Helix CRM-ERP Sync
Two-way sync between CRM and ERP so sales and operations always work from the same live data.
- Client
- Helix Manufacturing
- Industry
- Manufacturing
- Timeline
- 7 weeks
- Year
- 2024
- Built with
- Node.js · REST APIs · SQL Server · Kafka
What Helix Manufacturing needed
Helix's sales and operations teams worked from conflicting numbers because the CRM and ERP never synced - orders and stock levels were constantly out of step.
How we solved it
We built a reliable two-way integration with conflict-resolution rules so every order, customer and stock level stays consistent across both systems in real time.
A clear, low-risk process
Discover
We dig into your goals, users and constraints to agree exactly what success looks like before any work begins.
Design
We map the solution - architecture, flows and scope - so everyone knows what we're building and why.
Build
We deliver in short, visible iterations, so you see real progress every week and can steer as we go.
Launch & support
We ship to production, measure the results and keep improving - you're never left with something half-finished.
What we delivered
- ✓Two-way CRM ↔ ERP sync
- ✓Conflict resolution rules
- ✓Live inventory visibility
- ✓Automated error recovery
Designed for mobile too
The outcome
“Sales and operations finally work from the exact same numbers.”
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