Automation & integrations
CRM–ERP sync
We deliver sales and operations aligned on one reliable source of data, in phases so your organization can approve and run what goes live.
The need
Why this matters and what we solve
The usual friction is duplicate customer and order data across CRM and ERP. We define sales and operations aligned on one reliable source of data around how work actually runs, then deliver in phases you can track.
Built for organizations that need sales and operations aligned on one reliable source of data—not duplicate customer and order data across CRM and ERP.
In practice
What this looks like in the real world
A preview of the kind of product and flows we build in this area.
An inbound message triggers routes across CRM, Slack, and email—less manual work between systems.
Scope
What you get in a typical project
Deliverables and the day-to-day results they unlock—plus clear limits.
Sales and operations share consistent customer and order data
Working CRM–ERP sync reviewed in a test environment before launch.
Fewer disputes between commercial and operations records
Field mapping and approval criteria for the records that move between systems.
Sync rules documented and testable
Written rules your team can re-test when either system changes.
A path to deepen sync without starting over
Handover notes for the next objects or systems in a later phase.
What’s not included
- This work is defined by phase—not unlimited monthly support.
- We do not sell fixed packages without listening first.
- Extra tools or ongoing creative support outside this phase stay separate unless agreed.
Delivery
How we deliver this
The initial conversation clarifies the need for sales and operations aligned on one reliable source of data. Delivery launches a working CRM–ERP sync. The next phase extends what already runs.
Explore more
Related services
Other services in this category—open any to see what’s included and the results.
- Automations
Less manual work between the tools you already use.
- System integrations
System integrations scoped for daily use—not a one-off demo.
- Operational workflows
Operational workflows scoped for daily use—not a one-off demo.
FAQ
Questions about this service
Practical answers before you book a call.
Don't see your need?
Tell us what you're trying to fix. We'll map the right path—prototype, product, or operations software.
