Integration

Your ERP system and your CRM, telling the same story.

Sales works in the CRM and everyone else works in the ERP system. We connect the two, so an order, a customer and a figure mean the same thing in both, and a report can draw on either.

ERP and CRM in step

We connect SAP Business One and Microsoft Dynamics NAV with CRM systems including Microsoft Dynamics 365 and Reevo.

ERP systemOrders, deliveries, invoices
↔
VERB syncOn a schedule, every run logged
↔
CRMOpportunities, won and lost

Built to be trusted

  • It runs unattended, on a schedule, and writes down what each run read, wrote and skipped.
  • Only the fields a report or a person needs are carried across. Fewer moving parts, fewer surprises.
  • A record is matched by a reference a person can check, never by guesswork.
  • Passwords and keys are encrypted where they are stored and are never written into the program.
  • Before it goes live it is run beside the system it replaces until the two agree, record for record.

A drawing of the kind of record a sync keeps. Every figure is invented.

Other things we connect

Reporting

A reporting copy that Power BI, Excel or our own screens can read, kept apart from the live ERP database so a heavy report never slows the business down.

Email archive

Every email in a Microsoft 365 mailbox, kept exactly as it was sent, searchable by the person it belongs to and never deleted.

Order tracking for your customers

A private link per order showing your customer what has been delivered and what is to come, and only the lines you choose to show.

Ask about integration