A CRM or ERP should give you one clear picture of your customers, orders and operations. Too often it ends up half set up, full of duplicate records, and ignored by the team.
We help you choose, configure and connect CRM and ERP systems so they fit the way you work, and so your team actually uses them.
Who it’s for
- Businesses outgrowing spreadsheets for sales and customers
- Teams with a CRM that nobody trusts or uses
- Companies moving to a new CRM or ERP
- Owners who want sales, stock and finance in one view
What we do
- Help choosing a system that suits your size and budget
- Setup of pipelines, fields, users and permissions
- Data cleanup and migration from spreadsheets or old systems
- Automated follow-ups, tasks and notifications
- Integrations with your website, email, accounting and store
- Custom modules when standard features fall short
How we work
- Understand your process. How leads, orders and customers move through your business today.
- Configure, don’t overload. We set up what you need now and keep the system easy to use.
- Migrate clean data. We remove duplicates and fix formatting before importing.
- Train the team. Short, practical sessions so people know what to do each day.
- Adjust after launch. We fine-tune things once your team has used the system for a few weeks.
What you get
A configured system with your data in it, integrations running, simple user guides for your team, and admin access in your name.
Platforms
HubSpot, Zoho, Salesforce, Odoo and similar platforms, or a custom-built CRM when your process is unusual.
Cost and timeline
Quoted per project, based on the system, number of users, amount of data and integrations. Software licenses are paid directly to the vendor. Your timeline is set out in the written proposal after a free scope review. See how we price projects and our payment terms.
Good to know
License fees and vendor support aren’t included. A CRM only works if people use it, so we put real effort into making it simple for your team.
Questions we often get
Which CRM should we use?
It depends on your size, budget and way of working. We’ll recommend options once we understand how your business runs.
Can you move our data from spreadsheets?
Yes. We clean, de-duplicate and import it, and you check a sample before we finish.
Can you fix our current CRM instead of replacing it?
Often that’s the better option. We’ll review your setup first.
Want a CRM your team will actually use?
Tell us what you use today and what isn’t working.