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CRM / ERP Sync

One Customer. One Source of Truth.

IntelliPaaS keeps your CRM and ERP platforms – like Salesforce, SAP and NetSuite – perfectly aligned, ensuring consistent data across sales, finance and operations.

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No More Mismatched Records
Real-Time CRM + ERP Sync – Zero Duplication. Full Accuracy.
Disjointed systems create fragmented views of your customers and transactions. IntelliPaaS bridges CRM and ERP platforms with real-time, bi-directional sync – so teams always work with the same, accurate data, no matter where they are.
Key Capabilities:
  • Real-time sync between CRM and ERP platforms like Salesforce, SAP and NetSuite
  • Automated updates for customers, quotes, orders and invoices
  • Field-level mapping with validation and data transformation
  • Bi-directional flow to eliminate re-entry and reduce manual errors
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Real-Time CRM + ERP Sync – Zero Duplication. Full Accuracy.
Real-World Use Cases
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Use Cases
Real-World Use Cases
Use Case Description
Customer Creation Sync Add a new customer in Salesforce and sync it instantly to SAP or NetSuite.
Quote-to-Cash Integration Sync quotes, orders and invoices across CRM and ERP for faster billing.
Data Enrichment & Correction Ensure changes in customer records update both systems with validation.
Revenue Reporting Alignment Consolidate clean sales and finance data for better forecasting.

Ready to Take Control of Your Integrations?

Request your access to IntelliPaaS and see how teams like yours are eliminating risk, accelerating time-to-value and simplifying complexity.