CRM & ERP Solutions
Sales and finance on the same page - literally. We implement, customize, and sync the business systems your team runs on, so a deal closed is an invoice sent.
One Source of Truth, From First Call to Final Invoice
When the CRM and the ERP disagree, people stop trusting both - and start keeping their own spreadsheets. We fix that at the root: clean implementations, automations that carry deals from pipeline to purchase order without re-keying, and a bi-directional sync that keeps sales, operations, and finance looking at the same numbers. The payoff is fewer errors, faster quote-to-cash, and decisions made on data everyone believes.
- Full CRM setup: pipeline design, custom fields, and configuration matched to how your team actually sells
- Workflow automation - deal-stage triggers, task creation, and email sequences that never forget a follow-up
- CRM-to-ERP bi-directional sync with conflict resolution, so both systems always tell the same story
- Lead scoring models, routing rules, and rep assignment logic that put every lead in the right hands
- Purchase order and invoice automation triggered by real business events, not manual reminders
- Real-time inventory sync between your storefront and ERP - no overselling, no stale stock counts
- Custom approval, escalation, and exception workflows built into your ERP
- Dashboards and reporting that give leadership a live view of sales and operations
Two Sides, One System
Front office and back office, implemented properly and wired together.
CRM Implementation & Automation
- Pipeline Design
- Deal-Stage Triggers
- Lead Scoring & Routing
- Email Sequences
- Sales Dashboards
ERP Integration & Workflows
- CRM & E-Commerce Integration
- PO & Invoice Automation
- Real-Time Inventory Sync
- Approval & Escalation Flows
CRM & ERP in Action: Real Business Results
- A HubSpot and Business Central sync that turns closed deals into invoices automatically, keeping sales and finance aligned without a single manual handoff.
- Real-time inventory sync between a storefront and ERP that ended overselling and cut stock-reconciliation work to zero.
- A GoHighLevel pipeline with automated lead scoring, routing, and follow-up sequences that doubled speed-to-lead for a growing agency.
We're platform-neutral: we recommend the CRM and ERP that fit your size, budget, and stack - then make them work together like one product.
Platforms We Implement & Integrate
CRMs and ERPs we work in daily - implementation, customization, automation, and cross-system sync.
| Platform | Type | Best used for |
|---|---|---|
| HubSpot | CRM | SMB to mid-market CRM, marketing and sales hub |
| Salesforce | CRM | Enterprise CRM with deep customization |
| GoHighLevel | CRM | Agency and marketing CRM with built-in outreach |
| Pipedrive | CRM | Sales-focused pipeline management |
| Zoho CRM | CRM | Full-suite SMB CRM |
| Monday CRM | CRM | Project-based sales teams |
| Freshsales | CRM | SMB to mid-market sales |
| Close.io | CRM | Outbound-heavy sales teams |
| Dynamics 365 Business Central | ERP | SMB ERP in the Microsoft ecosystem |
| SAP | ERP | Enterprise resource planning at scale |
| Oracle NetSuite | ERP | Cloud ERP for growing companies |
| Odoo | ERP | Open-source modular ERP |
| ERPNext / Frappe | ERP | Open-source lightweight ERP |
Tell Us What Slows You Down
Describe the process eating your team's hours and we'll reply within 24 hours with an honest take on whether automation can fix it, roughly what it would involve, and what it could save you.
