Sales and finance in one flow
CRM integrations
One of the most common local requirements is connecting CRM to accounting. If sales lives in one system and invoices in another, customer names, balances and order status get retyped. This section shows how Clienta connects to Sepidar, Hesabfa and the rest of the sales stack.
- CRM does not replace accounting — it hands sales into finance.
- Sepidar and Hesabfa are the two most common local paths.
- Mobile and automation keep the data complete enough to sync.
- Clean records are the condition for any successful integration.
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Key connections
Start with accounting, then look at sales workflow and mobile.
Integrations
CRM and Sepidar
Run sales in Clienta and keep accounting in Sepidar.
Integrations
Connect to Sepidar
Customer, item and invoice sync details with Sepidar.
Integrations
CRM and Hesabfa
Connect customers and invoices if Hesabfa is your finance system.
Integrations
Connect to Hesabfa
The connection path if Hesabfa is your finance system.
Features
Sales automation
Automate follow-ups and pipeline workflows without a manual checklist.
Features
Mobile CRM app
Today’s work, calls and deals on Android and iOS.
Before you integrate
Integrations pay off after the sales process already lives in the CRM.
Resources
CRM implementation
A staged rollout: goals, data, pipeline setup, training, pilot and daily habit.
Fundamentals
CRM functions and capabilities
From contacts to pipeline, activities, reporting and follow-up automation.
Features
Sales pipeline and deals
Stages, deal value and the next follow-up on one live board.
Resources
How to choose CRM software
A buying checklist for sales teams: ease of use, reporting, mobile and accounting fit.
CRM integration FAQs
So sales and finance talk about the same customer. Without a connection, invoices go out under different names, balances drift and post-sale follow-up breaks.
No. ERP and accounting focus on finance, inventory and operations. CRM focuses on relationships, leads and deals. Connecting them creates the path from opportunity to invoice.
Sepidar CRM if you run Sepidar, Hesabfa CRM if you run Hesabfa. Do not wire every system on day one — start with customer and invoice.
Connect sales to accounting.
See Clienta with Sepidar or Hesabfa and start the trial.