Softment

Solutions

CRM & ERP Systems

Custom CRM and ERP systems for DE operations—workflow automation, role dashboards, and integration-ready architecture.

Timeline8-12 weeks
Starting at$2k

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

Sales CRM with lead and pipeline tracking
Procurement and vendor management modules
Inventory and warehouse operations
Finance-ready operational workflows
Customer support and SLA monitoring
Cross-department reporting dashboards
Field operations and service dispatch tracking
Internal approval and compliance workflows

Deliverables

Everything you receive

Custom CRM/ERP architecture based on your process map
Role-aware modules for sales, ops, and management teams
Workflow automation with approval states
Data validation and audit-ready event logs
Centralized dashboards and business reporting
Migration plan for existing records and legacy tools
Integration-ready APIs for third-party systems
Security and permission controls by department
Documentation for admins and internal teams
Post-go-live optimization plan

Timeline

Typical timeline

1
2-3 weeks

Discovery

Map current workflows, identify bottlenecks, and define target system modules.

2
8-12 weeks

Build

Develop CRM/ERP modules, automation logic, role access, and reports.

3
2-3 weeks

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

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 (EU)

For Germany/EU delivery, we keep GDPR-first patterns: data minimisation, purpose-limited storage, and explicit access boundaries.

We can work under a DPA (template available on request) and implement pragmatic retention/deletion flows when needed.

  • GDPR-first architecture patterns (generic, no legal claims)
  • DPA template available on request
  • Retention/deletion and export flows where required
  • Least-privilege access and safe logging defaults
  • Documented data flows and access boundaries

Timezone & Collaboration (EU)

We align to EU working hours with CET-friendly collaboration windows and async progress updates.

We keep delivery predictable: weekly milestones, documented decisions, and clear scope control.

  • EU overlap with CET-friendly windows
  • Async-first delivery with written decisions
  • Weekly milestone demos and progress checkpoints
  • Clear change control to avoid surprises
  • Escalation path for blockers and risks

Engagement & Procurement (EU)

We support procurement-friendly engagements with clear scopes, milestone plans, and documentation that stakeholders can review.

For EU teams, we can structure invoices and milestones for EUR-based engagements where appropriate.

  • EUR-based engagements and invoicing options
  • Discovery-first option to reduce delivery risk
  • Milestone-based billing and scope sign-offs
  • Vendor onboarding documentation on request
  • Transparent change control and approvals

Security & Quality (EU)

We prioritise reliability: reviewable PRs, predictable releases, and tests that protect critical paths.

Performance budgets and clear release discipline keep the product stable as it grows.

  • CI-friendly testing: unit + integration + smoke tests
  • Performance budgets + bundle checks
  • Release checklist + rollback-safe deployments
  • Security checklist for auth and sensitive data flows
  • Observability hooks (logs + error tracking) ready for production
Ready to start?

Want to scope this properly?

Need a CRM/ERP system aligned to your operations? Share your workflow and we’ll map a phased plan. EUR-based engagements.

Reply within 2 hours. No-pressure consultation.