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Consulting & Transformation

CRM, ERP & Enterprise Software

CRM, ERP and internal business software set up around the way your teams actually sell, buy and deliver.

CRM, ERP & Enterprise Software

What is the difference between a CRM and an ERP?

A CRM manages customer-facing work: leads, follow-ups, deals, service requests and customer history. An ERP manages internal operations: purchasing, inventory, production, accounts and payroll. Many growing businesses need both, connected so that a closed deal in the CRM flows into orders, invoices and stock movements in the ERP without anyone re-entering it.

Off-the-shelf software fits most businesses only partly. The gaps get filled with spreadsheets, side registers and workarounds that slow everyone down and hide what is really happening. Sales tracks leads in one place, accounts tracks payments in another and nobody can see the full journey of a customer.

We implement and configure CRM and ERP systems such as Zoho, Odoo and Salesforce, and build custom modules where a product cannot match your process. Everything is connected to your accounting and messaging tools, so information is entered once and every team sees the same record.

Our enterprise software work

We begin with a requirements workshop for each department, then recommend a product or a custom build with clear reasons. Implementation covers configuration, user roles, approval rules, reports and integration with Tally, payment systems, WhatsApp and email. We migrate your existing data, test it with your team and train users by role. Where your process is unusual, such as dealer schemes or job-work tracking, we build a custom module.

  • CRM setup & customisation
  • ERP implementation
  • Custom business modules
  • Data migration

What is included

  • Requirements workshops by department
  • CRM or ERP selection and configuration
  • Custom modules for unique processes
  • Integration with Tally, payments and WhatsApp
  • Data migration, training and go-live support

What changes for your business

A complete customer view

Sales, service and accounts see the same customer history in one place.

Less side-register work

Processes that lived in spreadsheets move into the system with proper controls.

Reports you can trust

Data entered once and connected across teams makes reports consistent and timely.

How we work

01

Discovery

We learn your business, goals and users.

02

Design

Flows and screens agreed before we build.

03

Build & test

Built in stages and tested on real devices.

04

Launch & support

A smooth launch, then ongoing support.

Industries we deliver this for

Ways to work with us

Fixed-scope project

Clear deliverables, timeline and acceptance criteria agreed before work starts. Best for defined builds.

Phased programme

Larger change delivered in stages, each with its own scope and review, so priorities can adjust.

Dedicated team

Developers, designers or testers from our in-house team working on your roadmap, month by month.

Annual maintenance (AMC)

Yearly care for websites and apps: updates, security, backups, fixes and small changes.

Questions about CRM & ERP

We help you decide honestly. If a product such as Zoho, Odoo or Salesforce covers most of your needs, we recommend it and configure it well. We build custom only where your process is a real competitive advantage or where products would need so many workarounds that custom is simpler.

Yes. We regularly connect business software with Tally so that invoices, receipts, ledgers and stock entries sync without double entry. We agree the direction and timing of each sync with your accounts team and add checks so the two systems stay reconciled.

Yes. We review the existing system and its code, document how it works and take over maintenance and improvements. If we find serious problems, we explain the options, from targeted fixes to a planned replacement, along with the risks of each approach.

We map fields from your old system or spreadsheets to the new one, clean duplicates and errors, and run test migrations that your team checks before the final move. Opening balances and open transactions are reconciled carefully, so you start on the new system with figures that match.

Last updated November 2026

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