Systems

ERP, CRM and automation that take the business off spreadsheets

Invoices, stock, payroll and sales sit in one place, and nobody re-types orders between them. Before we install anything, we map how you work today and agree the plan with you.

  • Sales and invoicing
  • Stock and warehouse
  • Purchasing
  • Accounts
  • Payroll and HR
  • Projects and service

One shared record. Customers, items and accounts are typed once and used everywhere.

Monday report: sales, cash, stock and payroll on one page, without a spreadsheet.

Where are your staff still typing the same thing twice?

  • ERP Solution

    ERPNext or Zoho, live first on invoicing, inventory and payroll, with NRS e-invoicing connected where it applies.

  • AI automation & WhatsApp assistant

    Routine work automated inside the software your staff already use, and a WhatsApp Business assistant that answers, takes orders and hands over to a person.

  • CRM setup

    Zoho, HubSpot or a custom CRM, connected to your website, WhatsApp and ERP.

  • Data analytics

    SQL, Python and BigQuery analysis of your raw data, with dashboards your managers read.

  • IT policies and documentation

    A free IT policy readiness review, then the IT policies your regulator and auditor expect.

Our work

Systems we set up and still run.

Real work for real clients. Each one opens the full case in Our Work.

The same week, before and after

What changes for the people doing the work, task by task.

TaskOn spreadsheets and WhatsAppOn an ERP
Sending an invoiceTyped into a template, numbered by hand, sent from a phoneRaised from the sales order, numbered and sent from the system
Knowing stock levelsSomeone counts, then updates a sheet that may already be staleStock moves with every sale, purchase and transfer
Running payrollA sheet rebuilt each month for the new PAYE bandsPayroll set up once on the current bands, with payslips
Approving a purchaseA WhatsApp message that gets buriedAn approval step with a record of who approved what
Month-end reportDays of copying between sheetsRun from the data your staff already entered

Signs the business has outgrown its tools

Most firms we speak to already have plenty of software. What they lack is one place where the numbers agree.

  • Month-end takes a week

    Sales sit in one spreadsheet, payments in a bank export and stock in another file. Someone reconciles them by hand before anyone can say what the month made.

  • Approvals live in WhatsApp

    Purchase requests, discounts and payments are approved in chat. Nobody can find who approved what, or why, three months later.

  • Stock counts and the books disagree

    The warehouse count, the sales record and the accountant each hold a different number, and nobody trusts any of them.

  • Leads go cold between people

    Enquiries arrive by website form, phone and WhatsApp, and there is no shared list of who was contacted, when, and what was promised.

How a systems project runs

The same order whether you start with an ERP, a CRM or one automation.

  1. Scoping sprint

    One to two weeks with your finance, sales and operations leads. We map the process as it really runs, agree the modules for the first phase and give you a fixed price.

  2. Design the structure

    We agree your chart of accounts, item and warehouse codes, approval limits and user roles first. Getting these right early is cheaper than fixing them after go-live.

  3. Clean migration

    We clean and load opening balances, customers, suppliers, items and staff. You check the figures and sign them off before we retire the old files.

  4. Go live on two or three modules

    Invoicing, inventory and payroll go first. We run them alongside the old process for a short period, then switch over.

  5. Adoption and support

    We train each role on its own daily tasks. We stay on support, review the reports with you, and add the next modules when the first ones are in daily use.

Work you can look at

Client names and full write-ups are in Our Work.

How we protect your systems and data

Your ERP and CRM hold your most sensitive records. The Trust Center sets out where that data lives, who can reach it and the standards we build to, for your procurement or audit team.

Read our Trust Center

Questions buyers ask about business systems

ERPNext or Zoho: which do you recommend?

For most firms we start with ERPNext. It has no per-user licence and strong stock and manufacturing features, and you choose where the data is hosted. Zoho suits sales- and service-led businesses that want a subscription suite and a quick setup, and we are an Authorised Zoho Partner. The scoping sprint ends with our recommendation and the running cost of each option.

Do we have to replace everything at once?

No. We go live on two or three modules first, usually invoicing, inventory and payroll, and add the rest once your staff use them daily. Going in phases keeps the risk and cost of each step small.

What does an ERP project cost?

It depends on the modules, the number of users and how clean your data is. We give you a price after the scoping sprint, and most of the sprint fee is credited to the project if you go ahead.

Do we need e-invoicing now?

It depends on your turnover, your tax position and the software you use. The NRS rollout is phased by turnover. If it applies to you, we connect your ERP to an accredited access point provider as an add-on. If it doesn’t apply yet, we’ll tell you.

Start with a scoping call

Tell us how the business runs today and where it hurts. On a free 30-minute call we’ll tell you whether an ERP, a CRM or one automation is the right first step, and what the scoping sprint would cover.

Or WhatsApp us

Monday to Friday, 9am to 6pm. We reply within one business day.