AI Integration Engineer for CRM

Job Title: AI Integration Engineer — CRM, Sales Automation and AI Agents We are seeking an experienced AI integration engineer to work directly with our existing CRM engineering team to integrate artificial intelligence throughout our CRM platforms and business processes. This is a hands-on contractor position for someone who can design, build and deploy production-ready AI features—not simply create prompts or basic chatbots. The selected contractor will collaborate with our CRM developers, management team and sales leadership to identify where AI can improve lead management, outbound calling, customer communication, agent productivity, reporting and revenue. Primary Responsibilities * Work alongside our existing CRM engineers to embed AI capabilities throughout our CRM solutions * Review our current CRM architecture, workflows, databases and APIs * Help develop an overall AI integration roadmap for the CRM * Build secure AI services and APIs that our CRM engineers can integrate into existing applications * Develop AI agents that can perform approved actions within the CRM * Create intelligent lead qualification, scoring, routing and prioritization systems * Automate lead research, data enrichment and customer-record updates * Generate personalized emails, SMS messages, call scripts and follow-up sequences * Build AI-assisted appointment-setting and sales follow-up workflows * Integrate voice AI, call transcription, call summaries and automatic dispositioning * Develop call-quality scoring and sales-agent coaching systems * Identify customer intent, objections, sentiment and potential compliance concerns * Build AI-powered search and question-answering across CRM records, documents and knowledge bases * Create management dashboards and AI-generated performance summaries * Implement testing, monitoring, audit logs, permissions and human-approval controls * Monitor model usage, accuracy, response time and operating costs * Document all APIs, workflows, deployment procedures and system architecture * Train our CRM engineering team to support and expand the completed integrations Initial AI Integration Priorities Our initial priorities may include: 1. Lead Scoring and Prioritization Analyze lead history, activity, source and customer data to identify the leads most likely to convert. 2. AI Sales Assistant Provide sales representatives with account summaries, recommended next actions, talking points and personalized follow-up messages. 3. Call Intelligence Transcribe calls and automatically generate summaries, dispositions, follow-up tasks, objection classifications and quality scores. 4. Appointment-Setting Automation Assist outbound appointment setters with lead research, scripts, scheduling and follow-up. 5. Automated CRM Updates Extract information from calls, emails, forms and documents and write approved information into the correct CRM fields. 6. Sales-Agent Coaching Evaluate call activity, talk time, script adherence, objections, follow-up performance and conversion patterns. 7. Customer Communication Draft or automate personalized email, SMS and voice communications based on customer status and CRM activity. 8. Management Reporting Generate daily and weekly summaries of sales activity, pipeline movement, agent performance and opportunities requiring attention. 9. CRM Knowledge Assistant Allow authorized users to ask questions about customer records, company procedures, sales scripts and internal documents. 10. Workflow Recommendations Identify missed follow-ups, inactive leads, incomplete records, duplicated work and opportunities to improve conversion. Required Qualifications * Strong experience building and deploying production AI applications * Advanced Python and/or TypeScript experience * Experience integrating AI into an existing CRM, ERP or business-management platform * Strong API design and third-party integration experience * Experience with OpenAI APIs and other leading AI models * Experience with tool calling, structured outputs and agent-based workflows * Experience with RAG, embeddings and vector databases * Strong SQL and relational-database experience * Experience with event-driven systems, queues, webhooks and background jobs * Experience with Git, Docker and cloud deployment * Ability to work effectively within an existing engineering team * Ability to write clean, maintainable and properly documented code * Strong understanding of security, data privacy, permissions and audit logging * Experience evaluating AI accuracy and preventing unreliable or unauthorized actions Preferred Experience * SuiteCRM, GoHighLevel, Salesforce, HubSpot or comparable CRM platforms * Plivo, Twilio or other telephony systems * Call transcription and voice AI * Email and SMS integrations * SendGrid or similar email-delivery platforms * n8n, Make, Zapier or similar workflow tools * AI sales automation and customer-service systems * Lead-generation and appointment-setting workflows * AI evaluation, observability and cost-monitoring platforms * Experience handling confidential customer and business data How We Expect the Contractor to Work You will not be replacing our CRM engineers. You will serve as the AI specialist working with them to design the AI architecture and implement the AI components they can connect to our existing CRM systems. You must be comfortable: * Reviewing an existing codebase and technical architecture * Working within our Git and development procedures * Participating in technical planning meetings * Coordinating responsibilities with our CRM engineers * Breaking projects into measurable milestones * Providing regular demonstrations of working software * Writing clear technical documentation * Explaining AI limitations and recommending practical alternatives * Building human-approval steps for sensitive actions * Protecting proprietary business and customer information * Supporting testing, deployment and post-launch corrections The ideal candidate will recommend the simplest reliable solution instead of adding unnecessary frameworks or infrastructure. Engagement Structure * Independent contractor position * Initial paid discovery and architecture phase * Milestone-based development following discovery * Approximately 20–40 hours per week * Opportunity for a