CRM &
ERP Systems
We implement and configure the right system for your operation — from diagnosis to ongoing support. The tool is chosen by the problem, never the other way around.
Diagnosis & System Design
The mandatory starting point
CRM, ERP & Sales System
The right tool, properly implemented
Operations Automation
The business running on its own for repetitive tasks
Permanent Technical Partner
The system evolves with your company
Why order matters
Most implement CRM before understanding their processes. Result: expensive technology nobody uses. We always start with diagnosis — the system is built on clear processes, not the other way around.
The complete process
The 4 phases of the service
Each phase builds on the previous one. None can be skipped — the order matters.
Diagnosis & System Design
Before implementing any tool, we map your real business flow: how clients arrive, how the sales process works, where time is lost and where money leaks. Without this step, any CRM or ERP will end up misconfigured or unused.
What's included
- Complete map of current processes (AS-IS) with all bottlenecks identified
- Optimized system design (TO-BE) adapted to your business model
- Diagnosis of existing tools and technology gaps
- Recommended technology architecture with justification for each decision
- Phased implementation plan with priorities and estimated timelines
CRM, ERP & Sales System
We implement the system your operation needs — not the most popular or cheapest. It can be Zoho One, a specific CRM, integrations between platforms or custom applications. The technology is chosen by the problem, never the other way around. A well-designed system can become your company's ERP: sales, operations, inventory and finance in one place.
What's included
- Full CRM or ERP implementation and configuration based on the diagnosis
- Sales modules with pipeline, opportunity tracking and proposal automation
- Client management with complete history, segmentation and per-client reports
- Integration with acquisition channels: web forms, WhatsApp, social media, marketplace
- Team training and process documentation to ensure real adoption
Operations Automation
Once the system is designed and implemented, we turn repetitive processes into automatic flows. Sales, operations, invoicing and customer service working 24/7 without human intervention at every step. The team stops doing administrative tasks and focuses on what generates value.
What's included
- Sales process automation: notifications, reminders, automatic follow-up
- Client onboarding flows without manual steps from the team
- Invoicing, contracts and digital signatures integrated into the system
- Automatic reports and dashboards with real-time operational metrics
- Smart alerts when a metric goes outside the expected range
Permanent Technical Partner
A business system is not delivered and closed. The business changes — new products, new markets, new team — and the system has to change with it. That's why we work with our clients month by month: reviews, improvements, new automations and proactive support so the operation never stagnates.
What's included
- Monthly system reviews with adjustments as the business evolves
- New modules, automations or integrations when the business requires them
- Dashboards and KPIs updated according to the metrics that matter at each stage
- Priority technical support with guaranteed response times
- Guidance on technology decisions: what to add, change or remove
Ready to organize your operation?
We start with a free diagnosis to understand where you are and what you need.