When a customer asks where their order is or if a product is in stock, your salesperson shouldn’t have to say “I will check and call you back”.
That data lives in your ERP or warehouse system, but most salespeople don’t have logins or training for complex backend software. As a result, reps guess delivery dates, promise out-of-stock items, or waste hours asking order handlers for quick updates.
With OneClick, you bring live ERP data directly into Pipedrive, giving your team complete visibility without leaving their CRM.
Complete operational context with one click
A single click inside any deal or organization view opens a clean interface fetching live ERP data:
- Real-time order status: Instantly see open orders, backorders, planned delivery dates, and tracking links without chasing order managers.
- Live stock visibility: Check available inventory for items on the deal before promising dates to a buyer.
- Production updates: Track the progress of active production orders and expected completion dates.
- Financial safety check: Highlight overdue invoices and payment terms right before finalizing a new quote.
Stop making promises your warehouse can’t keep
Instead of making guesses or delaying calls, your team delivers instant, accurate answers while keeping the customer on the line. You eliminate internal back-and-forth, protect your delivery promises, and build lasting customer trust.
Zero-code visibility, total ERP control
Your integration platform (like Make or Zapier) securely pulls data from systems like Microsoft Dynamics 365, NetSuite, or your ERP, displaying it only when requested.
Your ERP remains the master system, while sales gets the instant clarity they need.