Tr?id=1076949064639753&ev=PageView&noscript=1
$56M+ Revenue Generated for Clients 450+ Happy Clients 30+ Team Members AI Powered Services
ERP and CRM development

Custom ERP and CRM Development for Connected Teams, Workflows, and Reporting

Operational software that brings customer data, sales, delivery, and reporting into one controlled workflow so teams can spend less time reconciling information and more time acting on it.

Choose the right scope

Custom ERP or CRM: what should be built, and what should be bought?

A custom ERP or CRM makes sense when off-the-shelf tools force your team into workarounds, spreadsheets and double entry. We map how orders, inventory, leads and finance actually move through the business, then decide which parts need custom software and which should stay in existing tools connected by integrations.

01

Workflow discovery

You know operations are inefficient but are unsure what to build or buy.

What we deliver

Workflow and data mapping, system review, build-versus-buy recommendation and a phased scope.

What you receive

A documented current and target workflow with a prioritised, costed roadmap.

02

Custom ERP or CRM build

Existing tools cannot model your inventory, orders, pipeline or approvals.

What we deliver

Data model, role-based access, core modules, integrations, data migration and user acceptance testing.

What you receive

A deployed system with documentation, admin training and an agreed support period.

03

Integrations and extensions

You keep current tools but they do not share data reliably.

What we deliver

API integrations, sync rules, exception handling, dashboards and audit logs.

What you receive

Connected systems with monitoring and a runbook for failed syncs.

What determines the quote and schedule?

Discovery is scoped first and produces the build estimate. The proposal lists modules, integrations, data migration, hosting and support separately, with milestones and acceptance criteria for each phase.

Bring these to the first conversation

  • The workflows, teams and approvals involved
  • Current tools, spreadsheets and sample records
  • Systems the new software must integrate with
  • Number of users, roles and locations
Scope my ERP or CRM
The opportunity

Replace spreadsheets and double entry with one system of record.

Most operations problems are handoff problems: an order entered twice, stock tracked in a spreadsheet, a lead that sits in someone's inbox. We start with the workflow and the data each team owns, then design the smallest system that removes those handoffs and can grow with the business.

What improves

One source of truth, fewer manual steps and reports you can trust.

Connected operations

Reduce duplicate work by bringing important records, actions, and ownership into one system.

Useful visibility

Role-based dashboards and reporting that help managers understand progress and bottlenecks.

Built around adoption

Interfaces and processes designed to be practical for the people expected to use them every day.

Service delivery

Discovery, design, build and rollout, with your team involved at each stage.

Every module is built against agreed workflows and acceptance criteria, tested with real records and rolled out with training, so the system is adopted rather than worked around.

01

Choose the customer and operations workflows to connect

CRM work usually starts with enquiries, sales opportunities and customer service. ERP work often covers inventory, procurement, finance and resource planning. Scope the records and handoffs that must connect, then decide whether integration of existing software is more practical than replacing it.

02

Define data ownership, approvals and access

Agree which system owns each customer, product and transaction record. Document the roles allowed to view, change and approve information, with separate handling for confidential finance and employee records. Dashboards should show only the information needed for the user's role.

03

Migrate and integrate without silent data loss

Map identifiers and required fields before importing. Test duplicates, incomplete records, failed connections and retries. Reconcile source and destination totals, retain an exception report and rehearse the recovery plan before a production cutover.

04

Validate the system with real operating scenarios

Acceptance testing should follow a record from creation through approval, fulfilment and reporting. Check permission boundaries, corrections, audit history and exports. Start with a controlled rollout and document who handles support, data issues and future workflow changes.

How delivery works

Map the workflow before writing the software.

01

Discover the workflow

Map teams, records, tools and handoffs, and agree what the system must do first.

02

Design the data model

Define records, roles, permissions and integrations, and approve screens before the build.

03

Build and test in phases

Deliver working modules in stages and test each one with real records and users.

04

Migrate and roll out

Move data, train each role and support the team through go-live and the first weeks of use.

Working together

Three ways to start, scoped before you commit budget.

Compare engagement models ↗

Audit and roadmap

A fixed-scope review of what is holding growth back, with a prioritised plan you can act on with us or on your own.

Build project

A defined scope with milestones, sign-off points and a clear launch date for new builds, redesigns and migrations.

Monthly retainer

An ongoing team for optimisation, campaigns and support, reviewed monthly against the numbers that matter to you.

FAQs

The questions worth answering before kickoff.

Should we build a custom ERP or use an off-the-shelf product?

Off-the-shelf software is usually faster and cheaper when your processes match how it works. A custom build is worth it when your inventory, pricing, approvals or workflows do not fit, and workarounds are costing time and errors. Discovery compares both before you commit.

Can the system integrate with Shopify, Tally or our accounting software?

Usually, yes. We check the available APIs, versions and access, then design the sync with clear ownership of each record, duplicate checks and an exception queue. Integration feasibility is confirmed during discovery.

Who owns the code and the data?

Ownership of the code, deployment and data is set out in the agreement. Your business data remains yours, and the handover includes documentation and access needed to operate and maintain the system.

How long does a custom ERP or CRM take to build?

It depends on the number of modules, integrations and how much data needs migrating. We deliver in phases so the most valuable module goes live first, and the proposal gives a schedule for each phase after discovery.

Start with a useful conversation

Show us the spreadsheet your team depends on.

Share the workflows, tools and spreadsheets you use today. We will map the handoffs and recommend what to build, what to integrate and what to leave alone.

Book a Growth CallFree audit