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 - and agree exactly what success looks like, and how we'll measure it, before any work begins.
Design
We map the solution end to end - architecture, flows and scope - so everyone knows what we're building, and why, before we build it.
Build
We deliver in short, visible iterations with working software every week, so you see real progress and can steer as we go.
Launch & support
We ship to production, measure the results against your goals, 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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