CRM ERP integration that stops your systems from lying to each other.
We build the bidirectional integration layer that keeps customer data, pricing, inventory, and order status consistent across your CRM and ERP in real time. Conflict resolution rules included. Schema drift detection built in.
Pricing signal
Submit brief → call within 48 hours → CRM ERP schema brief in 3 days → build starts within 1 week of sign-off
Hero · Integration consultant reviewing bidirectional sync dashboard
Five data conflicts your CRM and ERP have right now
These are not hypothetical. Every organization running CRM and ERP without a proper integration layer has all five. Pick any field that lives in both systems and check it manually. You will find a mismatch.
A bidirectional integration layer with conflict resolution rules. When two systems disagree, a defined rule determines which source wins - not a coin flip.
Pain · Sales and finance team discovering CRM ERP data discrepancies
What a proper CRM ERP integration provider builds vs. what most implementation partners deliver
The ten rows below represent the full specification of a production-grade integration. Compare what typical implementation partners include against what Redefine delivers on every build.
Four data flows that eliminate the CRM ERP data gap
Email / phone
Company account
B2B price tier
Contract terms
Credit limit
Payment terms
Price group
Ship-to address
Customer tier price
Volume discounts
Contract pricing
Currency rates
Price per unit
Customer discount
Quote line items
Margin display
Quantity ordered
Ship-to contact
Delivery date req.
Payment terms
Line items mapped
Fulfilment triggered
Invoice generated
Status back to CRM
Reserved quantity
Reorder point
Lead time estimate
Bin / warehouse
Available qty shown
Lead time displayed
Substitutes suggested
Backorder flag
Pima Controls: Dynamics NAV and CRM integration went live. Three operational outcomes changed immediately.
Proof · Pima Controls operations team after Dynamics NAV CRM integration go-live
Pima Controls is a distributor of industrial automation and electrical products operating in a high-volume, inventory-intensive environment. Both CRM and Dynamics NAV were active but disconnected.
The existing ERP created production delays, inflated raw material costs, and reduced customer satisfaction. Poor inventory tracking, duplicate data entry, and heavy reliance on spreadsheets all stemmed from CRM and ERP being islands.
Microsoft Dynamics NAV was implemented to unify core business modules and link production routing directly with CRM sales and purchase orders. Duplicate data entry eliminated. Inventory accuracy improved across both platforms simultaneously.
The CRM ERP integration layer we build
Every integration we build follows the same three-tier architecture. The middle tier is what makes it conflict-free.
The 12 components every CRM ERP integration company must deliver - and what most implementations skip
Every cell below is a deliverable. Every status shows what a typical crm erp integration consultant delivers vs. what Redefine includes on every build by default.
CRM ERP integration services: what you need to know
CRM ERP integration connects your CRM platform (Salesforce, HubSpot, Dynamics CRM) with your enterprise resource planning system (Dynamics NAV, Business Central, NetSuite, SAP) so customer data, pricing, inventory, and order status stay consistent across both systems in real time. See our ERP integration services and CRM integration services pages for platform-specific detail.
CRM and ERP systems store overlapping data in different formats. When someone updates a customer address in CRM but not in ERP, or when a sales rep quotes a price that differs from the ERP price list, conflicts appear. Without a custom integration layer with conflict resolution rules, these discrepancies compound over time and create real operational problems.
A standard bidirectional CRM ERP integration between two named platforms runs 3 to 5 weeks. Complex integrations involving custom schemas, multiple ERP entities, or B2B pricing tiers run 6 to 10 weeks. All builds are fixed-price with a confirmed go-live date. See our API integration services page for the underlying technical approach.
We build integrations between Salesforce, HubSpot, Dynamics CRM, and Pipedrive on the CRM side, and Microsoft Dynamics NAV, Business Central, Dynamics 365 Finance and Operations, NetSuite, and SAP on the ERP side. Custom and legacy ERP systems are supported through API wrapper layers. See our Dynamics 365 integration services page for Microsoft-specific builds.
A two-system CRM ERP integration build starts from $4,800 fixed-price. Full multi-entity builds covering customers, pricing, inventory, and orders start from $9,600. Architecture audits for existing integration environments are $1,200 and credited toward any build. All builds include 30 days of post-launch support and direct Slack access to your build engineer.
Is this the right CRM ERP integration solutions engagement?
Not sure? Tell us your CRM, your ERP, and where the data is disagreeing. We will be direct.
Good fit
Not the right fit
Book a CRM ERP integration discovery workshop
Tell us your CRM, your ERP, and what data is out of sync. We respond within 48 hours with a schema brief and a fixed-price proposal path.
Call within 48 hours → CRM ERP schema brief in 3 days → build starts within 1 week of sign-off
Brief received
We will review your CRM and ERP setup and send an integration schema brief within 3 business days.
Your team's involvement across an integration build is typically 3 to 4 hours per week - one schema review, async feedback on field mappings and conflict rules, and a sign-off on the first live sync. We handle everything else.
Pre-footer · CRM ERP integration go-live team
Ready to make your CRM and ERP agree on everything?
Start with the schema brief. Know exactly which fields conflict. Build your CRM ERP integration in 3-5 weeks.
No commitment. No pitch.