Ask your operation
A conversational layer over customers, orders, fleets and invoices. Ask in plain language and get the answer from your own records, with the source attached.
Services / 02
CRM & ERP Systems
Custom CRM, ERP and operations software for organisations that have outgrown spreadsheets and generic tools: customers, orders, contracts, assets, fleets and reporting in one connected system.
What it is
One system for the whole operation.
A CRM manages the relationship with every customer: contacts, opportunities, quotes, contracts, service and history. An ERP runs the operation behind it: orders, inventory, assets, scheduling, invoicing and reporting. A custom system is built around your own processes and data instead of forcing them into a generic template, and it connects to the tools you already rely on. We design and build both, often as one system, so sales, operations and management work from the same records.
What we build.
The working software behind sales, service and operations, shaped around how your business actually runs.
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Customer relationship management.
Accounts, contacts, pipelines, quotes, contracts and service history, organised around how your team sells and supports.
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Operations and ERP modules.
Orders, inventory, assets, scheduling, invoicing and approvals, designed for the exceptions as much as for the everyday flow.
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Fleet and asset management.
Vehicles and equipment followed from availability to return, with monitoring in the same place as the rentals and contracts they serve.
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Dashboards and reporting.
Role-specific views for management and teams, built on the same data as daily work, so reports no longer have to be assembled by hand.
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Integrations and migration.
Connections to accounting, payments, email and existing ERPs, and a careful migration of the data you already have.
Intelligence, built in
CRM and ERP that handle the routine.
Intelligence belongs inside the operation, not only on a dashboard. We build agents and tailored models into CRM and ERP systems so routine work moves on its own, and people step in where judgement is needed.
Agents in the workflow
Agents that draft quotes, classify incoming requests, reconcile documents and flag exceptions, working within the system’s own permissions and audit history.
Signals that matter
Tailored models that surface what needs attention, such as unusual orders, idle assets or contracts at risk, measured against your data before anyone relies on them.
Running today.
Operational software, built around real businesses.
How we work
Four stages.
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Follow the work
We sit with the people who do the job, trace every step of a customer, order or asset, and write down where today’s tools break.
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Model the business
Entities, states, roles and rules come first. The interface is designed on a data model that matches how the business really runs.
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Build in modules
We deliver working modules one at a time, migrate data as we go and keep old and new systems in step until the switch is safe.
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Adopt and improve
Training, rollout and support, then a steady rhythm of improvements as the team asks for more.
Scope
What you get.
Deliverables
- Custom CRM
- ERP & operations modules
- Sales pipelines & quoting
- Contracts & billing
- Fleet & asset management
- Scheduling & approvals
- Dashboards & reporting
- Role-based access
- Data migration
- Integrations
- AI agents & assistants
Built in
- Row-level security
- Audit history
- Multi-tenant data governance
- Manual code audits
Sectors
- Industrial equipment
- Mobility & leasing
- Shipping & maritime
- Healthcare
- Public sector
- Professional services
Questions
Asked and answered.
Why build a custom CRM instead of using an off-the-shelf one?
Off-the-shelf CRMs are excellent when your process matches theirs. A custom system makes sense when the process is specific, such as leasing, rentals, fleets, regulated workflows or operations that span sales and delivery. It also avoids per-seat licences and lets you own your data and roadmap. When an off-the-shelf product is the better answer, we say so.
Can AI work inside our CRM or ERP?
Yes. Agents can draft, classify, reconcile and answer questions using your records and access rules, while people approve the decisions that matter.
Can you replace our current system without stopping the business?
Yes, in stages. We migrate data module by module and run the old and new systems side by side where needed, so the switch happens once the new system has proven itself.
Will it work with our accounting and other tools?
Integration is part of the design from the start. We connect to accounting, payment, email and document systems through their APIs, and to existing ERPs where they remain the system of record.
Who can see what?
Every record is protected by role and, where needed, by organisation. We use strict row-level security, keep an audit history of changes and review access rules as the system grows.
How long does a CRM or ERP project take?
It depends on scope. We usually start with the module that removes the most manual work, launch it, and extend from there, so value arrives early rather than at the end of a long project.
More services
The rest of the house.
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Enterprise Platforms & Portals
Customer portals, partner platforms, multi-tenant SaaS and the internal systems behind them.
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AI & Custom Models
LLM fine-tuning, domain and speech models, evaluation, private deployment and AI inside real products.
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Transactional Systems
Leasing platforms, booking engines, quoting, applications, payments and commerce.
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Product & Experience Design
UX research, information architecture, UI design, prototyping and design systems for complex software.
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Brand & Identity
Positioning, naming, visual identity and brand systems that carry into products and websites.
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Immersive Web & 3D
WebGL and Three.js websites, real-time 3D, product visualisation and 3D production.
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Security & Governance
DevSecOps, manual code audits, row-level security, multi-tenant governance and compliance by design.
