API Development & Systems Integration
CRM & ERP Integration
Connect your CRM and ERP so customers, orders, pricing, stock and invoices flow automatically between sales and operations, removing re-keying and mismatched records.
Overview
Why it matters
for your business.
Sales teams work in the CRM while operations, finance and inventory run on the ERP. When the two are not connected, orders are re-typed, customer details drift apart and sales cannot see stock or payment status. We integrate CRMs such as Salesforce, Zoho CRM, HubSpot or Dynamics 365 with ERPs such as SAP, Oracle NetSuite, Odoo, ERPNext or Tally-based systems.
Integration starts with process mapping: which system owns each record, when data should move and what happens on conflicts. We then build the data flows using native connectors, an integration platform or custom middleware, depending on volume and complexity. Field mappings, validation and error queues are documented. Business users get a simple view of failed syncs so problems are fixed rather than silently ignored.
What's included
- Process and data ownership map
- Field mapping and transformation rules
- Bidirectional sync for customers, orders and products
- Error queue with retry and alerts
- Sync monitoring view for business users
- Integration documentation and runbook
Outcomes
What changes
for your business.
Ideal for
- Distributors running separate sales and ERP systems
- Manufacturers connecting dealer CRM to production
- Mid-sized firms outgrowing manual CSV exports
No double entry
Orders and customer records created once flow automatically, freeing staff from repetitive data entry.
Sales sees operations
Sales teams can check stock, order progress and outstanding payments without calling operations.
Consistent master data
Clear ownership rules keep customer and product details aligned across both systems.
How we deliver
A clear, accountable
process.
Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.
- 01
Discover
We map your workflows, users and integrations, then agree scope, priorities and milestones.
- 02
Design
User flows, interface designs and architecture are reviewed with you before development starts.
- 03
Build
Short sprints with working demos, code reviews and testing, so you see progress every step.
- 04
Launch & support
We deploy, train your team, hand over documentation and stay on for support and enhancements.
Ways to work with us
- Fixed-price projectsDefined scope, milestones and deliverables.
- Time & materialFlexible delivery based on actual effort and resources.
- Dedicated teamsAssigned engineers, testers or marketers for ongoing work.
- Annual maintenance contractsScheduled maintenance and support agreements.
FAQ
Common
questions.
Something else on your mind? Ask us directly.
Should data sync in real time or in batches?
It depends on the business need. Order creation and stock checks often benefit from near real-time sync, while price lists or historical invoices can move in scheduled batches. We recommend the approach per data type, balancing freshness against API limits, licence costs and system load.
Our ERP is heavily customised. Can it still be integrated?
Usually, yes. We review what interfaces your ERP exposes, such as APIs, OData services, database views or file exports, and work with your ERP administrator on custom fields. Where no interface exists, we design a safe intermediate approach rather than writing directly into ERP tables.
Let's talk about CRM & ERP Integration.
Tell us what you need and get a clear plan and proposal, free and with no obligation.