Connect Your Business Systems

Your ERP, CRM, financial systems, and communication tools should work together, not create more work. We build integrations that let data flow automatically between systems, eliminating manual entry and giving your team real-time information where they need it.

The Cost of Disconnected Systems

When your systems don't talk to each other, your team pays the price every day

Hours Lost to Data Entry

Every order re-keyed from your ecommerce platform into your ERP is time your team could spend on customers, sales, or strategic work.

Errors and Inconsistencies

Manual data transfer means typos, transposed numbers, and records that don't match across systems. These mistakes cost real money.

Delayed Information

When sales can't see real-time inventory, or customer service doesn't know an order shipped, your team looks uninformed and customers get frustrated.

Spreadsheet Chaos

Reconciliation spreadsheets, export-import routines, and manual reports are symptoms of systems that should be connected but aren't.

Systems We Connect

We're platform-agnostic and work with the systems you already have

ERP Systems

Epicor P21, SAP Business One, Oracle NetSuite, Microsoft Dynamics 365 Business Central, Sage, Infor, Acumatica, SYSPRO, and others. Your ERP is the backbone of your operation, and we make sure it connects to everything else.

CRM Platforms

Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, Freshsales, and others. Connect your sales and customer data to your operational systems for a complete customer view.

Financial Systems

QuickBooks, Sage Intacct, Xero, NetSuite Financials, Microsoft Dynamics Finance, and others. Keep your financial data synchronized without manual journal entries or reconciliation.

Ecommerce Platforms

Shopify, WooCommerce, Magento, BigCommerce, Amazon, and B2B portals. Orders flow into your ERP automatically, inventory syncs back to your storefront in real time.

Email & Communication

Microsoft 365, Google Workspace, email marketing platforms, and business communication tools. Log customer interactions automatically and trigger communications based on system events.

Phone & VoIP Systems

RingCentral, 8x8, Vonage, Microsoft Teams Phone, and other telephony platforms. Connect call data to customer records and enable click-to-call from your CRM or ERP.

How We Build Integrations

We choose the right approach based on your systems, requirements, and long-term maintainability

  • 01 API-Based Integration

    Modern systems expose APIs that allow secure, real-time data exchange. We build integrations using these APIs to create reliable, maintainable connections that update automatically when vendors release new versions.

  • For complex scenarios with many systems, we use integration platforms (iPaaS) that provide pre-built connectors, transformation tools, and monitoring. This approach reduces development time and provides enterprise-grade reliability.

  • When off-the-shelf solutions don't fit your needs, we build custom middleware that handles your specific business logic, data transformations, and workflow requirements while remaining maintainable for the long term.

  • For legacy systems or specific performance requirements, we can build integrations at the database level using ETL processes, stored procedures, or change data capture. We ensure these integrations don't compromise system stability.

 

Common Integration Scenarios

Real-world examples of how connected systems transform business operations

ERP to CRM Sync

Customer records, order history, payment status, and inventory availability flow from your ERP to your CRM. Sales sees the complete picture without logging into multiple systems.

Ecommerce Order Flow

Online orders automatically create sales orders in your ERP. Inventory updates flow back to your storefront. Shipping confirmations trigger customer notifications.

Financial Close Automation

Sales data, AP/AR transactions, and inventory adjustments sync to your financial system automatically, reducing month-end close time and eliminating reconciliation headaches.

Vendor Portal Integration

Purchase orders transmit electronically to vendors. Order confirmations and shipment notifications flow back into your ERP without manual entry.

Real-Time Dashboards

Pull live data from multiple systems into unified dashboards. Executives see current sales, inventory, and operational metrics without waiting for batch reports.

Customer Communication Logging

Phone calls, emails, and support tickets automatically log to customer records in your CRM and ERP. Every team member sees the complete interaction history.

System integration planning and implementation process

Our Integration Process

We follow a structured approach to deliver integrations that work reliably and are maintainable long-term.

Discovery & Mapping 1

We document your systems, data flows, and business requirements. We identify what data needs to move, how often, and what transformations are required.

Design & Architecture 2

We select the right integration approach, design the data mappings, and plan for error handling, monitoring, and maintenance.

Build & Test 3

We build the integration in a test environment, validate data accuracy, and test edge cases before touching your production systems.

Deploy & Monitor 4

We deploy to production with monitoring and alerting in place. We provide documentation and training so your team understands the integration.

Integration Case Studies

See how we've helped businesses connect their systems and transform their operations

ERP + CRM
P21 to Salesforce Integration

Industrial distributor eliminated 25+ hours of weekly manual data entry by connecting Epicor P21 to Salesforce CRM.

25+ hrs saved/week 92% fewer errors
Read Case Study
Ecommerce + ERP
Shopify to NetSuite Integration

Building materials supplier eliminated manual order entry and reduced fulfillment time by 60% with automated order flow.

60% faster fulfillment Zero manual entry
Read Case Study
Multi-System
6-System Integration Hub

Precision manufacturer connected SAP, HubSpot, ShipStation, Power BI, QuickBooks, and RingCentral into a unified operation.

40% less admin time Real-time visibility
Read Case Study
AP Automation
P21 Invoice Automation

Distributor connected P21 to WPCRM, 8x8, and M365, then automated vendor invoice processing with Power Automate.

40 hrs saved/week 85% auto-processed
Read Case Study

Frequently Asked Questions

Common questions about system integration projects

  • What ERP systems do you integrate?

    We integrate all major ERP systems including Epicor P21, SAP Business One, Oracle NetSuite, Microsoft Dynamics 365 Business Central, Sage 100/300/X3, Infor, Acumatica, and SYSPRO. We're platform-agnostic and work with the systems you already have—our job is to connect them, not replace them.

  • Yes, ERP to CRM integration is one of our most common projects. We connect ERP systems to Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, and other CRM platforms. Typical integrations sync customer data, order history, inventory availability, and pricing so your sales team has real-time information without logging into multiple systems.

  • Simple point-to-point integrations (like syncing customers between two systems) can be completed in 2-4 weeks. More complex multi-system integrations typically take 6-12 weeks depending on the number of systems, data complexity, and business requirements. We'll give you a realistic timeline after our discovery phase.

  • We build integrations with long-term maintenance in mind. API-based integrations are designed to handle vendor updates gracefully. We also offer ongoing support agreements that include monitoring, maintenance, and updates when your systems change. You won't be left with a fragile integration that breaks on the next update.

  • Integration projects typically range from $5,000 for simple two-system connections to $50,000+ for complex multi-system enterprise integrations. Most mid-market projects fall in the $10,000-$25,000 range. We provide detailed quotes after our discovery phase so you know exactly what you're getting. The ROI usually comes from eliminating manual data entry—if you're spending 10+ hours per week on manual work, the integration often pays for itself within months.

  • We design integrations to minimize disruption. All development and testing happens in sandbox/test environments before we touch your production systems. We typically deploy during off-hours and run parallel processes initially to verify everything works correctly. Your team continues working normally while we build and test the integration.

Ready to Connect Your Systems?

Stop wasting time on manual data entry between systems. Let's discuss your integration needs and show you how connected systems can transform your operations. We'll assess your current setup and recommend the right approach for your business.

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