Build it · CRM & ERP Systems

CRM & ERP Systems

One system that runs your business, instead of ten that half-do.

Your CRM, inventory, quoting, purchasing and accounting should work as one system. For most businesses they don't. Data gets typed in twice, stock counts are wrong, quotes live in spreadsheets, and nobody trusts the numbers.

We set up, clean up, customise, connect and automate the systems your business runs on, across Zoho, HubSpot, Xero and NetSuite. When off-the-shelf can't do what you need, we build it. We work closely with Zoho's development team, and we've built our own ERP, so we know these systems from both sides.

Sound familiar?
  • The same information gets entered into three different places.
  • Your CRM or inventory system is a mess and nobody trusts what's in it.
  • Quotes, orders and purchasing still run on spreadsheets and email.
  • You bought a system that does 70% of what you need and the rest is manual.
What we do

Everything it takes, handled by one team.

01

Choosing the right system

An honest recommendation on what fits your business (Zoho, HubSpot, Xero, NetSuite or custom) before you commit.

02

Setup & implementation

Configured around how you actually work: pipelines, products, price lists, users, permissions and reports.

03

Cleanup & data migration

Fixing messy data, removing duplicates, restructuring items and moving everything over from old systems and spreadsheets.

04

Integration

Connecting your CRM, inventory, accounting, website, email and ads so data flows automatically.

05

Automation

Quotes, follow-ups, purchase orders, approvals, invoices and reminders that run without someone pushing buttons.

06

Custom-built systems

When nothing off-the-shelf fits, a system built for you. Tradeflow is an ERP we built and run ourselves.

Recent work

Proof, not promises.

TPD Timber

Zoho Inventory cleanup and setup: data restructure, product groups and opening stock migration.

DeckMate

Zoho CRM integration and automation, from website lead to sales pipeline.

WoodEvo

Custom file request and approval portal built on Google Drive.

Tradeflow

Our own ERP for small businesses: quoting, purchase orders and suppliers.

See all our work →
How we work

Simple, honest, no surprises.

01

Scope

A free conversation about what you need. We tell you honestly what will work and send a clear, fixed quote.

02

Build

We do the work and keep you updated as we go. You deal directly with the people doing it.

03

Launch & grow

We launch, measure what's working and keep improving it with you, as long as you need us.

Questions

CRM & ERP Systems: straight answers.

Which platforms do you work with?+

Mainly Zoho, HubSpot, Xero and NetSuite, and we can build custom systems or integrate with almost anything that has an API.

Should we use off-the-shelf or build our own?+

Usually off-the-shelf, set up properly. Custom makes sense when the system is core to how you compete or nothing fits. We'll tell you honestly which camp you're in.

Can you fix a system someone else set up?+

Yes. A lot of our work is cleaning up and restructuring existing CRMs and inventory systems so they're usable again.

Works best with

Our services are built to work together, and it's the same team doing all of it. Pair crm & erp systems with:

Got a complex problem? Good.

That's where we do
our best work.

First conversation is always free. No pitch, no pressure, just an honest look at what you need.

See our work →