Catalog and material information.
Review product identifiers, descriptions, units, and inventory requirements so the online catalog fits the way your operation identifies and sells material.
Steel ecommerce ERP integration
A new buying channel. Your existing ERP.
Bring online quoting and ordering to your website while keeping the systems that run your business. Plan ERP and CRM integration around your data, account structure, and order workflow.
Built for steel service centers · Planned launch Q1 2027
Your systems, connected with purpose ERP & CRM integration
Your ERP & CRM
Your online portal
A connection planned around your systems and workflow.
Start with the source of truth
Connect the information that makes ordering useful.
Define what belongs in the portal, which system owns it, and how it should move before building the connection.
Customer and commercial terms.
Map the account structure, pricing, contracts, and payment requirements your buyers expect. Avoid treating every customer relationship as an anonymous retail sale.
Quotes and order handoffs.
Plan how online requests and purchase orders enter your existing process, including the points where your sales or operations team needs to review them.
Integration without assumptions
Review the fit before you commit.
Bring the name and version of your ERP or CRM, plus a typical order workflow. We’ll discuss compatibility and implementation requirements before promising a connection.
Review compatibility with us-
Identify the systems and access available.
Review your existing software, the information it contains, and the interfaces or export options available for an integration.
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Agree on data ownership and timing.
Decide which system owns each field, which information belongs online, and how often it needs to be updated for your buyers and team.
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Validate the complete sales workflow.
Walk through representative accounts, material requests, and order exceptions. Confirm the handoffs your people will use before expanding adoption.
Is our ERP already supported?
Compatibility depends on your system and its available interfaces. Tell us what you use so we can review the fit. We do not assume every ERP can be connected the same way.
Which plan includes integration?
ERP and CRM integration is included in the planned Business tier. Discuss the scope and implementation requirements alongside the subscription.
Will inventory and prices update in real time?
Update timing depends on your source system and the agreed integration. We’ll define that behavior during planning rather than promise universal real-time synchronization.
Take the next step
Bring your ERP. We’ll start with the workflow.
Discuss the systems, data, and order handoffs your portal needs to support. Get a clear integration conversation before committing.