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Get a Unified Customer View With CRM Integration Services

A CRM is the center for your customer data. But is it connected with the rest of your applications? Navsoft’s CRM integrations provide a single source of truth for sales, marketing, and service teams.

Integrate My CRM!

Do You Truly Understand
Your Customers?

Customer satisfaction is the biggest differentiator today. When your CRM operates in isolation, it tells you only one chapter of the story. This creates multiple problems that affect every department. Do you experience any:

crm system integration

No Hard Data

A sales rep makes a call to a high-value customer without knowing he raised a support ticket. What happens next is obvious and a consequence of disconnected sales and support systems. Your sales reps lack the full context to engage smartly.

Manual Data Entry

Poor Customer Service

No ROI Visibility

Lack of Insights

Painful Operational Bottlenecks

Build a Fully Integrated Hub
With CRM Software Integration

An integrated CRM is like the central nervous system of your organization, providing you with everything in one place. Navsoft’s CRM integration services address the above pain points and deliver a multitude of benefits:

360° Customer View

360° Customer View

Every employee from sales to support will have access to the same real-time customer data. They can see all interactions and transactions in one place to deliver more personalized engagement.

Increased Productivity

Increased Productivity

An interconnected CRM automates the flow of information between systems. This reduces manual work and allows your employees to focus on customer-facing activities that drive revenue growth.

Context-Aware Service

Context-Aware Service

Your team can engage with customers more intelligently when they know the full context. A service agent can prioritize customers based on their lifetime value, and sales reps can deliver personalized pitches based on past behavior.

End-to-End Automation

End-to-End Automation

Create automated workflows that span across departments and applications. For instance, a closed-won deal automatically triggers an invoice in your ERP, a project in Asana, a customer onboarding journey in your marketing platform, and a notification in Slack.

Data-Backed Decisions

Data-Backed Decisions

You can build accurate dashboards and reports in your CRM that incorporate data from all sources. This allows you to correctly gauge critical cross-functional KPIs like customer acquisition cost (CAC), lifetime value (LTV), and marketing campaign ROI.

Increased Business Agility

Increased Business Agility

An integrated CRM is much easier to scale. As you adopt new tools or change your business processes, you can simply connect them to your central CRM hub rather than building complex point-to-point connections.

Unify Your Business
With CRM Integration Services

As a leading CRM integration services company, Navsoft can build reliable integrations that place your CRM at the center of your business. Here’s our comprehensive suite of integration services:

CRM to ERP Integration

CRM to ERP Integration

This is the most important integration for many businesses. We can connect your CRMs, like Salesforce and HubSpot, with ERPs like NetSuite, SAP, and Microsoft Dynamics 365. Sync customer accounts, sales orders, product catalogs, pricing, invoices, and payment data.

CRM to Marketing Automation

CRM to Marketing Automation

We create bidirectional data flow between your CRM and your marketing automation platform, like HubSpot, Marketo, or Pardot. Sync new leads, contact updates, marketing campaign engagement, and lead scores.

CRM to eCommerce Platforms

CRM to eCommerce Platforms

We connect your CRM to eCommerce platforms like Shopify, Adobe Commerce, or BigCommerce. Sync customer data, detailed order history, and even abandoned cart information for more personalized marketing.

CRM to Customer Support

CRM to Customer Support

Unify your customer-facing teams by connecting CRM with helpdesk software like Zendesk, Intercom, or Freshdesk. Provide teams with full visibility into the customer’s support history and prevent out-of-context calls.

Custom CRM API Integration

Custom CRM API Integration

Do you have a custom, homegrown system or a niche-specific CRM where a standard connector doesn’t work? We can build custom integrations from your CRM to any other system.

iPaaS & Middleware Integration

iPaaS & Middleware Integration

Got multiple systems to connect? We use leading middleware platforms like MuleSoft, Celigo, Jitterbit, or Workato to build a scalable and manageable "hub-and-spoke" integration architecture.

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Your CRM Isn’t a Standalone Tool

You are limiting yourself by not connecting CRM with other applications. Our CRM integration experts can turn it into the unified hub it was meant to be.

Explore CRM Integrations

Types of Applications
We Integrate CRM With

As a top CRM integration services company, our expertise spans across a wide range of applications. We specialize in integrating your CRM with:

Financial Systems

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Sales & Marketing

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Customer Support

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Communication & Collaboration

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Data & Analytics

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Choose the Right
CRM Software Integration Approach

Choosing the right CRM integration architecture is critical for long-term success. Our experts can guide you through the options:

Native & Marketplace Integrations

Native & Marketplace Integrations

What they are: These are pre-built, often one-click connectors available in your CRM’s app marketplace, like the Salesforce AppExchange.

