SAP integration in the box, not a project
The CRM that speaks
S/4HANA, Business One, ECC, ByDesign, SAP CRM
Leads, quotes, orders and invoices in sync with SAP, both ways, in real time or on your schedule. Native integration, no middleware, no re-keying.
- Two-way, real-time sync
- Live SAP pricing, ATP & credit
- No SAP core changes
New leads
748
+5.2%
Open pipeline
€2.4M
+12%
Won this month
€412K
-2.1%
Win rate
34%
+3 pts
Pipeline breakdown
● Lead €224K
● Proposal €100K
● Negotiation €45K
The problem
Your CRM and SAP don’t talk. Your team pays for it.
Most CRMs reach SAP through a connector, a middleware licence and an integration project. Every upgrade breaks something, and sales goes back to spreadsheets.
Orders get re-keyed
Reps email won deals to the order desk, someone types them into SAP, and errors slip in on both sides.
Quotes use stale prices
Customer-specific pricing lives in SAP. Quotes built from spreadsheets leak margin and trigger disputes.
Sales is blind after the deal
No view of deliveries, invoices or credit blocks, so customers hear “let me check with finance”.
Two versions of the customer
Duplicate accounts and mismatched addresses mean nobody trusts the customer 360 or the forecast.
Why switch
Stop re-keying. Start selling from SAP data.
Typical CRM + SAP
- Won deals re-keyed into SAP by the order desk
- Quotes priced from spreadsheets
- Duplicate customers across systems
- Sales blind to invoices and credit blocks
- Connector project that breaks on upgrades
Upcess
- One click creates the SAP sales order
- Live SAP prices, stock and credit at quote time
- Duplicate check against SAP before creation
- Open items and credit on every account
- Native sync with released SAP APIs
Lead to cash
One flow from first touch to paid invoice
Upcess runs the sales side, SAP runs fulfilment and finance, and every hand-off syncs on its own. Watch a deal cross over and the status come back.
- 1
Lead captured & qualified
AI lead score and routing
Upcess
- 2
Account matched to SAP
Duplicate check, business partner created
Two-way
- 3
Quote priced live
SAP pricing, ATP and credit check
Two-way
- 4
Deal won → SAP sales order
One click, order number comes back
Upcess → SAP
- 5
Delivery & invoice
Goods issue, billing
SAP
- 6
Status back in Upcess
Order tracking, invoices, payments
SAP → Upcess
How it works
Live in three steps
No forms, no integration project. Your SAP team and ours do the setup together.
Connect your SAP
Point Upcess at S/4HANA, ECC, Business One or ByDesign. No middleware to install.
Choose what syncs
Pick the objects and sync modes you need: real time or scheduled, two-way or one-way.
Go live and sell
Reps quote with SAP prices and stock, and every won deal becomes an SAP order.
Why Upcess
SAP integration is the product, not a project
Other CRMs need a connector, an iPaaS licence and a partner to wire them up. Upcess ships with the integration built in.
Native, two-way SAP sync
13 business objects sync out of the box, in real time or on a schedule you set. Conflicts follow clear system-of-record rules, and every record has an audit trail.
- Customers
- Contacts
- Leads
- Quotes
- Sales orders
- Deliveries
- Invoices
- Payments
- Products
- Prices
- Stock
- Credit
- Service tickets
Lead to cash, no re-keying
A won quote becomes an SAP sales order in one click. Price, ATP and credit are checked live while you quote.
Customer 360 with SAP financials
Meetings and pipeline next to revenue, open items, credit and deliveries, on one screen.
Built on released SAP APIs, not around them
- Released SAP APIs only, no core modifications
- No middleware or iPaaS licence to buy
- Works with ECC today, S/4HANA tomorrow
- Encrypted connection, monitoring and retry queue
Sync log · last 8 events
OK SalesOrder 4500017 · Upcess → S/4HANA · 0.8 s
OK BusinessPartner 100245 · two-way · 1.2 s
RETRY Invoice 9001342 · SAP busy · queued, retry in 60 s
OK Vendor 100482 · Supplier Portal → SAP · 0.6 s
OK PurchaseOrder 4100233 · SAP → Upcess · 0.9 s
OK Customer 200871 · two-way · 1.1 s
OK Quote 880214 · Upcess → SAP · 0.7 s
OK Delivery 8002291 · SAP → Upcess · 0.5 s
OK Credit limit · Customer 200871 · 0.4 s
Product tour
Everything a rep needs from SAP, inside the CRM
Select an area to see it in the product.
Quotes SAP will accept, first time
Modules
Everything from first enquiry to paid invoice
Six areas, one customer record, with SAP behind the prices, orders and invoices.
Lead Intake & Contacts
Capture every enquiry, and keep each contact linked to its SAP customer account.
