CRM set-up on an existing system
We configure the CRM you have, or an open-source one, around the way you actually sell, then we train your team.
- Duration
- Set in the offer after assessment
- Price
- Custom quote, assessment required
CRM and ERP solutions for sales and operations teams
We help sales teams manage the whole customer cycle, from first contact to a closed deal and after. We also implement, customise and connect ERP and Odoo systems, in phases and one module at a time.
- Entry point
- Custom-scoped project
- Duration
- Set in the offer after assessment
- Price
- Custom quote, assessment required
Overview
In many sales teams, leads are spread across staff phones, WhatsApp chats and Excel files. The manager cannot tell who followed up with whom, why a deal stalled, or which deals should close this month. A CRM puts every customer, conversation, follow-up and deal in one place. Each deal has a stage, a next action and a date, so the manager sees the pipeline and each salesperson gets reminded of what is due.
We set up a CRM from scratch or develop the one you already use: fields, deal stages, reports, e-mail and WhatsApp integration, targets and commissions, alerts and reminders. We start with one team and one pipeline that actually works, then expand.
An ERP connects finance, sales, purchasing, inventory and HR in one system that every department shares. It is a bigger commitment, so we are direct about it. We implement Odoo, customise it and migrate your data into it, or we extend your existing ERP instead of replacing it when that fits better. We accept this work only on written conditions: a paid diagnostic first, then one module per phase, a backup and a rehearsal on a test copy before any data migration, and licences opened in your name.
What the service covers
CRM and sales management systems
We help sales teams manage the whole customer cycle, from first contact to closing the deal and after.
- Customer Management
- Lead Management
- Sales Pipeline
- Customer follow-up
- Sales staff follow-up
- Targets and commissions
- Customer interaction history
- Alerts and reminders
- Sales reports
- CRM Dashboards
- Connecting the CRM to the website
- Email Integration
- WhatsApp Integration
- Developing and customising existing CRM systems
ERP solutions
Implementing, customising and integrating enterprise resource planning systems.
- ERP Implementation
- Odoo Implementation
- Odoo Customization
- Setting up Modules
- Customising business procedures
- Data migration
- Setting up permissions
- Reports and control dashboards
- Integration with other systems
- Developing the existing system instead of replacing it entirely, when that suits you better
Who this is for
- Leads arrive by phone, WhatsApp and social media, and your team has no single list to rely on.
- When a salesperson leaves, the customer history leaves with them and the team starts again from their names.
- Management cannot see how many deals are open, at which stage, or when they are expected to close.
- Quotes and follow-ups slip because nothing reminds anyone.
- You run an accounting program plus Excel files for stock and sales, and month-end reconciliation takes days.
- You already have a CRM or ERP that is only partly used, or was customised by someone who is no longer available.
Problems we solve
Leads with no follow-up
A salesperson notes the lead somewhere private, gets busy, and the opportunity goes cold before anyone calls.
Customer history on personal phones
Conversations, quotes and promises sit on scattered devices, and the company cannot get them back when the owner of the account changes.
Forecasts with nothing behind them
When deals are not recorded by stage, management's numbers become spoken estimates that are hard to plan with.
Separate systems for sales, finance and stock
The same order is typed in more than one place, figures differ between departments, and matching them costs time at every close.
A large ERP that is barely used
A rollout that tries to cover everything at once often ends as a system used only for invoices. That is why we build one module at a time and confirm your team uses each one before the next.
What you receive
Every deliverable has written acceptance criteria, and you review it before paying the instalment tied to its stage.
A designed sales process
A short document with deal stages, required fields, roles and who follows up on what. It is the basis for the set-up and the reference for acceptance.
A working, configured CRM
A pipeline with its stages, lead capture and assignment to the team, a record of every interaction, and alerts and reminders for the next action.
E-mail and WhatsApp integration
Messages are stored on the customer record. The integration is tested before handover, and any external service it needs is priced separately and opened in your name.
Sales dashboards and reports
Deals by stage, each salesperson's performance, and targets and commissions under the rules we agree in writing.
Data import with a reconciliation sheet
We move your existing customers on a test copy first, merge duplicates, and compare counts with the source before the final move.
