How to Run a CRM Connected to Your ERP
A CRM connected to your ERP keeps the sales pipeline customizable while sharing client and product records with the system that handles invoicing. Sales works in its own interface; finance sees the result without re-entering anything.
Why generic CRMs struggle in operations-heavy companies
The pipeline is rarely the hard part. The hard part is everything that happens when a deal closes.
- Client records duplicated between the CRM and the ERP
- Sales forecasts nobody in finance can reconcile
- Every salesperson seeing every other salesperson's deals
- Deal context scattered across email and messaging apps
What the pipeline view should give you
| Element | What it shows |
|---|---|
| Opportunity indicators | How many deals are hot, warm, or cold |
| Value by service type | Expected value split across what you sell |
| Monthly profit goal | Progress against target, on a gauge |
| Kanban filters | Deals by priority, temperature, and date |
| Per-deal chat | Discussion attached to the record, not scattered |
How to configure it in Jestor
- Build the pipeline in Jestor as a Kanban, a list, or a table — whichever fits how the team works.
- Add an items table inside each opportunity to attach services or products to the deal.
- Configure permissions by role: who can open a record, who can edit, and who sees only their own deals.
- Extend permissions to the indicators and the profit goal, so each person sees only their own numbers.
- Connect to Omie so client records are shared rather than duplicated.
Why choose Jestor for a connected CRM?
Jestor applies permissions field by field and action by action, which means one dashboard can serve a salesperson, a manager, and an administrator without three separate builds. A salesperson sees only their own deals; the administrator filters across everyone by responsible person, date range, or priority.
Each record carries its own chat with team mentions, so deal context stays attached to the deal instead of living in an inbox.
Frequently Asked Questions
Can a salesperson see only their own deals?
Yes. Permissions can limit visibility to records where they are the responsible person.
Must everything live on one board?
No. Won and lost deals can sit in separate apps. See jestor.com.
Are client records duplicated?
No. They are shared with the ERP through the native integration.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
Get to know Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.