Mobile Applications
ERP & CRM Connected Apps
Mobile apps connected to your ERP and CRM — so sales, service and operations staff act on current orders, stock, customers and approvals from their phone, not just at their desk.
ERP & CRM Connected Apps: the overview
Your ERP and CRM hold the data your team needs, but they’re often desk-bound or clumsy on a phone. That means sales reps can’t check stock on a visit, managers can’t approve on the move, and field staff can’t see the customer record in front of them. A connected mobile app puts the right slice of your systems in each person’s pocket.
We build a focused app on top of your existing ERP and CRM — not a replacement — exposing exactly the data and actions each role needs: look up stock and pricing, place or approve orders, update a customer or a task, capture a signature. It reads from and writes back to your systems through an integration layer, with role-based access so people only see what they should.
The result is fewer bottlenecks: approvals happen on the move, field and sales staff act on current data, and less waits for someone to be back at a desk. Because it’s custom, it fits your systems and workflows and can be extended as they change.
What ERP & CRM Connected Apps includes
Live ERP/CRM Access
Lookup of orders, stock, pricing, customers and tasks on mobile, as current as the system’s API allows.
Mobile Actions
Create and update orders, customers, tasks and records that write back to your systems.
Approvals On the Move
Approve purchases, quotes and requests from a phone, within your existing approval limits.
Offline & Sync
Work offline where needed, with actions queued and confirmed when back online.
Role-Based Security
Each role sees and does only what it should, with audit trails.
Integration Layer
A monitored integration with your ERP and CRM via their APIs; see ERP integration services.
Who ERP & CRM Connected Apps is built for
Field sales teams
Check stock and pricing and place orders from a customer visit.
Managers & approvers
Clear approvals from a phone instead of holding up the queue.
Service & operations staff
Act on current customer and job data away from a desk.
ERP/CRM-run businesses
Make your existing systems mobile without replacing them.
Is ERP and CRM mobile apps the right choice?
A good fit when
- Staff need ERP or CRM data away from a desk: stock and pricing on a customer visit, approvals on the move.
- Your ERP or CRM vendor’s own mobile app misses the workflow you need, or exposes too much for field staff.
- The system has an API or integration method your licence allows you to use.
- Different roles need different, narrow slices of the same system.
Consider another option when
- Your ERP or CRM vendor’s mobile app already covers the workflow; configuring it is usually faster.
- The ERP has no API and the vendor will not support integration; an integration or modernization step may be needed first.
- The data in the ERP or CRM is unreliable; a mobile app would put unreliable data in more hands.
Usually in a first release
- An integration layer for the agreed records (for example customers, items, stock and orders)
- Read screens for each role, and two or three write actions such as create order or approve request
- Approvals with push notifications
- Offline read cache and queued write-back for the screens that need it
- Role-based access mapped to the permissions in your ERP or CRM
Outside the first release unless agreed
- Changes or customization inside the ERP or CRM itself, unless agreed with you and the vendor
- Additional records, roles or write actions beyond the approved scope
- Replacing the ERP or CRM
- Reporting and dashboards (see business dashboards)
Anything outside the approved scope is reviewed and agreed before work begins. See how we work.
Data, controls, responsibilities and ownership
Data migration and integrations
- The app depends on the ERP or CRM API: what it exposes, its rate limits, your licence tier and any API fees set by the vendor. We confirm these before the scope is agreed.
- An integration layer sits between the app and your systems, so the app never holds ERP credentials and vendor API changes are handled in one place.
- Write-back is validated against your ERP rules before it is sent; failures are queued, retried and reported rather than dropped silently.
- Offline actions are queued and confirmed when back online; conflicts, such as stock sold elsewhere in the meantime, are shown to the user.
- Staff login can use your existing identity provider, with mapping to ERP or CRM users agreed.
Roles, approvals and audit
- Permissions mapped to your systems
- The app respects the permissions users already have in your ERP or CRM, and narrows them further for mobile.
- Approval limits
- Approval thresholds and delegation follow your existing rules.
- Lost devices
- Sessions can be revoked centrally and local data is encrypted, with MDM wipe on company devices.
- Audit trail
- Each write-back records the user, device, time and the ERP or CRM record it changed.
What we need from your team
- ERP or CRM API access, a test or sandbox environment, licence confirmation and a vendor contact.
- A system owner who knows your ERP configuration and approves which data and actions go mobile.
- Developer accounts in your organization’s name for store or private distribution, and MDM access if you use one.
- Testers from each role that will use the app.
Ownership, support and running costs
- Project source code, designs and documentation transfer to you on full payment, and your data is yours throughout; see our IP and ownership policy.
