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Integrate Your CRM with Visma Jumis ERP

Jumis

Connect Pipedrive with Visma Jumis, the all-in-one business management system that unifies accounting, finances, payroll, inventory and employee management in a single platform. By syncing CRM sales data directly with your ERP, you eliminate manual transfers, reduce errors, and accelerate order-to-cash cycles.

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Eliminate Disconnected Processes and Data Silos

Without integration, sales teams in Pipedrive often manually reconcile customer orders, invoices and inventory with the ERP — leading to delays and mistakes. With the Jumis integration, your sales pipeline, financial backend and operational systems speak the same language. Sync deals, contacts, products, invoices and payments automatically — freeing your team to focus on growth instead of admin.

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Drive Efficiency Across Sales and Finance

Real-time financial visibility — Deals in Pipedrive immediately reflect in accounting and cash forecasting.

Automatic invoice generation — Turn won deals into ERP invoices without re-entry.

Unified customer records — One source of truth for contacts, transactions and history.

Optimised workflows — Reduce manual reconciliation, minimize errors and speed up reporting.
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Boost Operational Productivity with Seamless Data Flow

Companies using integrated CRM-ERP workflows typically see lower admin overhead and faster order fulfilment — resulting in more predictable cash flow and improved resource planning.

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What they say #2

"From training entire teams to proactively following up, we take the time to understand each business and tailor solutions that unlock growth."
Donatas Jonušas
Donatas JonušasChief Business Development Officer at TeamBit
“From CRM implementation to automation, we focus on building systems that help teams work smarter and achieve measurable results. Data entry is now almost fully automated — allowing our team to focus on performance and results instead of manual tasks.”
Jānis Kopeika
Jānis KopeikaCEO at Unitruck
“We help companies streamline their sales and financial workflows through smart CRM integrations. Thanks to the Pipedrive and Horizon integration, our sales and accounting processes have become significantly faster and more accurate.”
Uldis Drivēns
Uldis DrivēnsCEO at Brikers Latvija
"The CRM has been very helpful and has clearly improved our sales & marketing with deal overviews, follow-up reminders, and clear tracking. Expanby is often reachable, open to conversation, and doesn’t just do what you ask. They listen carefully and advise on what you truly need. Honest, professional, and supportive, they aren’t afraid to share their view. Overall, it makes our daily work much easier and more efficient."
Robert Gjaltema
Robert GjaltemaSales Manager at Baltic Block
"Great experience with Pipedrive, and eXpanby made the setup smooth and efficient. Their responsive support adds real value."
Andris Pakalniņš
Andris PakalniņšHead of Linde department at SIA Alwark
"Working with eXpanby has been an excellent experience. Their team is highly responsive, professional, and truly committed to helping us achieve our business goals. Communication is fast and clear, solutions are well-explained, and everything is delivered efficiently and on time."
Ieva Šķice
Ieva ŠķiceHead of Sales at Orto Partneri
"Our experience with Expanby has been really good. We introduced a new CRM system, and all employees received training. After we started using it, we had several follow-up meetings, and Expanby proactively checked in to ask if we needed any help or support. Their approach made the whole process smooth and reassuring."
Ieva Zivere
Ieva ZivereCEO at American Baltic Technology Corporation Ltd
"Our company, SIA RGP, is an ERP system provider, and we have completed several successful collaboration projects integrating Pipedrive with our ERP solutions. Expanby’s representatives take the time to understand our needs and provide valuable consultative support, enabling us to jointly offer the best solutions to our shared clients."
Kristaps Otsons
Kristaps OtsonsCEO at SIA RGP
eXpanby at a glance

Real CRM clarity. Measurable sales impact.

We help growing teams turn Pipedrive into a system they actually trust. Every setup, optimisation, and workflow is designed to support real sales decisions.

CRM projects
51 +
Industries served
12 +
Hands-on delivery
100 %
Years experience
8 +
Need Help?

Don't hesitate to contact us for more help.

Whether you’re exploring Pipedrive for the first time or you’re looking to optimise your existing setup, eXpanby’s experts are here to guide you.

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Sales & CRM Questions

Frequently Ask Questions.

Your questions, explained – we’ve gathered the queries we hear most often and given straightforward responses to help you decide if we’re the right partner.

Grow your business with eXpanby

Don’t let a bad sales process cost you 10% of revenue

Only 14% of companies have a clear, consistently followed sales process, meaning most businesses are winging it and wasting precious time. This lack of structure has a real price: 44% of companies lose more than 10% of their annual revenue because of inaccurate CRM data and disjointed workflows.

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