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Services / CRM & ERP

CRM & ERP

We implement Zoho and ERPNext around the way your team already works, then stay on to support it after go-live.

Discuss this service

What is included

  • Zoho One, CRM, Books, Desk, Creator
  • ERPNext for manufacturing, trading and services
  • Data migration and integrations
  • Post go-live support

What we solve

Sales, finance and operations often run on separate tools and spreadsheets. We bring them into one system your team will actually use.

Key capabilities

Zoho One, CRM, Books, Desk, Creator

Set up and extended for your sales, finance and service workflows.

ERPNext for manufacturing, trading and services

Inventory, purchasing, production and accounting set up for how you operate.

Data migration and integrations

Clean, reconciled data migration, plus connections to the systems you keep.

Post go-live support

Training, fixes and improvements after launch, under a support agreement.

How an implementation works

From the first workshop to a team that uses it.

We set the system up around your process, so your team recognizes it on day one.

Process workshops

We map how sales, finance and operations really work before configuring anything.

Configure and extend

Zoho apps or ERPNext modules set up for your process, with custom fields and workflows where needed.

Migrate and integrate

Clean, reconciled data moves across, and links to the systems you keep are built and tested.

Train and cut over

Role-based training, a trial run and a planned go-live.

Support and enhance

Fixes, enhancements and user help under a support agreement.

Business outcomes

One shared record across departments

Less manual re-entry and reconciliation

A team that keeps using it after go-live

Common questions

Do you support systems you did not build?

Yes. We review the setup first, then agree a support scope.

Should we choose Zoho or ERPNext?

Zoho suits teams that mainly need CRM, finance and support tools that work together. ERPNext is a stronger fit for inventory, purchasing and production. We help you choose after a short workshop.

How long does an implementation take?

A focused Zoho CRM setup can take a few weeks. A full ERPNext rollout takes longer, depending on the modules and the data involved. We give you a timeline after the workshops.

Tell us what you need

Describe the problem and we will reply with a proposed scope, timeline and cost, usually within two working days.