One system to run your whole business
Custom CRM and ERP software that brings leads, orders, stock, accounts and staff into a single place.
- Family
- Engineering
- Delivery
- 12 stages
- Typical start
- 3 to 6 weeks
Overview
When sales live in WhatsApp, stock in a notebook and accounts in a spreadsheet, things get missed. We build CRM and ERP systems shaped around how your business already works, so everyone sees the same up-to-date information. You pay for the modules you need and add more as you grow.
A CRM manages customers and sales: leads, follow-ups, deals, quotations and support. An ERP manages the whole operation: stock, purchase, orders, accounts, staff and production. Many businesses start with a CRM and add ERP modules later. Both can live in one system with one login.
Who it is for
- A business that tracks leads and orders in WhatsApp, notebooks and spreadsheets
- A trader, distributor or manufacturer who cannot see live stock and dues
- A company with several branches that needs one owner view
- A team that has outgrown ready-made software and needs it to fit their process
Our CRM and ERP services
10 offeringsCustom CRM development
A CRM built from scratch around your sales process.
Custom ERP development
ERP modules built for your operations and added in phases.
Set-up of existing platforms
Configuring and customising a ready CRM or ERP platform when it fits better.
Data migration
Moving data from spreadsheets and old software, cleaned and verified.
Integrations
Website, app, payment gateway, WhatsApp, email and accounting tools connected.
Mobile access
A mobile app or mobile-friendly screens for owners and field staff.
AI features
Lead scoring, reply suggestions, call summaries, demand forecasts and a chat assistant over your data.
Order-to-cash and procure-to-pay
Quotes, orders, invoices, approvals and payments moving without manual hand-offs.
Sales and service automation
Lead capture, scoring, assignment, follow-ups and reminders that run themselves.
Training and support
Role-wise training, user manuals, close support after go-live and a support plan.
CRM modules
| Module | What it does |
|---|---|
| Lead management | Collects leads from website, ads, WhatsApp and calls in one list. |
| Sales pipeline | Tracks every deal by stage, value and owner. |
| Customer database | Full history of each customer: contacts, orders, payments and conversations. |
| Follow-ups and tasks | Automatic reminders so no lead is forgotten. |
| Communication | WhatsApp, email, SMS and calls sent and logged from inside the CRM. |
| Quotations and invoices | Create, send and track quotes and bills. |
| Support tickets | Log complaints and requests, assign them and track resolution. |
| AI features | Lead scoring, reply suggestions, call summaries and sales forecasts. |
| Reports and dashboards | Sales, team performance and conversion at a glance. |
ERP modules
| Module | What it does |
|---|---|
| Inventory and warehouse | Live stock levels, batches, transfers and low-stock alerts. |
| Purchase and vendors | Purchase orders, vendor records, rates and payments due. |
| Sales and order management | Orders from entry to dispatch, delivery and payment. |
| Accounts and billing | GST-ready invoices, ledgers, expenses, and profit and loss. |
| HR and payroll | Staff records, attendance, leave, salary and payslips. |
| Production and manufacturing | Bill of materials, job cards, production planning and wastage. |
| Delivery and logistics | Route planning, driver assignment and proof of delivery. |
| Project management | Tasks, timelines, costs and team workload. |
| Multi-branch control | Separate branches or warehouses with one owner view. |
| Roles and permissions | Each person sees and edits only what their job needs. |
Custom-built or ready platform?
Both routes are valid. The right one depends on how unusual your process is and how long you plan to use the system.
| Point | Custom-built system | Ready platform, customised |
|---|---|---|
| Fit to your process | Built exactly around it | You adapt to the platform in places |
| Time to start | Longer | Faster |
| Upfront cost | Higher | Lower |
| Recurring cost | Hosting and support | Licence fee per user, growing with the team |
| Flexibility | Any feature can be added | Limited to what the platform allows |
| Ownership | Yours, as set out in the agreement | You rent access from the vendor |
| Best for | Unusual processes, larger teams, long-term use | Standard processes, small teams, a quick start |
Hosting options
| Option | What it means | Best for |
|---|---|---|
| Cloud | Hosted on secure cloud servers and opened from anywhere. | Most businesses |
| On-premise | Installed on servers in your own office. | Strict data-location rules or weak internet |
| Hybrid | A cloud system with local backup or local devices. | Factories and warehouses with on-site hardware |
User roles: an example
Each person gets a role. The role decides what they can see, add, change and approve.
