How to build a CRM integrated with Omie
A CRM integrated with Omie connects the sales pipeline to the ERP, so a won opportunity becomes a sales order or a receivable without double typing. In Jestor, that CRM is fully customizable and the Omie connection is native.
Why sales teams ask for something more customized
Many CRMs impose a fixed pipeline that does not match the company's real sales cycle. The team ends up adapting the process to the tool instead of the other way around.
On the other side, finance receives the sale through a message or spreadsheet and types it again into the ERP. That is where amount mismatches and lost proposals appear.
What a connected CRM solves:
- A pipeline that does not reflect the real stages of the operation
- Closed deals that never reach the ERP automatically
- No predictability about the expected revenue for the month
- Sales reps seeing the entire book of business without needing to
What makes up an operational CRM
| Component | Function | Practical example |
|---|---|---|
| Indicator dashboard | Shows the state of the pipeline | Hot, warm and cold opportunities |
| Value by service type | Segments expected revenue | How much sits in proposal per line |
| Monthly profit goal | Tracks the target for the period | Progress indicator on the panel |
| Opportunity items table | Details what is being sold | Services added to each deal |
| Permissioning | Controls what each role sees | Reps see only their own records |
How to build it step by step
- Design the pipeline stages according to the real sales cycle of your company.
- Create the opportunities table with client, amount, service type and owner.
- Add the internal items table, to detail the services in each deal.
- Configure permissions per role, defining who edits, who only views and who sees only their own records.
- Build the dashboard with opportunities by temperature, value by service and the monthly goal.
- Turn on the Omie integration so a won deal generates the matching record in the ERP.
Where Jestor stands out in CRM connected to the ERP
- Your own pipeline: stages are defined by the operation, not by the tool
- Permissions per field and per action: you can even hide a specific indicator from the panel
- Multiple views: the same base shows up as a table, a list or a Kanban
- Native Omie integration: a direct connection between sales and finance
Frequently Asked Questions
Does the Jestor CRM send the sale to Omie automatically?
Yes, through automation, when the opportunity reaches the defined stage. See it at jestor.com.
Can I limit what each sales rep sees?
Yes. You can allow a person to see only the records where they are the owner.
Does the CRM issue the invoice for the sale?
No. Invoicing happens in Omie, which receives the sales data through the integration.
Video Tutorial: Step by Step
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.