ERP Development
We help companies manage connected operations without relying on scattered spreadsheets and manual handoffs. Our engineers build ERP workflows around the business’s processes, data and reporting needs.
Explore this service ↗Services
CRM & ERP
We help companies bring sales and operational work into connected systems. Our teams design CRM and ERP workflows around the people, transactions and reporting that matter to the business.
Tranz / Engineering in practiceWhat we can help with
Connect customer work with everyday business operations
CRM and ERP projects succeed when records, responsibilities and business rules fit the people using the system. We map the operation first, then configure or build the workflows, integrations and reporting needed to keep work visible.
CRM Development
We help sales and service teams keep customer work visible from first enquiry to follow-up. Our engineers build CRM flows around ownership, useful context and the actions that move relationships forward.
Explore this service ↗ERPNext Implementation & Customisation
We help companies make ERPNext fit the way their teams actually work. Our engineers configure modules, tailor workflows and connect operational data so the platform supports day-to-day decisions.
Explore this service ↗Where it helps
Start with a real task, then shape the solution
These are examples of workflows we can scope with your team.
Sales and service follow-up
Track enquiries, assign owners, preserve customer context and make the next action visible.
Connected business records
Bring purchasing, inventory, orders and finance workflows into a shared operating structure.
Operational reporting
Give teams views of pending work, exceptions and activity based on consistent records and permissions.
A concrete scope
Know what the engagement will produce
We agree on the deliverables for your project before delivery begins.
A defined scope
Prioritised workflows, dependencies, responsibilities and acceptance criteria for the agreed release.
Reviewable work
Designs, application modules or integrations matched to the selected services, with regular review points.
A practical handover
The documentation, configuration, operating guidance and team walkthroughs included in your delivery plan.
Frameworks & tools
A toolkit shaped around your requirements
These are technology options for the engagement. We choose the stack around your existing systems, deployment needs and team; each project uses a relevant subset.
Application development
Java
Python
JavaScript
React
Node.jsBusiness data
MySQL
PostgreSQL
RedisIntegration and delivery
Postman
Docker
GitHub ActionsMonitoring
Grafana
SentryERPNext implementation: configuration, custom workflows, migration and integration are scoped around the platform and your business processes.
Architecture & workflows
Connect the customer journey to business operations
Explore the system structure and an example day-to-day workflow. These diagrams show patterns we can adapt around your records, approvals and existing systems.
Architecture / CRM
How CRM connects teams and records
Customer touchpointsWebsite enquiries, sales team and customer service
CRM applicationLeads · Contacts · Opportunities · Activities
Customer recordsAccount history, ownership and pipeline stages
↕ API exchange
Connected servicesEmail, notifications and ERP handoff through APIs
↓ Reporting views
Sales visibilityFollow-up queues, pipeline views and reporting
Across the systemRole-based access · Validation · Approval rules · Audit history · Backups
Workflow / CRM
From an enquiry to a customer handoff
Select a step to explore the work and checks within it.
Capture enquiry
Record the source, contact details and customer request. Check for an existing contact before creating a new record.
Assign and qualify
Assign an owner, assess the requirement and record the next action. Unqualified leads can be closed or retained for agreed follow-up.
Manage opportunity
Track requirements, conversations, expected value and proposal status in a shared opportunity record.
Review proposal
Route discount or commercial exceptions for approval when required. Return requested changes to the opportunity owner.
Record outcome
Mark the opportunity as won or lost and record the reason. Open deals remain in the follow-up queue.
Hand over and follow up
For a won deal, pass agreed customer and order information to delivery or ERP, then track onboarding and service follow-up.
Exceptions and return paths
A lead can return to follow-up, a proposal can return for revision, and a lost opportunity closes with a reason. Only a confirmed win triggers the delivery handoff.
Architecture / ERP
How ERP connects teams and records
Business teamsSales, purchasing, warehouse and finance
ERP applicationOrders · Purchasing · Inventory · Finance
Shared business recordsCustomers, items, transactions and accounts
↕ API exchange
Connected systemsCRM, payment services and external applications
↓ Reporting views
Operational visibilityStock availability, pending work and financial reports
Across the systemRole-based access · Validation · Approval rules · Audit history · Backups
Workflow / ERP
From a sales order to payment reconciliation
Select a step to explore the work and checks within it.
Confirm order
Validate the customer, items, pricing and delivery terms before confirming the sales order.
Check and reserve stock
Review available inventory. If stock is insufficient, raise the required procurement or fulfilment action before proceeding.
Fulfil and dispatch
Prepare the items, confirm the dispatch and record delivery against the order. Track partial fulfilment where required.
Create invoice
Generate the invoice from the agreed billing basis and verify quantities, taxes and customer details.
Record payment
Capture the payment, match it to the invoice and keep outstanding balances visible to finance.
Reconcile and report
Reconcile receipts and account entries, then update operational and financial reports for review.
Exceptions and return paths
Stock shortages route to procurement. Partial deliveries, returns and unpaid invoices remain visible for follow-up; they do not disappear when the order moves forward.
How we work
Move from a clear brief to a useful release
Map the operation
Identify departments, approvals, documents and the reports needed to run the business.
Fit the platform
Separate standard configuration from custom workflows and integrations; agree on data ownership.
Validate with the team
Test representative transactions, access roles and migrated records with the people who will use them.
Roll out in stages
Plan training, cutover, reconciliation and ownership so teams can adopt the new workflows.
Relevant projects
Explore the workflows behind our work
These portfolio examples provide context for the products and business processes we work on.
01
AVS Lab Technologies ERPNext
A customised ERPNext solution for laboratory business operations.
Explore02
Master Lab Scientific ERPNext
A customised ERPNext implementation for Master Lab Scientific in Dubai.
Explore03
Empire Roofing ERPNext
A customised ERPNext solution for roofing business operations.
ExploreExplore further
Find the specialist service for your brief
Before we begin
Questions about the engagement
Should we customise ERPNext or build a system?
We compare the fit of standard modules with your workflows, integration needs and reporting requirements. That helps separate configuration from the cases that justify custom development.
Can you bring across our existing data?
Migration begins with a review of source records, duplicates and required fields. We agree on mapping, trial imports and reconciliation before the final cutover.
Can different teams have different access?
Yes. We define roles around tasks, records and approval responsibilities, then test representative users against those rules before rollout.
Discuss crm & erp
Discuss your project ↗Tell us what needs to work better.
Share your current workflow, existing systems and the result you want. We’ll help define a practical next step.