Best for: Simple, common use cases. e.g., connecting your CRM to Mailchimp.

Pros: Fast to deploy, low initial cost, supported by the vendor.

Cons: Often have limited functionality, minimal customization options, and may not handle complex data transformations or business logic.

Point-to-Point (P2P) Integrations

Point-to-Point (P2P) Integrations

What it is: A custom-coded, direct link is built between your CRM and one other application using their APIs.

Best for: Integrating with a single, critical legacy or proprietary system where no other option exists.

Pros: Highly customized to your exact requirements.

Cons: As you add more systems, this creates a brittle and tangled “spaghetti architecture” that is extremely difficult and expensive to maintain.

Middleware/iPaaS (Hub-and-Spoke Architecture)

Middleware/iPaaS (Hub-and-Spoke Architecture)

What it is: A modern CRM system integration approach where a central integration platform (the “hub”) connects to all your applications (the “spokes”), including your CRM.

Best for: Any business with more than two or three systems to connect, and any business planning for future growth.

Pros: Highly scalable, manageable, reusable connectors, centralized monitoring and error handling, and data transformation capabilities.

Cons: Can have a higher initial setup or subscription cost than a single P2P integration, but offers a much lower total cost of ownership over time.

Types of CRMs We Support

At Navsoft, we have a wide and deep understanding of the entire CRM ecosystem. We build reliable integrations for the best solutions available on the market. Our certified consultants and developers have extensive experience with:

Salesforce

Salesforce

We’re certified partners with Salesforce, the #1 CRM in the market. We connect Salesforce with your ERP, marketing automation tools, and other business applications to maximize the value of your Customer 360 platform.
Microsoft Dynamics 365

Microsoft Dynamics 365

We have helped multiple businesses achieve greater productivity and responsiveness by integrating Microsoft Dynamics 365 with other systems to create a unified data flow.
Odoo

Odoo

We provide end-to-end consulting and integration services for Odoo, a powerful open-source suite of business management tools. Our experts can connect Odoo's various modules, including its native CRM, with your existing applications.
Niche-Specific CRMs

Niche-Specific CRMs

Do you have a specialized or homegrown CRM system that isn't on this list? Not a problem. Our custom CRM API integration services allow us to connect any CRM with any other system.
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Build a Connected Technology Stack

The right CRM integration architecture is the foundation. We can guide you through the best approach with CRM integration consulting.

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Why Choose Navsoft for
CRM Integration Services Company

Having the right CRM company by your side makes all the difference in using it to its fullest potential. Here’s why Navsoft stands out as an ideal choice:

Navsoft

25+ Years of Experience

We’ve been in the industry for decades, guiding multiple businesses across various domains to leverage CRM to achieve their objectives. We are business process consultants who start by understanding your end-to-end customer lifecycle.

Wide & Deep Expertise

Risk-Averse Integration Approach

Focus on Data Security

Future-Proof Architecture

Transparent Pricing

Services Beyond
CRM System Integration

As a leading CRM integration solutions provider, our expertise extends far beyond integration to the entire CRM ecosystem. We help you maximize the value of your technology investments.

CRM Consulting

CRM Consulting

We can help you select the right CRM solution for your requirements and create a detailed implementation roadmap.

CRM Implementation

CRM Implementation

Expert, end-to-end setup of new CRM instances or strategic overhauls of underperforming ones.

CRM Data Migration

CRM Data Migration

Securely and accurately migrating your valuable customer data from legacy systems into your new CRM platform.

CRM Customization

CRM Customization

Tailoring your CRM and building bespoke applications to meet your unique business requirements.

CRM Managed Services & Support

CRM Managed Services & Support

Providing continuous administration, proactive optimization, and expert support for your CRM instance.

ERP Consulting

ERP Consulting

Planning to implement an ERP? We can guide you through the entire process and prepare a comprehensive implementation roadmap.

Frequently Asked Questions

What does CRM integration mean?
What are the key benefits of CRM integration for sales teams?
Can CRM integration improve my company's customer service?
What is the difference between a point-to-point integration and an iPaaS integration?
What is the role of an API in CRM integration?
Is it safe to share sensitive customer data through integrations?
Can CRM integration help with marketing and lead generation?
Can you integrate a legacy on-premise system with a cloud-based CRM?
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Get Rid of Spaghetti Architecture

A tangled technology stack will stop you from growing. Our experts can develop clean and scalable CRM system integrations that are built for future growth.

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