ERP & CRM Implementation
Business systems configured around your process, then actually adopted.
- A platform configured to your process, not a vendor demo
- Clean, reconciled data migrated from the old system
- Integrations with finance, support and marketing in place at go-live
- Measured user adoption, not just a completed deployment
Why companies bring us in
ERP and CRM projects rarely fail on software. They fail because the configuration ignored how the business really operates and nobody was trained properly. Archanix runs these implementations with equal weight on the technical build and on getting your team to use the thing afterwards.
- A platform configured to your process, not a vendor demo
- Clean, reconciled data migrated from the old system
- Integrations with finance, support and marketing in place at go-live
- Measured user adoption, not just a completed deployment
The work, itemised
Everything below is part of a erp & crm engagement. We scope which parts you actually need before quoting.
Platform selection
Requirements gathering, vendor demonstrations scored against your process, and total cost of ownership modelled over three years.
Implementation
Configuration, custom objects, workflows, roles and approval chains built to match how work actually flows.
Data migration
Extraction, cleansing, de-duplication and reconciled loading, with a rollback position throughout.
Integration
Connections to accounting, e-commerce, support desk and marketing automation so the platform is the single source of truth.
Training and adoption
Role-based training, written guides and a support period after go-live when the questions actually arrive.
Ongoing administration
Managed administration for teams without an in-house expert — changes, reports, new users and version upgrades.
How the engagement runs
Every stage ends with something you can read, click or decide on — never a status update alone.
- 01
Requirements
Current process documented with the people who run it, and the must-haves separated from the wish list.
- 02
Select
A shortlist scored against your requirements with honest notes on what each platform does badly.
- 03
Configure
Built in a sandbox and reviewed by the teams who will live in it, before any data moves.
- 04
Migrate
Trial migrations and reconciliation until the numbers match, then the real cutover on an agreed date.
- 05
Adopt
Training, floor-walking in the first weeks and usage reporting so gaps get fixed early.
What we build with
We pick tools for how long they will be maintainable, not for how new they are. Where you already have a stack, we work in it rather than arguing for a migration you did not ask for.
- Salesforce
- HubSpot
- Zoho
- Odoo
- Microsoft Dynamics
- SAP Business One
- Tally
- QuickBooks
ERP & CRM by industry
The same capability behaves differently depending on what the business does. These are the sectors where this service comes up most.
Zoho and HubSpot suit most small and mid-sized teams on cost and speed of setup; Salesforce earns its price at scale or with complex sales processes. We score the options against your requirements rather than leading with a favourite.
A focused CRM rollout runs six to twelve weeks. A multi-module ERP covering finance, inventory and manufacturing typically runs four to nine months.
Yes, and it is one of the most common starting points. Expect real effort in cleansing and de-duplication — we quote that explicitly rather than discovering it later.
That is a change-management problem, so we treat it as one: involve users in configuration, train by role, and track adoption weekly so we can intervene while it still matters.
Services that pair with this one
Automation & Integration
Workflow automation and system integration that connects the tools you already pay for, removing the manual re-entry that quietly consumes whole roles.
View serviceIT Consulting & Strategy
Independent technology advice for leadership teams: architecture reviews, build-versus-buy calls and a costed roadmap. We audit what you run today and hand back a plan your team can execute.
View serviceManaged IT Support
Helpdesk, monitoring, patching, backups and asset management for companies that need reliable IT without building an internal team for it.
View serviceGet a written quote
for erp & crm
Tell us the situation and the deadline. You get a scope, a price and a start date — not a discovery call that turns into three.