CRM and ERP

Custom CRM and ERP development delivered one module at a time

When the packaged CRM or ERP no longer matches how your company works, we build the system around your process in phases, migrate the spreadsheets and connect accounting, your store and email.

  • A team of 50+ developers
  • Phased delivery by module
  • Code and data stay yours
Get a free quote See our work
What is included
  • Sales and customer management
  • Operations modules
  • Spreadsheet and legacy migration
  • Permissions and audit trail
  • Integrations
  • Reports and dashboards
Get a free quote Reply within one business day. NDA on request.
The problem

Signs the packaged system no longer fits

Nobody sets out to commission a custom CRM or ERP. It happens gradually. The packaged CRM gets a dozen custom fields that mean different things to different teams. Quotes are built in a spreadsheet because the system cannot price your product. Stock lives in one tool, purchasing in email, and the monthly numbers take a week of copying between them.

At that point there are three realistic options: configure the existing tool harder, switch to another package, or build software around the process that makes your company different. We help you decide which, and we will tell you if configuration is enough. When a build is right, it is done in phases on Laravel or plain PHP, starting with the module that hurts most and replacing spreadsheets one at a time instead of in a single risky switch.

  • The process bends to the software

    Your sales cycle, approval chain or production steps do not match the stages the package assumes. People work around it in side spreadsheets, and the official system stops reflecting what really happened.

  • Fees grow with every user and module

    Each new team member, each extra module and each integration connector adds to a monthly bill, for a product where most screens are never opened by your staff.

  • One customer, five versions of the truth

    Sales, support, finance and the web store each hold their own customer record. Addresses, credit limits and contact names disagree, and nobody knows which copy is current.

  • Everyone can see and change everything

    Access is all or nothing. A junior user can export the full customer list or edit a posted invoice, and there is no record of who changed a price or when.

What we do

Modules and foundations we build

Every business system we build stands on the same foundations, with modules added in the order your company needs them.

Sales and customer management

Leads, accounts, contacts, deals and activities with pipelines shaped to your sales stages, quotes built from your price rules, and reminders that follow your process.

Operations modules

Inventory, purchasing, orders, production or job tracking, projects and timesheets, added phase by phase and sharing the same customers, products and documents.

Spreadsheet and legacy migration

Spreadsheets and old databases profiled, deduplicated and mapped, imported through repeatable scripts, and reconciled against the source with counts and totals you sign off.

Permissions and audit trail

Roles by department, branch and record owner, field-level restrictions for sensitive data, approval steps, and a log of every change with the before and after values.

Integrations

Invoices and payments synced with accounting packages such as QuickBooks, Xero or Zoho Books, orders pulled from your store, and email and calendar activity logged against the right record.

Reports and dashboards

Role-specific dashboards, saved filters, scheduled exports and the management reports currently assembled by hand, generated from live data.

Typical projects

Systems companies ask us to build

01

A sales CRM built around your quoting

Lead capture from web forms, a pipeline with your stages, configurable quotes with approvals and PDF output, and handover to delivery when a deal closes.

02

An operations system for a distributor

Products, multi-location stock, purchase orders, sales orders, delivery notes and invoices in one flow, with barcode-friendly screens for the warehouse.

03

A back office for a service business

Jobs or projects with tasks, staff scheduling, timesheets, expenses, client approvals and invoicing based on time or milestones, plus a client portal.

04

A replacement for a legacy in-house system

An old PHP or desktop application rebuilt module by module on a current framework, with data carried across and both systems running in parallel during the change.

In depth

Build, buy or extend, and where to begin

First check whether you need to build at all

Custom software is the most expensive way to get a contact list. If your needs are standard sales tracking and email, a packaged CRM, or a CRM inside WordPress for a business that runs on its website, will serve you better and sooner. A build is justified when the process that sets you apart (how you price, schedule, approve or fulfill) cannot be configured into a package without constant workarounds, when per-user fees scale badly with your headcount, or when the system has to behave as one with your own product or portal.

