Your CRM and your accounting, always in sync.
DealJourney connects straight to the ERP you already use. Win a deal and the invoice appears in your accounting system. Change a customer once and both sides match. No exports, no double entry.
Data moves both ways, automatically.
14 dages gratis prøveperiodeOne source of truth for sales and finance.
Two-way sync means you stop copying data between systems. Here is what disappears from your week.
Deals become invoices
The moment a deal is won, the order and invoice are created in your ERP. Nothing to re-key, nothing forgotten.
Both sides always match
Customers, contacts and products stay identical in DealJourney and your accounting system. Edit once, updated everywhere.
Books that reconcile themselves
Revenue, payments and status flow back into the CRM, so sales and finance are looking at the same numbers.
Exactly which records sync depends on your ERP. Most support customers, contacts, products and invoices out of the box.
Integrate with your favorite ERP.
We go deep in the Nordic accounting stack, with proper two-way sync for the systems small and medium businesses actually run.
Using something else? We add ERP connectors regularly, and our API lets you wire up your own. Tell us what you run.
The rest of your stack, connected.
Accounting is the deepest integration, but DealJourney also plugs into the tools your team lives in every day.
AI assistants
Connect over MCP, so any compliant client works
- ClaudeSign in once and ask it anything Dealy can do
- ChatGPTThe same connection and the same permissions, in ChatGPT
- CursorFor the people who live in the editor
Automation
Wire DealJourney into the rest of your tools
- ZapierTrigger Zaps on CRM changes, and create records from almost anything
Email and calendar
Your mailbox and diary on the record
- Microsoft 365Outlook mail and calendar on the customer record
- Google WorkspaceGmail and Google Calendar on the customer record
- Any IMAP mailboxAny other mailbox, connected over IMAP
- Outlook add-inSee who is on the thread and log mail without leaving Outlook
Prospecting and data
Fill your pipeline and enrich records
ProspectFinderBulk import and enrichment from the Nordic company database- ByndleLook up Norwegian people for contact and demographic data
- BrønnøysundregistreneFree Norwegian company lookups from the registry
- CVRFree Danish company lookups from CVR
- BolagsverketFree Swedish company lookups from Bolagsverket
Document storage
Files where you already keep them
SharePointStore documents in SharePoint for Business- OneDriveStore documents in OneDrive for Business, linked to your records
Google DriveStore documents linked to your CRM records- DropboxStore documents in Dropbox, linked to your records
Calls and messaging
Reach customers from the CRM
- TelavoxClick-to-call, dialer and inbound screen-pop
- Link MobilityTwo-way SMS, plus contact sync for marketing
- WhatsApp BusinessMessage customers on WhatsApp, in the same log as SMS
Team chat and meetings
Notifications, transcripts and recordings
- SlackPost won deals, new tickets and more to a channel
- Microsoft TeamsCapture meeting transcripts onto the right deal
- KlangImport Klang recordings onto the right customer or deal
Analytics and migration
Report on and move your data
- PlectoLive sales dashboards from your CRM data
- webCRMImport your data when you move from webCRM
Payments and factoring
Get paid without leaving the CRM
- RivertySell a finished invoice to Riverty for factoring
Don't see yours?
The list keeps growing, and you are never boxed in.
Request an integration
Tell us what you use. We prioritise new connectors based on what customers ask for most.
Request itBuild on our API
A full REST API and webhooks let you or your developer connect anything DealJourney doesn't cover yet.
Read the docsIntegration questions, answered.
Everything you need to know about connecting DealJourney.
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