An ERP module plan and a configured first module
For ERP and Odoo projects: a plan that sets the module for each phase, the first module configured with workflows, permissions and reports, and a data-migration rehearsal on a test copy.
Training and a handover file
A training session for your team, a short written guide, and a list of the accounts and licences opened in your name.
How the work runs
Five steps. At each one there is something for you to review or approve before we move on.
- 1
Short conversation and diagnostic
After a free call, we run a paid 5-working-day diagnostic, reviewing sales or operations workflows, systems, roles and data. You receive a report, priorities and a custom implementation offer. This applies to CRM and ERP/Odoo projects.
Your part: You review the report and decide whether to start. If a project starts within 30 days of delivery of the diagnostic report, the diagnostic fee is credited in full.
- 2
Written offer and first release
We write the offer with scope, phases and acceptance criteria for each phase. The first release is one pipeline for one team in a CRM, or one module in an ERP.
Your part: You approve the scope and acceptance criteria in writing and pay the first instalment (40%).
- 3
Set-up and preview
We configure the system in a test environment, load sample data and then a sample of yours, and show you a working version.
Your part: Your team tries it and writes its comments. The second instalment (30%) is paid when it is previewed.
- 4
Migration, testing and acceptance
We take a backup, rehearse the data migration on a copy, reconcile counts and totals with the source, then test cases from your work: a success case and a failure case for each path.
Your part: You review the reconciliation sheet and test results and accept the delivery in writing. The final instalment (30%) is paid after that.
- 5
Handover and support
After the last payment we hand over the final files, documentation and accounts in your name, and we leave the temporary access. We fix defects free for 14 days, and an optional monthly maintenance plan is available.
Your part: You decide whether to add the next module or team. Each addition gets a new written offer.
What we need from you
- A decision-maker who approves the scope and reviews each phase within the agreed time.
- A description of how selling works at your company: the stages, who does what, and what counts as a closed deal.
- An export of your current customers and leads, with personal data not needed for testing removed where possible.
- Temporary access to your current system (CRM, ERP or accounting), opened by you and left after handover.
- Licence and hosting accounts in your name, priced separately from our fees.
- For ERP projects: a person in each department who knows its procedures and approves what is built for it.
What this looks like in practice
How to start
CRM and ERP/Odoo projects receive a custom quote after a paid 5-working-day diagnostic. We review workflows, roles, data and integrations before setting implementation cost and duration. The diagnostic fee is credited in full if the project starts within 30 days of report delivery.
Complex-project diagnostic (5 working days)
For complex work that needs assessment before implementation can be priced. Deliverables are agreed before the start; simple services begin with a free call and a written offer.
- Duration
- 5 working days
- Price
- Fixed fee 1,200 SAR
Questions about this service
Can you work on the CRM we already use?
Yes. We review it first and write down what works and what is missing, then customise it: fields, stages, reports, and links to e-mail and WhatsApp. If replacing it is the better option, we say so in writing with the reasons, and the decision is yours. No change starts before it is priced and approved.
Do you implement Odoo?
Yes. We implement and customise Odoo, set up modules, permissions and reports, and migrate data. We work one module per phase, with licences and accounts in your name. We always begin with a paid diagnostic, because the project is long and touches several departments.
Why does an ERP need a paid diagnostic before any offer?
Because its cost is set by your real procedures, not by a list of modules. In the diagnostic we map the procedures, pick the best module to start with, decide what data must move, and define how each part is accepted. We may also conclude that an ERP is not what you need now, and we will write that down.
How do you move our data safely?
We take a backup before any move, rehearse it on a test copy, then compare counts and totals with the source. Your customers' personal data stays in your accounts and is not placed in any external tool or service without your written consent. We work with temporary permissions.
Does the CRM connect to WhatsApp and e-mail?
Yes, and the connection is tested before handover. A WhatsApp connection may need an external service with fees, priced separately and opened in your name. Messaging follows the platform's rules and the customer's consent to receive messages.
How are fees paid?
In three instalments tied to the work: 40% at the start, 30% when a working version is previewed, and 30% on acceptance and approval. Final files are handed over after the last payment, and we never ask for the whole fee upfront.
Tell us about your sales or operations team
Write to us about your business and what you use today, and we will reply with the next step. The introductory conversation is free.