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Credit limits, payment history, outstanding balances, and account standing from your ERP, surfaced directly on every account record in ConstructionCRM. No tab switching. No finance team request. No waiting until morning.
The outstanding balance, overdue invoices, and credit position all exist in your ERP. None of it reaches the person making the call. By the time finance flags the risk, the conversation is over and a commitment has been made.
The request goes to the finance team. They pull the report. They email it. The meeting is tomorrow. This roundabout process happens dozens of times a week, for information that already exists in a system your business already pays for.
Orders are in the book. Work is in progress. But until the invoice raises in your ERP, your sales team has no visibility. The true credit exposure is invisible, and credit decisions get made on an incomplete picture.
Not a pre-built connector. A bespoke integration scoped to your specific ERP configuration, field names, and data structure, however your system is set up.
Field mapping, data types, and calculated field logic are defined in a Change Request Document agreed with you before development begins. Built for your ERP version and data model, not a generic template.
ERP data synchronises into ConstructionCRM on a scheduled basis. Every morning, your sales team starts with current credit positions, balances, and payment status, without a single manual step.
The integration is scoped to accounts with active status in your ERP. No noise from dormant records. Each account is linked by a unique identifier to guarantee every update lands on the correct record.
Financial data flows from your ERP into ConstructionCRM only. Nothing is written back. Your ERP remains the single source of truth, untouched by anything your sales team does in the CRM.
If your ERP is not listed here, speak to the team. The bespoke CRD model means we can integrate with any system that can export data in an agreed format.
Financial and credit data from Sage is imported into the account record nightly, giving sales teams account status, credit limits, payment history, and overdue flags at the start of every working day. The integration is scoped to active accounts and uses Customer Number as the linking key between Sage and CRM.
A more advanced Sage deployment using a secure API connection rather than file-based import. Purchase orders, delivery status, and supplier records synchronise at near-real-time frequency and link directly to project Phase records in CCRM. Order Number validation ensures no phase advances to delivery without a confirmed ERP reference.
Fishbowl is designated the source of truth for transactional account data. When a quote or sale is created in Fishbowl, it pushes into CCRM and creates or updates the account, contact, and quote records automatically. Fishbowl-originated records are locked against editing in the CRM to prevent overwriting authoritative ERP data.
The bespoke CRD delivery model means ConstructionCRM can integrate with any ERP that can export data in an agreed format. Field mapping, sync frequency, calculated fields, and data governance rules are all defined per client. If your ERP is not on this list, the answer is almost certainly yes, we can integrate it.
A salesperson preparing for a call or visit can see the full financial picture of an account in a single screen. Credit position. Payment behaviour. Invoiced history. No finance request. No ERP login. No delay.
Our clients see their CRM as a competitive advantage, which is why most prefer to stay anonymous.
This is not a plug-and-play connector. Every client's ERP setup is different. Field names differ. Data structures differ. The integration is scoped in a Change Request Document agreed with you before a line of code is written.
We will show you exactly how the integration works for a business like yours, including the financial fields, the sales history tab, and how your team would use it day to day.
We will show you how it works for your specific ERP, your account types, and your sales team. No generic slides. No wasted hour.