How to integrate ERP and CRM without developers

For years, integrating systems like ERP and CRM was complex, expensive, and required IT involvement.
But in 2026, things are different.
Thanks to no-code platforms and smart automation, companies can now connect financial, sales, and operational data — no coding required.

1️⃣ Why integrate ERP and CRM

ERP and CRM are the backbone of any business — one manages finances, the other handles customer relationships.
When they work separately, you get errors, rework, and slow decisions.
Integration creates a single source of truth across all departments.

2️⃣ Use no-code platforms

With Jestor, you can build automations and direct connections between systems like Oracle, Salesforce, Omie, and Conta Azul — all visually, without programming.
This syncs invoices, customers, and key metrics instantly.

3️⃣ Centralize everything in one app

Instead of switching between platforms, bring it all together in a central management system.
In Jestor, you can see sales performance, cash flow, and customer status — all in one real-time dashboard.

4️⃣ Automate the flow between teams

BPM (Business Process Management) helps map and optimize the workflow between sales and finance.
When a deal closes in CRM, it automatically updates the ERP — no emails, no spreadsheets, no delays.

5️⃣ Gain autonomy and speed

By removing the dependency on developers, teams can quickly adjust workflows, build new reports, and scale operations safely.

Integrating ERP and CRM isn’t just about systems — it’s about turning disconnected data into unified intelligence that drives better decisions.

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

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