# CRM to order management integration

> Join your CRM and order management so sales, account status and orders live in one place, not in two databases that staff keep in their heads.

If sales promises what operations cannot see, you do not have a CRM problem. You have a system boundary problem.

**Problem:** Account notes live in the CRM. Orders live somewhere else. Credit status is a rumour. The person who knows both is on leave.

**System:** We connect the CRM objects that matter — accounts, contacts, opportunities, tickets — to order and warehouse state, with a clear owner for each field so the CRM does not become a second WMS.

**Outcome:** Sales sees operational truth. Operations sees the customer context that changes how an order should be handled. Bud can answer “what is happening with this account?” without a hunt.

CRM ↔ order management is where service businesses and wholesale accounts usually hurt. The CRM was bought to manage relationships. It ends up as a graveyard of statuses that operations does not trust.

OnDraft keeps the CRM as the relationship system and order management as the operational system, then moves the few facts that both sides must share: hold, credit, promise date, open orders, last fulfilment.

Bud uses that joined context. An AI employee that only sees the CRM will hallucinate stock. One that only sees the WMS will miss the account conversation. Connected systems are what make the agent useful.


## FAQs

### Which CRM do you support?

We scope against the CRM you already run. This page is the pattern — relationship system to order system — not a partner badge wall.

### Will you migrate us off our CRM?

Only if the CRM is genuinely the wrong tool. Default posture is connect, don’t rip.