ERP · CRM · Business Intelligence

ERP & CRM That Run Your Operations Smoothly

Disconnected spreadsheets, a CRM nobody updates, and an ERP that lives in another silo slow every decision down. We build custom ERP modules and CRM implementations that centralise your data, streamline workflows from lead to invoice, and give leadership reporting they can trust — then hand the whole system over to your team.

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Custom Modules
Data Centralised
Built to Scale
Salesforce
HubSpot
Zoho
Odoo
Power BI
SQL
The Payoff

One System, One Truth

When sales, operations, and finance read from the same data, forecasts get accurate, stockouts disappear, and leadership stops reconciling spreadsheets at midnight.

50+
Modules built across ERP, CRM, and operations
1 Source
Of truth for customers, stock, and revenue
30%
Faster operational cycles after automation
24/7
Live dashboards refreshed from real data
Analyst reviewing an ERP and CRM analytics dashboard full of charts on a laptop
Centralised Data

Every Deal, Order & Stock in One Place

When your CRM, ERP, and warehouse tools talk to each other, the data stops drifting. Quotes turn into orders, orders trigger picking, picking updates stock, and stock updates the forecast — automatically. No re-keying, no version confusion, no arguing over which spreadsheet is right.

  • Shared customer, product, and pricing records across sales and operations
  • Real-time stock levels, reorder points, and multi-warehouse visibility
  • Quotation to invoice flow with approval rules your finance team controls
  • Document generation, audit trails, and role-based permissions by default
  • Integrations with accounting, e-commerce, and shipping platforms
Business team reviewing CRM sales pipeline charts together on a large monitor
Decisions & Adoption

Dashboards Teams Trust and Actually Use

A system only pays off if people live in it. We configure pipelines and automations to match how your team already sells, then give managers a live view of pipeline coverage, win rate, forecast accuracy, and operational throughput. Adoption is handled with training, documentation, and a rollout plan that keeps the business trading through cutover.

  • Pipeline, forecast, quota, and inventory dashboards in CRM or Power BI
  • Automated lead routing, follow-ups, and approval chains with full logs
  • Phased go-live by team so no department loses a trading day
  • Role-based training, recorded walkthroughs, and written runbooks
  • Post-launch tuning using your real usage data, not assumptions
What We Deliver

Six ERP & CRM Service Lines

Configure a proven platform, extend the one you already own, or build the module nobody sells off the shelf. Scope agreed, data migrated, and your team trained before we call it done.

Custom CRM Development

01

A CRM shaped around your actual sales process — contacts, accounts, territories, custom objects, and the screens your reps will genuinely use.

Salesforce & HubSpot Implementation

02

Platform selection, data import, workflow and approval configuration, integration wiring, and admin training so adoption sticks from day one.

ERP Modules for Inventory & Ops

03

Stock, purchasing, order management, production planning, and service modules built on a single data model your whole business shares.

Sales Pipeline Automation

04

Lead routing, stage progression, follow-up sequences, quote generation, and approval chains that keep deals moving without chasing.

Reporting & Business Intelligence

05

Live dashboards for pipeline, forecast, margin, and operations in Power BI or your CRM — defined once, refreshed automatically, access-controlled.

Data Migration & Cleanup

06

Profiling, cleansing, deduplication, and staged migration of contacts, products, stock, and open transactions — reconciled before cutover.

How We Deliver

Five Steps From Audit to Live System

A fixed, milestone-based engagement with a working demo at every stage. You always know what ships next, what it costs, and when it goes live.

Audit

We map your current systems, data flows, and bottlenecks, then score build-versus-buy for each requirement so you invest where it actually pays.

Blueprint

A written architecture, object model, integration plan, and delivery roadmap with agreed scope, budget, and a fixed go-live date.

Configure & Build

Objects, workflows, pipelines, automations, and custom modules are configured and built in reviewable sprints you can see every week.

Data Migration

Cleanse, deduplicate, and load your data into a sandbox first, then reconcile totals and rehearse the cutover with a rollback plan ready.

Train & Launch

Role-based training, runbooks, and dashboards go live, followed by a post-launch review that tunes workflows to real usage data.

Questions

ERP & CRM, Answered

It depends on how much of your process the platform can absorb. Salesforce and HubSpot are excellent when your sales motion is close to their standard models and your team will adopt a guided workflow. A custom CRM earns its place when your quoting, approval, or inventory logic is genuinely unique — we build only the modules you need, so nobody pays for features they will never open. We run a short comparison of cost, adoption risk, and integration effort before recommending either path.
Yes. We build modules for inventory and warehouse control, purchasing, order management, production planning, service tickets, approvals, and finance workflows, all wired into a single data model. Rather than replacing an expensive enterprise suite outright, we often extend what you already run or deliver focused modules that solve one painful process properly — faster to adopt, easier to maintain, and far cheaper than shelfware.
Yes, and it is part of almost every engagement. We profile your data first, then cleanse, deduplicate, and map it into the new schema, load customers, products, contacts, and open transactions, and reconcile totals against your current reports before cutover. The migration is staged in a sandbox, rehearsed more than once, and paired with a rollback plan, so nothing is lost and no month-end close is put at risk.
A focused CRM rollout typically takes 6 to 10 weeks, and a wider ERP and CRM programme runs 10 to 20 weeks depending on data volume, customisation, and how many teams go live together. Configuration happens in short reviewable phases, and we agree the scope and timeline up front, so the date we quote is the date we hit.
Yes — that is the core of an ERP programme. We connect your ERP and CRM to accounting packages, e-commerce platforms, payment gateways, shipping carriers, marketing tools, and internal services through documented APIs, webhooks, and message queues. Every integration ships with logging, error handling, and retries, so a third-party outage degrades gracefully instead of corrupting your data.
We build live dashboards for pipeline value, win rate, forecast accuracy, quota attainment, inventory health, and operational throughput, delivered inside your CRM or in Power BI and Looker. Each report is defined once, refreshes automatically, and respects role-based access, so managers see the whole picture while reps see only their own book of business.
Yes. We automate lead routing, stage progression, follow-up sequences, quote generation, approval chains, and handoffs between sales, operations, and finance using the platform’s native automation, or custom workflow code where the rules get complex. Every automation is logged and reversible, and we document it so your team can tune thresholds without breaking the pipeline.
You receive documentation, recorded training, and a support plan covering monitoring, security patches, and ongoing optimisation of workflows and reports. We also run a post-launch review to tune dashboards and automations against real usage data. If you later want to add modules or scale the system, the roadmap simply continues from a system your team already knows well.

Modernise the Way Your Business Runs

Tell us where your data, sales, and operations get stuck and we will map the ERP and CRM approach, effort, and timeline in a short, no-pressure call. No jargon, no obligation.

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