CRM & ERP Solutions
Overview
CRM and ERP implementations on HubSpot, Zoho, Perfex and ERPNext — configured, integrated and adopted by your team.
Problems We Solve
- Spreadsheet chaos
- Multiple disconnected tools
- Manual reporting
- Low CRM adoption
- Compliance gaps
What We Deliver
- CRM and ERP selection
- Implementation and configuration
- Data migration
- WhatsApp + email + payments integration
- Training and adoption
Key Features
- CRM — HubSpot, Zoho, Perfex, Pipedrive
- ERP — ERPNext, Zoho Books, Odoo
- Customisation — Doctypes, fields, reports
- Integration — WhatsApp, payments, banks
- Adoption — Training + SOPs
Business Benefits
- Single source of truth
- Faster close
- Better forecasting
- Compliance-ready
- Lower TCO
Common Use Cases
- Sales pipeline + forecast
- Order to cash
- Procure to pay
- HR and payroll
- Project delivery
Industries Served
Manufacturing, Trading, Services, Real Estate, Healthcare, Education.
How It Works
- Discovery
- Configure
- Migrate
- Train
- Operate
Technology Stack
HubSpot, Zoho, Perfex, ERPNext, Frappe, Postgres.
Frequently Asked Questions
Which CRM/ERP?
Depends on size and process. We run a free fit assessment.
Migration from Tally/SAP/Sheets?
Yes — clean and validated.
GST / VAT?
India GST, GCC VAT, ZATCA Phase II.
Custom modules?
Yes — full doctype customisation in ERPNext.
Related
Next Step
Free CRM/ERP fit assessment — phased rollout plan in 7 days.