CRM ERP Integration Services
Your CRM and ERP are lying to each other right now.
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
Two-system build from $4,800Full multi-entity from $9,600Architecture audit $1,200
Submit brief → call within 48 hours → CRM ERP schema brief in 3 days → build starts within 1 week of sign-off
Hero · CRM ERP integration consultant reviewing bidirectional sync dashboard
Customers → ERP accountsLIVE 12ms
ERP pricing → CRM quotesLIVE 8ms
Orders → ERP sales ordersSYNC 84ms
Inventory → CRM productLIVE 21ms
0
CRM ERP builds
0
Day avg go-live
Conflict-free
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.
MISMATCH Customer credit limit
ERP says
$50,000
CONFLICT
CRM says
$45,000
Your sales rep just approved a $48,000 order that the ERP would have blocked.
MISMATCH Product unit price
ERP says
$124.50
CONFLICT
CRM says
$119.00
The CRM quote went out with a price the finance team cannot match in ERP.
MISMATCH Inventory availability
ERP says
0 units
CONFLICT
CRM says
In Stock
A sales rep promised delivery on something the warehouse does not have.
MISMATCH Order status
ERP says
Shipped
CONFLICT
CRM says
Pending
Your account manager is chasing a delivery that shipped two days ago.
MISMATCH Company address
ERP says
123 Main St
CONFLICT
CRM says
125 Main St
Your invoice went to the wrong address. Your CRM contact never updated the ERP.
What Redefine builds
A bidirectional integration layer with conflict resolution rules. When two systems disagree, a defined rule determines which source wins - not a coin flip.
Conflict detection on every sync cycle
ERP-wins or CRM-wins rules per field
Audit trail of every override
Pain · Sales and finance team discovering CRM ERP data discrepancies
Vendor comparison
What a proper CRM ERP integration build includes vs. what most implementation partners deliver
The ten rows below represent the full specification of a production-grade CRM ERP integration. Compare what typical crm erp integration companies include against what Redefine delivers on every build.
Integration capability
Typical partner
Redefine
Bidirectional data sync (both systems update each other)
One-direction only
Full bidirectional
Conflict resolution rules (when CRM and ERP disagree)
Last-write wins
Field-level rules
Custom field and schema mapping per your exact data model
Standard fields only
Full schema map
Error handling + dead-letter queue for failed sync events
Silent failures
DLQ + alerts
Schema drift detection when platform API versions change
Not included
Automated monitoring
Audit trail for every data change across both systems
Platform logs only
Full change log
B2B pricing tier and contract pricing sync
Not supported
Custom pricing maps
Real-time sync + scheduled batch sync (both modes)
Batch only (hourly)
Both modes available
Post-launch hypercare and 30-day support window
Paid support only
30 days included
Fixed-price build with confirmed go-live date upfront
Time + materials
Fixed price always
What we connect
Four data flows that eliminate the CRM ERP data gap
CRM source
CRM Contacts
Customer name
Email / phone
Company account
B2B price tier
Contract terms
Email / phone
Company account
B2B price tier
Contract terms
← →
Bidirectional
Real-time
ERP target
ERP Customer Card
Account number
Credit limit
Payment terms
Price group
Ship-to address
Credit limit
Payment terms
Price group
Ship-to address
Customer records stay consistent across both systems. Updates in CRM propagate to ERP automatically and vice versa.
ERP source
ERP Price Lists
Unit price
Customer tier price
Volume discounts
Contract pricing
Currency rates
Customer tier price
Volume discounts
Contract pricing
Currency rates
→
ERP is master
On change
CRM target
CRM Quote Products
Product catalog
Price per unit
Customer discount
Quote line items
Margin display
Price per unit
Customer discount
Quote line items
Margin display
Sales reps always quote from current ERP prices. No manual price list exports. No margin surprises after the order is placed.
CRM source
CRM Closed Deals
Opportunity line items
Quantity ordered
Ship-to contact
Delivery date req.
