CRM integration connects your CRM to the systems that hold what it doesn't: stock and pricing in the ERP, jobs in the field system, invoices in accounting. CodeFish builds it for Australian operations businesses whose salespeople open four tabs to answer one customer question. Unlike a new CRM, it fixes the cause rather than the platform, filling fields from systems that already know the answer. Sales answers customers on the spot, and each customer has one record instead of three that disagree.
CRM Integration
A CRM nobody updates is not a CRM. It is a list of names that used to be true.
Types of CRM integration
The CRM rarely needs much work. The value is in what it connects to.
CRM to ERP
Stock, pricing and orders shared both ways. Quotes go out on real numbers. See [ERP integration](/enterprise-integration/erp-integration).
CRM to accounting
Invoices and overdue balances visible in the account. Sales stops selling to customers who have stopped paying.
CRM to field service
Jobs, visits and open faults on the customer record. See [field service management](/enterprise-integration/field-service-management-software).
CRM to warehouse
Availability and dispatch status by location, so delivery promises hold. See [warehouse management](/enterprise-integration/wms-warehouse-management-system).
CRM to planning
Pipeline feeding the demand forecast, so production plans on likely orders. See [sales and operations planning](/enterprise-integration/sales-and-operations-planning).
Website and marketing
Enquiries land in the CRM with their source attached. You see which spend brings in work.
What CRM integration has to do
Six jobs. The first decides whether the other five work.
One customer record
Decide which system owns the customer and make the others follow it. You stop finding the same customer in the CRM three times.
Quote to order
A quote built against real stock and pricing becomes an ERP order without retyping. Usually the clearest return, measured in errors and hours.
Invoices and payments back
Sales sees what is invoiced and overdue without asking finance. Fewer awkward calls, fewer bad debts.
Service and job history
What was delivered, what broke, what is still open. Salespeople walk into meetings knowing the account, and keep it.
Enquiries with their source
Web and marketing leads arrive in the CRM, not a forwarded inbox. No lead goes missing, and you know where each one came from.
Fill fields automatically
CRM projects fail on adoption, not technology. Every field filled from another system is one salespeople don't type, so the CRM stays current.
Should we switch CRM or connect the one we have?
Connect the CRM you have before you buy another.
Usually, connect the one you have. A new CRM has the same problem as the old one: it doesn't know what is in your ERP. Customise or build alongside it when the process is yours or licences cost more than they return, and switch only when the platform can't be reached by code or its licence model no longer suits you. You keep the history and training you already paid for, and spend the budget on the connections that change how sales works.
What does CRM integration cost?
Every CRM project starts the same way: a Rapid Insight Workshop at a fixed $9,000 + GST. CodeFish follows a real deal through your systems, maps what sales looks up elsewhere and where customer data disagrees. The roadmap says what to connect first and what it will return, and it is yours whether or not you build with us.
The price after that is driven by the other end and by data quality, not the CRM. Mainstream CRMs have good APIs, so build cost sits mostly with the ERP or job system, and duplicate customers have to be resolved before anything connects. A defined build is fixed-price as an Amplify project, and a sales process that keeps changing runs as an Apex partnership, so you pay only for connections sales will use.
How a CRM integration project runs
Follow a deal end to end (1 week)
One real deal from enquiry to invoice, through every system it touches, with every re-key and lookup recorded. You see where the CRM stops being useful, which is rarely where people expect.
Agree who owns the customer (1 week)
Which system is right about the customer, the address and the pricing. Short and unglamorous, it decides whether the build lands or produces a fourth version of the truth.
Connect, then measure adoption
The first connection goes in and we track whether the CRM is being updated afterwards. Adoption is the number that matters, so you only pay for connections that change how sales works.
How we deliver CRM work
Web App Development
Web application development services for internal tools, customer portals and SaaS products. Built in Adelaide to a fixed price, with a one-year warranty.
Rapid Insight Workshop
We map how your business really runs — systems, costs, friction — and return a prioritised roadmap with a business case. $9,000 + GST, fixed.
Systems Integration
For operations businesses running five or more systems. We connect your ERP, CRM, warehouse and field systems so nobody retypes data, and keep them connected as a long-term partner.
CRM questions we get asked
We do not sell CRM selection. The mainstream platforms are all adequate for a mid-market operations business, and the difference between them matters far less than whether yours is connected to the ERP. If you have one, keep it and connect it.
Partly, and it is the right lever. People stop updating a system that asks them to type what the business already knows, so every field filled from the ERP or job system is one less reason to avoid it. What integration cannot fix is a CRM that asks for information nobody uses; that needs fields removed, not connected.
Usually the ERP, because that is where invoicing lives and an invoice has to go to the right entity. The CRM owns the relationship: contacts, conversations, the pipeline. Decide it explicitly, or both systems will believe they are right.
Generally yes, through whatever the older system does expose: a reporting database, a scheduled export, a file drop. It costs more than an API and needs re-testing after vendor upgrades. The workshop establishes this before anything is quoted.
Three to six weeks after the workshop for the first connection, and we deliberately pick one salespeople will feel, usually stock and pricing visible on the quote. Starting with a connection only finance benefits from is technically fine and does nothing for adoption.
They get resolved as part of the work, and it is a bigger job than most people expect. Deduplication needs a rule about which system wins and a person who can decide the ones the rule cannot. We surface the volume in the workshop so it is planned for rather than discovered.
No. Finance rarely wants to change the system that holds the money, and it does not need to. The CRM connects to it through an integration, so each system keeps doing the job it is good at.
You do: the code, the data and the documentation. Customer history is one of the most valuable records the business holds, so it needs to outlive both the CRM vendor and whoever built the connections.