When your CRM and ERP run as separate systems, sales works on incomplete information. They ask operations about stock levels, chase colleagues for delivery dates, and send quotes with outdated pricing. Operations receives orders by email and enters them manually into the ERP, resulting in errors at every handover.
Connecting your ERP with Tribe CRM removes these manual handovers. Sales sees live operational data while working their pipeline, operations receives complete orders the moment a deal closes, and both teams work from the same data, without switching systems.
Integrate your ERP with Tribe CRM
Why you should integrate your ERP with Tribe CRM
Real-time inventory visibility for sales
Sales teams see current stock levels when creating quotes. They can promise delivery dates based on what you can actually ship, not what they think might be available. When inventory changes in either system, both systems update instantly.
Automatic order creation
When sales closes a deal in Tribe CRM, Tribe creates the sales order in your ERP. Operations receives complete order details immediately, and orders flow directly into production or fulfilment without manual data entry or email chains.
Invoice and quote workflows
Quotes and invoices move between Tribe CRM and your ERP based on your configuration. Create a quote in Tribe and it flows to your ERP, invoice status updates come back to Tribe automatically, and finance and sales work from the same document state without duplication.
Compatible ERP systems
Tribe CRM connects with the following ERP systems. Capabilities vary by platform, see the table below for a comparison.
| Feature | Exact Online | Business Central | Unimicro | Odoo | Sage 100 GC* |
|---|---|---|---|---|---|
|
Customer & contact sync Product catalogue & pricing Inventory sync Invoice sync Quote sync Payment status updates Multi-currency Multiple legal entities |
2-way 2-way 2-way, real-time 2-way ❌ Yes ❌ ❌ |
2-way 2-way 2-way, real-time 2-way ❌ ❌ Yes ❌ |
2-way 2-way 1-way, scheduled 2-way ❌ Yes ❌ ❌ |
2-way ❌ ❌ 1-way (Tribe → Odoo) ❌ ❌ ❌ Yes |
2-way ❌ ❌ 2-way 2-way ❌ ❌ ❌ |
*As of January 2026
*Sage 100 Gestion Commerciale integration coming soon.
FAQ
ERP integration connects your operational data – inventory, orders, invoices – with your CRM. Your sales team sees stock levels, product information, and pricing in Tribe CRM while working deals. Closed deals create orders in your ERP automatically. Integration removes manual data transfer between systems.
Tribe CRM integrates with Exact Online, Microsoft Dynamics 365 Business Central, Unimicro, Odoo, and Sage 100 Gestion Commerciale (coming soon). Each integration syncs customer and contact data as a minimum, with additional capabilities depending on the platform.
Tribe connects with one ERP system per environment. If you operate multiple legal entities with different ERP systems, you need separate Tribe environments. Odoo natively supports multiple legal entities within a single connection.
No. Our integration team handles the technical setup. You don’t need developers or IT staff to maintain the connection. The integration runs automatically after initial configuration.
Yes. Tribe integrates with Sage 100 Gestion Commerciale to sync inventory levels, warehouse locations, product catalogue, and sales orders. Sales sees real-time stock data in Tribe CRM, and closed deals create orders in Sage 100 automatically.
Yes. Tribe CRM connects with Odoo to sync inventory, manufacturing schedules, production capacity, and project resources. Sales sees production timelines and material availability in Tribe CRM while working customer deals.
Yes. Integration uses encrypted API connections (TLS 1.3) with authentication protocols specific to each ERP platform. Data stays within EU data centres and meets GDPR requirements. You control which data syncs and who can access it through role-based permissions.
Yes. All integration data stays within EU data centres. Connections are encrypted and data processing meets GDPR requirements. Role-based permissions let you control data access within your team.
No. Tribe is a CRM that works alongside your existing ERP. Finance and operations continue using the ERP for financial management. Sales works in Tribe for customer relationship management. The integration keeps both systems synchronised.
Integration gives the most value when sales needs operational data to quote accurately. If your sales team contacts operations multiple times a day about inventory or delivery capacity, integration removes that dependency and reduces quoting errors.