long-term engagement * Must provide at least four working hours of overlap with U.S. Eastern Time * Open to qualified contractors in South America and Africa * Compensation based on experience, portfolio and technical evaluation Potential First Phase The initial engagement may include: * Reviewing our CRM architecture and current workflows * Interviewing our CRM engineers and operational managers * Identifying and ranking AI integration opportunities * Recommending the appropriate models, services and infrastructure * Designing the security and human-approval framework * Creating a written AI integration roadmap * Building one working proof of concept * Estimating the time and cost for future implementation phases How to Apply Begin your proposal with the phrase “AI CRM Integration” so we know you read the complete posting. Please provide: 1. A description of the most advanced AI feature you have integrated into an existing CRM, ERP or business application 2. Your exact responsibilities in designing, coding, integrating and deploying the system 3. The CRM, AI models, frameworks, databases and cloud services used 4. An explanation of how the AI exchanged data with the existing application 5. Details about any tool-calling, RAG, voice AI, lead-scoring or sales-automation experience 6. A link to a live application, GitHub repository, video demonstration or architecture example 7. Your experience collaborating with an existing software-development team 8. Your hourly rate, weekly availability and time zone 9. The number of hours you can overlap with U.S. Eastern Time 10. Whether you are an individual contractor or representing an agency Screening Question Assume an existing CRM contains customer records, sales activity, call recordings, emails and follow-up tasks. Briefly explain how you would add an AI sales assistant that can summarize an account, recommend the next action and draft a follow-up message—without allowing the AI to make unauthorized changes to customer records. Paid Technical Evaluation Shortlisted candidates may receive a small paid technical project involving: * Reviewing a sample CRM workflow * Designing an AI integration architecture * Connecting an AI service to a sample API or database * Returning structured data to the CRM * Implementing permissions, logging and error handling * Providing deployment and technical documentation Generic proposals, basic chatbot demonstrations, prompt-only experience and applications submitted by undisclosed agencies will not be considered. Essential technical abilities 1. AI and LLM development OpenAI API, Anthropic Claude and/or Google Gemini Tool/function calling Structured JSON outputs Prompt design and version control AI agents and multi-step workflows RAG and company knowledge bases Embeddings and vector databases Guardrails to prevent unsupported or unauthorized actions AI evaluations for accuracy and reliability Model selection and token-cost optimization 2. CRM integration Because your engineers already manage the CRM, this person must know how to safely connect AI to an existing system: REST APIs, webhooks and OAuth CRM database structures Custom modules, fields and workflow triggers Role-based permissions Reading and writing CRM records Duplicate detection and data validation Background jobs and message queues Audit logs and approval workflows Ideally, direct SuiteCRM experience They should understand that AI should not have unrestricted database access. Sensitive changes should go through controlled APIs, permissions and approval rules. 3. Backend engineering Require strong ability in: Python, especially FastAPI, or TypeScript/Node.js SQL and relational databases MySQL and PostgreSQL API architecture Asynchronous processing Redis RabbitMQ, Celery or another queue system Error handling, retries and rate limits Automated testing Git-based team development 4. Sales and call intelligence For your outbound sales operation, they should be able to develop: Call transcription Automatic call summaries Call dispositions and CRM updates Sentiment and objection detection Script-adherence scoring Agent-quality scoring Recommended next actions Automated follow-up generation Lead scoring and prioritization Sales coaching recommendations Appointment-setting assistance Experience with Plivo is particularly valuable for your CRM, although Twilio experience is transferable. 5. Voice AI and telephony They should understand: Plivo or Twilio APIs Call events and webhooks Recording management Speech-to-text Text-to-speech Real-time audio streaming AI voice agents Call transfers and escalation Call latency Consent and recording-compliance controls Handling voicemail, silence and disconnected calls 6. Email and SMS automation SendGrid or similar email APIs SMS integrations Personalized follow-up sequences Inbound email classification Email summarization Reply recommendations Deliverability awareness Opt-out and suppression-list controls Communication-history synchronization with the CRM 7. Infrastructure and deployment Docker Linux server administration CI/CD deployment Cloud or dedicated-server deployment Nginx Environment and API-key management Logging and performance monitoring Database backups Development, staging and production environments Server security and access control Because you operate production and backup/development servers, they should be comfortable deploying AI microservices without destabilizing your primary CRM. 8. Security and data privacy This is mandatory because your CRM contains customer and business data: Encryption in transit and at rest Secure API-key management Role-based access control Personally identifiable information handling Data-retention policies Audit trails Prompt-injection protection Tenant or company data separation Vendor data-usage policies Human approval for consequential actions Prevention of customer data being used for model training 9. Team collaboration They must be able to: Review your existing codebase Work within your engineers’ Git workflow Build documented APIs for your CRM team Produce architecture diagrams Define clear acceptance criteria Write technical documentation Break work into weekly milestones Demonstrate functioning features Troubleshoot integrations collaboratively Transfer knowledge to your internal engineers