CRM + ERP
Connect CRM and ERP so sales and finance see the same customer
For companies where sales, finance and delivery work from different versions of the same customer relationship.
The problem
Customer data becomes a negotiation between systems
A CRM is often good at pipeline, conversations and next steps. The ERP is usually where customer numbers, invoices, articles and financial history live.
When those two systems drift apart, people start checking both before every decision. That is where small mistakes become slow onboarding, missed invoice details and vague customer ownership.
Good fit for
- Companies where sales cannot see invoice or delivery context from CRM.
- Finance teams that receive customer changes through chat messages or email.
- Businesses preparing to add customer portals, ecommerce or automated reporting.
First version
- Decide which fields are owned by CRM and which are owned by ERP.
- Match existing customer records and define duplicate handling.
- Synchronise selected customer, contact, company and status fields.
- Show sync status and errors where the responsible team can act on them.
What changes
- Sales can work with better finance and delivery context.
- Finance gets cleaner customer data without chasing updates manually.
- Future integrations can reuse a clearer customer model.
How we keep it grounded
Built around ownership, logs and business rules
We define data ownership before building the connector.
We avoid two-way sync where it creates hidden conflicts.
The first delivery prioritises the fields that affect everyday work.
Questions before a first integration
Do we need to replace our current systems first?
Usually no. We start by connecting the systems already in use and limit the first project to one workflow where manual handoffs are visible.
How long does a first delivery usually take?
Most first deliveries take 4-8 weeks, depending on the number of systems, data quality, exception rules and test scenarios.
What happens when the workflow has exceptions?
Exceptions are designed into the flow. The goal is not blind automation, but clear status, logging and a small number of manual decisions where people add judgement.