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Construction & ContractingManufacturingReal EstateServices & MaintenanceHealthcareRetailB2B Trading & DistributionLegal & Professional ServicesOne Customer. One Order. Every System in Sync.
We connect your CRM, ERP, finance and messaging so sales, operations and accounts work from the same data.
When systems disagree, people pay
Sales sells in CRM while finance invoices in a different ERP.
Customer, product and price lists differ from system to system.
Sales reps cannot see stock, credit limits or payment status.
Integration projects stall between two vendors who each blame the other.
Integration with clear ownership
| Business need | What DGPROJX builds |
|---|---|
| Single customer record | Master-data sync for customers, contacts and products |
| Quote-to-cash flow | Quotes and sales orders pushed from CRM to ERP |
| Sales visibility | Stock, invoices and payment status visible in CRM |
| Messaging | WhatsApp notifications triggered by CRM/ERP events |
| Reporting | Combined data into Zoho Analytics or dashboards |
| Governance | Integration design document, field mapping and error log |
From won deal to paid invoice
Illustrative workflow, configured to your process.
Integrations we design
We typically connect Zoho CRM to an existing ERP such as SAP Business One, so quotes and sales orders flow across, with customer, finance and inventory data synced back.
A WhatsApp integration layer that spans a field-service Zoho stack, connecting CRM, service and finance.
No re-keying, faster order processing, sales teams with real-time information, and one version of the truth for management.
Explore related solutions
Frequently asked questions
Can Zoho work with our existing ERP?
In most cases, yes, via API. We confirm the ERP's integration options during assessment.
Who owns the ERP side?
We work with your ERP partner and define clear responsibilities for each side.
Real-time or scheduled sync?
Depends on the process: orders are usually real-time; master data can be scheduled.
What happens when a sync fails?
Failures are logged and alerted, with a retry and a named owner.
Tell us which systems you run. We'll design how they should talk.
Book a free consultation with a senior consultant, or message us on WhatsApp.