Fewer missed follow-ups
A shared pipeline makes ownership and next actions visible across the customer journey.
ERP + CRM solutions / ORGANISE / AUTOMATE / GROW
Connect the work behind the growth.
Map your customer journey and internal operations into a shared system. We scope ERP and CRM work around the handoffs that matter: enquiry to proposal, order to delivery, and project to payment.
For growing teams managing customer and operational handoffs.
Move the work forward with fewer disconnected records.
Clearer responsibilities
Connected project, order and approval workflows help people see who needs to act next.
Decisions with context
Role-based dashboards bring agreed operational information into one place.
THE BIG PICTURE
ERP + CRM solutions.
Made to work for you.
A discovery and process map, agreed module specification, configured workflows, migration plan, integration checks, user acceptance testing and role-based onboarding. Complex implementations are delivered in reviewable milestones.
01 / WHAT WE CAN BUILD WITH YOU
A detailed scope.
A useful outcome.
CRM & sales pipeline
Create a consistent view of leads, relationships and the next action for your team.
- Contact and company structure
- Lead stages
- Follow-up workflows
- Proposal and handoff requirements
Orders, inventory & purchasing
Reduce disconnected records across the operational workflow.
- Order lifecycle
- Purchasing and supplier records
- Inventory movement
- Approval requirements
Projects, billing & management
Bring responsibilities and reporting into a workflow people can use.
- Project and task structure
- Billing workflow
- Role permissions
- Management dashboards
Automation & integrations
Connect tools around documented triggers and reliable data ownership.
- Workflow mapping
- Integration assessment
- Notifications and automations
- Audit and exception handling
02 / YOUR HANDOVER
Built, reviewed
and ready to use.
A discovery and process map, agreed module specification, configured workflows, migration plan, integration checks, user acceptance testing and role-based onboarding. Complex implementations are delivered in reviewable milestones.
Finance, tax, payroll and statutory reporting require specialist review and platform validation where applicable. Third-party licences, custom connectors and ongoing support are identified separately in the proposal.
03 / INDUSTRY APPLICATIONS
Where this solution fits.
Retail & lifestyle ↗
Product launches and seasonal creative. Variants, stock receiving and outlet transfers.
Manufacturing & distribution ↗
B2B capability and product catalogues. Lead qualification and quotation handoffs.
Professional services ↗
Service positioning and case studies. Enquiry and consultation journeys.
Education & community ↗
Programme and event landing pages. Admission and registration enquiry journeys.
E-commerce & growing brands ↗
Product and campaign creative. Usable product discovery and checkout.
04 / IMPLEMENTATION
From discovery to delivery.
01
Understand
Review your audience, existing tools, team workflows and priorities.
02
Define
Agree deliverables, platform choices, milestones, exclusions and costs.
03
Build & validate
Review progress in stages and test the journeys your business depends on.
04
Launch & improve
Hand over the work, onboard your team and agree the next support priorities.
Do we have to implement everything at once?
No. We can prioritise one workflow or department, validate it with users, and expand in stages.
Can you connect our existing tools?
We review available APIs, permissions and exports first. The proposal identifies feasible integrations and any limitations or manual steps.
What determines the final price?
Scope, platform requirements, data migration, integrations and delivery stages determine the proposal. Published plans are a starting point; additional costs and support terms are confirmed before work begins.
YOUR FIRST STEP
A focused brief.
A useful first move.
Choose one process that creates repeated friction. We’ll map it with your team and define the first implementation stage.
Map my workflow ↗CONNECTED SOLUTIONS
CREATE / CONNECT / CONVERT
Contents & campaigns
Turn your business story into a consistent stream of useful, distinctive creative. From brand foundations to product launches, we plan and produce content around your audience, channels and commercial priorities.
Explore the solution ↗ SELL / TRACK / RECONCILEPOS + retail
Bring checkout, stock and daily trading into one considered workflow. We scope POS implementations around how your outlets sell, receive stock, handle returns and reconcile the day.
Explore the solution ↗ ORGANISE / AUTOMATE / GROWERP + CRM solutions
Map your customer journey and internal operations into a shared system. We scope ERP and CRM work around the handoffs that matter: enquiry to proposal, order to delivery, and project to payment.
Explore the solution ↗ POSITION / RECOGNISE / REMEMBERBrand identity & packaging
Make your business recognisable before the first conversation. We connect positioning, visual identity and packaging into a clear system your team can use across shelves, screens and everyday communication.
Explore the solution ↗ DESIGN / BUILD / LAUNCHWeb & commerce platforms with apps
Help people discover your offer, buy with confidence and come back with less friction. We design websites, commerce platforms, customer portals and app experiences around the journeys that matter to your business.
Explore the solution ↗