CRM & ERP · Business Management

Centralize your operation on a single platform

We build business management systems that integrate sales, inventory, billing and customer service — one platform for your entire operation.

  • ModulesUnlimited and custom-built
  • IntegrationsPayments, accounting, messaging
  • ROIMeasured from month 1

Diagnosis

Problems this service eliminates

Does your operation depend on spreadsheets and unanswered emails? These are the symptoms we solve.

Data scattered across spreadsheets

When every department keeps its own spreadsheet, data gets duplicated, contradicts itself, and decisions end up based on bad information.

No visibility into the sales pipeline

Not knowing what stage each lead is at, how long the sales cycle takes, or which rep is closing the most deals holds your sales team back.

Slow, manual invoicing

Billing manually, one invoice at a time, disconnected from inventory and CRM data, burns hours of work that should be automated.

No real-time executive reporting

Waiting for someone to put together a monthly report in a spreadsheet delays critical decisions by weeks.

Scope

What's included

A complete system designed for your operation, with the modules you need and the integrations you already use.

CRM — Customer management

  • Visual, customizable sales pipeline
  • Full interaction history per customer
  • Lead and opportunity tracking
  • Email automation and reminders
  • Conversion and team performance reports

ERP — Operations management

  • Automated invoicing and billing
  • Multi-warehouse inventory control
  • Financial management and accounts receivable
  • HR and payroll module
  • Purchasing and vendor management

Integrations

  • Payment gateways (Stripe, Square, PayPal)
  • Accounting software (QuickBooks, Xero)
  • SMS & email (Twilio, SendGrid)
  • Business email (Google Workspace, Microsoft 365)
  • E-commerce platforms (Shopify, WooCommerce)

Reports & dashboards

  • Real-time KPIs by department
  • Configurable executive reports
  • Export to Excel and PDF
  • Automated threshold alerts
  • Dashboard accessible from any device

Methodology

How we implement your system

01

Workflow diagnosis

We map every process in your operation: sales, purchasing, inventory, billing. We identify bottlenecks and automation opportunities.

02

System design

We define modules, workflows, user roles and required integrations. We validate the design with you before development starts.

03

Development & integration

We build the system and configure every integration. Thorough testing with your real business data on a staging environment.

04

Go-live & training

Historical data migration, role-based training for every user, and intensive support during the first weeks of operation.

1 platformFor your entire operation
Real-timeReporting and dashboards
Role-basedAccess for every team
TrainingIncluded for every role

Industries

Who is this service for?

Distributors & wholesalers

Multi-warehouse inventory control, order management, billing and real-time accounts receivable tracking.

Accounting & law firms

Per-client case management, electronic billing, time tracking and integrated client communication.

Construction & real estate

Project management, budget control, lead pipeline and contract tracking on a single platform.

Frequently asked questions

About CRM & ERP

Related services

Services that complement your CRM/ERP

Enterprise Web Development

Connect your CRM to a web portal where your customers can check orders, invoices and account statements.

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Technology Consulting

Before implementing a CRM/ERP, a technology diagnosis ensures you choose the right solution.

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Cybersecurity & Audit

Protect the sensitive customer and operational data stored in your CRM/ERP system.

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Still running your business on spreadsheets?

Centralize your operation on a single platform

Request a free diagnosis and find out which modules your business needs.