Sample concept by B2B Engine for a fictional firm. Halvard Systems is not a real business.

HomeServicesCRM and ERP integration

CRM and ERP integration

Stop typing every order twice.

We connect your CRM, ERP and finance package so an order entered once flows from quote to invoice. Your sales team quotes from live stock, the warehouse picks from the same order, and finance invoices without re-typing a line.

Book a systems audit See what we connect
  • 6 to 12 weeksFor a typical project
  • Fixed priceSet by the audit
  • Your systems stayNo replacement needed
CRMsalesERPorders, stockCUSTOMER ACCOUNTC-0417CUSTOMER ACCOUNTC-0417ERP ownsQUOTEQ-2291SALES ORDERSO-10482CRM ownsPRICE LISTTrade B, 2026PRICE LISTTrade B, 2026ERP ownsSTOCK AVAILABLE1,180 boxesSTOCK ON HAND1,180 boxesERP ownsPROMISED DATEFri 17 OctDELIVERY DATEFri 17 OctERP ownsCREDIT LIMIT£25,000CREDIT LIMIT£25,000ERP ownsLast sync 14:02:31Fields synced today: 1,284
A field in your systemChange being synced
What we connect

Each type of data gets one home, and the other systems read from it.

Before we build anything, we agree with you which system owns each type of data. That rule is what stops two versions of the same order from appearing. The table below is a typical starting point, and the audit sets yours.

DataOwned bySent toWhen
Customers and credit limitsERPCRM, financeOn each change
Quotes and sales ordersCRMERP, as a sales orderWhen the quote is accepted
Price lists and discountsERPCRM, web shopNightly, and on each change
Stock levelsERPCRM, web shopEvery five minutes
Despatch and trackingWMSERP, CRMWhen the order leaves
Invoices and paymentsFINANCECRMWhen posted
After go-live

Each message between your systems is logged, and a problem order waits for a person.

Real data has faults: a price that does not match, a customer on stop, a product code the ERP does not know. When that happens, our integration holds the message, tells the right person in your team, and sends it once the fault is fixed. The order waits in a queue rather than going missing.

SYNC LOGLive view, today
  1. 09:41:12Quote accepted, Q-2304CRMERPOK
  2. 09:40:55Stock level, 214 linesERPCRMOK
  3. 09:40:31Invoice INV-10475ERPFinanceOK
  4. 09:40:02Order SO-10489, customer on stopCRMERPHELD
  5. 09:39:47Despatch D-10486WMSCRMOK
  6. 09:39:20Sales order SO-10490ERPWMSOK
  7. 09:38:58Payment received, INV-10458FinanceCRMOK
  8. 09:38:30Price list update, Trade AERPCRMOK
412 delivered today1 held for your team
How an integration project runs

Your team keeps trading as normal while we build in a copy of your systems.

  1. 01

    Weeks 1 to 2

    Field map

    We list each field that moves between your systems and agree which system owns it.

  2. 02

    Weeks 3 to 8

    Build

    We build the connections in a test copy of your CRM, ERP and finance package.

  3. 03

    Weeks 7 to 10

    Test with your orders

    We replay a month of your past orders and check each line against what you invoiced.

  4. 04

    2 weeks

    Run side by side

    The old and new ways run together, and we compare the results with you each day.

  5. 05

    A planned weekend

    Switch over

    Re-typing stops on the Monday, and one of our team is on site that day.

Pallet racking in a distribution warehouse
Client story

A food distributor's orders now reach the ERP before the office opens.

Chilled food distributorYorkshire210 staff

Orders arrived overnight by electronic data interchange from four retail depots. Two people spent each morning typing them into the ERP, and a delivery could not be planned until they had finished.

We connected the order feed to the ERP, and the ERP to the CRM. Orders now land in the ERP overnight, with any that fail a check held for one person to review. The two order-entry roles moved to customer service.

Questions we are asked

Questions operations and finance directors ask before an integration.

Something not covered here? A first call about your systems costs nothing and takes about half an hour.

Book a systems audit
Do we need to replace any of our systems?

Usually not. Most of our work connects the systems you already run. If one of them cannot be connected at a sensible cost, the audit says so and sets out the options.

Our ERP is old. Can it still be connected?

In most cases, yes. We connect through the system's own interface where it has one, and through database links or scheduled file exports where it does not. The audit tells you which route fits yours.

How much does an integration cost?

The audit ends with a fixed price for the work, so you know the cost before you commit. A support plan is a monthly fee on top, and it runs month to month.

Who owns the integration once it is built?

You do. The code, the documentation and the field map are yours, and you can move support to another firm at any point.

How much time does our team need to give?

Expect a few hours a week from one person each in sales, operations and finance while we map and test. During the side-by-side run, a little more from the people who enter orders.

Start with an audit

An integration starts with a two-week audit and a fixed price.

  • A map of your order process, from quote to payment, showing which system holds what.
  • A field map for your CRM, ERP and finance package, with an owner for each type of data.
  • A fixed price and a timetable for the integration, which you are free to take to another firm.

Prefer to talk first? Call [phone].

REQUEST A SYSTEMS AUDIT

Sample concept: this form does not send anything.

Thank you. On a live site this would reach the Halvard team. This sample sends nothing.