CRM and ERP work off the same data, with no duplication

We set up an exchange between CRM and ERP: orders, production status, and stock levels are visible to sales reps without switching between systems.

Discuss your process
We build on top of your existing systems
We don't rewrite anything from scratch unless needed
You can start with a single data flow
We start by mapping what needs to go where

Where does data get lost between these systems?

This is your situation if

A rep enters the same order separately in CRM and in ERP

Data gets duplicated by hand, raising the risk of mistakes.

CRM doesn't show real warehouse stock

Reps promise delivery dates without knowing actual availability.

Production status for an order isn't reflected in CRM

Someone has to call production to find out if an order is ready.

Customer history is scattered between CRM and ERP

There's no single, consistent picture of the customer relationship.

How the integration works

  1. 1

    System audit

    We look at how the process works today and what's already set up.

  2. 2

    Connection points

    We determine exactly where data needs to sync.

  3. 3

    Setting up the exchange

    We build the connection between systems without replacing what's already there.

  4. 4

    Testing on real data

    We test against specific scenarios, not theory.

  5. 5

    Monitoring

    We track that data is being transferred correctly and without loss.

  6. 6

    Support

    We adjust the connection as processes or systems change.

What flows between the systems

  • Orders → ERP
  • Production and shipping status → CRM
  • Stock → CRM
  • Customer data → ERP

Example scenarios

1

CRM deal → ERP order

A confirmed deal becomes an order without being re-entered.

2

ERP status → CRM

Reps see the order's progress right inside the deal record.

3

ERP stock → CRM

Reps immediately see what's in stock, without a separate check.

Result

  • Data is entered once
  • Reps see the current order status
  • Fewer errors from manual data transfer
  • Customer history lives in one place

Want to connect your CRM to ERP?

In 20–30 minutes we'll go through what's currently being duplicated between CRM and ERP.

Discuss your process

No obligation to order development work.