CRM & ERP

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.

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Conceptual engineering illustration for CRM Development

Tranz / Engineering in practice

What 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.

Lead and opportunity workflows

Capture enquiries, assign owners and define stages so follow-up remains visible across the team.

What you receive

Pipeline stages, assignment rules and activity views.

Customer context

Bring notes, interactions and relevant business records together with clear access responsibilities.

What you receive

Customer records, integration mappings and role rules.

Sales and service visibility

Surface pending actions and useful pipeline views so managers can identify stalled work.

What you receive

Follow-up reminders, dashboards and reporting definitions.

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

Pipeline stages, assignment rules and activity views; Customer records, integration mappings and role rules; Follow-up reminders, dashboards and reporting definitions.

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.js

Business data

MySQL

PostgreSQL

Redis

Integration and delivery

Postman

Docker

GitHub Actions

Monitoring

Grafana

Sentry

ERPNext implementation: configuration, custom workflows, migration and integration are scoped around the platform and your business processes.

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Architecture & workflows

See how customer work moves through the CRM

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

Illustrative logical architecture: teams use the application to work with shared records. Integrations exchange agreed data through APIs, and reporting reads the business records. Modules and connections are selected during scoping.

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.

Example business workflow. Approval thresholds, billing rules and integration responsibilities are agreed for each implementation.

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.

A2A Holidays CRM

A tailored lead and follow-up workspace for A2A Holidays travel enquiries.

Explore

TranzIndia Direct Selling Software

A connected commerce and distributor operations platform.

Explore

Pills Pharmacy Platform (Pills ERP)

One connected UK pharmacy product spanning stock, delivery, prescribing, coding and more.

Explore

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 development

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.

Discuss your project ↗