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Connect your CRM, ERP and accounting so data flows on its own

Most businesses end up with several tools that do not talk to each other, so people re-type data. We help choose between a ready-made CRM or ERP and a custom one, and connect your tools so records move automatically. Quotes follow a short review of your systems.

Problems this solves

  • Leads and customers are tracked in different places.
  • Orders and invoices are typed into accounting software by hand.
  • You are choosing between a CRM product and building your own.
  • Existing data needs moving into a new system.

What this service can include

  • A map of the systems you use and what should flow between them.
  • Configuration or custom build of the CRM or ERP, as agreed.
  • Integrations with accounting, payment gateways and messaging tools.
  • Data migration with checks, so nothing is lost.
  • Training for the people who will use it daily.

Every project follows the sameseven-stage process, starting with a written scope.

Ready-made or custom CRM

  • Ready-made

    Faster to start and well supported. Costs recur per user and workflows have limits.

  • Custom

    Fits unusual processes and avoids per-user fees. More to build, and you own the upkeep.

  • Start with the data

    Whatever you choose, clean, well-structured data is what makes either one useful.

Working with us on this

This is a service we offer. The scope, deliverables, timeline and commercial arrangements for your project are agreed in a written proposal after a short conversation, so you know exactly what you are getting before work starts. We publish case studies only with the client's permission and with results we can verify.

How a project worksHow we price projects

Questions

Can you integrate with Tally or our accounting software?
Integrations depend on what each product exposes. The review at the start tells you what is practical.
Can you move our data from spreadsheets?
Yes. Migration is planned, test-run and checked before the switch.

Sectors we build for

Talk to us about this

Send a short brief. We reply within one business day, subject to feasibility.