Integration of CRM and ERP: getting your systems to talk to each other, with no spreadsheets in between.
We connect your CRM, your ERP and the rest of your company's systems (sales, warehouse, invoicing, accountancy) into a single automated flow with n8n, so a piece of data is entered once and reaches everywhere — no copying and pasting, no duplicates, no handover errors.
- ✓One piece of data, entered once — it propagates automatically to every system that needs it.
- ✓Compatible with Odoo, Holded, Sage and bespoke or proprietary ERPs.
- ✓We connect the whole chain: CRM, ERP, warehouse, purchasing and accountancy.
- ✓No forced migration — we work on what you already have running.
- • Invoice generated automatically in Odoo / Holded (#INV-2026-91)
- • Delivery note created in the warehouse
- • Accounting file prepared for the accountant
- • Stock updated in the online store
When your systems do not talk to each other, somebody has to act as the manual translator
Copying sales from CRM to ERP
A salesperson closes a deal in the CRM and somebody has to re-enter the order into the ERP by hand, risking errors in price or quantity.
Different stock figures in each department
The warehouse updates stock in one system, but sales and the online store keep seeing out-of-date figures for lack of synchronisation.
Hours spent reformatting data for the accountant
Every month-end, Excel files are exported from three different platforms to reconcile the accounts and send the documentation to the accountant.
Inconsistent data reaching management
Each department works from its own version of the information, creating discrepancies in margin and decisions based on outdated reports.
The cost of this is not just the time lost — it is the risk that a manual handover error (an order copied wrong, or a figure passed on late) causes customer complaints or discrepancies with your accountant.
Established ERPs, small systems and bespoke builds — all compatible.
We do not force anyone to change ERP in order to automate. We have real experience integrating the main systems on the market as well as in-house builds.
Odoo
Integration with sales, inventory, invoicing and CRM modules via API, on cloud or on-premise installations.
Holded
Real-time synchronisation of invoicing, contacts, projects and accounting through its REST API.
Sage
Automated connection to Sage management and accounting versions, eliminating manual exports.
HubSpot / Salesforce
Two-way synchronisation between your CRM sales pipeline and your administration system.
Industry-specific ERPs
Connection to vertical management software for clinics, logistics, hotels or workshops.
Custom Systems
Integration through a relational database, your own API or structured exchange files.
What we automate in a company's day-to-day
Sale in CRM → Invoice in ERP
A deal won in sales automatically triggers the delivery note in the warehouse and the invoice in administration.
Synchronisation with the accountant
Automatic export or synchronisation of monthly accounting information, in the exact format your accountant requires.
From disconnected systems to a single flow
Assessment and mapping of your current systems
We analyse which systems each department uses (CRM, ERP, accountant) and where the bottlenecks occur.
Designing the integration flow and the source of truth
We define which system governs each piece of data (stock, prices, customers) to avoid duplicates.
Building the technical integration in n8n
We build the flows without interrupting your daily operation during the development phase.
Testing with real data in a controlled environment
We validate end-to-end synchronisation, testing both normal scenarios and edge cases.
Progressive rollout
We activate the integration in phases to minimise operational risk during the transition.
Monitoring and initial tuning
We supervise real operation during the first weeks, fine-tuning rules and alerts.
Ongoing maintenance and extension
We extend the flow as you add new modules, software or change accountant.
Questions about integrating CRM, ERP and accountancy
No. We work on the systems you already have running, provided they offer some technical route in (API, database, scheduled export). We only recommend changing system if, after the assessment, we conclude together that it is genuinely the best option for your case.
In most cases, yes. What matters is that some route to the data exists (API, database, exchange files). We assess it in the initial technical review, with no obligation.
Yes, provided your accountant accepts receiving the information in an automated format (scheduled export, direct integration with their software where possible, or whatever format we define together). It is one of the points that saves the most administrative time once automated.
That is a very common case. We map the whole chain of systems in your company, define which is the source of truth for each type of data, and build the complete integration flow across every piece, not just between two systems.
Yes. Integrations are built with controlled access and secure credentials specific to each system, without exposing data beyond what each automated process strictly requires. We can adapt the architecture to your compliance requirements.
It depends on the number of systems involved, the complexity of the processes to automate and the access route available in each system. After the free initial assessment we give you a specific, realistic timeframe and, where appropriate, propose a phased rollout.
We offer both. We can deliver the integration as a fixed-scope project, or include it within an ongoing maintenance service that adjusts and extends the integration as your company evolves.
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