Automate CRM & ERP Integrations
Data sits in CRM, ERP, PIM and spreadsheets, and people spend hours retyping what systems should share. Quotes stall, orders get delayed, and reporting never quite matches. CopperIQ connects your stack, adds validation, and automates the sync so information moves cleanly between tools — in real time or on a safe schedule. Less manual work. Fewer errors. Faster handoffs.
01Endless exports, manual fixes and small mismatches slow everything downstream
Why CRM–ERP integrations break in daily operations
Each system uses its own logic. Fields don’t line up, IDs differ and product or pricing rules change without warning. Teams copy data between screens, patch CSVs and chase missing details across email, CRM and ERP. As volume grows, tiny mistakes become costly: wrong account, outdated price, incorrect tax, missed delivery info. What should flow automatically depends on whoever has time.
02Our 4-step approach
How CopperIQ implements process automation.
Sales teams spend hours digging through forms, emails, CRM entries or WhatsApp messages — trying to figure out which leads are worth their time. Most aren’t. And the ones that are? They often get missed, delayed, or lost in the noise.
If your sales process depends on volume but lacks filtering, AI can take over the work. Whether you’re in real estate, finance, SaaS or professional services, we help automate the first decision: is this lead worth your attention?
Discovery
We analyze your processes and identify bottlenecks.
Build
We create tailored automations based on your real workflows and data.
Integration
We connect directly into your existing systems.
Optimize
We monitor and improve continuously as you scale.
03Clean, validated sync between the systems you already use
How the integration automation works
We connect to your CRM and ERP via APIs, secure file drops or webhooks. Records are matched on stable keys, enriched with the data you already trust, and written back in the format your systems expect. Each sync checks products, pricing, taxes, units, addresses and references before anything is updated. When something doesn’t add up, it’s flagged early with a clear reason instead of reaching fulfilment or finance. You choose the direction and cadence: CRM to ERP, ERP to CRM or two-way with conflict rules, in real time or on a schedule.
04Easy integration
We integrate directly into your tech stack.
No extra tools or interfaces needed. CopperIQ is compatible with tools like AFAS, Exact, Salesforce, HubSpot, and more.
05Fewer errors, faster handoffs and clearer reporting
What improves when integrations run automatically
Sales works with the latest products and prices. Operations receives complete orders with correct codes, units and delivery details. Finance stops fixing avoidable mismatches and month-end becomes calmer. Customer data stays consistent across systems, so pipeline, revenue and inventory reports finally tell the same story.
06What clients say
Why companies love working with us.
Clients love working with us because we focus on practical AI that drives real business value. Our solutions boost efficiency without adding complexity, integrate seamlessly into existing tech stacks, and are supported by one dedicated team from discovery to delivery.
Plus, we provide transparent insights and measurable outcomes every step of the way.
From messy inbox to ready-to-book orders
CopperIQ built an automation that reads our incoming emails, extracts lead and order details and sends them straight into our CRM and our ERP. Quote requests from email are turned into draft offers and orders automatically, so our team only needs to review and confirm. It removes a large part of the manual data entry and saves us a lot of time in busy periods.
The fastest way to get the right answer
With our internal knowledge chat powered by CopperIQ, colleagues can search across product specs and technical details in one place. Instead of digging through documents, they get accurate answers in seconds and can help customers much faster.
Leads now find the right person instantly
CopperIQ's AI automation capture our incoming leads, forwards them to the right colleague and files them in the correct CRM records. Follow-up is faster, handovers are clearer and creating orders for new clients has become a lot more straightforward.
Content production without the busywork
With the content platform from CopperIQ we now use AI to draft and prepare blog posts and articles based on our own inputs and guidelines. It helps us move faster on content while keeping the tone consistent across clients and channels.
Our info inbox finally runs itself
Thanks to the automations AI now handles our info mailbox: it reads incoming emails, routes them to the right place and keeps track of what needs a reply. The team spends far less time forwarding and sorting messages, and more time actually solving client issues.
07Less manual work, more momentum
Connect systems — not spreadsheets
Stop moving data by hand and start trusting what’s already in your stack. With automated validation and clear exception handling, your team spends less time fixing and more time moving work forward. When you’re ready to link CRM and ERP the right way, we’ll make it run smoothly.
08Start your free demo
Start automating your business processes today.
Stop wasting time on manual tasks. Discover how AI-powered automation pays off fast. Let’s explore how AI-powered process automation can transform your operations. Schedule a free demo or contact us to discover what’s possible.