---
title: 'Vision ERP + Close CRM'
url: 'https://www.staging38.commercient.com/product/vision-erp-close-crm/'
date: '2026-06-19T11:24:44-04:00'
modified: '2026-06-19T11:24:44-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Vision ERP to Close CRM, giving your team access to Vision 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 Vision ERP and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. Sales teams can check stock availability, pricing and open orders in Close CRM before and after every customer call.

## What syncs

- Sync Vision ERP Sales Orders and Status Updates to Close CRM
- Update Close CRM Contacts from Vision ERP Customer Contacts
- View Vision ERP Inventory in Close CRM
- Sync Vision ERP Payments to Close CRM Account Records
- Access Vision ERP Price Lists from Close CRM
- Sync Vision ERP Credit Notes to Close CRM

## Why Commercient

### Invoice and payment visibility

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

### Quote-to-order workflow

Connect Close CRM Quotes to Vision ERP Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Vision ERP payment status, open Sales Orders and credit data to Close CRM so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Close CRM new Organizations to Vision ERP Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## About Vision ERP

Vision ERP is a business management system for manufacturing and distribution companies, covering production, inventory, purchasing, sales orders and financial accounting.

## 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 sales reps see Vision ERP Invoices and Payments inside Close CRM?

Yes, Commercient can surface Vision ERP 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 Vision ERP Items and Inventory be accessed from Close CRM?

Yes, Commercient can sync Vision ERP 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.

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

Commercient can support bidirectional sync between Vision 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 Vision ERP Price Lists sync to Close CRM for sales quoting?

Yes, Commercient can sync Vision 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 Vision ERP data in Close CRM?

Commercient can support surfacing Vision 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.