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ERP / CRM Integration & Customization
We link your ERP and CRM so customers, orders and other records stay in sync without re-typing. First we map which fields match between the two systems. Then we build the connection, add rules for handling errors and test it with your real data. You get the working integration and a handover document. Two revision rounds are included.
Who it is for: Businesses whose sales and operations teams enter the same data in two systems.
What's included
- ✓Review of your ERP and CRM setup
- ✓Field mapping between the systems
- ✓Building and testing the integration
- ✓Error-handling rules
- ✓Light customization of the connection to your process
- ✓Two revision rounds on the delivered work
What you receive
- →The working integration
- →Field mapping document
- →Error-handling rules
- →Handover document
Not included
- ·Software licenses for the ERP or CRM
- ·Data cleanup or migration from older systems
- ·Ongoing monitoring and maintenance
- ·Building new modules inside the ERP or CRM
About this service
Which systems do you connect?
Tell us the two systems; we confirm they have an API or connector we can work with before we start.
Does the price cover several integrations?
The price covers one ERP and CRM pairing. Additional systems are quoted separately.
Related services
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