Automate · custom CRM development
One system for orders, stock, and customers — instead of eleven spreadsheets
We implement or build CRM and ERP that match how you sell and operate, with training so the team actually uses it.
A CRM is the system that remembers every customer conversation. An ERP is the system that remembers orders, stock, and production. Most growing firms have neither — they have inboxes and Excel. DigitalA2Z helps you choose: configure a proven product when it fits, or build a focused system when your process is the product. We migrate the data you can trust, train the people who will live in the screens, and refuse to go live on a pile of empty modules.
- Decision
- Buy, configure, or build
- CRM first phase
- 6–12 weeks typical
- ERP
- Phased, never a big-bang surprise
- Adoption
- Training is in the critical path
Is this you?
Sales lives in personal phones
When a person leaves, the pipeline leaves with them.
Stock is a guess
The store, the warehouse, and the accountant disagree.
A famous ERP is half implemented
You pay licences for screens nobody opens.
Reports take a week
By the time the sheet is ready, the week has moved.
What we build
- Fit assessment: configure a product vs build a focused system
- Data model for customers, items, and documents you actually use
- Migration from sheets and legacy tools, with a freeze plan
- Roles so sales, ops, and finance see what they need
- Go-live training and a hypercare window
- A backlog for phase two that is not hidden inside phase one
How it helps the business
A pipeline you can inspect
Managers see follow-ups without calling every salesperson.
Stock and orders in one place
Promises to customers match what you can ship.
Month-end with less archaeology
Finance starts from system records, not reconstructed chats.
What’s included
- Process and product-fit workshop
- Configuration or custom build as scoped
- Data migration
- Training by role
- Hypercare after go-live
Timeline. A focused CRM often takes 6–12 weeks. Operational ERP for manufacturing or multi-location retail is phased over longer programmes.
What moves the investment
Cost is confirmed after discovery, in writing. We do not publish hourly rates. These are the usual drivers:
- Number of companies, warehouses, or sales teams
- Licence vs custom build decision
- Quality of historical data
- Integrations with accounting and e-commerce
See how pricing works and how we work.
Industries we do this for
Related services
- Custom SoftwareWhen off-the-shelf tools fight your process, we design a system that fits the work — and we stay to see people use it.
- AI AgentsAI agents at DigitalA2Z are workers with a narrow brief: read a mailbox, update a record, draft a follow-up — with a human in the loop when it matters.
- Business AutomationWe connect the tools you already pay for, so status, files, and follow-ups move without another spreadsheet.
Questions
Do you sell Salesforce or SAP licences?
We are not a licence mill. If a product fits, we help you implement it. If it does not, we say so instead of forcing modules.
Can we start with CRM only?
Yes. Many firms need pipeline discipline before they need full operational ERP.
What about GST and Indian accounting?
We integrate with the accountant’s system rather than replacing a working books process unless that is the project.
Will people actually use it?
Only if the screens match the job and leadership looks at the same system. Training and hypercare are not optional extras.