Phase by pain, not by org chart

The big-bang ERP replacement is how these projects fail. We rank modules by how much manual work and error they cause and how many other modules depend on them. Usually that puts customers and products first, because everything refers to them, then the one process that hurts most: quoting, order processing, stock or job tracking. Each phase goes live and is used before the next begins. The Laravel ERP structure we use keeps modules separate in code but on one database, so later phases plug in instead of being bolted on.

Migration is half the project

Spreadsheets hide years of inconsistency: the same customer spelled four ways, merged cells, dates stored as text, codes that changed meaning. We profile the data early, agree cleaning rules with the people who know it, and write import scripts that can be run again. A trial import happens well before go-live, users check their own records, and the final import is followed by a reconciliation report. Old files are archived read-only, not deleted.

Permissions and audit from the first table

Access control added late means rewriting every screen. We define roles, record ownership and approval rules during design, and log changes at the model level so that every edit to a price, a credit limit or a posted document can be traced to a person. For finance-related records we prefer reversal entries over edits.

Integrate at the edges

Your accountant will keep their accounting package, and they should. The custom system owns operations and pushes invoices, payments and journals across, pulls orders from the store, and logs email against the right record. Each integration gets a queue, retries and a screen that shows what failed, because a silent sync error in an ERP becomes a wrong balance.

Process

A phased path from spreadsheets to one system

  1. 1

    Map the process

    A free consultation, then working sessions with the people who do the job. We document the current process, the spreadsheets involved and where time is lost.

  2. 2

    Configure, switch or build

    We tell you plainly whether configuration, a different package or a custom build fits, and outline modules and phases if a build is right.

  3. 3

    Phase one design

    Screens, roles and the data model for the first module are agreed, while we profile and start cleaning the data it will need.

  4. 4

    Build, trial import, training

    The module is built on staging, loaded with a trial import, and tested by real users doing real tasks before sign-off.

  5. 5

    Go live and start the next module

    Final import, reconciliation and a period of close support, then the next module starts with the lessons from the first.

Deliverables

What each phase hands over

  • A phased roadmap ranked by business pain
  • Repeatable import scripts and a reconciliation report
  • A role and permission matrix signed off by you
  • A change log on every important record
  • Documentation, source code and database in your hands
FAQ

CRM and ERP questions from operations leads

When does a custom CRM or ERP make more sense than a packaged one?
When your core process cannot be configured into a package without workarounds, when per-user fees outgrow the value you get, or when the system must be part of your own product or customer portal. If your needs are standard, we will recommend a package and help you set it up instead.
Do we have to replace everything at once?
No, and we advise against it. We start with shared records and one painful process, put that live, then add modules in order of benefit. Existing tools keep running and are retired one by one as each replacement proves itself.
How do you move our data out of spreadsheets?
We profile every file, agree rules for duplicates and missing values with your team, and write import scripts that can be run repeatedly. You review a trial import on staging, and the final import ends with a reconciliation of counts and totals against the originals.
Can it connect to our accounting software, online store and email?
Yes. Typical connections are invoices and payments to the accounting package, orders and stock with the store, and two-way email logging. Where a vendor API exists we use it, and where it does not we agree a file-based exchange.
What technology do you build these systems on?
New systems are usually built on Laravel with a MySQL or PostgreSQL database, and a Vue or React interface where screens are complex. If you already have a working codebase we can continue in PHP or CodeIgniter instead of rewriting for its own sake.
Who owns the system, and can another team maintain it later?
You own the code, the database and the documentation. We use a mainstream framework and standard conventions precisely so another competent team could take over. You are welcome to stay with us for new phases and maintenance, but nothing locks you in.
What affects cost and duration the most?
The number of modules in the first phase, the state of your data, the number of integrations and how many approval and permission rules there are. Phasing keeps each commitment small, and every phase is quoted separately with its own milestones.
Related

Laravel CRM Development

Laravel ERP Development

PHP CRM Development

WordPress CRM Development

API Development & Integration
Start a project

Tell us which spreadsheet hurts most

Describe the process you want in one system and the tools it lives in today. Within one business day you will have a straight view on build versus buy and a free quote for a first phase.

  • Free consultation and quote
  • NDA on request
  • You own the source code
  • Reply within one business day
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