Custom CRM and ERP
Custom CRM and ERP systems for connected operations
A generic CRM or ERP can be expensive and rigid, and your team may stop using it. We design one with the modules you need, connected to your sales channels and the information that helps you make decisions.
The problem
Signs you need it
If any of these situations sound familiar, you are leaving money on the table.
- Leads get lost between WhatsApp, email, and notebooks.
- You do not know each salesperson's results or where opportunities stand.
- Inventory never matches what the system says.
- Closing the month takes days of manual reconciliation.
What's included
What you receive
Sales pipeline with stages, tasks, and reminders
360° customer profiles with full history
Quotes and orders in seconds
Inventory, purchasing, and warehouses
Sales, collections, and profitability dashboards
WhatsApp, email, and invoicing integration
Common use cases
Before you commission a project
Custom CRM and ERP development: modules, migration and investment
When it makes sense
A CRM organizes opportunities, tasks and sales history; an ERP connects inventory, purchasing and operations. We define each team’s information needs and the data modules must share before choosing the scope.
Systems and integrations
We assess WhatsApp, email and invoicing integrations. Migration from spreadsheets or another system requires agreed fields, duplicate handling, balances and sample validation before switching.
Timeline and validation
The schedule depends on modules and data readiness. Adoption is staged through a trial migration, training for process owners and rollout to an initial user group.
What determines investment
Pricing reflects workflows, permissions, reporting and integrations. Third-party licenses, invoicing and infrastructure are listed separately; owning a system does not eliminate every recurring cost.
How we do it
A clear process from start to finish
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01
Assessment
45 min · free
We understand your operations, goals, and where technology can deliver the greatest return.
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02
Proposal
48 hours
Receive a scope, phases, timeline, and a fixed price. No fine print.
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03
Construction
Weekly deliveries
See real progress every week and validate it before we move forward. Full visibility throughout.
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04
Continuous improvement
Ongoing
We measure, adjust, and keep improving as your business grows.
Frequently asked questions
Questions about this service
It fits the way you sell, avoids per-user fees and unused modules, and can integrate with your tools. In the medium term, it is often more cost-effective and easier for your team to adopt.
Yes. We migrate customers, products, and history from Excel or other systems and validate the data with you before launch.
Yes. We can integrate it with your electronic invoicing provider and existing accounting tools.
Free consultation
Let's talk about your project: Custom CRM and ERP
Book a 45-minute session with us. We review your operations and explain what to improve first, what it costs, and how much you could save. Free, with no obligation.
- Prioritized opportunities Know what to automate or build first to get a faster return on your investment.
- Fixed-price proposal Receive a scope, project phases, and budget within 48 hours. No surprises.
- Honest advice If you do not need custom development, we will tell you—even if that means we do not work together.
Book your consultation
We will contact you within 24 business hours.