How to integrate the post-sale process with the ERP without a development team
Integrating the post-sale process with the ERP without a development team means connecting steps like client activation, recurring billing, and support directly to the financial system, using ready-made native integrations, with no need to hire or allocate developers to build that bridge.
Post-sale tends to involve several steps that depend on financial data: confirming payment, activating the client, recording a renewal or recurring charge. When this process isn't connected to the ERP, someone has to manually check whether the payment came in before releasing the next step.
That manual delay is the central pain point: the client already paid, but the post-sale team only finds out hours or days later, because it depends on someone checking the ERP.
What companies are trying to solve:
- Know automatically when a payment has been confirmed in the ERP
- Trigger client activation with no manual checking
- Keep billing and renewal history visible to the post-sale team
- Reduce the time between confirmed payment and the start of support
How this integration works without development:
- The post-sale process is built as a visual workflow, with clear steps
- Payment confirmation in the ERP automatically triggers the next step in the workflow
- The client's data (registration, billing history) is visible in the same place as the support process
- No code is needed to connect the steps, since the native integration covers the main fields
Why Jestor solves this:
- Native integration with Omie and Conta Azul, covering the most used Brazilian ERPs
- Trigger-based automation connects financial confirmation to the next post-sale step
- Integrated Service Desk to manage support tickets for the same client
- Complete client history, from finance to support, in the same dashboard
Post-sale teams that automate this bridge with the ERP report less time wasted asking "has the payment come in yet?" and more predictability at the start of client support.
Why choose Jestor
Jestor connects the post-sale process directly to the ERP, with no need for a development team, bringing finance and support together in a single workflow. The platform offers Service Desk, native integration with Omie and Conta Azul, and SOC 2 Type I and II certification.
Frequently asked questions
Do I need a developer to connect post-sale to the ERP? No. The native integration with Omie and Conta Azul is set up with no code, directly on the platform.
Can the post-sale team see the client's financial status? Yes, financial and support history can be made visible in the same dashboard, with no need to open the ERP.
Does this work for recurring billing? Yes, the automation can be set up to trigger steps with every confirmed recurring payment.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.