Growth stack
CRM / ERP Setup & Integrations
Pipeline hygiene, lead routing, and inventory/order basics integrated with WhatsApp and telephony where useful.
How we support you
Leaks happen between tools. We configure CRM/ERP workflows so enquiries become revenue with audit trails and owner dashboards.
What you get
- Lead stages aligned to your sales motion
- Integrations: forms, ads, telephony, WhatsApp
- Role permissions and data hygiene
- Reporting templates for weekly reviews
How we work with you
- 1
Discovery
We clarify your entity profile, timelines, and documents needed for CRM / ERP.
- 2
Documentation
Application drafts, annexures, and clarifications aligned to regulator or lender checklists.
- 3
Submission & tracking
Portal filings or coordinated submissions with milestone updates until outcome.
- 4
Post-approval
Renewals, amendments, and next-step compliance so benefits stay continuous.
Frequently asked questions
What is the difference between CRM and ERP for MSMEs?
CRM manages leads, pipeline, and customer communication. ERP covers inventory, production, accounting, and HR. We implement phased rollouts so teams adopt gradually.
Which CRM/ERP platforms do you implement?
We work with cloud ERPs and CRMs suited to SME budgets—Zoho, Odoo, Tally integrations, and custom modules where needed. Selection depends on processes.
How long does ERP implementation take?
Simple finance+inventory: 6–10 weeks. Multi-location manufacturing: 3–6 months. Data migration and training drive timelines.
Can you integrate GST and e-invoicing?
Yes. Indian GST compliance (e-invoice, e-way) is configured with validation rules and CA review checkpoints.
Do you provide staff training?
Role-based training and SOP documentation are part of go-live. Super-user training reduces post-go-live support tickets.
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