How to Integrate CRM and ERP in a Single No-Code Platform

Having a CRM and an ERP as separate systems is common — and one of the main causes of inefficiency.
The CRM manages sales, leads, and relationships, while the ERP handles finance, inventory, and operations.
When these systems don’t communicate, you get manual work, delayed data, and fragmented insights.

In 2025, connecting CRM and ERP no longer requires coding or IT intervention.
With the right tools, you can integrate both systems in one place, automating every workflow between them.

Here’s how to unify CRM and ERP with no code:

1️⃣ Create a shared data layer
Use a platform like Jestor to bring CRM and ERP data together into one unified dashboard.

2️⃣ Automate the sales-to-finance process
When a deal closes in the CRM, the system can automatically send it to the ERP for billing and invoice generation.

3️⃣ Keep everything in sync with AI
AI can detect and correct inconsistencies between systems in real time, ensuring data reliability.

4️⃣ Track performance across both systems
View your pipeline, revenue, and inventory in one integrated view for faster decisions.

5️⃣ Eliminate manual spreadsheets
No more exporting and importing — information flows automatically between tools.

👉 Conclusion:
CRM–ERP integration is the foundation of connected, intelligent management.
With Jestor, you can automate all communication between sales, finance, and operations — without code, powered by clear workflows and AI.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.
Discover how Jestor can take your company’s management to a new level of efficiency and integration at https://jestor.com/why-jestor/