ERP Integration for Zoho CRM
Empower your sales personnel to close more deals faster with accurate inventory, pricing and product information. Eliminate double handling of sales data with full ERP integration.
Seamless quoting & ordering
Raise quotes and sales orders right from the CRM to leverage extensive automation capability to tailor the ordering process to your business. Send quotes for digital signing using Zoho Sign and have the quote automatically convert in your ERP system once your customer signs on the dotted line.
Accurate inventory and pricing information
See real-time stock levels across your company as well as at the warehouse level right from your CRM system. Setup custom ordering rules to automatically create back-orders for out of stock products and implement buffer stock levels to reserve inventory for orders outside your CRM. Integrate price lists, quantity price breaks and customer-specific pricing from your ERP. Setup approval rules for discounting.
Automate customer onboarding
Ensure a seamless transition from visitor enquiring on your website, to a lead/opportunity, right through to a customer in your ERP system. Send customers account application documentation and direct debit forms for digital signing, and have a returned contract create a customer in your ERP system.
Supported Inventory/ERP Systems
A CRM system tells a story unique to your business and is tailored to fit your business processes. We have developed full integrations with key accounting, inventory and ERP systems to sync products, stock, pricing, customer, sales and quoting information with Zoho CRM to enable your reps to focus on moving more product.
