CRM Software for companies with an existing ERP

The market mixes three very different categories under the same label, and the wrong choice often only becomes apparent 6 months after implementation.

• Marketing CRM - good for high volumes of online leads, but weak for B2B sales involving negotiation and physical logistics.
• Generalist international CRM - highly configurable, but requires an external integrator and lacks native support for EU e-invoicing or local statutory audit files.
• Operational CRM connected to ERP - like CRMconnect: it starts from real management data (partners, balances, stock, invoices) and adds the commercial layer on top.

Failure is rarely due to missing features; it happens because the CRM becomes a second place where the same data must be entered. When a sales agent sees a different price or balance in the CRM compared to the ERP, trust vanishes within two weeks and the team returns to Excel.

• Partner data exists in two places without a single source of truth.
• Outstanding balances and credit limits are not visible during the quoting stage.
• Orders from the CRM must be manually re-entered into the ERP.

CRMconnect reads partners, items, prices, and balances directly from your ERP and displays them in the commercial interface. An accepted quote becomes an order, the order becomes an invoice, and the invoice is sent to the national tax authority via Peppol or local e-invoicing standards. Accounting stays exactly where it is.

• Bidirectional synchronisation in under 2 minutes with your existing ERP (SAP, Sage, MS Dynamics, Odoo, etc.).
• Native e-invoicing (EN 16931) and electronic transport document support.
• Automatic bank reconciliation of receipts with export back to the ERP.