Understand
We review your goals, existing setup, users and the work you need to support.
ALL SERVICES / CRM & ERP
CRM & ERP
Connect customer relationships, sales, finance and operations with CRM, ERP, workflow automation and useful reporting.
Discuss your requirements
Connected customer and business systemsCRM & ERPStart with your goals.
Start with your goals.
Find the right support.
Build a clearer view of your customers and operations. We map your processes, configure the right systems and connect the information your teams need to work together.
Explore the individual services below to see the scope, delivery approach and next steps. You can combine services across our teams around an agreed project or ongoing requirement.
EXPLORE CRM & ERPServices built around
Services built around
your business.
13 focused services. Explore the detail and tell us where you want to begin.
01↗
CRM Solutions
CRM strategy, implementation and improvement for sales pipelines, customer relationships and service delivery.
- Strategy and implementation
- Service and automation
- Reporting and adoption
02↗
ERP Solutions
ERP strategy, implementation and custom modules across finance, inventory, HR, sales and daily operations.
- Core business modules
- Operational connections
- Rollout and visibility
03↗
Workflow & Process Automation
Automated handovers, notifications and approval workflows across customer and operational systems.
- Process mapping
- Automation implementation
- Monitoring and improvement
04↗
Reporting & Analytics
Business dashboards, operational reporting and data preparation around the measures your teams need.
- Data and definitions
- Dashboards and reports
- Access and adoption
05↗
Sales Pipeline & Lead Management
CRM pipelines, lead routing and follow-up processes tailored to your sales stages.
- Pipeline design
- Activity and automation
- Sales visibility
06↗
Customer Service & Ticket Management
Customer service and fault ticket workflows within your CRM or connected helpdesk.
- Ticket structure
- Service coordination
- Service reporting
07↗
CRM Migration & Data Management
CRM data mapping, record preparation and migration planning between your existing and target systems.
- Data assessment
- Migration delivery
- Validation and adoption
08↗
Customer Retention & Lifecycle CRM
Lifecycle stages, customer follow-ups and retention reporting within your CRM.
- Lifecycle planning
- Connected follow-ups
- Relationship reporting
09↗
ERP Finance, Invoicing & Billing
ERP finance workflows covering invoicing, billing, payment records and financial reporting requirements.
- Finance process design
- Module configuration
- Reporting and validation
10↗
ERP Inventory, Procurement & Supply Chain
ERP workflows for suppliers, purchasing, inventory records and operational handovers.
- Inventory foundations
- Purchasing workflows
- Visibility and rollout
11↗
ERP HR & Payroll Workflows
ERP configuration for employee records, attendance, leave and payroll-related administration.
- Employee data
- Workforce administration
- Reporting and validation
12↗
ERP Sales & Order Management
ERP order workflows from quotation and confirmation to fulfilment, delivery records and billing.
- Order design
- Operational handovers
- Reporting and exceptions
13↗
Custom CRM & ERP Modules
Custom modules, tailored workflows and system extensions for your CRM or ERP platform.
- Requirements and design
- Module implementation
- Validation and support
A clear scope.
A shared delivery plan.
Agree
We define the deliverables, responsibilities, tools, review points and next steps.
Deliver
We work through the agreed plan, review progress with you and arrange the handover or ongoing support.
YOUR NEXT CHAPTER STARTS HERELet's make
Let's make
good things happen.
Tell us where you need support. We'll work through the right services, scope and practical details with you.
LET'S FIND YOUR FIT
Where can we help?
Choose a service to start your conversation with our team.
A conversation built around your business.