Its customers, sales, and operations should work in a single system.
We develop custom ERP and CRM systems for companies that need to centralize information, organize business processes, and connect their administrative and operational departments. We implement solutions based on functional milestones.
An Overview of Their Processes
Conceptual illustration. Features subject to the scope of the project.
Their teams work every day. But are they working with the same information?
When customers, sales, and administration use separate tools, sales tracking and business management can become unnecessarily complex.
Scattered business information
Contacts, conversations, and opportunities stored in different files or applications.
Quotes Without Follow-Up
Submitted proposals that require manual checks to determine their status.
Duplicate records
The same data must be entered multiple times across departments or systems.
Disconnected business processes
Order and sales information does not always reach other departments in a timely manner.
Lack of commercial visibility
It is difficult to keep track of opportunities, pending activities, and the status of negotiations.
Reports that require manual consolidation
Management needs to collect data from various sources to analyze results.
From the First Business Opportunity monitoring its operation.
A customized ERP and CRM system can combine business, administrative, and reporting features based on the needs and priorities of your company.
Customer Management
Contact information, companies, business history, and related activities.
Business Opportunities
Stages of negotiation, key personnel, activities, and sales follow-up.
Quotes and Proposals
Recording, processing, and tracking quotes according to established workflows.
Orders and Sales Orders
Order and Status Management to connect business processes.
Administration and Portfolio
Tracking obligations, balances, and administrative information as applicable.
Metrics and Reports
Dashboards for viewing commercial and business information.
A sale doesn't end with a quote. Your information shouldn't either.
Integration between modules makes it possible to design workflows in which business information can be integrated into administrative and operational processes.
Client
Record contacts, needs, and business opportunities.
Quote
Prepare proposals and follow up on their status.
Order
Link business information to the corresponding process.
Follow-up
View status reports, responsible parties, and relevant indicators.
The final workflow is designed according to the requirements and integrations of each project.
Start with what you need. Expand your system when your operation requires it.
Custom ERP and CRM development allows you to evaluate different modules to build a solution aligned with your processes.
Opportunities, activities, and sales follow-up.
Quotes, site visits, and sales proposals.
Sales Orders and Status Tracking.
Products, inventory, and operational transactions.
Balances, due dates, and collection tracking.
Financial Information and Cost Centers.
Metrics, Queries, and Management Dashboards.
Integration with other systems, subject to technical feasibility.
The modules shown are configuration options. Their availability, integration, and price depend on the diagnosis and the scope of the contract.
A business system is built on clear planning and deliverables.
We work using functional milestones that can group together several modules. This makes it easier to review progress and validate the agreed-upon results.
Diagnosis and Scope
We understand the processes, identify needs, and define the requirements.
System Design
We organize features, modules, architecture, and acceptance criteria.
Milestone-Based Development
We build and connect groups of modules based on the project's priorities and dependencies.
Validation and Delivery
We present features, conduct tests, and finalize the agreed-upon deliverables.
The deadlines, payments, included modules, and acceptance criteria are set forth in the proposal and contract for each project.
What You Need to Know Before Developing Your Business ERP or CRM.
What is the difference between an ERP and a CRM?
A CRM is designed to manage relationships with customers and sales processes. An ERP allows you to organize and integrate business processes such as administration, inventory, purchasing, and finance, depending on its modules and scope.
Is it possible to develop an integrated ERP and CRM system?
Yes. We can evaluate a solution in which business processes share information with administrative and operational departments, taking into account each company's specific requirements.
Can we start with just a few modules?
Yes. The project can be structured into modules and functional milestones. Technical dependencies are evaluated to determine which components should be implemented first.
Can we migrate our current data?
We can assess the migration of customers, products, and other records. The scope of this assessment depends on the structure, quality, and availability of the existing information.
Can it be integrated with our accounting software?
Feasibility depends on the APIs, permissions, licenses, and integration mechanisms offered by the system provider.
How much does it cost to develop a custom ERP or CRM system?
The price depends on the number of modules, features, integrations, migrations, infrastructure, and the complexity of the project. We prepare a proposal based on the scope.
Do you offer support after the system is implemented?
We can provide training, support, maintenance, and technological upgrades based on the service and the terms of the contract.
Does your company need an ERP or CRM that Will it fit your processes?
Tell us how you currently manage your customers, sales, and operations. We can help you evaluate a customized technology solution and define the next steps for your project.
Schedule a diagnostic appointment ACV System · Custom ERP and CRM Development for Businesses.