A common starting point
Copied details → local file → email checks → accounting entry.
A business need
Reduce re-entry between your systems.
The same record moves from CRM to a spreadsheet, then invoicing. Connect the useful steps and keep control of the authoritative data.
Understand the blockage
The process before the solution.
Sales has won an engagement, but administration recreates contact details, scope and terms. Each copy creates another chance for error. Start by defining which data is approved, by whom and when.
Start with one complete, frequent flow: won opportunity → engagement record → first invoice. Include a standard case, a change and an incomplete record. Exceptions reveal what a technical connection alone cannot solve.
We examine native features and interfaces before proposing development. A common entry rule may be enough. Integration becomes useful when responsibilities and identifiers are stable enough to support exchanges.
Illustrative flow · no client data
What the pilot should make possible.
The target to test
Identified record → approved fields → controlled transfer → exception queue.
This is a proposed workflow to test against your situation, not a claimed client result.
Measure before extending
A baseline your team can check.
Agree the sample, definitions and period before the pilot. Compare like-for-like cases afterwards, including maintenance effort and exceptions.
Re-entry time per record, using a representative sample.
Corrections and duplicates relative to records processed.
Time from won opportunity to the first correct invoice.
Decide what to change
Three options to compare.
Option 1
Standardise: differences come from practices or fields rather than software limitations.
Option 2
Integrate: existing tools remain suitable and their interfaces support traceable transfers.
Option 3
Build: an essential business rule remains unsupported and maintenance cost is justified.
Prepare your decision.
Published scope
A related engagement
Examine the documented scope and delivery status to assess relevance to your organisation.
Read the casePractical guide
Connect CRM and invoicing without multiplying manual entry
Read the guideFrame the engagement
A decision before implementation
A €5,000 excluding VAT strategic audit. Implementation is scoped separately after the decision.
Explore the auditUse a decision toolYour questions
Do we need to replace our CRM or ERP?
Not by default. We compare configuration, integration and a focused tool. Replacement requires documented limitations and a total-cost case.
How do you avoid duplicates during synchronisation?
Define a stable identifier, creation rule and retry controls before the pilot. Failures must be visible and recoverable without multiplying records.
Your next step
Let’s start with your situation.
A free, no-obligation 60-minute conversation to understand your needs and check whether we can help. The strategic audit is a separate paid engagement.