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CRM · ERP-native

The CRM that
speaks your ERP.

Run your whole pipeline — lead to quote to close — while every customer, contact, and deal stays in sync with the system that runs your business.

Two-way ERP sync Multi-currency Role-based access Audit logged
Read the API docs Explore features

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Live pipeline

Watch every deal advance.

ERP ⇄ CRM · synced
New
Riverside Tower
$1.2M
Atlas Logistics
$340K
Qualified
Northwind Retail
$880K
Quoted
Cedar Health
$2.4M
Won
Bayview Group
$910K
Everything in one place

Built for the work, not the demo.

The pieces a revenue team actually uses every day — and an API the rest of your stack can talk to.

A pipeline you can see

Drag deals across stages on a Kanban board with live stage totals, bulk actions, and per-team views. Forecasting stops being a spreadsheet.

Contacts & companies, in context

Every person and account with their deals, notes, and engagement cadences in one place — so the next touch is never a guess.

Quotes that hold up

Versioned quotes with multi-currency values, manufacturer tracking, and one-click PDF export. Revisions stay traceable.

Two-way ERP sync

A clean REST API keeps customers, contacts, and deals in step with your ERP — both directions, keyed on your own record IDs.

Access that fits your org

Role-based visibility from super admin down to salesperson, with full multi-tenant isolation. People see exactly what they should.

Reports & a real audit trail

Scheduled reports, division analytics, and an audit log of every change — answers ready before anyone asks the question.

For developers

One API. Both directions.

Pull what changed since your last sync — tombstones included — and push your ERP’s records back as idempotent upserts. Authenticate with a per-org key, key everything on your own IDs, and let myCRM resolve the rest.

  • Incremental cursor feed with deletion tombstones
  • Idempotent upserts keyed on your source IDs
  • Field-level ownership so neither side clobbers the other
Explore the API reference
REST · v1
# Pull companies changed since the last sync
curl -H "Authorization: Bearer crmk_…" \
  "https://app.mycrm.io/api/v1/crm/sync/companies?updated_since=2026-06-01T00:00:00Z"

# Push your ERP records back — idempotent
curl -X POST -H "Authorization: Bearer crmk_…" \
  .../sync/companies -d '{
    "records": [{ "source_id": "ERP-9001",
                 "name": "Acme Industries" }]}'

{ "data": [{ "source_id": "ERP-9001", "status": "created" }] }
Good questions

The things teams ask first.

Does it really sync both ways with our ERP?

Yes. myCRM exposes a versioned REST API with per-org keys. Your ERP pulls CRM changes (including deletions) on an incremental feed and pushes its own records as idempotent upserts, keyed on your ERP’s own IDs. It’s designed to pair cleanly with ERPNext and any system that can call a REST endpoint.

Who can see which data?

Visibility is enforced on the server for every request — super admins see everything, managers see their divisions, salespeople see their own deals. Each organisation is fully isolated from the others.

Can our developers build on it?

That’s the point. The same API the product uses is documented for you, with authentication, field-by-field ownership rules, pagination, and worked examples. Generate an API key in settings and you’re moving data in minutes.

Does it handle multiple currencies?

Yes — deals and quotes carry their own currency, with a configurable reporting currency for roll-ups.

Move your pipeline into focus.

Set up your workspace, connect your ERP, and give every rep a view they trust.

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