Integrations for the ERP and CRM systems you already run

Q: How long does an integration take?

Weeks, not months — because there is no system to replace and no data to migrate, most businesses are live quickly.

OptiFlow is an AI layer that integrates with the systems you already run, it does not replace them. Whether your data lives in your ERP, your CRM, or both, OptiFlow connects on top and acts on it: chasing overdue accounts, catching pricing errors, handling out of hours enquiries and flagging churn before it happens. No rip and replace, no migration, live in weeks. Here’s how it works with the systems most merchants and providers use.

ERP integrations

Keep your merchant ERP and let OptiFlow add the intelligence layer on top:

CRM integrations

Keep your CRM and let OptiFlow act on the customer data it already holds:

Don’t see your system?

OptiFlow is built to sit across your existing stack, CRM, ERP, billing, data flow and communication tools, so it works with far more than the systems listed here. If you’re not sure whether OptiFlow will connect to your setup, we’ll confirm it on a short call. Tell us what you run and we’ll show you how it fits.

How OptiFlow integrations work

OptiFlow isn't another system to rip out and replace, it's an AI layer that sits on top of the software you already run. It connects to your ERP or CRM through secure exports and APIs, reads the data that's already there, orders, accounts, pricing and customer records, and acts on it. Your system stays the system of record; OptiFlow adds the intelligence and automation around it.

What you can automate, whatever you run

Across every integration the wins are the same: chasing overdue accounts, catching pricing and margin errors, handling out of hours enquiries, and flagging customers at risk of churn. Because OptiFlow works with the data you already hold, there's no migration and no retraining, most businesses are live in weeks. See it in action on the OptiFlow Merchant platform.

Integrations FAQ

Does OptiFlow replace my ERP or CRM?

No. OptiFlow is an AI layer that sits on top of your existing system, your ERP or CRM stays your system of record. OptiFlow automates the work around it.

How does OptiFlow connect to my system?

Through secure exports and APIs. It reads the data already in your system, orders, accounts, pricing and customers, and acts on it. There is no data migration.

What if my system isn't listed here?

OptiFlow is built to sit across your whole stack and works with far more than the systems shown. Get in touch and we'll confirm it on a short call.

How long does an integration take?

Weeks, not months, because there is no system to replace and no data to migrate, most businesses are live quickly.