Apps
Your company is growing. Spreadsheets are no longer enough.
Customer details in emails, order status in a spreadsheet and agreements in your account manager's head? We build CRM systems and ERP modules tailored to the way your team works. We bring sales, tasks and operational data together into one consistent process.
Scope
One process instead of hunting for information
Finally know what's happening with every customer and order
When information is scattered across email, spreadsheets and messaging apps, even a simple question takes several phone calls. Who's handling it? Has the quote gone out? Where has the order got stuck? We build CRM systems and ERP modules that bring this information together in one place and show the next step. Employees see the case history, the documents they need and the tasks they're responsible for.
For managers, this means easier control over sales and operations. You can check your team's workload, delays and issues that need attention, without manually collecting status updates from everyone. We design the system around how your company works, from the first enquiry to delivery and invoicing. New team members can follow an organised process, and customer knowledge stays accessible even when the account manager is away.
Shape the system around the way your company works
A service company needs different views from a manufacturer, a distributor or an organisation handling many cases in parallel. That's why we start defining the system's scope by getting to know how you work. We map out the sales stages, how quotes are prepared, how jobs are handed over and what information is needed at each step. Based on that, we build forms, statuses, notifications and role permissions. Every module has a specific use in your daily process.
We can connect your CRM with order handling, work schedules, a document register or reporting. Where an off-the-shelf tool does its job well, we integrate with it. You don't have to replace accounting software that works just to bring order to your sales. You get a solution tailored to your needs, with a clearly defined data scope and clear responsibilities for each system. That makes both your team's work and future expansion easier.
Roll out changes in stages and see their value sooner
A large system doesn't have to mean changing every process in the company at once. We can start where you feel the chaos most: lead handling, preparing quotes, fulfilling jobs or passing documents around. We agree the scope of the first rollout and show your team what their work will look like. Their feedback helps us refine the system before more departments and more complex scenarios come on board.
We prepare the migration of the agreed data, test its accuracy and support the launch. After go-live, you can judge whether information is easier to find, where handling has become faster and which tasks still need improving. We develop further modules around those observations. A staged approach makes it easier to control the budget, help your team adapt to change and build a system that genuinely becomes an everyday working tool.
Process
Your way of working first, then the system
Process map
We document work stages, responsibilities and where errors creep in.
Rollout priorities
We choose the area that will move to the new system first.
Design and data
We define views, permissions, data structure and the scope of migration.
Build and pilot
We test the system with the people who will use it every day.
Team launch
We load the data, support the launch and plan the next modules.
FAQ
Questions before you start a project
Don't see your question? Write to us - we'll be happy to answer.
Do we have to replace our current ERP?
No. Often it's enough to build an extra module or connect your existing tools. We prepare a recommendation once we understand the limitations of your current system.
Will you move our data from spreadsheets and our old CRM?
We can prepare a migration after checking the format, quality and export options of your data. Beforehand, we agree how duplicates will be cleaned up and test the import.
Will the system cover all of our accounting?
That scope needs a separate analysis. CRM and operational modules can be connected to the accounting system you already use, without recreating all of its features.
What else we can combine with this project
Show us where information gets lost today.
Describe your current tools and the process that takes up most of your team's time. We'll suggest a possible scope for the first rollout.
- Scope tailored to your goal
- Delivery split into stages
- Room for further development