Unify ERP and CRM data into a single view
The CRM knows what was promised; the ERP knows what was delivered and billed. The best answers are where the two meet.
Why ERP and CRM don't talk
They're systems from different vendors, with different data models and, often, different records for the same customer. Sales looks at the funnel in the CRM, finance looks at billing in the ERP — and the results meeting turns into a debate over which number is right.
Questions only the combination answers
- How much of what sales closed actually turned into billed revenue?
- What is the real acquisition cost per customer, across the entire cycle?
- Which customers in the funnel have a history of late payment?
- Which segment brings recurring revenue — and which one is just work?
How unification works
Connectors bring ERP and CRM into the platform at the frequency you set. In the cleaning layers, records are standardized and matched by keys (company tax ID, customer code), forming a consolidated view — the foundation for a real 360º view, not a mapping kept by hand in a spreadsheet.
From the unified foundation to the decision
On top of the consolidated view, the native BI builds funnel-versus-billing dashboards and the AI answers questions that span both systems — "which deals won this quarter haven't been billed yet?" — without exporting anything.
How ingestia.io helps
ingestia.io connects ERP, CRM and your other sources, standardizes records in cleaned layers and delivers the unified view in dashboards, AI answers and integrations. It's the difference between two systems with two truths and a single foundation — with a monthly plan, usage credits and no custom integration project.
Does your company need to centralize data?
Take the ingestia.io Data Structure Simulator and find out which path makes the most sense to organize your sources, cut rework and build a reliable foundation for reports, dashboards and integrations.