What’s included
Lead capture and pipeline stages, contact and company records, quotations and proposals, invoicing with GST, payment tracking and reminders, and the reports that tell you what is actually closing. ERP-side modules such as purchase, stock and dispatch bolt onto the same system.
How I work
Off-the-shelf CRMs fail because your sales process is not their sales process. So I start by drawing your real pipeline — every stage, every handoff, every field someone actually fills in — and build to that. You get software your team uses instead of abandons.
A CRM your team ignores is a subscription, not a system.
Deliverables
A live CRM or ERP with your data imported, user roles set up, invoice and quotation templates matching your branding, and reporting. Training for your team, plus support and new modules as you grow.