ERP, HRM & CRM
CRM Solutions
Customer relationship management: track leads, enquiries, follow-ups and customer history in one place.
Business problems addressed
- Leads and enquiries kept in notebooks, chats and spreadsheets
- Follow-ups forgotten when a salesperson is busy or leaves
- No clear view of who is interested, who has bought and who needs a call
Scope and deliverables
- Lead and customer records with full history
- Sales pipeline and follow-up reminders
- Quotations and order tracking
- Tasks, notes and assignment between team members
- Sales and customer reports for management
Relevant integrations
Website and enquiry formsWhatsApp, SMS and emailERP and POS modulesMobile appsExcel/PDF export
Frequently asked questions
How long will it take?
It depends on scope. After a short discovery session we give you a written plan with milestones, so you know what is delivered and when.
Can the CRM connect to our website and ERP?
Yes. Enquiries from your website can create leads automatically, and customer and order data can be shared with your ERP or POS so everyone sees the same customer.
Ready to discuss your project?
Book a consultation with our team. Tell us about your business challenge and we will help you find the right technology approach.
Your enquiry should include your business context, the problem you are solving, and any timeline considerations.