CRM and ERP systems
Customers, orders, resources and documents in one system.
We build CRM and ERP systems around how a company sells, purchases, produces and accounts for its resources. This can be a dedicated CRM for the sales team or a system that brings several areas of record-keeping together.
A custom system makes sense when off-the-shelf products need too much customisation or do not cover processes that matter to the business. We start with the busiest areas and connect the rest step by step, without stopping current work.
The system exchanges data with accounting software, the website and other services, so information is entered only once.
Problems we solve
- Leads and customers are tracked in spreadsheets and messengers, and the history of contacts gets lost.
- Management cannot see the sales funnel or how busy the staff are.
- Stock, orders and documents are tracked in different places and do not match.
- An off-the-shelf CRM does not fit the sales process or is costly to customise.
- Contracts, invoices and completion certificates are prepared by hand from templates.
- When an employee leaves, their contacts and agreements with customers leave too.
What the system can do
A single database of customers and counterparties with the history of deals and requests.
Sales funnels, tasks and reminders for managers.
Tracking of orders, stock, purchases and resources.
Documents generated from templates: contracts, invoices, completion certificates.
Roles and access rights by department and branch.
Reports and dashboards for management.
Data exchange with accounting systems, the website and telephony.
A change log for every record.
How we work
Discovery
We describe the current sales, purchasing and accounting processes and find where data is duplicated or lost.
Data and process model
We design the entities, statuses and document routes, and decide which modules come first.
Module development
We build the system module by module and show each one on your real scenarios.
Data migration and integrations
We move customers, reference data and stock balances from current sources and connect the exchange with other systems.
Rollout
We launch the system in one department or area, train the staff and then widen the scope.
Evolution
We add modules and reports as the company’s processes change.
Other services
Corporate web applications
Internal systems, client portals and dashboards shaped around your processes.
Websites and online stores
Corporate websites, catalogues and stores with easy content management.
Mobile apps
Apps for customers and staff, connected to your systems.
API and integrations
We connect services, accounting systems and external platforms through APIs.
Business process automation
We move manual operations, approvals and reports into a system.
SaaS platforms and MVPs
We launch the first version of a product and grow it into a scalable service.
Support and evolution
We take over existing systems: fixes, improvements and updates.
Let’s discuss your task
Describe the task — we will suggest an approach, stages and the next step.