System Integration

Helix CRM-ERP Sync

Two-way sync between CRM and ERP so sales and operations always work from the same live data.

Real-time CRM ↔ ERP sync
System Integration2024
Client
Helix Manufacturing
Industry
Manufacturing
Timeline
7 weeks
Year
2024
Built with
Node.js · REST APIs · SQL Server · Kafka
The challenge

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.

Where Helix Manufacturing started.
Our approach

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.

Designing the solution.
The finished Helix CRM-ERP Sync - product overview.
How we delivered it

A clear, low-risk process

01

Discover

We dig into your goals, users and constraints to agree exactly what success looks like before any work begins.

02

Design

We map the solution - architecture, flows and scope - so everyone knows what we're building and why.

03

Build

We deliver in short, visible iterations, so you see real progress every week and can steer as we go.

04

Launch & support

We ship to production, measure the results and keep improving - you're never left with something half-finished.

Highlights

What we delivered

  • Two-way CRM ↔ ERP sync
  • Conflict resolution rules
  • Live inventory visibility
  • Automated error recovery
A key feature in action.
On every screen

Designed for mobile too

Home
Detail
Insights
Results

The outcome

2-wayLive sync
0Data conflicts
Real-timeInventory
“Sales and operations finally work from the exact same numbers.”
Lars PetersenOperations Director · Helix Manufacturing
More work

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