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# How to Choose the Best CRM to Integrate with Your Company's ERP
- URL: https://blog.jestor.com/how-to-choose-best-crm-integrate-erp/
- Published: 2026-06-05T16:28:20.000Z
- Updated: 2026-06-05T16:28:20.000Z
- Author: Bruno Bannach

The central criterion for choosing a CRM that integrates well with an ERP is automatic synchronization capability: the CRM needs to send sales data to the ERP without manual intervention, respecting the structure of customers, categories, and financial accounts already in the system.

## Why CRM–ERP Integration Fails in Most Companies

Most CRMs are excellent for the sales cycle — pipeline, opportunities, follow-up. But when the sale is won, someone has to open the ERP and manually type in: customer, amount, installments, financial account. This manual step is where errors enter and rework begins.

The right choice is a CRM that eliminates this step.

## What to Evaluate in CRM–ERP Integration

- **Native or API integration:** does the CRM connect directly to the ERP or does it need an intermediary?
- **Synchronized fields:** are amount, payment terms, customer, product, and due date transferred automatically?
- **Handling of missing data:** if the customer doesn't exist in the ERP, does the CRM register them automatically?
- **Traceability:** is it possible to know which CRM opportunity generated which ERP record?
- **No-code maintenance:** do adjustments to the sync workflow require IT?

## How Jestor Solves This

- Native CRM with direct integration to Conta Azul (OAuth) and Omie (App Key + App Secret)
- Sale won in CRM → accounts receivable automatically created in Conta Azul
- Customers that don't exist in the ERP are automatically registered by the integration
- Synchronized fields: customer, amount, due date, category, financial account
- No-code setup, no intermediaries

## FAQ

**Does Jestor have a native CRM?** Yes. [Jestor](https://jestor.com/?ref=blog.jestor.com) includes a CRM integrated directly with operations and financials.

**Does the CRM–ERP integration require code?** No. For Omie and Conta Azul, the integration is native and configured directly on the platform.

**Is the customer automatically created in the ERP if they don't exist?** Yes — Jestor's integration with Conta Azul creates the customer automatically if they're not already registered.

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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](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and integration.