Softment

Solutions

CRM & ERP Systems

Design and build custom CRM and ERP systems that align to your exact business workflows and reporting needs.

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.

Ready to start?

Want to scope this properly?

Share your requirements and we’ll reply with next steps and a clear plan.

Reply within 2 hours. No-pressure consultation.