CRM and ERP integrations that stop double data entry
Most operational waste in a growing company sits between systems: a deal closed in the CRM that someone re-types into the ERP, a form submission that never reaches the right owner, a report assembled by exporting three spreadsheets. We build the integration layer that removes those steps, with error handling and monitoring rather than a brittle chain of automations.
Signs this is the right fit
The same data is entered twice
Customer, order or invoice details are re-keyed between systems, which costs hours and quietly introduces errors.
Your automation chain keeps breaking
A stack of no-code automations nobody fully understands, failing silently until someone notices a missing record.
Reporting means exporting
Leadership numbers are assembled by hand each month because no system holds the full picture.
Handoffs rely on people remembering
Sales to onboarding, onboarding to finance, finance to support: each handoff depends on someone sending an email at the right moment.
What we build
How the engagement runs
Discovery workshop
We map the systems, the records that move between them, the owners of each field and where the current process breaks.
Interactive prototype
One end-to-end flow working against sandbox environments, so the mapping is proven before the rest is built.
Phased build
Remaining flows, monitoring and error handling delivered on 30/40/30 milestones, with a cutover plan per flow.
Handover & support
Documented mappings and runbooks, plus an optional managed plan covering API changes and monitoring.