Connect all your systems without changing how any of them work.
Proton pulls data from the systems your team already uses and unifies it into one place. One integration project. One source of truth.
Everything your reps need,
on one screen
Before Proton
After Proton
We've never met an ERP we couldn't integrate with
From SAP, Epicor, Infor, and NetSuite to homegrown AS/400 systems, and 30-year-old green screens. If your ERP can export data, we can work with it. You can also decide between a 2-way or 1-way sync, based on your team’s needs.
The other systems eating your team's time
Accounting & finance
We pull AR aging and credit limits so reps stop pinging accounting to ask "can this customer order?" Works with QuickBooks, Sage, or whatever accounting module lives inside your ERP.
Email & calendar
Outlook and Gmail emails log to customer records automatically. No more "did anyone talk to them last month?" followed by inbox searching.
Phone systems
Calls get logged. Click-to-dial works from contact records. RingCentral, Vonage, and others.
Spreadsheets & files
That customer pricing file on the shared drive. The vendor rebate schedule someone updates quarterly. If it's in Excel, CSV, or a file share, we pull from it on a schedule you set.
Marketing tools
Campaign engagement from HubSpot, Mailchimp, or Constant Contact flows into Proton. Reps see who opened what before they call.
Something else?
Internal tools. Legacy systems. Custom databases. If your reps need it to do their job, Proton can pull it in.
Secure by design
SOC 2 Type II certified
An outside auditor tests our systems every year. They verify we can't access your data without your permission, that deleted data actually gets deleted, and that our employees go through background checks. You get a copy of the audit report if you ask for it.
Encrypted at rest & in transit
Your data gets scrambled with AES-256 encryption when we store it (same standard banks use). When it moves between your ERP and our servers, it travels over SFTP—which encrypts all the data securely.
SSO & SAML
If you use Microsoft Azure AD or Okta for company logins, Proton plugs into it. When someone leaves your company and you disable their account, they automatically lose Proton access. No orphaned logins sitting around.
Role-based permissions
You control who sees what. You set the rules once; we enforce them everywhere in the system. Reps, managers, and admins only see the data they’re supposed to.
Daily backups
We snapshot your Proton data every 24 hours and keep it for 90 days. If someone deletes a deal record by accident or you need to recover a corrupted file, we can roll back to any point in the last three months.
Read-only ERP access
Proton reads from your ERP. It doesn't write back unless you explicitly configure a two-way sync. That means a rep can't accidentally create a customer record in Eclipse or change credit terms in Prophet 21 from inside Proton. Your ERP stays the source of truth.
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