Payment terms
Quantity ordered
Ship-to contact
Delivery date req.
Payment terms
→
On close/win
← status
ERP target
ERP Sales Order
SO number auto-created
Line items mapped
Fulfilment triggered
Invoice generated
Status back to CRM
Line items mapped
Fulfilment triggered
Invoice generated
Status back to CRM
Won deals create ERP sales orders automatically. No re-entry. Order status flows back to CRM so account managers see fulfilment without asking the warehouse.
ERP source
ERP Inventory
Available stock
Reserved quantity
Reorder point
Lead time estimate
Bin / warehouse
Reserved quantity
Reorder point
Lead time estimate
Bin / warehouse
→
On inventory change
Real-time
CRM target
CRM Product Availability
In stock / out of stock
Available qty shown
Lead time displayed
Substitutes suggested
Backorder flag
Available qty shown
Lead time displayed
Substitutes suggested
Backorder flag
Sales reps see live inventory when quoting. They never promise something that is out of stock. Backorder flags trigger before the quote goes out.
Client story
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
Reduced
Production delays
CRM deal timelines and ERP production scheduling now share the same data. No more delays from disconnected demand signals.
Lowered
Raw material costs
ERP purchasing now reads CRM pipeline data. Procurement buys to forecast, not to buffer against the unknown.
Increased
Inventory accuracy
Inventory positions now update in both systems on every transaction. No manual reconciliation. No overselling.
About
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.
Dynamics NAVDynamics CRMIndustrial distribution
The problem
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.
What we built
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.
Architecture
The CRM ERP integration layer we build
Every CRM ERP integration we build follows the same three-tier architecture. The middle tier is what makes it conflict-free.
Tier 01 • Source systems
Salesforce / HubSpot / Dynamics CRM
Webhook events on record change
REST API polling for batch sync
Custom objects + standard objects
Tier 02 • Redefine integration layer
Schema validation + field mapping
Conflict detection + rule engine
Transform + enrich data
Dead-letter queue + retry
Tier 03 • Target systems
Dynamics NAV / Business Central
Dynamics 365 Finance + Operations
NetSuite / SAP
Custom + legacy ERP via API wrapper
What a complete build includes
The 12 components every CRM ERP integration must have - 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.
Bidirectional customer sync
Typical
One direction
Redefine
Full bidirectional
Conflict resolution rules
Typical
None (last-write wins)
Redefine
Field-level rules
Custom schema mapping
Typical
Standard fields only
Redefine
Your exact model
B2B pricing tier sync
Typical
Not included
Redefine
Customer tier maps
Error handling + DLQ
Typical
Silent failure
Redefine
DLQ + retry + alert
Schema drift detection
Typical
Not included
Redefine
Automated monitoring
Real-time + batch sync
Typical
Batch only
Redefine
Both modes
Order + fulfilment status loop
Typical
Order only
Redefine
Full status loop
Audit trail + change log
Typical
Platform logs only
Redefine
Full change log
Inventory availability sync
Typical
Not included
Redefine
On every change
30-day post-launch support
Typical
Paid separately
Redefine
Included always
Fixed price + go-live date
Typical
Time + materials
Redefine
Fixed price always
Common questions
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 engagement?
Not sure? Tell us your CRM, your ERP, and where the data is disagreeing. We will be direct.
Good fit
You run both a CRM and an ERP, and the data in each system is different from the other
Your sales team and finance team argue about what data is correct because their systems say different things
You want a fixed-price build with a confirmed go-live date, not open-ended consulting hours
You have custom fields, pricing tiers, or B2B account structures that generic connectors do not handle
Not the right fit
You only have one of the two systems and are not ready to implement the other one yet
You want a simple one-way export of CRM contacts to a spreadsheet (that is not an integration)
You are evaluating whether to replace one of the systems entirely and have not decided yet
Get started
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 a CRM ERP 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 the integration in 3-5 weeks.
No commitment. No pitch.