Lead capture and routing
Leads from web forms, email, phone, live chat, and LinkedIn are created in the CRM automatically and assigned by territory, product, or rep workload.
CRM and sales
CRM Automation, Integration, and Custom CRM Development
A CRM works when it is connected to the rest of the business, not kept as a separate list of contacts. Join.To.IT sets up off-the-shelf CRMs or builds custom ones for manufacturers, distributors, and B2B service companies, connects them to the ERP and accounting system, and automates the sales steps around them. We start with an audit and deliver a first result in 3–6 weeks.
- Off-the-shelf CRM or one built around your process
- Two-way sync with the ERP: accounts, prices, stock, payments
- Rolled out in phases, starting with one team
- 01 Sales process audit
- 02 Pilot with one team
- 03 Company-wide rollout
- 04 Support and improvement
A CRM people use, not one they fill in for the report
Many companies already pay for a CRM, yet reps keep their accounts in personal spreadsheets, ask finance for prices and stock, and retype every invoice into the ERP. Leadership sees only what someone found time to enter, so forecasting still means pulling numbers from several places.
We set up the CRM so that working in it is easier than working around it. Leads from the website, email, phone, and chat land in the system on their own, prices and stock come from the ERP, and a quote or order goes to accounting in one click. Reps spend less time on admin, and reporting data appears as a side effect of their normal work.
CRM automation does not require a company-wide launch on day one. You can start with one team or one process, such as inbound lead handling, confirm it works, and expand from there.
What CRM automation covers
These are the processes we set up most often. You can start with any one of them.
ERP and accounting sync
Accounts, products, price lists, stock, invoices, and balances match in both systems. A deal closed in the CRM becomes an order in NetSuite, SAP Business One, or QuickBooks without re-entry.
Quotes and contracts
Quotes, invoices, and contracts are generated from templates with deal data, go through discount approval, and are signed through DocuSign or a similar e-signature service.
Tasks and pipeline control
Reminders for follow-ups, reorders, and overdue payments, automatic tasks at each pipeline stage, and alerts on deals that have stalled.
Sales reporting
Pipeline, plan vs actual, and margin by account and rep in the CRM or Power BI, without anyone stitching spreadsheets together.
Custom CRM development
When packaged CRMs do not fit your sales model, dealer network, or made-to-order production, we build a CRM around your process with the integrations it needs.
How we implement a CRM
Each stage ends with a result you review before approving the next one.
- 01
Sales process audit
We trace how a lead turns into a payment: who does what, which systems are involved, and where deals and time get lost. We also check whether your current CRM can do the job. Usually 1–2 weeks.
Outcome A map of the sales process and a recommendation: reconfigure the current CRM, switch to another, or build a custom one
- 02
Pilot on one process
We launch the CRM for one team or one process, such as inbound lead handling with ERP sync. Usually 3–6 weeks.
Outcome A working process and first numbers: response time, lost leads
- 03
Rollout
We extend the CRM to other teams and processes, migrate data from spreadsheets and legacy systems, and train the team. Usually 1–3 months, longer for a custom CRM.
Outcome A CRM the whole sales team works in
- 04
Support and improvement
We monitor integrations, help users, and adjust the setup as your sales rules change. Monthly, as needed.
Outcome A system that is still accurate six months later
How much CRM implementation costs
The price depends on the number of users and integrations, the quality of the data to migrate, and whether you use an existing product or build your own.
| Option | Pilot | One process | End-to-end or custom CRM |
|---|---|---|---|
| What it covers | Configuring an off-the-shelf CRM for one process plus a basic ERP or accounting sync | The full sales process with ERP, phone, email, and e-signature integrations | A CRM for several departments or a custom-built system, data migration, and support |
| Typical timeline | 3–6 weeks | 1–3 months | 3–9 months, in phases |
| Good fit when | You want to see whether the team will adopt a CRM | Most losses happen in one process, such as lead handling | Your sales process is complex or packaged CRMs do not fit |
| Typical budget | $8,000–$15,000 | $15,000–$45,000 | From $45,000 |
These are indicative ranges and exclude CRM licence fees; you get a fixed estimate after the audit. A CRM can be rolled out partially and in phases, starting with one team.
Off-the-shelf CRM or custom development?
For most companies a well-configured off-the-shelf CRM is enough. A custom CRM makes sense when your sales process does not fit a standard pipeline.
| Question | Off-the-shelf CRM, configured | Custom CRM |
|---|---|---|
| Time to launch | Weeks | Months, but the first part goes live earlier |
| Cost | Lower up front, monthly per-seat licences | Higher up front, no per-seat fees |
| Flexibility | Within what the product supports | Any logic your process needs |
| Good fit for | Standard B2B or B2C sales | Dealer networks, made-to-order production, multi-step approvals |
What we connect your CRM to
We connect through APIs, webhooks, and ERP data exchange. The exact integration list for your project is agreed after the audit.
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- NetSuite
- SAP Business One
- Odoo
- QuickBooks
- Xero
- DocuSign
- Aircall and RingCentral
- Slack
- Google Workspace
- Microsoft 365
- Zapier and Make
- Power BI
Example
What a CRM pilot can look like
This is an illustration, not a specific client case. Take a distributor whose leads arrive from the website, a shared inbox, and field reps by text message. Reps keep accounts in spreadsheets and call the warehouse for prices and stock. Some leads go unanswered, and nobody knows how many.
The pilot collects every lead in the CRM, assigns it to a rep, and pulls current prices, stock, and the account balance from the ERP. An order approved in the CRM is created in the ERP automatically. Other teams keep working as before, and the decision to expand is made on the pilot numbers.
Frequently asked questions
How much does CRM implementation cost?
A pilot that configures an off-the-shelf CRM for one process usually costs $8,000–$15,000. The full sales process with ERP, phone, and email integrations is typically $15,000–$45,000. A multi-department rollout or a custom CRM starts around $45,000. CRM licences are paid separately. We give a fixed estimate after the audit.
Which CRM should we choose?
It depends on how you sell, how many reps you have, and which systems the CRM has to exchange data with. HubSpot and Pipedrive suit many small and mid-size B2B teams; Salesforce fits larger teams with complex territories and approvals. We are not tied to one vendor: the audit compares options against your process, and we recommend custom development only when packaged products do not fit.
Can you integrate a CRM with our ERP or accounting system?
Yes. We sync accounts, products, price lists, stock, orders, invoices, and payments with NetSuite, SAP Business One, Odoo, QuickBooks, Xero, and similar systems. The sync can be two-way and near real time or scheduled, depending on the ERP and its API limits. The ERP stays the source of truth for finance, and reps work in the CRM without duplicating documents.
How long does custom CRM development take?
Configuring an off-the-shelf CRM for one process takes 3–6 weeks, and a full rollout takes 1–3 months. A custom CRM usually takes 3–9 months, but we deliver it in stages: the first working part, such as lead handling, goes live in a few weeks, and the rest is added while the team already uses the system.
How do we get reps to actually use the CRM?
Make the CRM easier to use than to avoid. We remove manual entry, so leads, prices, stock, and documents appear in the system on their own. We involve reps in the pilot so the setup matches how they work, run training, and watch usage in the first weeks after launch to fix what gets in the way.