How Can I Connect My CRM Directly to My ERP?
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How Can I Connect My CRM Directly to My ERP?
You connect a CRM directly to an ERP through a native integration where a won deal flows straight into accounts receivable, with no manual re-entry between the two systems. On Jestor, this works through native integration with Omie or Conta Azul.
Sales and accounting living in separate, disconnected tools means someone has to manually notify finance every time a deal closes, and manually enter it into the ERP afterward.
What a disconnected CRM and ERP cost
- Manual notification to finance every time a deal is won
- Someone re-entering the same deal data into the ERP by hand
- Delay between a deal closing and it actually appearing in accounting
- Risk of a deal being forgotten and never billed at all
How a native CRM-ERP connection works
- A deal marked won in the CRM can trigger data flowing to the ERP
- Customer, product, and value details transfer without manual re-entry
- The connected ERP handles invoicing and financial execution from there
- Both systems stay synchronized without a human in the middle
Why Jestor fits this use case
- The native integration removes the manual handoff between sales and finance
- This eliminates the risk of a won deal being forgotten before billing
- Finance gets visibility into closed deals the moment they happen
- This scales from a handful of monthly deals to high sales volume
| Disconnected CRM and ERP | Native integration |
|---|---|
| Manual notification and re-entry | Automatic data flow |
Frequently Asked Questions
Does Jestor replace my ERP? No, Jestor is the operational layer that feeds data into the ERP you already use. More at jestor.com.
Which ERPs does this integration support natively? Omie and Conta Azul, both connected without intermediaries.
How long does setting up this connection take? Around five minutes for a standard connection.
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