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Operational Review
Map Your System
CRM/ERP integration

Stop making people act as the integration layer.

Connect the systems that run your operation, clarify data ownership, and reduce duplicate updates and reconciliation.

Book an integration reviewSee records stay in sync
  • 20–30 minute review
  • No preparation needed
  • One workflow mapped
Integration LayerIn sync
CRM
Account
Contact
Opportunity
API
Sync
1 truth
ERP
Customer
Order
Invoice
Reconciliation: automatedDuplicates: 0
What disconnected systems cost you

The work of keeping systems aligned

Every one of these exists because the integration lives in people, not in a system.

Disconnected CRM, ERP, and accounting

Each system holds its own version of the customer, and none of them agree.

Duplicate data entry

The same account, order, or invoice keyed into two or three systems by hand.

Spreadsheet reconciliation

Month-end spent exporting and matching rows to figure out which system is right.

Inconsistent records

Prices, statuses, and customer details drift out of sync and quietly cause errors.

Fragile point-to-point integrations

One-off connections that break silently and no one owns until something downstream fails.

One source of truth

Records that stay in sync

Account, contact, and order records flow both ways through a reliable integration layer. Each record has a defined source of truth, so CRM and ERP agree without anyone re-keying data or reconciling spreadsheets at month-end.

Sync signals
  • 1Reliable APIs, not fragile point-to-point scripts
  • 2A defined source of truth for every record
  • 3Reconciliation automated and drift caught early

People as the integration layer vs. a real one

Before — people bridge the systems

  • 1CRM, ERP, and accounting each hold a different truth
  • 2The same record entered by hand in multiple systems
  • 3Month-end lost to spreadsheet reconciliation
  • 4Prices and statuses drift quietly out of sync
  • 5Fragile one-off integrations that break silently

After — the integration layer bridges them

  • Systems synchronized around a single source of truth
  • Records entered once and propagated automatically
  • Reconciliation handled by the system, not by hand
  • Consistent records across every connected system
  • Reliable APIs with monitoring, retries, and alerts
How it works

The capabilities that deliver it

A CRM/ERP integration layer is built from three engineering capabilities working together.

Primary

Integration & Platforms

Reliable APIs and a real integration layer so CRM, ERP, and accounting share one synchronized source of truth.

Explore capability
Supporting

Automation

Sync logic, transformations, and reconciliation rules that keep records aligned without manual entry.

Explore capability
Supporting

Reliability Engineering

Monitoring, retries, and safeguards so the integration holds up in production instead of breaking silently.

Explore capability

From manual reconciliation to synchronized systems

Map the systems

We map how records flow between CRM, ERP, and accounting today, where they diverge, and where people fill the gaps by hand.

1

Design the sync

We define the source of truth per record, the field mapping, transformation rules, and how conflicts are resolved.

2

Build reliable APIs

We build a real integration layer with reliable APIs, not fragile point-to-point scripts, with retries and safeguards.

3

Operate and verify

We ship with monitoring and reconciliation checks so records stay in sync and drift is caught before it causes errors.

4
Is this the right starting point?

Where a CRM/ERP Integration Layer fits

We would rather map the wrong sync out than sell you an integration you do not need.

Good fit when

  • People re-key the same records between CRM, ERP, and finance
  • Data conflicts across systems and no one is sure which is right
  • Month-end is lost to spreadsheet reconciliation
  • You have clear systems of record, they just do not stay in sync

Not a fit when

  • A single native connector already keeps the two systems in sync
  • The systems have no APIs or exports to integrate against at all
  • The real need is a new product to build, not systems to connect
  • Records are entered once and never need to flow between systems

CRM/ERP Integration questions

01

How is this different from a Zapier connection between two apps?

A single automation between two apps is fine until volume, edge cases, and reconciliation matter. We build a real integration layer with reliable APIs, defined sources of truth, conflict resolution, retries, and monitoring so CRM and ERP stay in sync in production instead of breaking silently.

Stop being the integration layer

We will map how records move between your CRM and ERP, find the sync that costs you the most, and show you the first integration to build.

20–30 minutes · No preparation needed