Sales teams
Leads, opportunities, communication history and clear next actions for sales staff.
Direction 20 / 24
CRM and ERP.Processes that work together
Connect sales, tasks and operations around how your business actually works. Design a system where your team can see the next action, its owner and the information they need.
01 / 05
Who it is for
A solution shaped around your operating model
The architecture adapts to the scale, workflows and roles of your organization.
Manufacturing and commerce
Purchasing, inventory, orders and coordination between departments.
Service businesses
Requests, tasks, ownership and visibility into customer service workflows.
02 / 05
Functional architecture
What the solution can include
We define the final module set after researching goals, users and integrations.
Customers and opportunities
Keep contacts, sales stages, enquiry history and follow-up actions together in a practical workspace.
Operational records
Design purchasing, stock and order records with agreed rules for moving between operational statuses.
Tasks and approvals
Define owners, deadlines, dependencies and approval sequences instead of relying on scattered messages.
Roles and audit trails
Control who can view or change data, record important actions and provide managed administration.
Connected business systems
Connect websites, accounting and partner APIs with authoritative data sources and defined error handling.
Decision-focused reporting
Build reports with clear calculations, filters and a traceable relationship to the underlying records.
03 / 05
Project value
Understand the work before automating it
CRM supports customer relationships; ERP coordinates internal resources and operations. We define each system’s boundaries, reduce duplication and choose the first useful workflow to release. Later modules build on an agreed data model.
- 01A workflow map and agreed data definitions
- 02Roles, permissions and checks for important operations
- 03Trial imports and migration quality controls
- 04Phased delivery with team training
04 / 05
iSoft process
From industry logic to a stable launch
- 01
Discovery
We map business goals, audiences, roles, content and external systems.
- 02
UX architecture
We design journeys, structure, prototypes and the data model.
- 03
Design and build
We create the responsive interface, features, integrations and protection.
- 04
Launch and evolve
We verify quality, train the team and plan future iterations.
FAQ
Frequently asked questions
01Do we need CRM and ERP together?+
Not necessarily. Start with CRM if the priority is lead management. Add ERP modules when resource planning and operations require them.
02Can we migrate spreadsheets and an old database?+
Yes. We review quality, duplicates and field mappings, then agree a trial import and error correction rules before the full migration.
03Where will the system run?+
In the cloud or on agreed infrastructure, depending on access, backup, support and integration requirements.
04How is development estimated?+
We assess workflows, roles, data volumes and integrations, then propose a first release with separate estimates for later modules.
iSoft / 20
Let’s map the workflow that needs clarity most
Custom CRM and ERP systems connecting customer relationships, sales, resources, roles and business integrations.