---
title: 'ProcessPro + Close CRM'
url: 'https://www.staging38.commercient.com/product/processpro-close-crm/'
date: '2026-06-19T10:49:03-04:00'
modified: '2026-06-19T10:49:03-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ProcessPro to Close CRM, giving your team access to ProcessPro 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 ProcessPro and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. When included in scope, the integration can also push Close CRM Opportunities back to ProcessPro to trigger order fulfilment or invoicing workflows.

## What syncs

- Display ProcessPro Invoices in Close CRM
- Access ProcessPro Items and Inventory from Close CRM
- Export Close CRM Opportunities as ProcessPro Sales Orders
- Sync ProcessPro Sales Orders and Status Updates to Close CRM
- Update Close CRM Contacts from ProcessPro Customer Contacts
- View ProcessPro Inventory in Close CRM

## Why Commercient

### Sales order history

Sync ProcessPro 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 ProcessPro 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 ProcessPro as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface ProcessPro Invoices and Payments inside Close CRM so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

## About ProcessPro

ProcessPro is a process manufacturing ERP for food, beverage, pharmaceutical and chemical companies, managing formulas, batch production, inventory, quality and compliance.

## 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

### Can ProcessPro Customers sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync ProcessPro 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.

### Can Close CRM Opportunities be connected back to ProcessPro as Sales Orders?

Commercient can support connecting Close CRM Opportunities back to ProcessPro as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the ProcessPro and Close CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see ProcessPro Invoices and Payments inside Close CRM?

Yes, Commercient can surface ProcessPro Invoices and Payments data inside Close CRM so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can ProcessPro Items and Inventory be accessed from Close CRM?

Yes, Commercient can sync ProcessPro Items and Inventory to Close CRM so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.