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OUR SOLUTIONS · MANAGE

Custom CRM & ERP

Bring sales, operations and data together in a system designed around your business.

  • 6 possible deliverables
  • Manage
  • AI
Illustrative photo: analytics dashboard on a laptop

6 POSSIBLE DELIVERABLES

What we can deliver

Building blocks to combine according to your context, defined together during scoping.

  1. 01

    CRM, opportunities and sales follow-up

  2. 02

    Quotes, invoicing and purchasing

  3. 03

    Inventory, field work and dashboards

  4. 04

    Migration, access rights and training

  5. 05

    Integration of market solutions (for example Odoo or Dolibarr) or custom development

  6. 06

    API connectors to your existing tools (website, telephony, accounting)

Illustrative photo: analytics dashboard on a laptop

WHO IS IT FOR?

Designed for your context

SMEs and sales, administrative or finance teams who want to centralise their data and streamline their processes.

The benefits we aim for

Centralised data

One source for your customers, sales and operations.

Smoother processes

Less re-keying, with controlled and traceable flows.

Clear steering

Dashboards to make decisions with confidence.

ARTIFICIAL INTELLIGENCE

AI in this service

AI can help sort requests, prepare summaries or automate repetitive tasks, always under your control and with human validation.

OUR APPROACH

A clear method. A lasting relationship.

  1. 01

    Listen

    Understand your business, constraints and priorities.

  2. 02

    Design

    Agree on journeys, interfaces and scope together.

  3. 03

    Build

    Develop, test and deploy with defined approval stages.

  4. 04

    Support

    Train your team, maintain and improve your solutions.

FAQ

Frequently asked questions

An ERP (enterprise resource planning system) centralises sales, purchasing, invoicing, inventory and operations; a CRM manages customer relationships and sales follow-up. Update IT & Training builds custom CRM and ERP systems or integrates market solutions such as Odoo or Dolibarr.

Discuss this need
Do you build custom software or integrate an existing solution?

Both. Depending on your business, we integrate a market solution (for example Odoo or Dolibarr) or build a custom CRM/ERP.

Which modules can an ERP cover?

CRM and sales follow-up, quotes, invoicing and purchasing, inventory, field work and dashboards, with access rights management.

Can you migrate our data and connect our tools?

Yes. Data migration, API connectors (website, telephony, accounting) and user training are part of the service.

Let’s talk about your project

Tell us what you need. Let’s build lasting solutions together.