CRM and ERP setup, customisation and integration
Business software set up properly, customised where it matters, and connected to everything else you use. We move your data in from spreadsheets and old tools and check that reports match what your team expects.
What’s included
Setup and customisation
The CRM or ERP you choose, such as Zoho, HubSpot, Salesforce, Odoo or ERPNext, configured around your sales and operations.
Custom modules and workflows
Approvals, automations and fields that match how you actually work.
Reports and dashboards
Sales, pipeline and operations reports your team trusts.
Data migration
Customers, products and history moved in from spreadsheets and old systems, checked after the move.
Integrations
Connected to your website, payments, accounting and marketing tools.
When it makes sense
- Your sales or operations run on spreadsheets and WhatsApp.
- You bought a CRM or ERP and the team doesn’t use it.
- Reports from different tools never agree.
What you get
- A configured system with your data in it
- Training for your team
- Written admin notes so you can change settings yourselves
- Connections to your other tools
Tools we work with
We pick what fits your project and your team, and we’ll say why.
- Zoho
- HubSpot
- Salesforce
- Odoo
- ERPNext
- APIs
Questions about CRM, ERP and business systems
Which CRM or ERP should we choose?
It depends on your size, budget and how you sell. We compare two or three that fit and recommend one, with the reasons in writing.
Can you fix a CRM we already have?
Yes. Often the fastest win is cleaning up fields and workflows so the team actually uses it.
Related services
Tell us what you need built.
A free 30-minute call with an engineer. You get the scope, timeline and price in writing before you commit, and a reply within one working day.