Custom CRM and ERP systems
Custom CRM and ERP systems connect sales, operations and the data that matters to your business. We develop selected modules or a complete system around your company’s processes, user roles and priorities.
DesignJust4You · Digital solutions for business
CRM for customers, enquiries and sales
CRM helps a team manage customer relationships: from the first enquiry and quote to tracking the ongoing relationship. When information is kept in personal spreadsheets and messages, it is hard to see who is responsible for a customer and what the next step is.
A tailored CRM can bring together contacts, activity history, sales stages, tasks and reminders. We shape enquiry assignment rules and reports around your sales process, with connections to the website or other tools where these are part of the project.
ERP modules for a connected business
ERP connects multiple business processes and enables different teams to use consistent data. Instead of changing the whole business at once, we can start with one process that causes the most delays.
Purchasing and stock
Products, suppliers, incoming and outgoing stock, with agreed record-keeping rules.
Quotes and orders
Statuses, responsible people, documents and delivery tracking.
Work orders and tasks
Work allocation, deadlines and progress tracking.
Reporting
Views based on the data and indicators your team uses.
Roles and approvals
Access to information and confirmation steps for important changes.
Process example: sales and warehouse
Sales enters an order, the warehouse receives a picking request and the responsible person tracks delivery status. When a store connection is agreed, product and order data are exchanged according to the integration rules. During planning, we define which system is the primary source of prices, stock and customer data.
DesignJust4You / Project guide
CRM and ERP systems
01Enquiry and customer
Contact, requirements and the responsible person.
02Quote and decision
Status, activities and the next task.
03Delivery
Work order, resources and delivery workflow.
04Business overview
Agreed reports to support your team's decisions.
Example workflow. The specific scope depends on the project.
An example of planning and implementing custom CRM and ERP systems.
Custom development or connecting an existing system?
If you already use ERP or accounting software, we check extension and integration options. The existing system can remain the foundation while a new application provides the sales, operational or reporting functionality currently missing. For legally regulated records and calculations, we align requirements with your specialist team and the provider of the existing software.
How do you choose the first module?
CRM and ERP systems should address the problem your team wants to solve. If enquiries get lost between messages and spreadsheets, a shared customer and task register may be the first step. If employees cannot see delivery progress, the work order workflow may matter more. We choose a complete area with a clear owner and a testable result.
For the initial discussion, prepare an example of one job from start to finish: who receives the request, what they enter, who approves it and how completion is confirmed. Also record exceptions such as partial delivery, cancellation or a change of responsible person. These details often determine the scope more than the number of screens does.
Who confirms the data and rules?
Before development, agree on a representative for sales, operations and other involved teams. The same status name may mean different things to them. ERP systems make sense when those differences are aligned and everyone knows which information they enter, why it is needed and who uses it in the next step.
List mandatory fields and responsibilities for reference data. If a product has multiple codes in existing spreadsheets, define a matching rule before import. For data held in existing software, we check export and integration options without assuming that everything needs to move into the new solution.
How do you check the first version?
Test the agreed scenarios with the people who do the work every day. ERP systems should let them take the correct next step as well as display data. Work through a new order, a quantity change, missing data and an overdue task. Record what the user expects and how the system behaves.
After the pilot, distinguish errors, new needs and suggestions that can wait. This allows the first phase to finish against clear criteria and gives extensions their own priorities. The support agreement specifies how problems are reported, who is responsible and what maintenance includes.
What does implementation involve?
- Process mapping: we record steps, documents, exceptions and responsibilities.
- Agreement on the first phase: we identify modules that bring practical value and define testable acceptance criteria.
- Data preparation: we agree on reference data, duplicate removal and a trial transfer.
- Development and checks: we test typical and exceptional cases with team representatives.
- Implementation and support: we plan training, the transition and how problems are reported.
What determines cost and timing?
The number of modules is not the only factor. Important considerations include the complexity of business rules, the quality of existing data, integrations, the number of different roles and the scope of support. The quote defines phased development, migration, testing and ongoing costs that form part of the solution.
ERP systems: migration planning and data checks
The transition starts by agreeing on reference data, responsibilities and data sources. If sales and the warehouse use different codes for the same product, those differences should be resolved before automated exchange. We agree on what data to transfer, who confirms its quality and how the process is tested on a sample.
During the pilot, we work through typical situations: a new order, a quantity change, a cancellation and a later correction. The team has an opportunity to check the workflow before full adoption. The plan includes rollout steps, problem reporting and how decisions on later changes are made.
For a basic understanding of the differences between the systems, see Microsoft's overview of ERP and its relationship with CRM. Your specific solution may include custom modules or connections between existing programs. If your team or customers need a portal, we plan it as part of a web application.
For business partner access to documents, requests and statuses, explore B2B portal development.
DesignJust4You / Project plan
Implementing CRM and ERP systems
- 1Processes
Sales, stock and work orders
- 2Data
Preparation and checks
- 3Modules
Development and integration
- 4Implementation
Training and a gradual transition
We agree on scope, timing and support according to your project.
Frequently asked questions
Can we start with CRM alone?
Yes. The first phase can cover contacts, enquiries, quotes and tasks. We plan ERP features and other connections according to subsequent needs.
Can data be transferred from spreadsheets?
We assess transfer feasibility and scope after reviewing the data structure and quality. We agree on field mapping, checks and a trial import before moving to the new system.
How do employees learn to use the system?
We include training and documentation in the implementation plan. Key users should help check workflows before the whole team adopts them.