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 processWhere 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
System audit
We look at how the process works today and what's already set up.
- 2
Connection points
We determine exactly where data needs to sync.
- 3
Setting up the exchange
We build the connection between systems without replacing what's already there.
- 4
Testing on real data
We test against specific scenarios, not theory.
- 5
Monitoring
We track that data is being transferred correctly and without loss.
- 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
CRM deal → ERP order
A confirmed deal becomes an order without being re-entered.
ERP status → CRM
Reps see the order's progress right inside the deal record.
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
Who this is for
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 processNo obligation to order development work.