Who is custom CRM and ERP software for?
- Sales teams on spreadsheets — A CRM with your exact pipeline, reminders and reporting.
- Traders, retailers and distributors — Inventory, purchase, sales and billing connected in one ERP.
- Service businesses — Jobs, scheduling, invoicing and payments tracked end to end.
- Owners who need visibility — Live dashboards showing sales, stock and cash at a glance.
What’s included
Software shaped around your process, not the other way round, with the data in one place.
- Custom CRM — Leads, deals, follow-ups and your pipeline stages.
- ERP modules — Inventory, orders, purchasing and finance.
- Live dashboards — KPIs and reports that update themselves.
- Workflow automation — Reminders, approvals and routine tasks done for you.
- Roles & permissions — Each person sees exactly what they should.
- Reports & exports — PDF invoices, Excel exports and audit trail.
How I work
I sit with the people who will use it, map the real process, then replace spreadsheets one module at a time so the business never stops running.
- Workshop — Walk through the current process with the people who do the work.
- Design — Design the screens, data and permissions for each role.
- Build — Build and release one module at a time, starting with the most painful.
- Migrate — Clean and import your existing data from spreadsheets and old tools.
- Roll out — Train the team, run side by side and switch over with support.
What you get
One system your whole team works in, with your data moved across and people trained to use it.
- CRM / ERP live for your team
- Existing data cleaned and migrated
- Dashboards and scheduled reports
- Roles, permissions and audit trail
- Team training and a user guide
