Connect your CRM and ERP Systems
Tired of switching between your CRM and ERP systems?
When your sales and operations teams are working from separate systems, simple tasks can quickly become time-consuming. Customer details have to be entered twice, sales reps are forced to chase the warehouse for stock levels or delivery updates, and new orders can easily get stuck in limbo between departments.
Do these sound familiar?
Chasing order information
Sales teams have to contact other departments to check stock levels, order status, delivery dates or production updates.
Disconnected processes
Quotes, orders and customer information is passed between systems, slowing down processes and making it harder for teams to work together.
Limited Visibility
Your teams can't see the latest customer, sales and operational information in one place, making it harder to respond and make informed decisions.
ERP tools we have already integrated
These are systems we have previously successfully integrated, although we are not limited to only these solutions.
Epicor
NetSuite
Vintner
Don’t see your solution? Our team can build bespoke integrations tailored to your requirements. Get in touch with us to discuss what you need and find out what’s possible.
Download the ERP integrations catalogue
Download the complete catalogue of our CRM & ERP integrations including features, products, and pricing.
See what our customers have achieved with integrations
We have created dozens of effective CRM and ERP integrations, syncing important data such as orders, quotes, stock, and contact details, often saving our customers hours every single week.
“What would have taken me one hour to put on six orders now takes three minutes with a CRM and ERP integration”.
"By eliminating four to five hours of weekly manual quote costing per salesperson, we saved around £34,000 a year in labour costs”.
"We've reduced our quote turnaround down to 14 days with our integration".
What is a CRM & ERP integration and what does it do?
A CRM and ERP integration connects your CRM system with your ERP software, allowing key information such as customers, contacts, products, quotes, orders, stock and delivery information to flow automatically between both systems. This reduces manual administration, improves data accuracy and gives sales and operations teams a clearer, more complete view of customers and their orders.
What data can be synced?
When we integrate your CRM and ERP software, we make sure the important information your teams rely on can move automatically between both systems. This keeps customer, sales and operational data aligned and reduces the need for manual data entry.
Customer & Contact Details
Keep customer and contact information synchronised between your CRM and ERP, so both systems have the latest details.
Products & Stock
Sync product information and stock levels, giving sales teams a clearer view of what is available when speaking to customers.
Quotes & Orders
Automatically transfer quotes and orders between systems, reducing repetitive entry and helping orders move through your business more efficiently.
Delivery & Order Status
Share order progress, delivery dates and status updates with your CRM, giving sales teams better visibility without having to chase other departments.
Find out if we can integrate your system
Tell us which CRM and ERP platform you use and what you’d like to connect. We’ll let you know what’s possible.
Frequently asked questions
What is a CRM & ERP integration?
A CRM and ERP integration connects your customer and sales system with your ERP, allowing important information to be shared automatically between both systems.
What are the benefits of integrating a CRM and ERP?
Integration reduces manual data entry, improves data accuracy and gives teams better visibility of customers, orders, stock and other important business information.
What data can be synced between a CRM and ERP?
Depending on your requirements, you can sync customers, contacts, products, stock levels, quotes, orders, delivery information and other key business data.
Can a CRM and ERP integration work both ways?
Yes. We can build two-way integrations so that information can be transferred between your CRM and ERP, keeping both systems up to date.
Can you integrate any CRM with any ERP?
We work with a range of CRM and ERP systems and can develop bespoke integrations where standard connections aren’t available. The exact approach depends on the systems you use and what you need to sync.
Will integrating my CRM and ERP reduce manual work?
Yes. By automatically transferring information between systems, integration removes much of the repetitive data entry and reduces the need for teams to manually transfer information.
How long does a CRM & ERP integration take?
The timescale depends on the systems being connected and the complexity of your requirements. We’ll assess your existing processes and agree the integration scope before development begins.