Solutions
CRM & ERP Systems
Custom CRM and ERP systems for UK 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 (UK/EU)
For UK teams, we default to GDPR-first thinking: data minimisation, purpose-limited storage, and clear access boundaries.
We can work under a DPA (template available on request) and implement practical retention/deletion flows when needed.
- GDPR-first patterns (minimise, restrict, document)
- DPA template available on request
- Retention/deletion and export flows where required
- Least-privilege access and secure session handling
- PII-safe logging + secure-by-default configuration
- NDA available for early-stage discussions
Timezone & Collaboration (UK/EU)
We align to UK time and EU overlap (GMT/BST with CET-friendly windows) for fast feedback cycles.
We keep the process lightweight: async updates, clear priorities, and written decisions to avoid ambiguity.
- UK/EU overlap with GMT/BST windows
- Async-first delivery with documented scope
- Weekly milestones and structured demos
- Clear escalation path for blockers
- Tight change control with clear sign-offs
Engagement & Procurement (UK)
We support typical UK procurement flows with clear scopes, change control, and invoice cadence.
If you prefer a discovery-first engagement, we can run a short paid discovery to lock requirements before build.
- GBP-based engagements and invoicing options
- Discovery-first option to reduce delivery risk
- Milestone-based billing when appropriate
- Transparent change control and sign-offs
- Vendor onboarding pack on request
Security & Quality (UK/EU)
We build for reliability and maintainability: clean PRs, tight review loops, and test coverage that matches risk.
Performance budgets and release checklists keep launches predictable—especially when multiple stakeholders review changes.
- CI-friendly testing: unit + integration + smoke tests
- Performance budgets + bundle checks (Core Web Vitals-minded)
- Structured release notes and 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. GBP-based engagements.
Reply within 2 hours. No-pressure consultation.