AI Workflow Automation, CRM Integrations & API Services

We Build Workflow Automation, CRM Integrations, and API-Driven Operational Systems

KloudFirst helps growing businesses automate workflows, connect CRMs, integrate business-critical APIs, and build the systems that keep operations moving reliably.

Enterprise integrations we deploy
Zoho CRM HubSpot n8n Automation Stripe & Payments

Live pipeline · records in transit

Running
CRMAPI GatewayWorkflowOperations

847

Records synced

124

API calls / min

23

Workflows active

99.9%

Uptime

Integrations & Tech Stack

Production-Grade System Connectors

We engineer, sync, and scale secure live bridges between transactional databases, payment rails, CRM pipelines, and customer operations.

12+ production systems verified

Zoho CRM
HubSpot
n8n
Stripe
WhatsApp Business API
Razorpay
MongoDB
AWS Lambda
Google Cloud Functions
Azure App Services
Webhooks
PostgreSQL
Redis
Digio KYC
Capabilities

Solutions we engineer.

We replace static descriptions with working proof. Discover how we connect system architectures, AI pipelines, and high-performance databases for global businesses.

Core System Pillar

AI & Intelligent Workflows

AI-assisted agents and custom automations built directly into your day-to-day operations.

Technical Scope & Sub-services
01AI Workflow & AutomationThe parent service for AI workflow automation, AI assisted operations, and connected systems built around real business workflows.
02Business Process AutomationAutomate approvals, routing, reporting, and repetitive internal processes without rebuilding your operations manually.
03n8n Workflow AutomationCustom n8n workflows for AI actions, APIs, CRMs, internal tools, and connected business systems.
04Custom Workflow AutomationWorkflow automation for businesses that need custom logic, stronger reliability, or deeper system integration than templates can provide.
OpenAILangChainn8nPythonCustom Agents
Fully functional configurations, not visual templatesInquire about these capabilities
Interactive simulatorACTIVE

// LangChain Orchestration Trace

[agent] Parsing user email inbox...

[openai] Match found: 'Request for pricing'

[n8n] Triggering workflow: /qualify-lead

[zoho] Creating client record: $5,200 potential

[whatsapp] Notification sent to founder account

Autonomous agent triggers:

Calculates client intent, synchronizes lifecycle, and logs downstream task states automatically.

Selected work [ 01 / 03 ]

Custom Godown ERP Platform

ERP & Warehouse Operations

Challenge

ExcelGas needed a highly specific, unified ERP to coordinate inventory operations, stock movement across multiple distributed godowns, customer ledgers, sales invoicing, cash flow, and banking operations without operational lag.

Solution

A tailored ERP console built with Next.js and PostgreSQL, providing multi-godown tracking, automated stock inward/outward ledger generation, real-time banking ledger reconciliations, role-based controls, and detailed cash books.

Highlights

  • Business Operations Dashboard
  • Multi-Godown Inventory Management
  • Stock Inward & Outward Tracking
  • Sales & Customer Ledger Management
  • Cash Book & Expense Tracking
  • Banking & Payment Management
  • Dispatch & Delivery Workflow
  • Responsive Admin Dashboard
Next.jsReactTypeScriptTailwind CSSPostgreSQL
erp.excelgas.internal
ExcelGas ERP Dashboard
Selected work [ 02 / 03 ]

KhataLens

Personal Finance Platform

Challenge

A modern expense and personal finance management platform that helps individuals and families track transactions, monitor investments, manage shared trip expenses, and visualize spending through interactive dashboards.

Solution

A responsive Next.js application integrated with Supabase for real-time sync, transaction logging, shared trip expense splitting, and multi-tenant household financial control.

Highlights

  • Expense & Transaction Tracking
  • Interactive Analytics Dashboard
  • Investment Management
  • Shared Trip Expense Tracking
  • Financial Insights & Reports
  • Household Management
  • Responsive Design
Next.jsReactTypeScriptTailwind CSSSupabase
app.khatalens.internal
KhataLens Dashboard
Selected work [ 03 / 03 ]

KlearPay Platform

FinTech & Home Loan Intelligence

Challenge

Home borrowers struggle to decipher complex amortization schedules, calculate real savings from prepayments, and evaluate mortgage health, leading to overpayment of interest.

Solution

An AI-powered optimization portal built using Next.js and OpenAI APIs. Users upload loan records for automated schedule parsing, compare interest-saving repayment roadmaps, and receive live, tailored prepayment alerts.

Highlights

  • AI-Powered Home Loan Analysis
  • Loan Document Processing
  • EMI vs Tenure Comparison
  • Interest Savings Calculator
  • Personalized Prepayment Strategy
  • Home Loan Health Score
  • Repayment Roadmap
  • Smart Financial Insights
Next.jsReactTypeScriptTailwind CSSOpenAINode.jsPostgreSQL
app.klearpay.internal
KlearPay Dashboard
Why choose us

Engineered for absolute reliability.

We design, build, and support critical database schemas, custom APIs, and backend automation scripts that keep your core business operations moving.

[ 01 ]

100% Code Ownership

No Vendor Lock-In

We deliver native, robust Next.js, Node.js, and PostgreSQL codebases that belong fully to you. No black boxes, no custom proprietary platforms, and no hidden license subscriptions.

OWNERSHIP: 100%
[ 02 ]

Asynchronous Resilience

Fail-Safe API Design

We engineer production-grade pipelines with automated retries, webhook logging, dead-letter queues, and real-time fallbacks to handle external network outages without breaking your systems.

Target Uptime: 99.99%
[ 03 ]

Direct Access Handoff

Senior Native Devs Only

Skip the account managers and agency middle layers. You align and coordinate directly with the lead software architects writing your database models, API routes, and CI/CD pipelines.

Clients / Dev: <3
The team

Direct access to engineering.

No account managers between you and the people building your systems. This is everyone you will actually deal with.

Vishal Gupta

Vishal Gupta

Founder & Lead Architect

Ex-FlexiLoans Tech Lead. 9+ years building and running the systems behind lending, payments and high-volume operations.

Darshan Chavan

Darshan Chavan

Full Stack Developer

Full stack developer. Works end to end on CRM and ERP builds, from the data model and API through to the screens a client's team uses every day.

Neha Prasad

Neha Prasad

Sales Head

Handles client communication and new business. First point of contact for most enquiries, and the person who keeps that line open once a project is running.

Mumbai, India · Serving Client Operations in India, US, Europe, Middle East

What clients say

Ask them, not us.

Every quote below is attributed to a named person at a named company and used with their permission. Nothing anonymous.

01 / 08

“We have worked with KloudFirst across DevOps, REDCap migration, and now Odoo-based business automation. Their ability to understand our evolving technical needs and guide us through different stages has made them a valuable technology partner.”

Daniel Chang

Daniel Chang

Founder · Hope Biosciences

Dedicated Engineering Support· Texas, USA

Testimonial 1 of 8. Daniel Chang, Hope Biosciences.

Need reliable engineering for your operations?

Whether you need API integrations, workflow automation, or backend systems, start with a strategy call. Clear scope, honest timelines.