Get Your Sales, Operations, and Finance Data Out of Spreadsheets
We set up and customize CRM systems for sales and customer tracking, implement ERP for day-to-day operations, and connect both to the tools your team already relies on.
- Configured around your actual workflow, not a generic template
- Staff training included, not left for you to figure out
- Fixed-scope quote before we start
What We Set Up
Each of these can be scoped on its own or combined into one project.
CRM Setup & Customization
A CRM configured around how your sales team actually tracks leads, deals, and customer contact — not the vendor's default pipeline.
ERP Implementation
Core operations, inventory, and finance brought into one system so stock levels and financial records reflect reality.
System Integration
Connecting your CRM and ERP to accounting software, your website, and other tools instead of leaving them as data islands.
Inventory & Finance Tracking
Stock, purchase orders, and financial records set up so numbers stay consistent across departments.
Staff Onboarding & Training
Hands-on training so your team is actually using the new system correctly on day one, not avoiding it.
Ongoing Support
Help with permissions, reports, and small configuration changes once the system is live and in daily use.
From Current Setup to Live System
Process Review
We map how sales, inventory, and finance actually work today, including the spreadsheets and workarounds currently holding it together.
System Selection & Scope
We recommend a CRM or ERP platform that fits your size and budget, and send a fixed-scope quote for setup.
Configuration & Migration
The system is configured to your workflow and existing data is migrated in, checked for accuracy before go-live.
Training & Handover
Your team is trained on the day-to-day use of the system, with support available as real usage surfaces questions.
Built for Businesses Running on Spreadsheets and Habit
Sales Tracked in Someone's Inbox
Leads and follow-ups live in one person's memory or inbox, with no shared record of what's happening.
Inventory and Finance Out of Sync
Stock counts, purchase orders, and accounts don't agree with each other because they live in separate files.
Growing Past Manual Processes
A team that's outgrown what one shared spreadsheet or a founder's memory can reliably handle.
ERP & CRM, Answered
Which CRM or ERP platform do you use?
We recommend a platform based on your size, budget, and what you're already using — there's no single system that fits every business, and we'll tell you honestly if a smaller, cheaper tool is the better fit.
Can you migrate our existing spreadsheets and data?
Yes. Migrating existing customer, inventory, and financial data is part of the implementation, and we check it for accuracy before the system goes live.
Do you offer training for our staff?
Yes, staff onboarding and training is included as part of the project, not an afterthought — a new system that nobody knows how to use isn't worth deploying.
Can the CRM or ERP connect to tools we already use?
In most cases, yes — accounting software, your website, and other business tools can typically be connected. We'll confirm what's possible for your specific stack during scoping.
Ready to Get Off Spreadsheets?
Tell us how sales, inventory, or finance are tracked today and we'll send a fixed-scope quote.