Stop searching system by system for an answer
Stock is in the ERP, pricing in a spreadsheet, the last conversation in someone’s inbox. Proton brings it all together for your people and AI agents. Our engineers handle the connections, or your team can self-serve.
Bring your systems together and get on with the work
Proton connects your ERP, email, shared files, phone system, and more. Teams see order history, pricing, and stock in one place, with emails and calls kept on the account. AI agents work to the rules you set.
We’ve never met an ERP we couldn’t integrate with
One ERP or several? We support it all, legacy systems and acquisitions included. Our in-house engineers build and maintain the connections, and your ERPs stay the systems of record. See it at Purity Life.
Epicor P21
Epicor Eclipse
Infor SX.e
NetSuite- + any ERP
Stop passing questions from one department to another
A few of the tools Proton connects to, by the job they do.
Email & calendar
Gmail
Outlook
Google Calendarand more
Emails and meetings log to the customer record, so anyone can see the conversation.
Teamwork
Microsoft Teams
Jira
Google Tasksand more
Keep a customer request from getting lost between a chat thread and a ticket.
Phone systems
RingCentral
and more
RingCentral calls log to the customer’s account, and reps dial a contact with Five9 click-to-dial.
Marketing tools
Mailchimp
and more
Sync contacts and leads both ways, send call notes out, and see campaign engagement before a call.
Industry data
and more
Pronto looks up certified HVAC equipment in the AHRI Directory, so reps never leave Proton.
Accounting & finance
QuickBooksand more
See credit limits and open balances in Proton, without asking accounting.
Files & knowledge
Google Drive
Google Sheets
Google Slides
OneDrive
SharePoint
Confluenceand more
Bring pricing sheets, rebate schedules, decks and wiki pages into Proton, so anyone can find the answer.
Something else?
Bring us the workflow behind an internal or older system, and we’ll scope the connection with you.
Tell us what you use
Know how your data is protected and who can act on it
Our Trust Center has the SOC 2 Type II report, security controls, and subprocessors. Our team will walk you through AI providers, data use, access, and ERP write-back.
Read the security overview


SOC 2 Type II
Request the independent audit report in our Trust Center, and review the controls and period it covers.
Encryption
Customer data is encrypted at rest and in transit.
Single sign-on
Let your team sign in through your company identity provider.
Role-based access
Work with our team to set the access reps, managers, and admins need in Proton.
Backups
Daily backups support recovery. Review retention, recovery targets, and restore procedures with our team.
You control ERP write-back
Proton writes to your ERP only through the write paths your team approves.
Yes. Proton connects with any ERP. We’ve successfully integrated with 100% of the ERPs our customers have brought us, including legacy and customized systems.
Our in-house engineers handle the connection, map your data and get Proton working for your team. You keep the system that runs your business and give your people AI that can work with the data inside it.
We handle the integration in-house. Proton’s implementation team and engineers lead the project, connect your systems and configure the workflows your people will use.
Your technical contact helps us arrange access to your systems, while a few business users help us understand how the work happens today. We make those asks clear before kickoff and coordinate the project through testing, training and launch.
A full platform rollout can take 12 to 16 weeks, including integration, configuration, testing and training. A single module, connector or workflow can move faster.
We agree on a launch plan with you up front, with clear milestones for connecting your data, testing real workflows and getting your people ready. Our team manages the work toward those milestones so you know what happens next.
No. You can start with the data you have. Our team checks it during implementation, identifies the gaps that matter for your workflows and works with you to resolve them.
You don’t need to put AI on hold until someone finishes a company-wide data cleanup. We focus on getting your first use case working, then build from there. For product content, Proton PIM can also help enrich and organize your catalog.
Yes. Proton can bring data from multiple ERPs into a shared environment, giving your people and AI workflows a way to work across businesses that run on different systems.
Our engineers work through the customer, product and branch relationships behind the scenes. If you’re growing through acquisitions, you can start using AI across the business before every division moves onto the same ERP.
Yes. Proton supports two-way ERP integrations for workflows such as updating contacts and creating quotes or orders. That helps your team get work done without entering the same information in two places.
During implementation, we configure and test the writeback workflows included in your rollout, including the pricing, required fields and business rules they need to follow.
We set the update schedule around the work your team needs to do. Scheduled file feeds typically refresh nightly, while API connections can update more frequently. Supported pricing and inventory workflows can also use live lookups.
We’ll explain how your connection works so your team knows when information reflects the latest sync and when it is being checked directly in the ERP.
Proton runs on Google Cloud, with security controls documented in a SOC 2 Type II report. Those controls include restricted internal access, security monitoring, vulnerability scanning and penetration testing. MFA and SSO are available for sign-in.
We provide the documentation your IT team needs and work directly with them through the security review, including questions about system access and how data moves between your systems and Proton.
Yes. You can start with the team or workflow where Proton will make the biggest difference, get it working well and expand from there. That might mean launching CRM with one group of reps or starting with quote and order entry automation.
We plan that first phase to deliver something useful on its own. As you expand, you can build on the data connections and configuration already in place.
You continue to have Proton’s team behind you. Customer Success helps your people adopt the platform and get value from it, while our support and technical teams help keep the connection working.
If a sync needs attention, we investigate and coordinate with your IT team or ERP partner where needed. You’ll have clear points of contact and people who know your setup helping you move forward.
Bring us the systems (we’ll work through the connections)
Our implementation team works through data mappings, refresh schedules, and write paths with your IT lead. Customer success gets your people using the workflows; forward-deployed engineers build the complex ones.




















