CRM Implementation & Automation
- Full CRM setup, pipeline design, and custom field configuration
- Workflow automation: deal stage triggers, task creation, email sequences
- CRM-to-ERP bi-directional sync with conflict resolution
- Lead scoring models, routing rules, and sales rep assignment logic
- Dashboard and reporting setup for sales performance visibility
ERP Integration & Workflow Automation
- ERP module integration with CRM, e-commerce, and finance tools
- Purchase order and invoice automation triggered by business events
- Inventory sync between storefront and ERP in real time
- Custom ERP workflows for approval, escalation, and exception handling
CRM Platforms
| Platform | Type |
|---|---|
| HubSpot | SMB to mid-market CRM |
| Salesforce | Enterprise CRM |
| GoHighLevel (GHL) | Agency and marketing CRM |
| Pipedrive | Sales-focused CRM |
| Zoho CRM | Full-suite SMB CRM |
| Monday CRM | Project-based CRM |
| Freshsales | SMB to mid-market |
| Close.io | Outbound sales CRM |
HubSpot
Type
SMB to mid-market CRM
Salesforce
Type
Enterprise CRM
GoHighLevel (GHL)
Type
Agency and marketing CRM
Pipedrive
Type
Sales-focused CRM
Zoho CRM
Type
Full-suite SMB CRM
Monday CRM
Type
Project-based CRM
Freshsales
Type
SMB to mid-market
Close.io
Type
Outbound sales CRM
ERP Platforms
| Platform | Type |
|---|---|
| Microsoft Dynamics 365 Business Central | SMB ERP (Microsoft ecosystem) |
| SAP | Enterprise ERP |
| Oracle NetSuite | Cloud ERP |
| Odoo | Open-source modular ERP |
| ERPNext / Frappe | Open-source lightweight ERP |
Microsoft Dynamics 365 Business Central
Type
SMB ERP (Microsoft ecosystem)
SAP
Type
Enterprise ERP
Oracle NetSuite
Type
Cloud ERP
Odoo
Type
Open-source modular ERP
ERPNext / Frappe
Type
Open-source lightweight ERP
