Quote-to-Cash
Match quotes, orders and invoices across your CRM and ERP
Commercient syncs product and pricing data from your ERP into your CRM and carries signed quotes back to the ERP as orders, so every deal bills as quoted.
What moves between your systems
FROM
TO
DIRECTION
MOVED BY
ERP products
CRM products
ERP to CRM
ERP price lists
CRM price books
ERP to CRM
CRM quote
ERP sales order
CRM to ERP
ERP order status
CRM deal
ERP to CRM
How it works
ERP to CRM
Prices reach the CRM
A price list changes in the ERP
The CRM price book is updated on the next sync
A product is added to the ERP
It becomes available to quote in the CRM
CRM to ERP
A quote gets signed
A customer signs a quote
The ERP creates a sales order from the quote lines
A quote is revised after approval
The ERP order reflects the approved version
ERP to CRM
The order is confirmed
The ERP confirms the order
The rep is notified on the deal
The order ships
The shipment status appears on the CRM deal
All systems to Data Lake
Revenue shows up once
Leadership asks for quoted versus billed revenue
Quotes, orders, and invoices are queryable together
Finance audits a discount
The quote and the invoice sit side by side
Trusted by teams from Fortune 500s to startups
See why more customers are choosing Commercient than any other solution
Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.
We had an odd ERP system, and Commercient were one of the few that were able to really support it well.
The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.
We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.
We set up the HubSpot pipeline around your quotes
Frequently asked questions (FAQs)
Commercient syncs product and pricing data between your CRM and ERP. If you run a separate CPQ tool, tell us how it connects and we will confirm the fit.
Yes, SYNC's templated schedule keeps CRM pricing data aligned with ERP updates, by default twice daily.
Commercient connects systems such as Salesforce, HubSpot, NetSuite, Sage, and Microsoft Dynamics 365, among 550+ supported systems. Tell us what you run and we will confirm the fit.
Commercient connects ERP, CRM and eCommerce systems so each one holds up-to-date data from the others. It supports 550+ systems, including 120+ ERPs, through 70,000+ prebuilt connectors, with scheduled sync, event-driven automation, a governed Data Lake and AI agents.
Commercient implementations on templated systems typically take 6–8 weeks, and more custom systems take 8–12+ weeks. The work runs in stages: onboarding, installation, an ERP-to-CRM phase, and a CRM-to-ERP phase if you need data to flow back.
No. Commercient connects to the ERP and CRM you already run and keeps them in sync, so you keep each system as it is.
