[ Custom ERP ]
Your ERP, connected to your CRM and AI.
Years of order, invoice and customer history sit in your ERP. We connect Epicor, Sage, NetSuite and homegrown systems to your CRM, match the records, and put that history in front of your team.
[ What we build ]
Working systems, not a strategy deck.
01
ERP to CRM sync
Accounts, orders and invoices flowing into the CRM on a schedule you set.
02
Record matching
Customers, locations and parent companies matched across systems.
03
AI on top
Briefings and health scores that use order history, not just emails.
[ Example workflow ]
Order history, in front of the rep
Connect
ERP read access, approved by IT
Match
ERP customers to CRM accounts
Sync
Orders and invoices on the record
Use
Briefings and alerts for reps
Proof
93%
of 1,219 shippers matched to their 794 parent companies in HubSpot at high confidence
Worldwide LogisticsCase study [ Talk to a Growth Engineer ]