Capability 07 · &
Your accounts live in Tally, your customers in a CRM, your stock in the tills and your orders on the website. From our studio in Mumbai, we connect them so a sale is recorded once, stock is right everywhere and your team gets its evenings back.
14
stores on one inventory for a Pune retail chain
5 minutes
between stock syncs across tills, warehouse and website
4 days
to renew an IVCA membership, down from 3 weeks
Where it usually starts
Integration briefs rarely begin with a system. They begin with a symptom somebody is tired of. These are the four we hear most.
Online and in-store inventory drift apart by lunchtime. Customers order what you no longer have, and someone spends the afternoon writing apologies and processing refunds.
Orders arrive from the website, marketplaces and tills, then get retyped into Tally or Zoho Books. It holds until volume grows, and then month end starts on the 25th.
Leads sit in HubSpot or Salesforce, payments in the ERP and support history in someone's inbox. Nobody has the whole customer, so every conversation starts from zero.
It holds the truth and nobody wants to replace it. Members and buyers still expect to see balances, orders and invoices online, without anyone touching the numbers that matter.
What we do
We treat every integration as a small product with an owner, a dashboard and a plan for failure, not as a script someone wrote once and hopes will never break.
Shopify, WooCommerce or a custom store connected to Tally, Zoho Books, Odoo or SAP Business One. Orders, invoices, GST details, stock and prices move in the direction you decide.
Salesforce, HubSpot or Zoho CRM wired into your website forms, WhatsApp conversations, payments and portals, so every lead has a source and every customer has a history.
Store tills, warehouse and website sharing one inventory, with store level stock visible online and online orders visible in store.
When the core must stay, we build a secure layer around it that exposes only what members, buyers or staff need, as we did for the NABARD Employees' Co-operative Credit Society.
Every sync gets a health dashboard, a retry policy and an alert that reaches a person. When a connection fails, we know before your store managers do.
The Ampersand Method, applied
The Ampersand Method, pointed at the plumbing. Most of the risk sits in the first two phases, so that is where we spend the time.
How the method worksWe sit with the people who retype data today, from the accountant to the store manager, and write down every place a number is entered, copied or corrected.
A data map for every record: customers, products, stock, orders and invoices. Which system owns it, which systems read it and how fresh it must be. This is the document that prevents overselling.
We choose the pattern, whether a ready connector, middleware or a custom API layer, and design the admin screens and alerts your team will actually use.
We build against sandbox copies of your ERP and CRM, then replay real order history to see what breaks. Duplicate orders, partial refunds and a till that goes offline are all tested on purpose.
A staged go-live, often one store or one channel first, with a rollback plan and both paths running side by side until the numbers agree.
Monitoring, fixes when a vendor changes an API, and new connections as the business adds channels, stores or markets.
Proof
A retail chain whose tills, warehouse and website share one stock count, and an association whose renewals now take four days instead of three weeks.
All workOur stores, warehouse and website finally agree on what is in stock. That sounds simple. It took a team that understood both the tills and the cloud.
Tools we trust
How we engage
Most clients begin with the integration that hurts most, usually stock or invoices, prove it in a few weeks and then add the next. Larger programmes start with a Discovery Sprint that produces the data map and a costed plan.
Integration work is unglamorous, and that is the point. When it is done well, nobody talks about it. Stock is right, invoices appear on their own, and the sales team sees the payment before the customer calls to ask. When it is done badly, it becomes the loudest problem in the business.
Before we worked with a multi-store retail chain in Pune, one of its store managers phoned the warehouse at seven every evening and read out what had sold. The website was updated from those calls the next morning, by which time the stock online was already a day old. That call is exactly what we look for in the first week, because every manual step is a place where two systems have quietly stopped agreeing.
The fix was not a clever connector. It was a decision, written down, about which system owns each record. The ERP owns products and prices. The tills and the website draw from one inventory. Orders flow to the ERP for invoicing with their GST details intact. Today 14 stores share one inventory, stock syncs every 5 minutes and stock-outs are down 31%.
Most integrations fail quietly. A token expires, a vendor changes an API, a refund arrives in a format nobody expected, and the sync stops without telling anyone. So we build every connection with the things a product has: an owner, a dashboard, retries, alerts that reach a person, and a runbook that explains what to do when something goes wrong.
There are three honest options, and we will tell you which one fits your business rather than the one we would most enjoy building.
Your store platform shapes this choice too. Shopify and WooCommerce have very different integration ecosystems, one of the reasons we compare them side by side in Shopify or WooCommerce for an Indian brand. If you are pairing a new store with the integration, our ecommerce development team plans both together.
Integration is not only about stock. For IVCA, India’s private capital association, the job was connecting applications, verification, payments and renewals to a custom CRM, so the membership team could see each of its 400+ member firms in one place. Renewals that used to take three weeks now take four days, and 9 in 10 were completed online in the first cycle.
The same thinking applies to Salesforce, HubSpot and Zoho CRM. Leads from the website and WhatsApp arrive with their source attached, payments update the deal, and service history sits beside the sale instead of in someone’s inbox.
A data map your team can read, connections that report on their own health, documentation any competent developer could pick up, and a care plan if you would like us to keep watching. Most clients begin with the one integration that hurts most and add the next once the first has earned their trust. When you are ready, send us the systems you run today.
FAQ
It means your online store and your ERP share data automatically. When an order is placed, the ERP receives it with its tax details and raises the invoice. When stock changes in the warehouse, the website updates. For a Pune retail chain we connected 14 stores, a warehouse and the website so stock syncs every 5 minutes.
There are three routes. A ready connector app works for simple catalogues and modest order volumes. Middleware suits several systems exchanging standard records. A custom API layer is right when you have GST rules, multiple warehouses or store level stock that connectors handle badly. We map your data first, then recommend the cheapest route that will still hold at twice today's volume.
A single connection, such as Shopify to Tally for orders and stock, usually starts around ₹1.5 lakh and takes 3 to 5 weeks. Multi-system work across ERP, CRM, POS and several sales channels typically runs ₹6 to 20 lakh over 8 to 14 weeks. After mapping your data, we give you a fixed estimate with its assumptions shown.
Stock and payment status usually need to be close to real time, because a delay means overselling or confused customers. Invoices, customer updates and reports can often move every few minutes or once a night. Faster is not always better: every real time sync adds cost and another way to fail, so we set each one by business need.
POS integration connects your store tills to the same inventory your website and warehouse use. Each sale in a store reduces the shared stock count, and each online order reserves stock from the right location. For a multi-store retail chain in Pune, that meant 14 stores on one inventory and 31% fewer stock-outs.
CRM integration brings leads, customers and deals into one record automatically. Typical connections are website forms, WhatsApp conversations, payment gateways, email tools, your ERP and member or customer portals. We work most with Salesforce, HubSpot and Zoho CRM, and build a custom CRM when the process is unusual, as we did for IVCA's membership team.
Middleware, sometimes called iPaaS, is quicker to start and good for standard records moving between well known tools. A custom API layer costs more up front but gives you control over business rules, error handling and running costs at volume. Many clients start on middleware and move their busiest flows to custom code once the volumes justify it.
If they are designed well, very little. We put a translation layer between your channels and the ERP, so the store, CRM and tills talk to that layer rather than to Tally or SAP directly. Changing ERP then means rewriting one adapter, not every connection, and we document it so any competent team could do the work.
Send us the systems you run today and the one thing that goes wrong most often. A partner replies within one working day with how we would connect it.