- The Apple Developer and Google Play Console accounts are set up in your organization’s name and the app is published under it. We work in them as invited team members, and signing certificates, keys and push credentials stay in your accounts and custody.
- Running costs by category: developer account fees, hosting for the integration layer, push notification services, monitoring, any ERP or CRM API or integration-user fees set by your vendor, and maintenance for yearly iOS and Android releases. Amounts depend on users, call volume and vendors.
- Apple and Google raise their SDK and policy requirements regularly, and apps that fall behind can be blocked from publishing updates or shown to fewer users; a maintenance and support agreement covers this.
Related reading for this decision
- ERP integration services
How ERP data is exposed safely to other systems, including mobile apps.
- Systems and API integration
What an integration layer does and what it depends on from each vendor.
- Employee and field apps
If staff mainly capture work offline on site rather than look up ERP data.
- Custom ERP software
If the ERP itself is the constraint and a mobile layer will not be enough.
- IP and ownership policy
What transfers to you on full payment, including the integration layer.
How we deliver ERP & CRM Connected Apps
Custom software built around the way your business works. Five steps, with a free pilot of 2 to 3 key modules before the full build.
Step 1: Understand
We learn how your business works.
Your requirements, workflow, challenges and goals, understood before anything is recommended.
Step 2: Plan
We design the right solution around your workflow.
Modules, workflows, roles, approvals, reports and integrations, agreed before development.
Step 3: Select Technology
Choose the right technical foundation.
Technology options matched to your users, security, budget and growth, not one fixed stack.
- Free pilot
Step 4: Pilot
Test our work before full project development.
Free. You choose 2 to 3 key modules and we build them first, so you can judge our work.
The full project starts only after you approve the pilot.
- Full project
Step 5: Build & Scale
From approved pilot to complete digital system.
Full development, testing, deployment, training and support, built to grow with you.
Guides for this decision
In-depth, practical reading for teams planning this kind of project.
- Guide · 11 min readOffline-First Field Service Apps: Sync, Conflicts and Device ManagementAn offline-first field app saves every action on the device first and syncs it later, so work never stops when the signal does. This guide covers sync design, conflict rules, attachments, device management, private distribution and testing.Read the guide
- Guide · 10 min readSystem Integration Approaches: Point-to-Point, Middleware, iPaaS or Events?Point-to-point APIs, middleware, iPaaS, event-driven and file-based integration each fit different situations. This guide compares them, then covers the decisions that matter more than the pattern: system of record, idempotency, retries, error queues, reconciliation and security.Read the guide
ERP & CRM Connected Apps FAQ
Systems that offer a documented API, database views or a supported integration method, which covers many common ERPs and CRMs as well as custom systems. Access often depends on your licence tier and the vendor enabling it. Where a system lacks an API, we look at a secured integration layer or scheduled data exchange and tell you plainly what that can and cannot support, such as real-time write-back.
No. It’s a focused mobile layer on top of your existing systems, exposing the data and actions staff need on the move, so you keep your ERP or CRM and simply make it mobile.
Yes, within what the system’s API supports. The app reads from and writes back to your systems — look up stock, place orders, update customers, approve requests — in real time where the API allows it, or queued and confirmed where it does not. Each write is validated against your rules first.
Yes. Role-based access, secure authentication and audit trails mean each person only sees and does what they should, and each write-back is recorded with the user, device and time.
Often, yes. You may need API access enabled on your licence, an integration user with the right permissions, and a sandbox to test against. Some vendors charge for API access or limit call volumes. We check these with you and the vendor before the scope is agreed, because they shape what the app can do.
Project source code for both the app and the integration layer, plus designs and documentation, transfers to you on full payment, and your data is yours from day one. Developer and hosting accounts sit in your organization’s name. Open-source components stay under their own licences, as our IP and ownership policy sets out.
See working software before you commit
Before you commit to the full project, we build 2 to 3 of your key modules as working software, free of charge. Your team tests the pilot, and the full build starts only after you approve it.
See how the free pilot worksUnderstand
We learn your requirements and how your organisation works today.
Select pilot modules
Together we choose 2 to 3 key modules that prove the solution.
Build the working pilot
We build those modules as real, working software, free of charge.
You test it
Your team uses the pilot. The full project starts only after you approve it.
Start a conversation
Tell us how your business works.
Describe what is slowing your team down. We will help you work out what to build, and how a free pilot lets you judge our work before the full project.
Prefer WhatsApp? Start a chatWhat happens next
You send a short brief
The problem, the people involved and any target date. A senior engineer replies within 4 business hours.
We understand your workflow
A first call about how your business works today. An NDA can be signed before you share details.
You test a free pilot
You choose 2 to 3 key modules and we build them first, so you judge real software before the full project.