---
title: 'Forterro Orderwise + Close CRM'
url: 'https://www.staging38.commercient.com/product/forterro-orderwise-close-crm/'
date: '2026-06-19T10:44:16-04:00'
modified: '2026-06-19T10:44:17-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Forterro Orderwise to Close CRM, giving your team access to Forterro Orderwise 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 Forterro Orderwise and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. Sales reps get a complete view of Forterro Orderwise account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync Forterro Orderwise Credit Notes to Close CRM
- Import Close CRM Contacts as Forterro Orderwise Customer Contacts
- Connect Forterro Orderwise Quotes to Close CRM Opportunities
- Sync Forterro Orderwise Customers to Close CRM Organizations
- Display Forterro Orderwise Invoices in Close CRM
- Access Forterro Orderwise Items and Inventory from Close CRM

## Why Commercient

### Upsell and cross-sell visibility

Access Forterro Orderwise purchase history and product usage data in Close CRM so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Forterro Orderwise customer region and territory data to Close CRM so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Forterro Orderwise Contacts to Close CRM Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Forterro Orderwise 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.

## About Forterro Orderwise

Forterro Orderwise is an ERP and warehouse management system for UK distributors and retailers, managing inventory, orders, purchasing, pick-pack-ship and financials.

## 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

### How is the Forterro Orderwise and Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Forterro Orderwise 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 Forterro Orderwise Sales Orders history sync to Close CRM account records?

Yes, Commercient can sync Forterro Orderwise 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.

### What happens if a customer already exists in both Forterro Orderwise and Close CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Forterro Orderwise and Close CRM?

Commercient can synchronise key Forterro Orderwise ERP data with Close CRM, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Forterro Orderwise Customers sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync Forterro Orderwise Customers into Close CRM as Organizations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.