Unifying ERP and CRM for a multi-branch operator.
We connected a fragmented ERP and CRM across every branch into one clean data flow, ending double entry and giving the back office a single accurate view of each customer and order.
Published June 14, 2026 · Updated June 19, 2026
The context
A multi-branch operator had grown by adding locations faster than it added systems. Each branch ran its own slice of the ERP and CRM, and the back office reconciled them by re-keying the same customer and order data from one system into the other — every day, at every site.
The challenge
Double entry was the daily tax. The same order existed in two places with two slightly different versions of the truth, so reconciliation was slow, error-prone, and never quite finished. No one could pull a single accurate view of a customer across branches, and month-end close dragged because the books had to be straightened by hand before anyone trusted them.
Representative outcome modeled on industry benchmarks; individual results vary.
How we delivered it.
- 1
Audited how data actually moved between the ERP and CRM at each branch, then defined one canonical record for customers and orders.
- 2
Built a bidirectional integration so a change in either system propagates cleanly to the other — no more re-keying.
- 3
Standardized customer and order data across branches into a single shared model, with validation that catches conflicts at entry.
- 4
Automated the reconciliation steps the back office used to do by hand, leaving only true exceptions for a person to review.
What we built
- A bidirectional ERP↔CRM integration spanning every branch
- One canonical customer and order record shared across all locations
- Entry-time validation that catches conflicts before they spread
- Automated reconciliation with a clean exception queue for the back office
The outcomes
Representative outcome modeled on industry benchmarks; individual results vary.
“We finally have one version of each customer and each order. Close went from a week of straightening the books to a quick review of the exceptions.”
The service and the related work.
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