Customer and account data
Synchronize account identities, contacts, territories, and approved customer attributes.
CRM + ERP integration
Connect sales to operations.
One customer picture. Fewer disconnected workflows.
When sales teams cannot see accurate inventory, pricing, orders, or customer history, CRM becomes another silo. CRMFlight connects the data and processes that power industrial sales.
What we connect
Make customer operations work as one.
Quotes and customer pricing
Connect RFQ intake, price rules, approvals, and quotation status with ERP data.
Orders and fulfillment
Expose order status, shipment milestones, and exceptions to authorized CRM users.
Reporting and analytics
Bring sales activity and operational results together for clearer management reporting.
Integration principles
Built for reliable operations.
WP 01
Map the data
Identify authoritative systems, keys, ownership, and update frequency.
WP 02
Define access
Respect role permissions and minimize data exposure across applications.
WP 03
Build resilient flows
Use supported APIs or approved interfaces, retries, queues, and error handling.
WP 04
Reconcile
Monitor sync health, detect mismatches, and support safe reprocessing.
WP 05
Extend
Use the connected foundation to power reporting and AI applications.
Example use case
From incoming RFQ to approved quote.
BEFORE
Before
Sales searches email, ERP, spreadsheets, and product documents to prepare a customer quote. Pricing and availability may be copied manually.
AFTER
After
A connected workflow gathers approved product data, checks current ERP information, prepares a draft, and routes the quote for human approval.
Ready to move forward?
Make CRM and ERP work together.
Start with a review of the systems, integration constraints, and workflows that matter most.