Accounts and contacts
One customer record, used by sales, delivery, and finance. When AR changes a billing contact, the account executive sees it — because there is no second copy to fall out of date.
Platform · front office
Most companies run a CRM and an accounting system that know nothing about each other, joined by a nightly sync that breaks quietly. erp.io puts pipeline, quotes, orders, and invoices on one graph — so a closed deal becomes accounting without an integration in the middle.
What it does
Not a Salesforce replacement for a 400-person enterprise sales org. A CRM sized for a company between $10M and $150M, where the same twelve people touch the deal and the invoice.
One customer record, used by sales, delivery, and finance. When AR changes a billing contact, the account executive sees it — because there is no second copy to fall out of date.
Stages, weighted value, and close dates that a CFO can reconcile against the revenue forecast, because both are computed from the same objects.
Built from your real price book, with approval routing on discount thresholds. An accepted quote becomes a sales order without rekeying.
Term, value, escalators, and renewal dates feed revenue recognition schedules directly rather than being re-entered into a spreadsheet each quarter.
Calls, emails, meetings, and documents attached to the account — visible next to that account’s payment behaviour and open balance.
The AR agent knows a customer is mid-renewal before it sends a dunning notice. That single piece of shared context is what separate systems cannot do.
Every CRM on the market integrates with every accounting system on the market. That is table stakes and it is not what this is about. The problem with integration is not that data fails to move — it is that two systems hold two definitions of the same thing, and the definitions drift.
Your CRM has an account called Northwind Trading Co. Your ledger has a customer called Northwind Trading Company, plus a second one called Northwind (do not use)that someone created in 2023. The sync matches on name, so it created a third. Now your pipeline report and your AR ageing disagree about how much this customer is worth, and reconciling them is a person’s afternoon every month.
This is not a hypothetical failure mode. It is the single most common data problem we find during an integration engagement, and it is structural: two systems, two schemas, one fallible mapping between them.
Once the account, the contract, the invoice, and the payment are the same objects rather than mirrored copies, several things stop requiring engineering work:
Most of our customers do, and we do not ask them to switch. This is worth saying plainly because a page like this usually ends in a migration pitch.
Salesforce and HubSpot are better CRMs than ours for teams that have invested years in them — the customisation, the reporting, the integrations, and the habits are real assets. What we do in that case is read them into the business graph, so the ledger side gets the context it was missing, and the CRM keeps doing what your team already knows how to use.
The customers who do adopt our CRM tend to be the ones running a fragmented set of tools — a pipeline in a spreadsheet, quotes in a document template, contracts in a drive folder — rather than the ones running a well-configured Salesforce instance. That is the honest dividing line, and we will tell you which side of it you are on.
We do not build territory management, complex quota hierarchies, CPQ for configurable products, or partner relationship management. Those are enterprise sales-ops problems and the systems that solve them are worth their price. If you need them, keep your CRM and connect it.
Questions
See what your pipeline looks like sitting next to your ageing, your contracts, and your margin — on your own data.