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CRM & ERP Solutions

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Customers, Sales and Operations in One View. Custom or configured CRM and ERP systems that bring leads, sales, purchasing, finance and operations into one connected platform.

Track every lead from first enquiry to paid invoice
Connect sales, purchasing, stock and accounts
Custom build or configured Odoo, as suits you

Overview

A CRM keeps your leads, customers and follow-ups organised. An ERP connects the rest of the business: purchasing, inventory, invoicing, HR and accounts. We build or configure both, either as separate tools or as one platform.

We have built enquiry and lead handling for travel agencies, logistics firms and service companies. We bring that experience to designing pipelines, approval steps and reports that match how your team sells and operates.

The problem

Leads arrive by phone, WhatsApp, email and web forms, and many are never followed up. Sales, accounts and operations each keep their own records, so nobody has a complete picture of a customer or an order.

How we solve it

We capture leads from every channel into one CRM, automate follow-ups and link deals to orders, invoices and stock. Managers get dashboards instead of chasing updates.

How We Work

01Process reviewWe map how leads, orders, purchases and payments move through your business.
02Platform choiceWe recommend a custom build or a configured platform such as Odoo.
03Configuration and developmentWe set up pipelines, modules, forms and custom features.
04Data migration and integrationWe import existing records and connect email, WhatsApp and accounting.
05Training and go-liveWe train each team and support them through the first weeks.

What You Get

Lead and sales pipelineStages, follow-up reminders and lead assignment rules.

Lead captureLeads pulled in from website forms, Meta lead ads and email.

Quotations and invoicingQuotes, orders and invoices created from the same record.

Purchasing and inventorySupplier orders and stock levels linked to sales.

Management dashboardsSales, revenue and team performance at a glance.

User roles and trainingPermissions per team and hands-on training sessions.

Tools & Technologies

Odoo
Laravel
React
MySQL
PostgreSQL
Zoho CRM
HubSpot
WhatsApp Business API
Meta Lead Ads
QuickBooks

Ideal For

Sales-driven businesses losing track of leads
Growing companies running operations on spreadsheets
Firms with separate tools for sales, stock and accounts

Frequently Asked Questions

Should we build custom or use Odoo?

Odoo works well when your processes are close to standard. A custom build suits unusual workflows. We explain the trade-offs before you decide.

Can it capture WhatsApp and Facebook leads?

Yes. We can connect the WhatsApp Business API and Meta lead forms so enquiries flow straight into the CRM.

Can you migrate our old data?

Yes. We clean and import customers, products, open orders and balances from spreadsheets or older systems.

Will it connect to our accounting software?

Usually yes. We can integrate with common accounting tools or include accounting inside the ERP.

Related services

Often paired with

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Let's build it together

Talk to us about CRM & ERP Solutions.

Tell us what you need. We will map the right approach, timeline and cost on a short call.

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