CRM and ERP
Choosing a custom CRM, integrations with Moneo, 1C and Jumis, enquiry automation.
Articles on how systems connect clients, orders and accounting. To see what we do in this area, see our CRM and ERP service.
Articles
When HubSpot Costs More Than It Is Worth: The Real Numbers
HubSpot Sales Hub Professional for five users costs about $16,000 over three years at list price, and the data sits with the vendor. When a custom CRM pays back sooner.
From Web Form to CRM With No Manual Copying
If website enquiries still reach your CRM through a manager's hands, you lose time and leads. How form-to-CRM automation works and what it takes.
CRM Integration People Actually Use: Why Teams Ignore the New System
Teams ignore a new CRM when it adds work, does not fit their process and gives nothing back. The fix is to start with one daily job and with what the team gains.
Moneo and E-commerce: Syncing Orders, Payments and Stock Without Double Entry
Orders, payments and stock can sync automatically between a shop and Moneo, if you first decide which system owns each field and what happens when something fails.
1C Integration With Your Website: What Still Breaks and Why
1C integrations often break in production even when the demo looked fine. Where they fail, how to design them properly and what to ask before you start.
Integrating Jumis With WooCommerce: Invoices, VAT and Stock
How to sync WooCommerce orders with Jumis automatically: invoice generation, VAT logic, stock levels and the points where projects stall.