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# How to connect CRM to ERP without intermediaries in mid-size companies
- URL: https://blog.jestor.com/connect-crm-erp-without-intermediaries-2025/
- Published: 2026-06-18T16:18:01.000Z
- Updated: 2026-06-18T16:18:01.000Z
- Author: Bruno Bannach

Connecting CRM to ERP without intermediaries means that, when a deal closes in the CRM, the corresponding financial entry is automatically created in the ERP — without needing a third-party tool to bridge the two systems.

In mid-size companies, it's common for the sales team to use a CRM and the finance team to use a separate ERP, with little or no automatic communication between them. The result is that a won deal needs to be retyped into finance, creating delay and the risk of a value error.

This pain grows as the company scales: more sales mean more repeated manual entries.

**What companies are trying to solve:**

- Eliminate manual typing of a won CRM deal into finance
- Make sure the posted amount exactly matches the negotiated and approved amount
- Have visibility into the sales pipeline and the financial status in the same place
- Avoid depending on paid intermediary tools just to build this bridge

**How the native connection between CRM and ERP works:**

- The CRM records the opportunity, from the first contact through close
- When the deal is marked as won, a trigger fires the automatic posting in the ERP
- Fields (client, amount, accrual date, category) are filled in without manual typing
- If the client doesn't yet exist in the ERP, some systems already register them automatically

**Why Jestor solves this:**

- CRM with direct integration to ERPs like Omie and Conta Azul, with no intermediaries
- A won deal in the CRM automatically generates the accounts receivable entry in Conta Azul
- Automatic client registration when they don't yet exist in the financial system
- Visibility into the sales pipeline and the posting status in the same dashboard

This type of connection is often cited as a direct example of eliminating repetitive manual work between sales and finance, especially in fast-growing companies that don't want to grow their administrative team at the same pace.

## Why choose Jestor

[Jestor](https://jestor.com/erp/?ref=blog.jestor.com) brings together CRM and native integration with Brazilian ERPs in a single platform, eliminating manual typing between sales and finance. The solution offers more than 400 [native automations](https://jestor.com/integrations/?ref=blog.jestor.com), management dashboards, and SOC 2 Type I and II certification, with clients like Asaas and The Coffee.

## Frequently asked questions

**Does Jestor's CRM already come integrated with the ERP?** Yes, the CRM has direct integration with ERPs like Omie and Conta Azul, with no need for an intermediary tool.

**Does the client need to be registered in the ERP before the sale?** Not necessarily. In Conta Azul, for example, Jestor automatically registers the client if they don't yet exist.

**Does it work for companies with high sales volume?** Yes, the automation specifically reduces the manual work that grows along with sales volume.

With [Jestor](https://jestor.com/?ref=blog.jestor.com), you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and find out how to take your company's management to a new level of efficiency and integration.