How to Keep Customer History Synchronized Between CRM and ERP

Keeping customer history synchronized between CRM and ERP means that every interaction, sale, billing, and financial data point is accessible in a single place — without the team needing to consult two different systems to get a complete picture.

Why History Gets Fragmented

The CRM stores commercial interactions: conversations, proposals, follow-ups, opportunities. The ERP stores financials: invoices, payments, overdue accounts. Because the two systems don't communicate, the customer's history is split: sales doesn't know about the financial status, and finance doesn't know about the commercial side.

When someone needs a complete view, the manual search across systems begins.

What Integrated History Makes Possible

View the customer's financial status before opening a new opportunity
Know which orders have been paid, which are open, and which are overdue
Trace the customer's complete journey, from first contact to last payment
Avoid selling to a delinquent customer without that information being visible in the CRM

How Jestor Solves This

Native CRM with direct integration to Conta Azul (OAuth) and Omie (App Key + App Secret)
Customer financial data visible within the CRM record in Jestor
History of automations and postings traceable within the platform
Fields connected between tables — the customer record feeds both the CRM and the financials

FAQ

Does Jestor combine CRM and ERP history in a single place? Yes. Jestor connects the customer's operational and financial data in a single record.

Is it possible to see if a customer has open payments before closing a new sale? Yes — with the ERP integration, the customer's financial status is visible within Jestor's CRM.

Is the history updated in real time? Yes. Automations trigger updates as soon as new postings are made.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and integration.

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