ERP & CRM Integration
Keeping customer, order and product records in agreement between your CRM and ERP, so a deal closing in one system creates the right records in the other without someone re-keying it in finance. We work with the major platforms and their existing connector limitations, rather than assuming a clean API that isn't actually there.
- Customer, order and product records kept in agreement, with one system named the source of truth per field
- Quote-to-cash flows automated from opportunity close through to invoice
- Support for Salesforce, Microsoft Dynamics 365, SAP and NetSuite, including their real-world connector limits
- Bi-directional sync where it's genuinely needed, one-directional where it isn't — decided deliberately