ERP and CRM Implementation Services
We implement, customize and integrate ERP and CRM systems so finance, sales, inventory and service teams work from one source of truth. We configure the platform to your processes, migrate your data, train your people and support you after go-live.
The scope
What Is Included
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Process Mapping
We document how your teams work today and design the target process before configuring anything.
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ERP Implementation
Odoo, ERPNext, SAP Business One and Microsoft Dynamics 365 Business Central for finance, inventory, purchasing, manufacturing and HR.
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CRM Implementation
Salesforce and HubSpot pipelines, automation and reporting for sales and service teams, including their AI agents, Agentforce and Breeze.
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Data Migration
Cleaning and moving customers, products, balances and history from legacy systems and spreadsheets.
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Integrations
Connections to your website, online store, payment providers, banks and marketplaces.
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E-Invoicing Compliance
Invoices issued in the format and through the channel each tax authority requires, tested before go-live.
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Training and Support
Role-based training, user guides and support after go-live while adoption settles.
Signs It Is Time
- Finance closes the month from spreadsheets exported from several systems.
- Sales has no single view of each customer and their orders.
- Stock, purchasing and sales figures disagree.
- Your current system cannot support a new branch, company or country.
Tools We Use
- Odoo
- ERPNext
- SAP Business One
- Microsoft Dynamics 365 Business Central
- Salesforce
- HubSpot
Questions About ERP & CRM Implementation
How long does an ERP implementation take?
It depends on the modules, the number of companies and the state of your data. A focused rollout for one company takes weeks to a few months; multi-company and manufacturing rollouts take longer. We phase the work so each phase delivers value.
Can you customize the ERP to our processes?
Yes, but we configure standard features first and customize only where your process gives you an advantage. This keeps upgrades simple and costs predictable.
Do you fix ERP or CRM implementations that are not working?
Yes. We review the current setup, find what blocks adoption and fix configuration, data and training issues before adding anything new.
Is our ERP ready for e-invoicing?
Saudi Arabia (ZATCA Phase 2) and Pakistan (FBR digital invoicing) already require invoices to reach the authority electronically, and the UAE starts with large businesses on 1 January 2027 through accredited service providers. We configure your ERP to issue compliant invoices and connect it to the required platform or provider.
Close the Month from One System, Not Ten Spreadsheets
Tell us which teams and companies the system must serve. We will recommend a platform and a phased rollout.
Prefer a conversation? Message us on WhatsApp
Loading the form. You can also email sales@softwarebiz.co.