Professional Services ERP Integration Solutions
CRM integration, automated invoicing, and payment tracking
ERPPlugs integrates ERPs like SAP Business One, NetSuite, and TallyPrime with Salesforce, HubSpot, Stripe, and communication tools so professional services firms can auto-generate invoices from CRM deals, track payments in real-time, and send automated reminders. Consultancies, agencies, and accounting firms save 10+ hours per week on billing and collections.
Professional services firms including consultancies, law offices, accounting firms, and agencies need seamless integration between their CRM, invoicing, and accounting systems. ERPPlugs connects your ERP with CRM, payment, and communication tools to automate the quote-to-cash cycle.
Challenges We Solve
| # | Without ERPPlugs | With ERPPlugs |
|---|---|---|
| 01 | Manual invoice creation from CRM deals | Auto-generate invoices from CRM deals |
| 02 | Payment follow-up and tracking | Automated payment reminders and reconciliation |
| 03 | Expense management across projects | Concur expense sync for project cost tracking |
| 04 | Revenue recognition and reporting | Accurate revenue dashboards in real time |
Recommended Connectors
Pre-built integrations designed for professional services businesses
SAP Business One ↔ Salesforce
Sync Salesforce CRM accounts, opportunities, and quotes with SAP Business One ERP so sales, finance, and operations share one customer record.
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SAP Business One ↔ HubSpot
Sync HubSpot CRM contacts, deals, and won-opportunity conversions with SAP Business One so pipeline, invoicing, and delivery flow in sequence.
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SAP Business One ↔ Stripe
Reconcile Stripe payments, subscriptions, and refunds with SAP Business One — including MDR, currency splits, and dispute-loss accounting.
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TallyPrime ↔ Zoho CRM
Sync TallyPrime invoices, payments, and receivables status with Zoho CRM so sales sees real-time credit exposure and collection history.
Learn moreTallyPrime ↔ Salesforce
Sync Salesforce CRM accounts, opportunities, and invoices with TallyPrime accounting so sales and finance work off the same customer record.
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SAP Business One ↔ SAP Concur
Concur T&E expenses and Concur Invoice sync to SAP B1 as AP Invoices with cost centre attribution and VAT-recoverable split.
Learn moreAutomate your professional services workflows today
Join hundreds of Indian professional services businesses saving 15+ hours per week with ERPPlugs ERP integrations.