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 - and agree exactly what success looks like, and how we'll measure it, before any work begins.

02

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.

03

Build

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

04

Launch & support

We ship to production, measure the results against your goals, 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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