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— Capability · ERP and CRM integration
3D configurator ERP and CRM integration.
A configurator that does not reach your CRM, your ERP or your fulfilment partner has only moved the re-keying somewhere else. We wire it into the systems that already run the business.
SBFS builds 3D configurators that write into the systems a manufacturer already runs, so a configuration becomes a record instead of a re-typed email. NOMI quotes and orders sync two-way with Salesforce, so the sales pipeline reflects the configurator without anyone re-entering data. Integrations are tailored per engagement: ERP, CRM, shipping and accounting, scoped in the first week of the six-week build.
02— Fit
Who this is for
Your quotes get re-typed downstream
An accepted configuration is re-keyed into the CRM, into the ERP and onto the shop floor by hand, and every hop is a chance to get it wrong.
Sales lives in the CRM, not in your site
Reps work the pipeline. If the configurator never appears there, adoption stops at the demo and the spreadsheet survives.
Payment and fulfilment are still manual
Someone reconciles the payment, then places the order with the printer or the carrier. That loop should close itself.
03— Capabilities
What we build
Two-way CRM sync
NOMI quotes and orders sync two-way with Salesforce, so the pipeline reflects the configurator and the configurator reflects the pipeline, with nobody re-entering data.
Integrations scoped to your operations
Integrations are tailored per engagement: ERP, CRM, shipping and accounting, whatever your operations need. We scope the specific systems in week one.
Payments and fulfilment wired in
Stripe runs checkout, deposits and subscriptions across Door Builder, Pepart and AV Drop. For Pepart, payment triggers the print-file render and the Printful order automatically.
One record, configuration to order
The configuration stays a live record through quote, order and fulfilment, so what crosses the integration is a specification rather than an attachment in an inbox.
05— Method
How an engagement runs
01
Week 1 · Scope and systems audit
We map the systems the order has to reach, what each one owns and where the data is authored today, then write the spec. You see it before we build.
02
Weeks 2 to 6 · Build to MVP
Configurator, checkout, admin and the integrations ship in parallel, with a reviewable demo every Friday in your own staging environment.
03
Week 6 · Production handoff
Deployed to your domain on your Vercel team and your Neon database. Your team is trained on the system, and we stay on retainer for tuning, not maintenance.
06— FAQ
Questions buyers ask before they commit.
07— Related
Related solutions
10 — Get in touch
Got a configurable product? Let us talk.
Fastest way to start
Book a 20-minute intro call
Pick a time that suits you — you'll get a Google Meet invite. We look at your product, your catalog, and whether a six-week Forge build is the right fit. No slides, no pressure.
See available times
See available times Rather send details in writing?juan@sbfs.co
Direct to Juan. Twenty-four hour reply, typically. If we cannot take your project on, we will tell you fast.
Product briefemails juan directly