Your CRM, your ERP, every system between them. Connected.
Disconnected CRM data costs your team hours every week. Deals fall through the gaps between CRM and ERP. Customer context vanishes when it crosses systems. The integration layer we build closes those gaps for good.
Submit your brief → Call within 48 hours → Scoped proposal in 3 days → First CRM connection live within 14 days
What your team lives with today, and what we replace it with.
Most CRM problems are not CRM problems. They are integration problems. Every friction point below exists because your CRM does not know what your other systems know.
Replace with sales rep at fragmented screens, sticky notes, late afternoon light, multiple tabs.
Every week without CRM integration is another week of paying the integration tax.
Based on a 10-person team with a disconnected CRM. These are conservative estimates. Your actual number is probably higher.
Four CRM integration patterns. Pick the ones that fit your stack.
CRM integration is not one thing. The right pattern depends on your systems, your data, and how your team works. We build the combination that fits.
One customer record across every system
A single customer record that lives in your CRM and stays in sync with ERP, billing, and support. Any update in any system shows up everywhere within seconds.
CRM ERP integration details →Quote-to-cash automation from CRM through ERP
A closed deal in CRM triggers ERP account creation, billing setup, and fulfillment automatically. Your team stops being the glue between close and invoice.
API integration services →Live pipeline reporting from real ERP data
Your CRM pipeline reflects actual booked revenue from ERP in real time. Your Monday report is accurate on Sunday. No exports, no stitching, no spreadsheets.
System pair integrations →Event-driven CRM triggers for high-volume workflows
Customer status changes, contract milestones, and support escalations in CRM fire webhook events instantly. Those events trigger actions across ERP, fulfillment, and marketing tools. No polling delays.
Application integration services →Scoped before work starts. Line-by-line. No commitment to receive a proposal.
CRM platform and version
Dynamics 365 Sales, Salesforce, HubSpot, and custom CRM platforms all have different API structures, object models, and rate limits. We assess your specific CRM version before scoping a connection.
Data volume and contact scale
A CRM with 500 contacts syncing quarterly scopes differently from one with 200,000 contacts syncing in real time. We price per connection based on your actual data volumes.
Business rules and field mapping
Some CRM integrations pass data as-is. Others require stage-based routing, territory rules, discount logic, or multi-entity matching. Each business rule layer is scoped and priced separately.
- System architecture diagram showing your CRM integration layer
- Line-by-line scope with hours per connection
- Timeline with milestones and a go-live date per connection
- Risk assessment and dependency map for each system
Call within 48 hours → scoped proposal in 3 days → no commitment required
CRM integrated with ERP. 8,000 inventory items. Zero data conflicts.
Three things your typical CRM integration company will not tell you.
We map every CRM field to your system before we write a single line of code
Most integration partners start building while the team still argues over field mapping. We require a signed data architecture document before the build starts. Not because we love paperwork. Because building without it means rebuilding later. You approve the map. We build from it exactly.
You own the code, the architecture, and the documentation on day one
When we deliver your CRM integration, you get the source code, architecture diagrams, field maps, API docs, error code reference, and maintenance runbooks. Not a summary, the actual deliverables. Your engineers can support, extend, or hand to a third party without calling us. No recurring platform fee. No lock-in.
Your first CRM connection goes live in 14 days, or we explain what went wrong
Fourteen days from signed scope to first connection running in production. Not a staging demo, production data flowing between your real systems. If our timeline slips, we write a root cause analysis and adjust the remaining scope at no additional cost. We track delivery time on every engagement because it is the single most important measure of integration quality.
What buyers ask before starting a CRM integration project.
We integrate Dynamics 365 Sales, Dynamics 365 Business Central CRM modules, custom CRM implementations built on .NET or other frameworks, and any CRM platform that exposes a REST API or webhook capability. Our most common integration pairs are CRM to ERP, CRM to ecommerce, CRM to marketing automation, and CRM to warehouse management. If your CRM has an API, we can integrate it.
A single CRM integration, for example CRM to ERP contact sync, typically goes live within 10 to 14 days of sign-off. A full quote-to-cash automation spanning CRM, ERP, billing, and fulfillment typically runs 3 to 5 weeks. We scope each connection individually and commit to a specific go-live date per connection in the proposal, not an estimate range.
We include a data migration and reconciliation phase in every CRM integration build. Before go-live, we audit existing records in both systems, resolve duplicates, and establish the authoritative source of truth per record type. You approve the reconciliation plan before we apply it. Existing data is never overwritten without a review and rollback checkpoint in place.
Every CRM integration we build includes explicit conflict resolution rules defined before build begins. You specify which system is authoritative for each field or record type. When both systems update the same record simultaneously, the conflict resolution layer applies the defined rule and logs the conflict for review. We never let an integration silently overwrite data, every conflict is classified, logged, and actionable.
We price CRM integration on a fixed-scope, fixed-fee basis. Each connection is scoped and priced individually based on three factors: the CRM platform and version, the data volume and contact scale, and the complexity of any business rules or field transformation logic required. You receive a line-by-line proposal before committing. There are no per-record fees, no integration platform as a service subscriptions, and no discovery charges. You own the code on delivery.
Check whether your project fits before booking a call.
Our CRM integration services work best for a specific type of project. See if yours qualifies.
Good fit for
- You need your CRM to share data reliably with ERP, billing, fulfillment, or marketing in real time
- Your team loses hours per week to manual data entry, spreadsheet exports, or cross-system reconciliation
- You want a fixed scope, a specific go-live date, and a line-by-line proposal before committing
- You need custom business logic (approval flows, territory routing, multi-entity matching) that a standard iPaaS connector cannot handle
- You want to own the code and documentation without ongoing platform fees or vendor lock-in
Not a fit if
- You only need a simple trigger between two software-as-a-service tools with a native connector already available
- You want a time-and-materials retainer with no defined deliverables or go-live milestone
- Your CRM and target systems already have a managed native connector that covers your full use case
- You need a managed iPaaS subscription rather than custom code and full ownership
Not sure? Tell us your situation and we will be straight with you.
Get a scoped proposal in 3 days.
No commitment. No pitch. Tell us which CRM you need connected and to what. We will send a line-by-line proposal with timeline and cost.
We will review your CRM integration requirements and send a scoped proposal within 3 business days. Expect a call within 48 hours to align on your system stack.
Call within 48 hours → scoped proposal in 3 days → no commitment required
