A CRM is about the customer: leads, follow-ups, deals and communication. An ERP is about operations: orders, inventory, production, purchase, dispatch and accounts.
Start with a CRM if…
Leads arrive on WhatsApp, calls and forms and some are never followed up.
You can't tell which marketing channel brings paying customers.
Sales depends on one person's memory.
Start with an ERP if…
Orders are tracked in Excel and dispatch is often late.
Stock numbers never match.
The same data is typed into three places, including Tally.
Custom or off-the-shelf?
Off-the-shelf works when your process is standard. Custom pays off when your process is your advantage, or when you're paying for many seats of software that only half fits.
Yes. Invoices, ledgers and stock can sync with Tally so accounts stay where your CA expects them.
Let's build it
Tell us what you're trying to grow.
One 45-minute call. We'll tell you what it would take, what it would cost, and whether we're the right people for it. If we're not, we'll tell you who is.
