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For operations leaders

Stop copying data between your CRM, ERP and finance tools

Integrating CRM and ERP systems means agreeing what each system sends, in what shape and when, then building connections that check every record, retry safely and report where the systems disagree. Your teams stop rekeying data, and a failure is noticed the day it happens.

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01 Sound familiar

Sound familiar?

  • An order is typed into the CRM, then again into the ERP, and someone in finance types it a third time to raise the invoice.

  • Customer details differ between sales, billing and support, and every team believes its own copy is the right one.

  • A connection someone built years ago stopped working last month, and nobody noticed until invoices went out wrong.

Explore the connections

Pick a connection to see how we would build it

Each line is a connection between systems a growing business usually runs. Select one to see what moves across it, what tends to break and how we would integrate it.

CRM → ERP

What flows
Won deals become sales orders, with the customer, the products and the agreed prices.
What breaks
Customers are created twice, product codes differ, and a deal edited after it was won never reaches the order.
How we would build it
We agree which system owns each field, match customers on a shared key, and sync changes through an API with a data contract and safe retries.

ERP → Finance and billing

What flows
Shipped orders become invoices, and payments come back to mark orders as paid.
What breaks
Invoices go out late or twice, and a payment recorded in one system never closes the order in the other.
How we would build it
One event per shipped order, an invoice step that cannot run twice for the same order, and a daily report of orders against invoices.

Online store → ERP

What flows
Online orders, stock levels and returns move between the shop and operations.
What breaks
Stock shown online lags the warehouse, so the shop keeps selling items that are already gone.
How we would build it
Stock changes are published as they happen, with a full nightly sync as a safety net and an alert when the two disagree.

Support desk → CRM

What flows
Tickets are linked to the customer record, with their orders and contract status.
What breaks
Agents switch between tools to find an order, and a complaint never reaches the account owner.
How we would build it
The support desk reads customer and order details through one small API, and escalations post back to the CRM with a link to the ticket.

Finance and billing → CRM

What flows
Payment status and overdue balances reach the people who talk to the customer.
What breaks
Sales chases a renewal while finance is chasing an unpaid invoice from the same customer.
How we would build it
A scheduled, read-only sync of balances and payment status into the CRM, visible only to the roles that need it.

Talk this through with us →

02 A typical situation

What this usually looks like

A distributor might come to us with orders typed into three systems, a spreadsheet that reconciles them every Friday, and an old connection that fails without telling anyone.

We would map how an order moves today and who owns each step, then connect the CRM and the ERP first, with a data contract and a reconciliation report. The other connections would follow once that one has run cleanly.

03 Start

Connect the systems that refuse to talk to each other

Book a first conversation. We will ask how work moves between your tools today and suggest which connection to build first, and which can wait.

What happens next

  1. You pick a time, or send us a message.
  2. A person at Nexstella reads what you shared before we talk.
  3. You leave with a clear next step, even when that step is to wait.

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What happens next

  1. You pick a time, or send us a message.
  2. A person at Nexstella reads what you shared before we talk.
  3. You leave with a clear next step, even when that step is to wait.

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Want the full picture? Read Systems integration.

Also written for you: Modernizing legacy systems , Small business automation .

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