Solutions
CRM & ERP Systems
Custom CRM and ERP systems for AU operations—workflow automation, role dashboards, and integration-ready architecture.
Who It's For
Perfect for
Teams replacing spreadsheets and disconnected tools
Growing operations needing process standardization
Companies requiring custom approval workflows
Businesses needing role-specific dashboards
Organizations with complex order-to-cash operations
Use Cases
Built for these scenarios
Deliverables
Everything you receive
Timeline
Typical timeline
Discovery
Map current workflows, identify bottlenecks, and define target system modules.
Build
Develop CRM/ERP modules, automation logic, role access, and reports.
Launch & Stabilize
Migrate key data, train teams, monitor usage, and resolve rollout issues.
Metrics
Success metrics
Reduced manual operations and duplicate entries
Faster approvals and process visibility
Improved data quality across departments
Higher reporting accuracy for leadership decisions
Operational consistency across teams and locations
Considerations
Risks & assumptions
Unclear process definitions can slow implementation
Data migration complexity needs early planning
Stakeholder alignment is critical for module scope
Change management may impact adoption speed
Related
You might also need
AI Capability Layer
Add AI to this solution
Common AI modules teams add to accelerate support, ops, and internal workflows—without rebuilding the core product.
Start with a fixed-scope gig
If you want a quick pilot, these gigs ship fast with clear scope, deliverables, and handoff.
FAQ
Frequently asked questions
Yes. We can deliver an integrated platform with shared data models and workflows across sales, operations, and finance.
Yes. We define migration strategy, transform data safely, and validate quality before go-live.
Yes. We build custom modules around your process rather than forcing generic templates.
Yes. Role-specific dashboards and operational reporting are core parts of CRM/ERP delivery.
Yes. We provide API integrations and secure data exchange with external systems as needed.
We implement granular role controls, audit logs, and restricted access flows aligned with your policies.
Regional
Delivery considerations for your region
Compliance & Data (AU)
For Australian teams, we keep privacy and data-handling explicit: access boundaries, safe logging, and clear retention policies.
We can support residency-sensitive designs (where feasible) and document data flows for stakeholder review.
- Privacy Act-aware delivery posture (generic, no legal claims)
- Documented data flows and access boundaries
- Retention/deletion options where required
- PII-safe logging and least-privilege defaults
- NDA and DPA templates available on request
Timezone & Collaboration (APAC)
We support APAC collaboration with AEST/AEDT-friendly meeting windows and async progress updates.
We keep momentum with weekly milestones, crisp priorities, and predictable release planning.
- APAC overlap with AEST/AEDT windows
- Async-first updates and written decisions
- Weekly milestone demos and scope control
- Release planning with staged rollouts
- Clear escalation path for blockers
Engagement & Procurement (AU)
We can structure engagements with clear scope, milestones, and invoicing that fits common procurement expectations.
If you need a lightweight vendor onboarding pack, we can provide delivery process notes and security posture summaries.
- AUD-based engagements and invoicing options
- Milestone-based billing for fixed-scope work
- Time-and-materials for evolving scope
- Procurement-friendly documentation on request
- Optional paid discovery to de-risk delivery
Security & Quality (APAC)
With APAC teams, async clarity matters: written decisions, stable releases, and test coverage that prevents regressions.
We use performance budgets and release checklists so handoffs stay smooth across timezones.
- CI-friendly testing: unit + integration + smoke tests
- Performance budgets + bundle checks
- Release checklist + rollback plan for production launches
- Security checklist for auth and sensitive data flows
- Observability hooks (logs + error tracking) ready for production
Want to scope this properly?
Need a CRM/ERP system aligned to your operations? Share your workflow and we’ll map a phased plan. AUD-based engagements.
Reply within 2 hours. No-pressure consultation.