CRM with ERP Integration

CRM Systems withERP-Grade Data Integrity

When CRM and ERP operate as one, quotes, orders, and invoices flow without re-entry. Averiq CRM unifies sales activity with inventory, pricing, and finance for clean handoffs and precise forecasts.

37%
Increase in sales productivity
28%
Higher quote-to-close ratio
Sales team using integrated CRM-ERP system
360°
Customer View

Key Capabilities forSales Excellence

Our integrated CRM system delivers comprehensive tools to optimize your entire sales process from lead to cash.

Pipeline Automation

Configure stages, SLAs, playbooks, and task automation to ensure consistent sales processes and follow-ups.

Customizable sales stages with validation rules
Automated task creation and assignment
SLA tracking and alerts
Activity sequencing and playbooks
Lead scoring and qualification automation
Pipeline velocity monitoring
Pipeline Automation visualization

CPQ & Orders

Streamline quote-to-cash with integrated price lists, approval workflows, and seamless order conversion.

Dynamic price lists with ERP synchronization
Multi-level approval workflows
Quote-to-order conversion without re-entry
Product configuration rules
Discount management and margin protection
Document generation with templates
CPQ & Orders visualization

Revenue & Collections

Close the loop between sales and finance with integrated invoicing, payment tracking, and collection workflows.

Real-time invoice status visibility
Automated payment reminders
Collections workflow automation
Commission calculation and tracking
Revenue recognition rules
Customer statement generation
Revenue & Collections visualization

Analytics

Gain actionable insights with comprehensive reporting on pipeline health, win/loss analysis, and revenue forecasting.

Pipeline health dashboards
Win/loss analysis by product, region, and rep
Sales performance metrics and leaderboards
Revenue forecasting with confidence scoring
Cohort analysis for customer segments
Custom report builder with scheduling
Analytics visualization

Why Integration Matters

Connecting CRM with ERP creates a seamless flow of information that eliminates errors, reduces manual work, and provides complete visibility.

No manual re-entry or mismatched SKUs

Eliminate double-entry and ensure product information stays consistent across all systems.

Live inventory and pricing in quotes

Sales reps see real-time stock levels and accurate pricing when creating quotes for customers.

Finance and sales share one source of truth

Both departments work from the same data, eliminating reconciliation and finger-pointing.

Complete customer visibility

View the entire customer relationship including orders, invoices, support tickets, and communications.

Unified System

One platform for the entire customer journey

The Connected Customer Journey

Lead to Opportunity

CRM tracks leads and opportunities

Quote to Order

Quotes pull live data from ERP

Order to Fulfillment

Orders sync with inventory

Invoice to Payment

Invoices connect to accounting

Measurable Business Impact

Our customers see significant improvements in key metrics after implementing our integrated CRM-ERP solution.

37%
Increase in sales productivity
28%
Higher quote-to-close ratio
45%
Reduction in order processing time
99.8%
Order accuracy with ERP integration

"We've eliminated the gap between sales and operations"

"Before Averiq, our sales team would promise delivery dates that our warehouse couldn't meet. Now with the integrated CRM-ERP system, our sales reps see real-time inventory and production schedules. Quote accuracy is up 99%, customer satisfaction has improved dramatically, and our forecast accuracy went from 65% to 92%."

VP
VP of Sales
Manufacturing Company
Team collaborating with integrated CRM-ERP system

Frequently Asked Questions

Everything you need to know about our integrated CRM-ERP solution

Still have questions about our integrated CRM-ERP solution?

Contact our solutions team

Ready to Connect Your Sales and Operations?

Join hundreds of companies that have transformed their sales process with our integrated CRM-ERP solution.