Services · Systems and development

CRM and business systems

I build a CRM or add-on modules that follow your sales and work process, not the other way round. Data syncs with your ERP and accounting, so the same customer is not entered in three places.

ResultA deal moves stage by stage; the invoice and customer reach the ERP without retyping.

Who it is for

  • Customers and deals live in Excel, email and people’s heads.
  • An off-the-shelf CRM does not fit your process or is too complicated.
  • Sales and accounting enter the same data twice.
  • Several units or partners need a shared database with different rights.

What I can do

  • A custom CRM: customers, contacts, deals, tasks
  • Modules for an existing system
  • Sync with ERP and accounting
  • Roles and access rights
  • Automatic rules, reminders and reports
  • Migrating data from Excel or an old system

Input → output

InputOutput
Customers in Excel, deals in emailA CRM where every deal has a stage, an owner and a next step
A won deal in the CRMThe customer and invoice appear in the ERP on their own
Three partners, each with their own spreadsheetOne database where everyone sees only their own data

A typical format, not a client project.

Proof

  • Founder’s work experience, not an Eluneri clientAdapter

    A unified CRM for 27 partner organisations: synchronised databases, role-based access and automated rules.

  • Founder’s independent projectOpportunity Intelligence Studio

    Researching and ranking sales leads: agents gather evidence and draft a short brief for every account. Open the demo

  • Founder’s independent projectCompany Intelligence Hub

    A company card that fills itself from public Estonian registry data. Open the demo

How the work goes

  1. Understand the task. A free conversation about your workflow, programs and what gets in the way.
  2. Agree the proposal. I agree the outcome, scope, price and timeline in writing before starting.
  3. Build the solution. I show you interim versions and gather your feedback so the solution fits your workflow.
  4. Test with your data. Together with you I try typical work scenarios and fix any issues found before rollout.
  5. Hand over the system. You receive the solution, guide and access. I show you how to use it; ongoing support is agreed separately.

Price

  • One automationfrom 490 €
  • Projectfrom 2,000 €
  • Maintenance and supportfrom 120 €/ per month

The first conversation is free. The exact figure depends on the number of sources, document types and special cases – you get it in writing before work starts. All prices →

Questions

Do you build a full ERP?

For a small business, usually not: that is a large, expensive project. It is more sensible to build a CRM or modules connected to your existing ERP or accounting.

Why not use an off-the-shelf CRM?

Often that is the right choice, and I will tell you. A custom solution pays off when the process is unusual or an off-the-shelf CRM needs too many workarounds.

What happens to our existing data?

I migrate them from Excel or the old system, clean up duplicates, and we check together that nothing is lost.

Let’s discuss your task

Write a few sentences about what is still done by hand. I reply personally.

Discuss your task