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M-Files integration with ERP and CRM: one file per client, order and project
Make M-Files the document memory of your ERP and CRM processes. Connect Odoo, Exact, SAP, Dynamics or Salesforce so client, order and project files are always complete, without storing anything twice.
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Illustrative example
In short
SoftAdvice connects M-Files to ERP and CRM systems such as Odoo, Exact, SAP, Microsoft Dynamics and Salesforce. ERP and CRM fields (client, order, project number, status) become metadata in M-Files, so every document lands in the right client, order or project file, and users open that file straight from their ERP or CRM. Built with standard connectors, APIs or middleware, documented and handed over.
Documents follow your client, order or project, not the other way round
One complete picture per client, order or project: the figures in ERP and CRM, the documents in M-Files, logically linked. Not an island next to your ERP, but a document layer on top of it.
Without integration
- Documents wander around in mail, Teams, network drives and SharePoint.
- ERP and CRM show figures, but not the full file.
- Sales, finance and operations each search in their own place.
- Audits and disputes need a lot of reconstruction work.
With M-Files as the document layer
- One file per client, order or project, fed by ERP and CRM data: client, order, project number, status.
- Quotes, contracts, mails, delivery notes and reports land in that file automatically.
- Clear version history and permissions on every document.
- Opened straight from ERP or CRM: no export folders, no copies.
M-Files hooks into your existing ERP and CRM structure
We connect M-Files to your systems so documents automatically get the right client, order or project context. No double entry, no copy-paste.
Documents follow master data
Files are linked to clients, suppliers, projects, contracts or assets. ERP and CRM fields become metadata in M-Files.
ERP, CRM and M-Files look at the same file
From ERP or CRM you open the matching M-Files file directly. No export folders or downloads: everything stays central.
Integration patterns that fit
Standard connectors, APIs or middleware, matched to your application landscape and governance.
Systems we connect
Not a technical link, but one consistent view across departments
Less risk
Fewer files scattered across mailboxes and personal drives.
More speed
Teams work with the same information, whichever application they start from.
Better control
Better reporting and decisions because documents and transactions come together.
For organisations where ERP and CRM are the backbone
Accountants and financial services
Files per client or entity, with invoices, contracts and communication linked to your accounting or ERP package.
Logistics and 4PL
Order and shipment files with CMRs, delivery notes, e-mails and claims linked to your TMS or ERP.
Engineering and project organisations
Project files with drawings, reports and contracts integrated with project and resource planning.
Combine with
Questions about ERP and CRM integration
Which ERP and CRM systems can M-Files connect to?
Common examples are Odoo, Exact, SAP, Microsoft Dynamics and Salesforce. Other systems are connected through APIs, web services or middleware.
How long does an ERP or CRM connection take?
A standard ERP or CRM connection is typically live in 2 to 4 weeks. Complex integrations run in 2-week sprints with a working result after each sprint.
Do documents get stored twice?
No. Documents live once in M-Files. ERP and CRM link to the file instead of holding copies.
Will we depend on SoftAdvice?
No. Every integration comes with full documentation and knowledge transfer. You own the solution.
Want to connect M-Files to your ERP and CRM?
In one session we map your ERP and CRM landscape and show how M-Files as a document layer gives you complete, audit-proof files.