CRM ERP integration that ends the data war between your systems.
Your CRM says one thing. Your ERP says another. We build the sync layer that makes both systems match. Customers, pricing, inventory, and orders stay accurate across both platforms. Every sync cycle checks for conflicts. Every field has a defined winner. Schema changes get caught before they break anything.
Pricing signal
Hero · Integration consultant reviewing bidirectional sync dashboard
Five data conflicts hiding in your CRM and ERP right now
These five conflicts exist in every company that runs CRM and ERP without a sync layer. Pick any shared field. Check it in both systems right now. The numbers will not match.
We build the sync layer that gives every field a clear winner. When your CRM and ERP disagree, a rule decides which value stays. Not a coin flip. Not last-write-wins. A decision your team defined in advance.
Pain · Sales and finance team discovering CRM ERP data discrepancies
What your CRM ERP integration should include vs. what you actually got
Here are ten things a real CRM ERP integration must do. Most providers deliver four or five. We deliver all ten on every build.
Four data flows that keep your CRM and ERP in sync
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 cut production delays, lowered material costs, and fixed inventory accuracy.
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.
Disconnected CRM and ERP caused production delays, higher raw material costs, and unhappy customers. The team tracked inventory on spreadsheets. Sales and finance entered the same data twice. Nothing matched.
We connected Dynamics NAV to CRM so production routing pulled directly from sales orders. Duplicate data entry stopped on day one. Inventory accuracy improved across both platforms within the first week.
The three-tier CRM ERP integration architecture behind every build
Every build follows the same three-tier architecture. The middle tier handles conflict detection, field mapping, and error recovery. That is where the real work happens.
12 components your CRM ERP integration must include. Most providers skip half of them.
Each row is a real deliverable. The left column shows what most CRM ERP integration providers include. The right column shows what Redefine ships on every build. No add-ons. No upgrades. Standard.
CRM ERP integration: answers to the five questions buyers always ask
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. A sales rep updates an address in CRM. Nobody updates it in ERP. The invoice ships to the wrong location. A rep quotes a price that differs from the ERP price list. Finance cannot match it. Without a sync layer with conflict resolution rules, these small mismatches grow into missed revenue and angry customers.
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.
Get your CRM ERP integration plan in 3 days
Tell us your CRM, your ERP, and what data does not match. We respond in 48 hours with a field-by-field conflict map and a fixed-price quote.
Brief received
We will review your CRM and ERP setup and send an integration schema brief within 3 business days.
Your team spends about 3 to 4 hours per week on this project. One review session. Quick feedback on field mapping decisions. A sign-off on the first live sync. We handle everything else.
Pre-footer · CRM ERP integration go-live team
Ready to stop your CRM and ERP from fighting over every field?
Start with the conflict map. See exactly which fields disagree. Build your CRM ERP integration in 3 to 5 weeks.
No commitment. No pitch.