ERP & CRM platform setup for unified business operations

We deploy and configure ERPNext, Odoo, EspoCRM, Salesforce and HubSpot around how your business actually operates — from finance and inventory to sales pipelines.

ERP & CRM platform setup illustration

Escape spreadsheet chaos and escalating seat fees

Installing an ERP or CRM is easy; configuring it so your finance team, warehouse staff and sales reps actually trust the numbers is where most implementations fail. We handle both the technical deployment and the operational configuration.

Choose self-hosted open-standard platforms (ERPNext, Odoo, EspoCRM) on your own VPS with zero per-seat licensing fees, or let us architect and customize your Salesforce, HubSpot and Mailchimp environments.

  • Self-hosted ERPNext, Odoo & EspoCRM with $0 per-seat licensing
  • Salesforce & HubSpot pipeline, custom object and webhook setup
  • Full data migration, chart of accounts and team training

One source of truth across sales, stock and finance

  • Tailored to your workflows

    Approval gates, tax rules, price lists and picking slips configured to match your real operations.

  • Unlimited staff accounts

    On self-hosted ERPNext and EspoCRM deployments, add your entire workforce without extra monthly seat bills.

  • Clean data migration

    Customers, vendors, opening balances and SKU masters validated and imported cleanly.

  • Bi-directional CRM ↔ ERP sync

    Won deals in CRM automatically generate customer accounts, tier pricing and sales orders in ERP.

ERP & Operations

Setting up enterprise resource planning, inventory & accounting systems

We deploy and tailor open-standard ERP platforms (ERPNext and Odoo) on your own server infrastructure — configuring chart of accounts, multi-warehouse inventory, manufacturing bills of materials, purchasing workflows, and intercompany billing.

  • ERPNext logo

    ERPNext

    100% Client-Owned VPS ($0/seat)

    Full-suite open-source ERP: accounting, stock, HR, manufacturing & distribution

  • Odoo logo

    Odoo

    Self-Hosted Community / Enterprise

    Modular business suite for inventory, MRP, point-of-sale & invoicing

CRM & Revenue

Setting up customer relationship management & sales pipeline engines

We set up both self-hosted CRMs (EspoCRM with zero per-seat fees) and leading cloud CRMs (Salesforce, HubSpot, Mailchimp) — structuring your deal stages, custom fields, lead routing rules, and bi-directional ERP account sync.

  • EspoCRM logo

    EspoCRM

    Client-Owned VPS ($0/seat)

    Fast, self-hosted open-source CRM for B2B accounts, cases & sales pipelines

  • Salesforce logo

    Salesforce

    Cloud Org Setup & API Bridge

    Enterprise CRM customization, Apex/REST integration & pipeline governance

  • HubSpot logo

    HubSpot

    Cloud Setup & Custom Sync

    Inbound CRM, marketing automation, deal tracking & webhook sync

  • Mailchimp logo

    Mailchimp

    API & Storefront Integration

    Audience segmentation, automated lifecycle emails & order-triggered campaigns

What we configure

From server provisioning to go-live handover.

Financials & multi-company GL

Chart of accounts, cost centres, multi-currency, automated invoicing and intercompany billing.

Inventory, warehouse & manufacturing

Multi-location stock, batch tracking, BOMs, work orders and automated reorder thresholds.

CRM pipelines & marketing automation

Lead capture, deal stages, territory routing and automated email journeys.

What to expect from erp & crm platform setup

How long does an ERPNext or Odoo setup take?

Focused deployments typically go live in 3 to 6 weeks depending on modules and data migration complexity.

Who owns the server and database?

You do. We deploy onto your dedicated VPS or cloud account and hand over full administrative credentials.

Let's talk about your erp & crm platform setup needs

Tell us what you need and an engineer will respond. You'll leave with a clear next step, whether or not we work together.

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