Trusted by leading enterprises & SAP partners worldwide

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The Problem

ERP data grows faster than your field team

Frontline sales teams expect instant, accurate ERP data at every touchpoint. But as order volume scales, response times slip, reps repeat manual lookups, and data inconsistencies creep in — increasing costs, errors, and escalations.

Manual ERP data entry

Field reps duplicate work between devices and ERP, burning time and introducing costly errors at every order cycle.

Stale pricing & inventory

Sales teams quoting from cached ERP data risk order rejections, margin leakage, and customer dissatisfaction.

No offline capability

Traditional ERP access requires constant connectivity — leaving field reps unable to operate in low-signal areas.

ERP customization risk

Customizing SAP or Oracle for field use jeopardises upgrade paths, compliance, and long-term ERP stability.

Use Cases

How ERP-driven organizations use UpBuff CRM

Discover how SAP customers and enterprise distribution companies drive execution excellence without touching ERP core.

Field Sales Automation for SAP

Field Sales Automation for ERP & SAP Enterprises

Companies running SAP Business One or S/4HANA often struggle with delayed order entry and manual ERP updates. UpBuff enables field reps to create orders, collect payments, and update records in real time — synchronized directly with ERP. Reduce manual data entry by up to 40% and accelerate order booking cycles.

Distributor Order Visibility

Distributor & Channel Management Integrated with ERP

Manage distributors and dealers while keeping ERP as the system of record. Every secondary order, stock movement, and collection flows seamlessly back into SAP — with real-time distributor order visibility, accurate inventory sync, improved credit monitoring, and faster order-to-cash cycles.

Sales Performance Visibility

Sales Performance Visibility Without ERP Complexity

Gain execution-level insights without building heavy ERP reports. Territory-wise performance tracking, geo-tagged visit monitoring, and real-time order dashboards — layered on top of live ERP data for faster management decisions.

SAP-Ready Architecture

SAP-Ready Architecture — ERP Future-Proof

For companies migrating from SAP ECC to S/4HANA or upgrading SAP Business One, UpBuff reduces customization dependency while extending ERP functionality — protecting your upgrade path, minimizing ERP risk, and improving frontline user adoption.

SAP Business One Integration

Exclusive SAP Business One integration with UpBuff CRM

Native Service Layer integration — the deepest SAP B1 connectivity available

UpBuff integrates with SAP Business One through the official SAP Service Layer API — providing real-time access to customer master data, pricing, inventory, credit limits, and order history. No add-ons. No core modifications. Clean Core compliant and upgrade-safe across all SAP Business One deployment models.

“The workflows are user-friendly, easy to customize, and have been effectively serving our field sales teams for nearly two years without a single ERP incident.”

CEO
CEO Spartan Engineering Industries Pvt. Ltd
Native Service Layer integration — the deepest SAP B1 connectivity available

SAP Service Layer API

Direct integration via official SAP Service Layer — no database writes, no core modifications.

Clean Core compliant

Upgrade-safe by design — works with SAP Business One on-premise and cloud deployments.

Real-time pricing & inventory

Live SAP pricing rules, tax logic, credit limits, and stock applied at point of order capture.

ERP, IoT & Enterprise Integrations

Seamless ERP, IoT, VoIP & Business Tool Integrations

UpBuff integrates SAP, Oracle, Epicor, IoT devices, VoIP systems, and enterprise applications — enabling real-time data synchronization across operations, sales, and service workflows.

SAP BusinessOne
Analytics

SAP Business One & SAP S/4HANA ERP Integration

UpBuff provides enterprise-grade SAP integration for SAP Business One (SAP B1) and SAP S/4HANA using Service Layer, OData, and RFC APIs. Enable real-time synchronization of inventory, pricing, financials, and order management while maintaining Clean Core architecture and upgrade-safe SAP ERP operations.

Oracle ERP
Epicor ERP
Custom API

Oracle, Epicor & Custom ERP API Integration

Integrate Oracle ERP via REST APIs and Oracle Integration Cloud, Epicor via REST and Service Connect, and custom ERP systems using flexible API connectors. A unified execution layer ensures consistent workflows across all enterprise systems.

IoT
Sensors
AI
Analytics

IoT Device Integration

Connect IoT sensors and industrial devices with ERP systems to capture real-time operational data. Enable predictive maintenance, asset tracking, and automation across manufacturing and field operations.

VoIP
Calling
CRM
Tracking

VoIP & Telephony Integration

Integrate VoIP systems with ERP and CRM workflows to enable click-to-call, call logging, and customer interaction tracking — improving sales and service efficiency.

WhatsApp

WhatsApp Business Integration

Enable real-time communication via WhatsApp Business with ERP-connected workflows including order updates, service alerts, and customer engagement.

Shopify
E-commerce

Shopify & E-Commerce Integration

Synchronize Shopify orders, inventory, and customer data with ERP systems for unified commerce and real-time operational visibility.

Outlook, Gmail & Business Productivity Integrations

Integrate Outlook, Gmail, Calendly, Zoho, and HR systems to automate workflows. Connect ERP with your productivity tools to streamline approvals, notifications, and cross-functional operations.

Solution

Why choose UpBuff ERP Integrated CRM?

Each capability strengthens your ERP without replacing it — preserving upgrade safety while empowering frontline teams.

Real-Time ERP Data Synchronization

Connect directly to ERP APIs including SAP Service Layer and S/4HANA RFC services. Access live customer master, pricing, inventory, and order status with no duplication or delay.

Sales Execution Without ERP Customization

Empower field and inside sales teams to create quotations and orders while preserving ERP upgrade safety — critical for SAP customers avoiding core customization risks.

