CRM & ERP Systems
- 12–28 weeks
- Typical initial project USD 3k–15k+ · full ERP rollouts delivered in phases
Off-the-shelf CRM and ERP systems force your business to bend to their model. After a certain size, that's a tax on every transaction. We build custom CRMs and ERPs around your real workflow — the way you sell, ship, fulfil, and report — not the way Salesforce thinks you should.
Built for teams that need senior engineering — fast.
- Companies that have outgrown HubSpot / Salesforce / Odoo
- Operations running on a sprawl of Google Sheets
- Industries with workflows no SaaS handles cleanly (energy, regulated finance, custom manufacturing)
- Teams paying five-figure SaaS bills for tools that don't fit
Concrete deliverables. No vague promises.
Domain-modelled core
Your accounts, deals, contracts, products, work orders, invoices — modelled exactly the way you talk about them, not the way HubSpot calls them.
Pipeline & workflow engine
Multi-stage pipelines with conditional routing, approval gates, automated handoffs.
Document management
Quotes, contracts, invoices, work orders — generated, versioned, e-signed, archived.
Reporting & forecasting
Operational dashboards built for your KPIs. Forecasting that uses your historical data, not generic SaaS templates.
Integrations to existing systems
Accounting (QuickBooks / Xero / DATEV), email (Outlook / Gmail), comms (Slack / Teams), e-sign (DocuSign).
Migration from legacy
Clean import from your current CRM/ERP/spreadsheets, with validation and zero data loss.
A repeatable, transparent process.
- 01MapWorkflows, entities, exceptions, edge cases — interviewed across departments.
- 02ModelER diagram, role permissions, integration map.
- 03BuildVertical slice per workflow, ship to one team at a time.
- 04MigrateImport legacy data, run parallel, cut over when stable.
- 05Train & retainTeam training, on-call coverage, ongoing change requests.
Battle-tested tools we typically reach for.
See it in production.
Common questions about crm & erp.
Why custom instead of Salesforce / HubSpot?+
If your workflow fits one of those tools, use them — they're great. We get called when companies have hit the wall: 30+ Salesforce custom objects, $80k/year licensing, slow rollouts of internal change. Custom pays back in 12-24 months at that scale.
How long does data migration take?+
Usually 2-4 weeks of work overlapped with the build. We always run a parallel period — old and new systems live — before cutover, so nothing is lost.
Can it integrate with our accounting system?+
Yes — QuickBooks, Xero, DATEV, NetSuite, SAP. We do bidirectional sync with conflict resolution and an audit trail of every transaction.
What about user training?+
Built into the engagement. We do team-specific training, record videos, and stay on call for 30 days post-launch.
Ready to start?
Free 30-minute qualification call. Then a paid discovery that fixes scope, architecture, milestones and price in writing.