No per-user licenses
You pay to build and maintain your system, not for each person who uses it. Adding salespeople or branches doesn't multiply the cost.
ERP and CRM
Custom ERP and CRM: a system that adapts to your company, not the other way around
We build your company's management software around how you sell, buy, deliver and collect today. One system for customers, inventory, orders, invoicing and metrics, with no per-user licenses and your information under your control.
Includes
- Sales, quotes and pipeline tracking
- Inventory, purchasing and suppliers
- CFDI 4.0 invoicing integrated with your PAC
- Collections, dashboards and metrics
The challenge
A growing company running on spreadsheets and systems that don't talk to each other
In many companies, operations are scattered: quotes in spreadsheets, customers in each salesperson's phone, inventory in another file and invoicing in a separate system. No one knows for sure how much is in stock, which orders are pending or who owes what.
Off-the-shelf ERPs promise to fix this, but they charge a license for every user, force you to change processes that work and end up half used, with parallel spreadsheets for everything that doesn't fit.
We design custom ERP and CRM systems that follow your real process, from the first quote to the last payment, and grow in short increments at your company's pace.
The solution
From lead to payment, in a single system
The system follows the full cycle of a sale, from first contact until the payment is recorded. It is configured with your catalogs, price lists, warehouses, roles and approval rules.
- 01
Step 01
Lead and quote
The salesperson logs the lead and sends a quote with current prices and terms. Follow-up is tracked in the sales pipeline.
Modules at work
- CRM and pipeline
- Quotes
Automatically recorded
Customer, contacts, quote and every follow-up
- 02
Step 02
Order
The accepted quote becomes an order without re-entering anything. If it exceeds an amount or discount limit, it goes through approval.
Modules at work
- Sales and orders
- Approvals
Automatically recorded
Order number, terms and who approved it
- 03
Step 03
Purchasing and inventory
The system reserves stock and, if items are short, creates the purchase request to the supplier. Receipts and shipments update each warehouse.
Modules at work
- Inventory and warehouses
- Purchasing and suppliers
Automatically recorded
Stock levels, movements per warehouse and purchase orders
- 04
Step 04
Delivery or work order
The delivery, production order or technician visit is scheduled. It is confirmed from a phone with evidence and a signature.
Modules at work
- Work and production orders
- Mobile access
Automatically recorded
Date, assignee, evidence and proof of delivery
- 05
Step 05
Invoicing
The invoice is generated from the delivered order and stamped through the integration with the PAC your company already uses.
Modules at work
- CFDI 4.0 invoicing
- Customers and tax data
Automatically recorded
Stamped invoice linked to its order
- 06
Step 06
Collections and metrics
The receivable is created automatically and sends reminders before it comes due. Sales, margins and receivables are available in up-to-date dashboards.
Modules at work
- Collections
- Dashboards and metrics
Automatically recorded
Applied payments, balances and receivables aging
Benefits
What your company gains
Your process, not a package's
The system reflects how your team sells, buys and delivers, with your own catalogs, names and approval rules.
You own the system and the data
Code, database and documentation stay with your company, deployed on your infrastructure or in a private cloud.
A single source of truth
Each piece of data is entered once and flows from quote to collection, ready for reliable reporting.
Use cases
Use cases
Distributor with multiple warehouses
Orders from route salespeople, real-time stock per warehouse and transfers between branches.
Technical services company
Work orders assigned to technicians, evidence from the phone and invoicing when each visit is closed.
Trading company with a sales team
Pipeline per salesperson, quotes with approved price lists and tracking of overdue receivables.
Workshop or manufacturing plant
Production orders with material consumption, lot tracking and scheduled deliveries per customer.
Every project follows the same process: we understand the operation, model it and validate a prototype before we build.
See how we workFrequently asked questions
Frequently asked questions: Custom ERP and CRM
Does a custom ERP cost more than paying for commercial ERP licenses?
The upfront investment is usually higher, but you don't pay per-user licenses or for modules you don't use. Over the medium term, the cost depends on scope and number of users; during the assessment we compare both scenarios using your company's numbers.
How long does it take to get it running?
We work in short increments. First we launch the module with the most impact, such as sales or inventory, and then add modules from there. At the end of the assessment we give you a detailed schedule.
We already use an ERP or accounting system. Do we have to replace it?
Not necessarily. We can build only what your current system doesn't cover and integrate it through an API or file exchange, or replace it in stages while migrating your historical data. We decide together based on your operation.
How does e-invoicing work?
The system generates CFDI 4.0 invoices from your orders and stamps them through the integration with the PAC (authorized certification provider) your company already has. We are not a PAC; we connect your system to yours.
Who owns the code and the data?
Your company does. We deliver the source code, data model and technical documentation, and the system is deployed on your infrastructure or in a private cloud in your name.
What support do you provide after delivery?
We offer support, monitoring, backups and continuous improvements, plus training for administrators and users. The scope of support is defined in a service agreement.
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Schedule an assessment and together we'll review how you sell, buy, deliver and collect today, and which module to build first.