Customer and supplier data

Master data management starts with an E-Mail Address

Find company details, review the draft and send it to your ERP or CRM. Clean up existing records when phone formats, missing fields or duplicates need attention.

Microsoft 365Company sign-in
SAP · SalesforceSupported source systems
ReviewApprove changes before writing

Qualification Workflow

From contact details to a reviewed record

  1. 01E-Mail Analysis
  2. 02Company Identification
  3. 03Data Enrichment
  4. 04Manual Validation
  5. 05ERP / CRM Synchronization
SAPMicrosoftSalesforce
Human Validation
Platform Capabilities

Practical tools for customer and supplier data

Use the steps your team needs: capture new contacts, check company information or clean up records already in the source system.

Automated Qualification

Enter an email, paste a signature or scan a card. Check the recognized fields before continuing.

ERP & CRM Integration

SAP Business One and Salesforce have standard connections. Dynamics 365 and other ERP connectors are arranged on request.

Customer and supplier master data

Choose the task you need

A new supplier, an incomplete customer record or a duplicate group calls for a different process. Start with the relevant task below.

Qualification Workflow

From E-Mail Address to Trusted Business Partner

Start with the information you have. The process keeps capture, lookup, review and publishing as distinct steps.

STEP 01

Enter

Enter a customer or supplier email address to start the lookup.

STEP 02

Enrich

Look for company information on the website associated with the business domain.

STEP 03

Validate

Check the proposed master data and decide which changes to approve.

STEP 04

Sync

Send the reviewed record through the selected supported connection.

FULLY GOVERNED DATA ONBOARDING
See each step before you publish.

Keep the result traceable: inspect what was found, what you changed and what the source accepted.

Enterprise Connectivity

Connect to
the systems you use

Choose a standard SAP or Salesforce connection, arrange Dynamics setup or ask about another ERP. Field mappings and permissions determine what can be transferred.

SAP Business OneSalesforceREST APIs
Integration Flow
E-Mail
Qualification
ERP / CRM

API
First
MDM
Ready
Real-Time
Sync
Transparent Pricing

Simple Pricing for Every Business Size

Choose software access, help with setup or an agreed integration project. Confirm the scope and applicable charges before starting.

SaaS Platform
€49.99
net / month

For teams that want to prepare and review their own company records.


✓ Company lookup and record preparation
✓ Email Signature Parsing
✓ Business Card Scanning & OCR
✓ Company Discovery & Data Enrichment
✓ Manual Validation Workflow
✓ User Management & Entra ID SSO
✓ Standard Support
Enterprise
Custom
Tailored Pricing

For additional connectors, custom mappings and individually agreed service requirements.


✓ Everything in Managed Service
✓ Outlook Add-in with Sender Capture Enterprise only
✓ Custom ERP, CRM & MDM Integrations
✓ Bidirectional & Scheduled Synchronization
✓ Custom Development
✓ Additional identity providers on request
✓ SCIM provisioning on request
✓ Dedicated contact by agreement
✓ Individual SLA by agreement
✓ On-premises deployment on request
One-time integration fee
Quoted after reviewing the systems, authentication, mappings and acceptance tests.