---
title: 'Agility ERP + Close CRM'
url: 'https://www.staging38.commercient.com/product/agility-erp-close-crm/'
date: '2026-06-19T09:56:38-04:00'
modified: '2026-06-19T09:56:38-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Agility ERP to Close CRM, giving your team access to Agility ERP data directly within Close CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Agility ERP and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. Account managers can review open Agility ERP Invoices and Sales Orders alongside Close CRM deal activity to prioritise follow-ups and renewals.

## What syncs

- View Agility ERP Inventory in Close CRM
- Sync Agility ERP Payments to Close CRM Account Records
- Access Agility ERP Price Lists from Close CRM
- Sync Agility ERP Credit Notes to Close CRM
- Import Close CRM Contacts as Agility ERP Customer Contacts
- Connect Agility ERP Quotes to Close CRM Opportunities

## Why Commercient

### Customer account visibility

Connect Agility ERP Customers to Close CRM Organizations and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Agility ERP Sales Orders, Invoices and Order History to Close CRM so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Agility ERP Items, Inventory and Price Lists from Close CRM so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Close CRM Opportunities back to Agility ERP as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

## About Agility ERP

Agility ERP is a distribution-focused ERP system for building material dealers and home improvement distributors, managing orders, inventory, pricing and customer accounts.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Does Commercient support two-way sync between Agility ERP and Close CRM?

Commercient can support bidirectional sync between Agility ERP and Close CRM, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Agility ERP Price Lists sync to Close CRM for sales quoting?

Yes, Commercient can sync Agility ERP Price Lists to Close CRM so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Agility ERP data in Close CRM?

Commercient can support surfacing Agility ERP data inside Close CRM views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Agility ERP and Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Agility ERP and Close CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Agility ERP Sales Orders history sync to Close CRM account records?

Yes, Commercient can sync Agility ERP Sales Orders history to Close CRM Organizations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.