03 · ERP & CRM Optimization
Could your current systems be doing more for you?
Get more from the ERP and CRM you already have.
Many businesses use a fraction of what their ERP or CRM can do, or have a system that no longer matches how they work. We assess, configure, customize and improve existing platforms, and implement CRM where you do not yet have one, so you can manage and convert leads more effectively.
What we do
System assessment
Review how your ERP or CRM is configured and used today, and where it falls short.
Configuration & customization
Adapt workflows, fields, documents and reports in Odoo and other platforms to match your process.
CRM implementation
Set up HubSpot, Salesforce, Zoho CRM or another CRM around your sales process, not a generic template.
Lead capture & pipeline management
Bring leads in from forms and other channels into a clear, staged sales pipeline.
Follow-up automation
Reminders, tasks and sequences so no lead is forgotten.
Sales reporting
Pipeline, conversion and forecast views that management actually uses.
From lead to won deal
A CRM works when it reflects how your team really sells. We shape it around that.
Capture
Website forms, email and other channels feed one list of leads.
Qualify & assign
Rules route each lead to the right person.
Follow up
Automated reminders and templates keep conversations moving.
Convert & report
Won deals flow to the ERP, and reports show what is working.
Typical scenarios
Examples of the problems this service is designed to solve.
- Leads from your website land in the CRM, are assigned to a salesperson and prompt a follow-up task.
- A distributor needs purchase approvals and reorder suggestions inside Odoo.
- A services firm wants quotes, projects and invoices connected instead of tracked in three places.
Frequently asked questions
Which ERP and CRM platforms do you work with?
Odoo is our main ERP focus. For CRM we work with HubSpot, Salesforce and Zoho CRM. We can also work with other supported platforms as requirements allow.
Can you improve a system someone else set up?
Yes. We start with an assessment of what is there, then recommend the changes that deliver the most value.
How long does CRM implementation take?
It depends on your sales process, number of users and data. We give a realistic estimate after the discovery step rather than a generic number.
Related reading
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ERP
ERP Customization for Kenyan SMEs: What to Customize and What to Leave Alone
A practical guide for Kenyan SMEs on where ERP customization pays off, where standard features are enough, and how to avoid over-customizing.
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ERP
Odoo Implementation as Business Process Improvement, Not Just Software Installation
Why successful Odoo implementation starts with mapping your business processes, and how to structure an implementation that your team will actually adopt.
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Automation
Reducing Duplicate Data Entry Across Business Applications
Duplicate data entry wastes time and creates errors. Learn how to find it, why it happens, and how integration and automation remove it.
Also see: Business Automation · Systems Integration · System Migration · Managed Support · Business use cases
Let's Solve Your Business Challenge.
Tell us where your processes and systems are getting in the way. We'll help you explore a practical solution.