ERP & CRM Integration

Connect Your Sales & Operations with Seamless Integration

Stop jumping between tabs. We sync your CRM and ERP systems to create a single source of truth, automate manual data entry, and give your team real-time visibility into every customer interaction.

Unify Your Data Now

Why Bridge the Gap Between ERP & CRM?

In many companies, the sales team (CRM) and the finance/ops team (ERP) operate in silos. This leads to manual errors, delayed invoicing, and frustrated customers.

  • Automated Order-to-Cash: Convert CRM leads into ERP sales orders and invoices automatically.
  • Inventory Visibility for Sales: Let your sales reps see real-time stock levels directly in the CRM.
  • 360° Customer View: Finance sees customer history, while Sales sees payment status and credit limits.
CRM
Sales & Leads
ERP
Ops & Finance
Bi-directional synchronization ensures data consistency across all departments.

Integrations We Specialize In

Odoo Ecosystem

Native integration between Odoo CRM and Odoo Accounting/Inventory for a perfectly unified experience.

Salesforce & ERP Sync

Connect the world's leading CRM to SAP, Microsoft Dynamics, or custom-built ERP backends.

Custom API Middleware

Using Node.js or .NET to build custom middleware that translates data between legacy ERPs and modern CRMs.

Key Integration Features

Bi-directional Sync

Changes in either system are updated in the other in real-time or via scheduled batches.

Data De-duplication

Intelligent matching logic to prevent duplicate customer records and product entries.

Secure Authentication

OAuth2 and encrypted API connections ensure your sensitive business data stays private.

Is Your Business Ready for Unity?

Schedule a technical audit of your current software stack and discover how much time you can save with a unified ERP/CRM system.

Book a Technical Audit