| Role | What they can see and do |
|---|---|
| Owner or admin | Everything: all reports, settings, users and approvals. |
| Sales manager | Team pipeline, targets, quotations and discount approvals. |
| Sales executive | Their own leads, follow-ups, quotations and orders. |
| Store and inventory staff | Stock in, stock out, transfers and low-stock alerts. |
| Purchase staff | Vendors, purchase orders and goods received. |
| Accounts | Invoices, payments, expenses, ledgers and tax reports. |
| HR | Staff records, attendance, leave and payroll. |
| Delivery staff | Assigned deliveries and proof of delivery on mobile. |
Reports owners ask for, and how data is protected
| Reports owners ask for | Security and data protection |
|---|---|
| Today's sales and collections | Role-based access for every user |
| Pending follow-ups by salesperson | Audit log of who changed what, and when |
| Stock value and low-stock items | Encrypted connections |
| Money to receive and money to pay | Automatic daily backups |
| Profit by product, customer or branch | Two-factor login for admins |
| Staff attendance and performance | Regular security updates |
What changes for you
Leads are answered and assigned within minutes.
Stock, billing and customer records agree with each other.
Managers see pipeline and performance without asking for a report.
From first call to production
A CRM or ERP changes how staff work every day, so go-live is planned with care: data is migrated and checked, users are trained, and the switch happens in steps.
| # | Stage | What happens | What you receive |
|---|---|---|---|
| 01 | Business study | We visit or hold a long call to see how leads, orders, stock, billing and staff work today, and where time and money are lost. | Current-process document |
| 02 | Requirement document | We list modules, users, roles, reports and integrations, split into must-have now and later. | Signed requirement document (SRS) |
| 03 | System design | We design the future workflow, data structure, screen list and the role and permission matrix. | Workflow diagrams and wireframes |
| 04 | Prototype | We build a clickable prototype of the main screens for your team to try. | Approved prototype |
| 05 | Development by module | We build the core first, then one module at a time, with a demo after each. | Module demos on a staging server |
| 06 | Integrations | We connect WhatsApp, email, payment gateway, accounting software, barcode devices, website and app. | Connected and tested integrations |
| 07 | Data migration | We clean old data, map the fields, import it and verify the totals. | Migrated and verified data |
| 08 | Testing and UAT | Our QA team tests everything. Then your staff run real scenarios from order to payment. | UAT sign-off |
| 09 | Training | We train the owner, managers and staff separately, each on their own screens. | User manual and training videos |
| 10 | Go-liveProduction go-live | We start with one team or branch, or run beside the old system for a short time, then switch fully. | Live system |
| 11 | Hypercare | We give close daily support during the first weeks. | Issues fixed quickly |
| 12 | Maintenance and growth | We provide a support plan and add modules, reports and AI features. | Regular updates |
What we need from you
- Current spreadsheets, registers and software exports
- Sample quotations, invoices, purchase orders and delivery notes
- Product list with prices, units and tax rates
- Customer and vendor lists
- Staff list with roles and reporting lines
- GST details and the invoice format you need
- One decision-maker as the single point of contact
What you get from us
- Current-process study and requirement document
- Workflow diagrams and prototype
- CRM or ERP system with the agreed modules
- Web and mobile access
- Migrated data
- Role-wise training, user manual and videos
- Hypercare and a support plan
Production go-live checklist
- Master data is loaded and checked: products, prices, customers, vendors and tax rates
- Opening stock and opening balances match the old records
- User accounts and roles are created and tested
- Invoice, quotation and print formats are approved
- Tax and GST fields are checked by the client's accountant
- All integrations are tested in live mode
- Automatic backups are scheduled and a restore has been tested
- Audit log and two-factor login are switched on
- All users are trained and the user manual is shared
- The cut-over date is agreed and the old system is kept read-only
- Support contact and escalation path are shared with every user
Typical timeline
- Basic CRM (leads, pipeline, follow-ups)
- 3 to 6 weeks
- CRM with automation and WhatsApp
- 6 to 10 weeks
- ERP with 3 to 5 modules
- 3 to 5 months
- Full ERP across several branches
- 6 months or more, delivered in phases
Typical ranges. Your written plan gives the dates for your project.
After launch
- Hypercare support for the first weeks
- A monthly support plan: fixes, small changes and backups
- New modules added in phases
- New reports and dashboards as the business grows
- AI features: lead scoring, demand forecasts and a chat assistant over your data
- React
- Next.js
- Node.js
- Python
- PostgreSQL
- Supabase
- Cloud hosting
- WhatsApp Business API
- Payment gateways
- LLM APIs
The people who scope your project are the people who build it.
info@autoneural.in
WhatsApp +91 62979 27642
Is your team still updating records by hand?
Tell us which systems you use. We will reply with a clear plan and quote, at no cost.
Email info@autoneural.in · WhatsApp +91 62979 27642 · autoneural.in