How to connect CRM to ERP without intermediaries in mid-size companies

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 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, 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, 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 and find out how to take your company's management to a new level of efficiency and integration.

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