Solutions
CRM & ERP Systems
Custom CRM and ERP systems for CA 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
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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 (Canada)
For Canadian teams, we focus on practical privacy and security: least-privilege access, clear boundaries, and reviewable operational controls.
We can align implementation with SOC 2 / ISO-friendly practices (without claiming certification) and support documented data flows.
- SOC 2 / ISO-friendly patterns (no certification claims)
- Least-privilege access and secure session handling
- Retention/deletion and export flows where required
- PII-safe logging + access boundary documentation
- NDA and vendor onboarding docs on request
Timezone & Collaboration (North America)
We work with Canadian teams with North America overlap and meeting windows that fit your schedule.
Delivery stays predictable via weekly milestones, async updates, and clearly documented decisions.
- North America overlap and responsive communication
- Async-first updates with written scope decisions
- Weekly milestone demos and progress checkpoints
- Clear escalation path for blockers
- Tight change control with clear sign-offs
Engagement & Procurement (Canada)
We support procurement-friendly delivery: clear scope, change control, and billing cadence aligned to milestones when appropriate.
We can invoice in CAD for CAD-based engagements where required.
- CAD-based engagements and invoicing options
- Milestone-based billing and scope sign-offs
- Time-and-materials for evolving requirements
- Vendor onboarding pack on request
- Optional paid discovery to de-risk delivery
Security & Quality (North America)
We keep quality visible: clean PRs, reviewable changes, and test coverage that matches the risk of each feature.
Performance budgets and release discipline help maintain stability as the product scales.
- CI-friendly testing: unit + integration + smoke tests
- Performance budgets + bundle checks
- Structured release notes + rollback-safe deployments
- Security checklist for auth, roles, and 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. CAD-based engagements.
Reply within 2 hours. No-pressure consultation.