲 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗵𝗲 𝗲𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲 𝘄𝗮𝘆.

Every prompt goes to Claude.
Every experiment hits an API.
Every internal workflow becomes another monthly bill.

𝗪𝗲’𝗿𝗲 𝘁𝗿𝘆𝗶𝗻𝗴 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆.

Today at Experts Online we’re running a 𝗟𝗜𝗩𝗘 𝗔𝗜 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 session focused on:

• Windows Terminal
• SSH
• Multiple development sessions
• Remote AI development environments
• Our own local AI infrastructure
• An 80B-parameter Qwen model
• Micro AI agents that can actually perform work inside the business

And one of the biggest questions we’re training our engineers to ask is:

𝗗𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗻𝗲𝗲𝗱 𝗮𝗻 𝗲𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲 𝗲𝘅𝘁𝗲𝗿𝗻𝗮𝗹 𝗔𝗜 𝗺𝗼𝗱𝗲𝗹… 𝗼𝗿 𝗰𝗮𝗻 𝘄𝗲 𝗯𝘂𝗶𝗹𝗱 𝗮𝗻𝗱 𝗿𝘂𝗻 𝗶𝘁 𝗼𝘂𝗿𝘀𝗲𝗹𝘃𝗲𝘀?

Claude is still an important part of our development workflow.

But not every task needs Claude.

Not every experiment needs an external API.

And not every AI workload should live on someone else’s infrastructure.

𝗪𝗲’𝗿𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗼𝘂𝗿 𝗼𝘄𝗻 𝗔𝗜 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗟𝗮𝗯.

The goal is to give our engineers access to shared compute, open-source models, local inference, and specialized agents so they can build faster and experiment more aggressively.

And today’s session isn’t just internal.

𝗦𝗼𝗺𝗲 𝗼𝗳 𝗼𝘂𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗮𝗻𝗱 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 𝗮𝗿𝗲 𝗷𝗼𝗶𝗻𝗶𝗻𝗴 𝘂𝘀 𝘁𝗼𝗼.

They want to see how we’re actually building this behind the scenes — not just hearing another presentation about AI.

We’ll be showing how engineers can connect directly into AI infrastructure, run multiple development environments at once, develop against local models, and begin building small agents that automate real business work.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝗜 𝘁𝗵𝗶𝗻𝗸 𝗔𝗜 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗶𝘀 𝗴𝗼𝗶𝗻𝗴:

Better engineers.

More leverage.

More private infrastructure.

More specialized agents.

Less dependency on paying a premium for every single token.

🔥 𝗪𝗲’𝗿𝗲 𝗟𝗜𝗩𝗘 𝘁𝗼𝗱𝗮𝘆.

If you’re a customer, prospect, developer, or business owner who wants to see how we’re approaching local AI and agent development:

𝗗𝗠 𝗺𝗲 𝗮𝗻𝗱 𝗜’𝗹𝗹 𝘀𝗲𝗻𝗱 𝘆𝗼𝘂 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸.

10/07/2026

We’re excited to introduce the next evolution of the CRM Experts Client Portal.

Our clients already have one place to view their projects, hours, outreach, campaign performance, support activity, leads, and business outcomes.

Now they can simply ask their data questions

The portal now includes a built-in AI Assistant that lets clients ask questions in plain English, such as:
- What did the CRM Experts team accomplish this week?
- How are my campaigns performing?
- How many hours were invested in my account?
- What opportunities or issues need my attention?

Instead of digging through timesheets, attachments, dashboards, and reports, the answer is now one prompt away.

And for clients who want even more flexibility, we’ve also added an MCP connector, allowing them to securely connect Claude to their CRM Experts portal data.

Dashboards when you want to see it.
AI Assistant when you want to ask it.
MCP when you want to connect it.

Our goal is to make the value we deliver more visible, more accessible, and easier to understand.
This is what we believe the future of client services should look like.

CRM Experts Online

10/16/2026

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