Customer relationships with sales data connected to your financials. When a deal closes, the invoice writes itself.
Q1 2026 · 6 active deals · $396,700 weighted
Data from the CRM Graveyard Research Report. Gartner, Forrester, Capterra, and public review platforms.
CRM shares the data backbone with ERP — deals flow to invoices automatically
CRM included — no separate license, no consultants, no admin salary
Fewer than 40% of companies achieve 90%+ CRM user adoption[2]
One UI across all apps — learn once, use everywhere, no adoption cliff
HubSpot pricing cliff: Starter to Professional tier = sudden four-figure monthly costs[5]
HubSpotNo tier gating — every CRM feature included at every level
Every feature below is included. No tier gating, no per-seat upsells.
Centralized customer database shared with every other app. A contact in CRM is the same record in ERP invoicing and Projects delivery — no sync, no duplicates.
Track deals from lead to close with a visual kanban board. When a deal moves to Closed Won, the ERP automatically generates the invoice and books the revenue.
Closed deals automatically flow into ERP for proper revenue recognition. No manual journal entries, no month-end scramble to reconcile sales data with financials.
Predictive sales analytics powered by data from every app. The AI knows deal history, project delivery patterns, and expense data — giving forecasts no standalone CRM can match.
Data flows automatically between apps on the Single Data Backbone. No sync jobs, no middleware, no manual re-entry.
Drop your email and we'll show you how CRM connects natively with ERP, Projects, and QuickExpense — deals close and invoices write themselves.
Complete financial operations: GL, AP/AR, financial reporting, multi-entity, multi-currency.
Project management with Shape Up methodology, resource tracking, and project financials wired directly to ERP.
Submit expenses by text or photo. AI extracts, categorizes, and policy-checks every entry in seconds.