PRX/03 · SERVICE 03 · CRM / ERP INTEGRATION
SHEET 03 OF 03 · MESH / PRX-S3
[ 03.3 / Plumbing ]
000 %
Service 03 of 03 · 4-10 week engagements Sheet PRX-S3 / Cross-system plumbing Filed 05.09.26
[ 03.3 ]Service · Plumbing

Service 03 / Plumbing CRM and ERP integration that holds.

We build the quiet, durable plumbing between your CRM, ERP, billing, and operations systems: HubSpot, Salesforce, NetSuite, Odoo, Stripe, Xero, Slack, the rest. Two-way sync that doesn't drift. Audit trails that close the month.

FIG. 03.3 / SYSTEM MESH - HUB / SPOKE / EVENT BUS PRX-S3 · REV 04.30 CONTRACT · IDEMPOTENT · REPLAYABLE · OBSERVABLE SHEET 03 / 03 [ HUB ] EVENT BUS contract · idempotent HUBSPOT crm · marketing SALESFORCE crm · sales cloud NETSUITE erp · finance ODOO erp · inventory STRIPE billing · payments XERO accounting · ledger SLACK notify · approve DATA W/H snowflake · bq CONNECTORS: bespoke · versioned · contract-tested · backfill-capable REPLAY ANY EVENT · DLQ · SLO 99.9%
[ 03.3.A ]Brief

CRM and ERP integration is the connective tissue your business runs on, and it is almost always the thing nobody owns. The CRM says the deal closed. The ERP says the invoice is unpaid. Finance says the customer churned. Three "sources of truth," all wrong on a Tuesday afternoon.

We build integrations that hold. Two-way sync between HubSpot, Salesforce, NetSuite, Odoo, Stripe, Xero, Slack, your data warehouse, and whatever niche tool the operations team adopted last quarter. Contract-tested. Idempotent. Replayable. The boring kind that closes the month.

The trick isn't picking an iPaaS - it's writing the contract. We start by agreeing what each system means by "customer," "order," "deal," "invoice," then write a single shared schema, then build connectors against it. When a vendor changes their API, only the connector moves. Your business logic doesn't.

[ 03.3.B ]What we build

  • Two-way sync. CRM ↔ ERP, ERP ↔ billing, billing ↔ accounting. Contracts agreed, conflicts resolved deterministically, drift detected and alerted.
  • Quote-to-cash. Closed deal in CRM becomes order in ERP, invoice in billing, line item in accounting, posted message in Slack - in seconds, with a tracking ID across all five.
  • Customer 360. One canonical customer record, materialised into your warehouse, kept fresh by an event bus rather than a 4 a.m. cron.
  • Backfills and migrations. Moving from one CRM to another, or one ERP to another, without a six-month freeze. We script the migration, dry-run it, and cut over on a weekend.
  • Anti-corruption layers. When you can't change the upstream system but you can stop it from polluting the downstream one. The most useful, least loved kind of integration work.

[ 03.3.C ]How we work

Engagements run 4 to 10 weeks, fixed scope, fixed price. Discovery (1 to 2 weeks) audits your current systems, agrees the schema, and writes the contract. Build (2 to 6 weeks) is the founder writing the connectors, the contract tests, the dead-letter queue, and the operator dashboard. Handoff (1 to 2 weeks) sits with your team, transfers credentials, and runs a chaos drill - we break the connector on purpose and watch your team replay the events.

Every integration runs on your infrastructure with your credentials. We hand back the schema, the connectors, the tests, the dashboard, the runbook. When a vendor pushes a breaking change two years from now, your team can fix it. Or call us. Either works.

[ 03.3.D ]Engagement spec

The shape of the work.

FIG. 03.3.D / Spec sheet
Sheet 02 of 03
Duration
4-10 weeks
discovery → build → handoff
Pricing
Fixed-price
per phase, no hourly billing
Sync
P95 < 30s
two-way · idempotent · replayable
SLO
99.9%
uptime · pager response
Systems
8+
crm · erp · billing · ledger · slack
Schema
Yours
canonical · versioned · documented
Tests
Contract +
replay
vendor changes caught at PR
Drill
Chaos day
we break it · your team fixes it
[ 03.3.E ] Testimonial · Case file 02
"Month-end used to take six days and three apologies. After Praxis rewired our HubSpot ↔ NetSuite ↔ Stripe loop, it takes half a Tuesday. The reconciliation report is the first thing I look at every morning. It's almost always boring. That's the point."
D. Papadakis · CFO SaaS · 90 staff · Athens / Berlin
[ 03.x ]Other services

Three disciplines.
One studio.

Sheet 03 of 03
Begin / 30-min discovery

Bring us your
stack.

Tell us which two systems disagree the most. We'll map the contract on the call, name the drift, and tell you the smallest fix that closes the loop.

No deck. No pre-qualification. Just a conversation.