Solutions
CRM & ERP Systems
Custom CRM and ERP systems for US 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
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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 (US)
For US teams, we build with auditability in mind: clear access boundaries, least-privilege roles, and reviewable operational controls.
We can align delivery with SOC 2 / ISO-friendly practices (without claiming certification): evidence-ready logs, secure-by-default config, and clear ownership.
- SOC 2 / ISO-friendly implementation patterns (no certification claims)
- Least-privilege access and permission boundaries
- Security review checklists for auth, payments, and data flows
- PII-safe logging + incident response playbooks (on request)
- Retention and deletion flows where required
- NDA + vendor onboarding docs on request
Timezone & Collaboration (Americas)
We support teams across the Americas with meeting windows that work for EST/CST/MST/PST.
We keep delivery predictable with weekly milestones, concise async updates, and written decisions to reduce calendar load.
- Americas overlap with EST/PST-friendly windows
- Async-first updates with written decisions
- Weekly milestone demos + change control
- Fast turnaround on blockers and clarifications
- Clear owner per workstream and escalation path
Engagement & Procurement (US)
US-friendly engagement structure: clear SOWs, milestone billing, and invoice cadence that fits typical procurement workflows.
If you need vendor onboarding artefacts, we can provide security posture summaries and delivery process documentation.
- USD invoicing and milestone-based payment schedules
- SOW + scope lock options for fixed-scope work
- Time-and-materials for evolving requirements
- Procurement-ready documentation on request
- Optional paid discovery to de-risk delivery
Security & Quality (US)
We ship with a security-first checklist and performance budgets—so releases stay stable under real traffic.
Expect clean PRs, reviewable changes, and production-ready testing from day one.
- Threat-aware checks for auth, roles, and sensitive data flows
- CI-friendly testing: unit + integration + critical path smoke tests
- Performance budgets (Core Web Vitals-minded) and bundle checks
- Structured logging + error tracking hooks (Sentry-ready)
- Rollback-safe releases and clear release notes
Want to scope this properly?
Need a CRM/ERP system aligned to your operations? Share your workflow and we’ll map a phased plan. USD-based engagements.
Reply within 2 hours. No-pressure consultation.