Challenge
A mid-sized trading company operated three separate systems: CRM (customer data, quotes), inventory management (warehouse, orders), and accounting (invoices, payments). Customer data, product master data, and order status were manually synchronized between systems via copy-paste — with corresponding errors and an estimated effort of several person-days per week.
Solution
Development of a central integration layer based on n8n as workflow engine. Specifically: new orders in the CRM automatically create purchase orders in the inventory system. Upon order completion, the invoice is generated in accounting and delivered to the customer. Stock levels synchronize between inventory management and CRM so sales always sees current availability. The workflows run containerized (Docker) and use PostgreSQL as the central data hub and Redis for queue processing.