Custom CRM & ERP
A CRM and ERP designed around how your business really works.
Off-the-shelf software forces you to change your process. We start with your process and build the system around it — leads, customers, approvals, stock and reports in one place.
The problem
Common CRM and ERP problems
- Leads and customer details live in spreadsheets, notebooks and WhatsApp chats.
- Follow-ups and approvals depend on memory and phone calls.
- Sales, stock and accounts don't match, so month-end takes days.
- Ready-made software has features you don't need and lacks the ones you do.
What's included
What your system can include
Lead management
Capture leads from your website, ads and WhatsApp automatically and assign them to the right person.
Customer management
Complete customer history — calls, messages, orders and payments — in one record.
Sales pipeline
Track every deal by stage and see what needs attention today.
Tasks and approvals
Assign tasks and route approvals — discounts, purchases, payments — to the right people.
Inventory and billing integration
Connect sales to stock and invoicing, with purchase, sales and inventory modules where needed.
Reports and dashboards
Owner dashboards and team reports built from live data, not end-of-month spreadsheets.
User roles and permissions
Each person sees and edits only what their role requires.
How it works
An example workflow
Lead captured
An enquiry from the website is saved and assigned.
Quotation
The salesperson prepares a quote from the product list.
Discount approvalHuman step
A manager approves a special discount in one click.
Order and invoice
The order reserves stock and generates the invoice.
Dashboard
The owner sees the sale and stock update instantly.
Example workflow — for illustration only.
Every system is designed after studying your real process. The modules above are examples — we include only what your business needs.
FAQ
Common questions
Can the CRM capture leads from my website and ads automatically?
Yes. We integrate your website forms, Facebook Lead Ads and Google Ads so every lead lands in the CRM instantly with source tracking.
Is the CRM suitable for a small sales team?
Yes. We configure the CRM to your team size and process — from 2-person teams to large multi-branch sales organisations.
Can we send WhatsApp messages from the CRM?
Yes. With WhatsApp Business API integration you can send updates, reminders and campaigns directly from the CRM.
Is your ERP suitable for manufacturing businesses?
Yes. We implement ERP with BOM, production planning, job-work, raw material and finished goods tracking tailored for manufacturers.
Can ERP data be accessed from multiple branches?
Yes. The ERP is cloud-based, so authorised users at any branch can work on the same live data with role-based permissions.
Do you migrate our existing Tally or Excel data?
Yes. We migrate masters, opening balances and stock from Tally, Excel or your current software during implementation.
Related services
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