- Embedded web formsWebsite forms with qualifying fields (budget, timeline, scope), so only fit prospects reach sales. Matched to SAP customers on save.
- Central contact recordsCommunication history, company details and lead source in one view, linked to the SAP customer.
- Search & segmentationSearch with suggestions and filters, grouped by industry, region or SAP customer group.
Visual Deal Pipeline
See every deal, its stage and its next step. Won deals create the SAP sales order.
- Kanban deal pipelineDeals move through stages such as Inquiry, Discovery, Quote sent and Won. A won deal creates an SAP sales order.
- Activity remindersAutomatic reminders for follow-ups, renewals and reviews, without extra steps for the rep.
Quotes, Contracts & Billing
From quote to signed contract to invoice, with SAP prices and billing behind every step.
- Quote & document templatesQuote and proposal templates that fill in customer details and live SAP prices automatically.
- E-signature & invoicingCustomers review and sign a quote online and pay the deposit. Invoices and payments sync back from SAP.
Marketing & Automation
Follow up on time, and see which campaigns bring in customers.
- Email sequencesFollow-ups for stalled deals, and onboarding sequences for newly won customers.
- Campaign trackingLanding page conversions, email click-throughs and social interactions, linked to the leads they create.
Customer Portal & Service
Customers see their own orders and deliveries, and get help without calling.
- Secure customer accessCustomers log in to see orders, invoices and delivery status from SAP, and upload documents.
- Support deskTickets for after-sales service, complaints and warranty requests, linked to SAP service orders.
Analytics & Reporting
One set of numbers for sales and finance, with the team kept in step.
- Performance dashboardCharts and live tables for forecasts, conversion rates and revenue, shown against SAP actuals.
- Team calendarsShared calendars that tell the team about customer meetings and delivery deadlines.
Beyond SAP
Works with your everyday tools too
SAP is the core. These connections bring the rest of your sales stack into the same place.
Emails logged to the account timeline and turned into leads or tickets.
Web forms
Website enquiries land straight in the lead queue.
Events and imports
Trade show and list imports with duplicate checks.
Open API
Connect other systems through the Upcess API.
Supplier Portal
Shares SAP master data with our supplier management product.
Upcess HRMS
Sales team and org data shared with our HRMS.
Upcess AI
AI that knows your SAP data
Generic CRM AI only sees emails and pipeline. Upcess AI also sees orders, prices, invoices and credit, so its scores, forecasts and drafts are grounded in what customers actually buy and pay.
AI lead scoringLive
Ranks every lead by how likely it is to buy, using what similar customers bought in SAP.
Deal win predictionLive
Win probability for each deal, with the reasons behind it.
Upcess CopilotLive
Ask in plain language: “What did Helix order last quarter and is anything overdue?”
AI email draftingLive
Follow-ups that already know the order status, delivery date and price.
Sales forecastingLive
Forecasts that reconcile pipeline with SAP bookings and revenue.
Smart alertsLive
Tells the right person when something in SAP affects a deal or customer.
SAP integrations
Built for the SAP you run today
One CRM for every SAP ERP. Change ERP and Upcess keeps your data, users and processes.
S/4HANA
Cloud Public, Private and on-premise. OData and events.
ECC
ECC 6.0 with a clean path to S/4HANA.
Business One
Service Layer, set up in days.
Business ByDesign
Mid-market cloud ERP, fully synced.
CRM & Sales Cloud
Migrate off or run side by side.
For every role
One system the whole buying committee can sign off
Your reps sell from the same data SAP runs on
Book a demo- Live prices, stock and order status in every account
- Forecast that reconciles with SAP bookings
- Quotes out in minutes, not days
Security your SAP team will approve
Encrypted end to end, certified, and audited. Your SAP system stays the system of record.
Talk to our teamSAP certified integration
SAP partner
ISO/IEC 27001
Certified
SOC 2
GDPR
Compliant
SAP Store
Listed
Rollout
From demo to go-live in weeks
SAP landscape and mapping
We map your SAP objects and fields with your SAP team.
Data migration
Accounts, contacts, deals and history moved from your current CRM.
Training and support
Role-based training, then ongoing support from Upcess.
Admin
Fits how your team sells
Custom fields and stages
Shape objects, pipelines and layouts without code.
Roles and permissions
Control who sees prices, margins and credit data.
Workflows and approvals
Discount approvals, assignment rules and alerts.
Book a demo
See Upcess CRM running on SAP data like yours
Tell us about your SAP system. We will reply within one business day.
What happens next
- 1
We review your SAP landscape
A solution engineer looks at your SAP product, version and the objects you need.
- 2
30-minute demo on your workflow
We show Upcess with your quote-to-order flow, not a generic script.
- 3
Integration plan and go-live estimate
You get a field mapping outline and a realistic timeline.