Mobile-First CRM for ERP Environments

Enable sales teams to capture orders, record visits, track collections, and update customer data in real time — online or offline — synchronized directly with ERP.

ERP Pricing, Tax & Credit Control

Automatically apply ERP-configured pricing rules, discount structures, tax logic, and credit limits at point of order capture — ensuring full SAP compliance.

ERP-Governed Workflows & Approvals

Maintain ERP-controlled approvals, credit checks, and validations while dramatically improving usability for frontline users.

Enterprise-Grade Security & Data Integrity

ERP remains the single source of truth. Secure API-based architecture ensures auditability, data integrity, and compliance for enterprise customers.

Core Capabilities

Three pillars of ERP-integrated sales execution

UpBuff CRM is built on three architectural principles that make it fundamentally different from traditional CRM tools.

ERP-first architecture integrating SAP Business One, Oracle ERP, and Epicor with real-time API synchronization

SAP · Oracle · Epicor

No core modification · API-native

Real-Time ERP Data Access

Live customer master, pricing rules, credit limits, inventory levels, and order history from SAP Business One, S/4HANA, Oracle, or Epicor — at the moment of every sales interaction. No sync delays, no cached data, no manual updates.

Real-time ERP mobility solution for sales, field service, warehouse, and shopfloor teams with offline and online synchronization

Sales · Field · Warehouse · Shopfloor

Offline-capable · Real-time sync

Mobile-First, Offline-Capable

Purpose-built mobile apps for field sales reps, distributors, and sales managers. Capture orders, record visits, process collections, and manage customer interactions — online or fully offline with automatic ERP synchronization when connectivity returns.

ERP data integrity and governance with role-based access control, audit logs, and compliance workflows

RBAC · Audit logs · Approvals

SOC 2 · GDPR · Compliance-ready

ERP-Governed Compliance

Every order, quotation, discount, and approval flows through ERP business rules — pricing logic, tax calculation, credit control, and approval hierarchies enforced at point of capture. ERP remains the system of record. No compliance gaps.

Integrates with your existing tools

UpBuff connects your ERP with the business tools your teams already use — creating unified workflows without silos.

Calendar
Epicor
SAP
Gmail
IoT
SAP S/4HANA
Oracle
Calendar
Epicor
SAP
Gmail
IoT
SAP S/4HANA
Oracle
Outlook
Power BI
SAP Business One
SMS
VoIP
WhatsApp
Zoho
Outlook
Power BI
SAP Business One
SMS
VoIP
WhatsApp
Zoho

What our customers say

Trusted by 10,000+ businesses — from SAP Business One partners to enterprise distribution companies

Molygraph

"UpBuff is a strong signal of how field operations will evolve. An early adopter of the execution-layer approach, which will become increasingly effective and trusted."

Marc Manara

Head of Startups

Ideaforge

"The workflows are user-friendly, easy to customize, and have been effectively serving our field sales teams for nearly two years without a single ERP incident."

Ann Donie

Product Owner

10,000+

businesses trust UpBuff ERP CRM

The Wine Source

"UpBuff gave us a powerful, flexible way to extend our SAP operations to field teams without the complexity we saw in other platforms. Guests report strong satisfaction."

Mark Kupferman

CMO

Roofsol

"An excellent ERP execution solution. Onboarding is fast, training is easy, and the ERP sync is accurate. It significantly reduces friction between our SAP data and frontline teams."

Jesús Franco

CTO

FAQs

ERP Integrated CRM — questions answered

An ERP Integrated CRM is a sales execution platform that connects directly with ERP systems like SAP Business One or SAP S/4HANA, ensuring real-time data synchronization without replacing ERP as the system of record. Unlike standalone CRM tools, it enforces ERP pricing, credit limits, and approval workflows in real time.

No. UpBuff does not replace SAP. It extends ERP into frontline sales operations — providing mobile order capture, ERP pricing enforcement, and real-time sync — while keeping SAP as the single source of truth.

UpBuff integrates with SAP Business One (via Service Layer), SAP S/4HANA (via OData and RFC), Oracle ERP (via REST and OIC), Epicor ERP (via REST and Service Connect), and custom ERP systems via flexible API connectors.

Integration is achieved via SAP Service Layer for Business One, SAP OData/RFC services for S/4HANA, and secure REST/SOAP middleware for Oracle and Epicor — ensuring ERP data integrity with zero core modifications and full Clean Core compliance.

Yes. UpBuff supports full offline order capture with automatic synchronization to ERP once connectivity is restored — ideal for field reps operating in low-signal territories or remote locations.

Yes. ERP remains the system of record. UpBuff uses secure API-based architecture, role-based access control mapped to ERP user roles, TLS encryption, and full audit logging to ensure enterprise-grade data security and compliance.

Unlike traditional CRM systems that operate separately from ERP and require manual data sync, UpBuff enforces ERP pricing, tax rules, credit limits, and approval workflows in real time — with no data duplication and no sync delays.

Get Started

Get started with ERP-Integrated CRM

Whether you're a growing SAP Business One customer or a large enterprise on S/4HANA, UpBuff adapts to your ERP landscape.

Schedule a Demo

See live ERP sync, mobile order capture, and pricing enforcement in action. Schedule a 30-minute demo with our SAP integration specialists.

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Join Partner Program

SAP reseller and ERP channel partner program for VARs and system integrators. Earn commissions on every UpBuff deployment you bring to market.

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Explore CRM Modules

Browse field sales, distribution management, collections, and performance reporting modules organized by industry and ERP platform.

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Make your ERP work for your frontline teams

Use UpBuff to extend SAP Business One, S/4HANA, and enterprise ERP into real-time sales execution — without risky customizations.

No ERP modifications required