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Solutions · System integrations

CRM and ERP integration: data exchange between systems, no manual work

The solution connects your systems so data moves between them automatically. CRM, ERP, telephony, messengers, and internal services work together — without manual export and reconciliation.

How we implement it
Banks and financeLogisticsRetailSecurity companiesService companies

In most companies, data lives apart: customers in the CRM, inventory and finance in the ERP, inquiries in telephony and messengers. To get a full picture, information is exported and reconciled by hand, and the same data is entered into several systems separately. CRM and ERP integration closes this gap: we connect your systems so data moves between them automatically and in both directions. Instead of copies in every system, you have one current version of the data. Calls and messages land in the CRM, deals go into accounting, and inventory and finance see each other without manual transfer. We connect through an API or ready-made connectors to the systems your team already uses. The solution suits banks and financial companies, logistics, retail, security and service companies that need reliable data exchange between systems without manual work.

The problem

Sound familiar?

Data scattered across systems

To bring information together, it is exported and reconciled by hand every week.

Double data entry

The same data is entered into several systems separately.

Systems do not see each other

CRM, accounting, and inventory live apart, and processes stall.

What you'll get

What the solution delivers

Connected systems

We link your CRM, ERP, and internal services together.

Automatic exchange

Data moves between systems in both directions.

Telephony and messengers

Connecting calls and chats to your CRM.

Single source of data

One current version of the data instead of copies in each system.

No manual reconciliation

The weekly export and data transfer disappear.

What's included

What's included in the implementation

System analysis

We review which systems exist and what data moves between them.

Exchange design

We map where data moves from and to, and by what rules.

Connection via API

We set up links through an API or ready-made connectors.

Two-way exchange

Data syncs between systems in both directions.

Telephony and messengers

We connect calls and chats to your CRM.

Testing and launch

We check the exchange on real data and go live.

Industries

Where it works

Logistics

Integration with carrier databases and warehouses: trips are built from customer requests automatically.

Banks and finance

Connecting an AI consultant to a knowledge base and branch data for instant answers.

Security companies

Integrating support with the CRM and the Pult and COC systems — inquiries go to the right department.

Retail

Linking orders with accounting and inventory so stock levels and statuses stay in sync.

Service companies

Requests from telephony and messengers land in the CRM without manual entry.

How we implement it

From task to launch in four steps

  1. Step 01

    System analysis

    We review which systems you have and what data moves between them.

  2. Step 02

    Exchange design

    We map where data moves from and to, and by what rules.

  3. Step 03

    Connection

    We set up links through an API or ready-made connectors.

  4. Step 04

    Testing and launch

    We check the exchange on real data and go live.

Results

What it delivered for clients

Pricing

How much it costs

Final cost depends on scope and integrations. We'll give exact pricing and timelines after a free consultation.

Integrationfrom $2,000
Supportfrom $150/mo

Why us

Why Neurotrack

Integration experience

We have connected CRM, telephony, and internal systems in projects for Sheriff, MTB Bank, and logistics.

One current version of data

No copies in each system and no manual reconciliation.

Your systems, not a replacement

We connect what you already use through an API or connectors.

Support after launch

We watch over the data exchange and keep developing the integration.

FAQ

Before you start

Which systems do you integrate with?

With CRM, ERP, telephony, messengers, and internal services — through an API or ready-made connectors.

Can you give an example of an integration?

For the security company Sheriff, we integrated AI support with the CRM and internal systems (Pult and COC) so inquiries went straight to the right department.

How does this work in logistics?

In a project for a logistics company, the system integrated with carrier databases and warehouses and automatically built trips from customer requests.

Is data transferred in both directions?

Yes. Systems exchange data automatically, so one current version is available everywhere, without manual transfer.

How much does integration cost?

The solution starts from $2,000, and support from $150/mo. The cost depends on the number of systems, the volume of data, and available connectors — send a request for a quote.

How long does the connection take?

It depends on complexity: the number of systems and the exchange rules. We give timelines after we review your set of systems and the data that should move between them.

Do we need to change our systems?

No. We connect what you already use — CRM, ERP, telephony, and internal services — through an API or ready-made connectors.

Is data protected during exchange?

Yes. We set up the exchange with access control, and Neurotrack protects information in line with international standards.

What CRM and ERP integration is and why you need it

CRM and ERP integration is a configured data exchange between the systems a business runs on: a CRM for customers and deals, an ERP for inventory and finance, telephony and messengers for inquiries. Without integration, these systems do not see each other, so data has to be exported, reconciled, and re-entered by hand. Integration closes this gap: systems exchange data automatically and in both directions, so the company gets one current version of the data instead of copies in every tool. A customer call or message lands in the CRM, a deal goes into accounting, and changes in inventory are immediately visible in finance. Technically, the connection is made through an API or ready-made connectors to existing systems. In Neurotrack projects, this is how we integrated, for example, AI support for the security company Sheriff with its CRM and internal systems, and a logistics solution with carrier databases and warehouses. The main benefit is less manual work and fewer errors when transferring data.

Free consultation

Want your systems to work together? We will quote for your setup

In the consultation we'll walk through your process, show similar rollouts, and give you pricing and timelines. The first consultation is free.

What you'll get from the consultation

Analysis of your businessWe map out the processes where AI will have the greatest impact.
Expert recommendationsWhich type of solution fits: a product, a ready-made solution, or custom development.
A demo of what’s possibleWe show how it works, with examples.
A clear launch planStages, timelines, and the expected outcome.
CRM / ERP integrations