CRM & ERP Systems

CRM & ERP Systems
CRM & ERP Systems
CRM & ERP Systems

Build a System That Runs Your Business Not Spreadsheets

We help businesses implement CRM & ERP systems that unify leads, sales, operations, billing, and reporting. The result: faster follow-ups, fewer errors, clear dashboards, and a process your team actually follows.

  • Lead & deal pipeline setup with stages, tasks, SLAs
  • Automation: follow-ups, reminders, assignment rules
  • WhatsApp/Email integration and team access controls
  • Invoicing, inventory, purchase & operations workflows (ERP)
  • Dashboards for management: sales, revenue, team performance
Request a CRM/ERP Plan View Case Studies
Why It Matters

CRM & ERP turns chaos into a repeatable process

If your business depends on people remembering things, revenue will leak.

Faster Follow-ups

Automatic reminders and task flows ensure no lead or customer gets ignored.

Fewer Errors

Standardized data entry, approvals, and templates reduce costly human mistakes.

Clear Reporting

Live dashboards show pipeline, revenue, and team performance no manual reporting.

Team Accountability

Role-based access and activity logs create ownership and transparency.

How We Work

Our CRM & ERP implementation process that actually sticks

Click each step to see what happens.

Audit & Goals

We map your current flow: lead sources, sales process, operations, billing, approvals, and reporting. Then we define KPIs (CPL → lead quality → conversion → revenue) and success metrics for each team.

Process Design

We design stages, fields, forms, and roles. This includes pipeline stages, task rules, SLA reminders, approval workflows, and reports that management needs weekly/monthly.

Setup & Automation

We configure your CRM/ERP, implement automations (assignment, follow-ups, WhatsApp/email triggers), integrate lead sources and create dashboards. Then we run QA with real scenarios.

Training & Handover

We train your team with SOPs, role-wise checklists, and a clear adoption plan. You get documentation, access controls, and a support window for refinement.

What We Build

What’s Included in Our CRM & ERP Setup

A practical system your team uses daily.

Sales CRM Setup

Lead capture, pipeline stages, tasks, follow-up flows, and team performance dashboards.

Automation & Integrations

WhatsApp/email automation, source tracking, routing rules, and alert systems.

ERP Workflows

Billing, invoices, purchase flows, inventory/operations workflows, approvals, and access control.

Dashboards & Reporting

Daily/weekly/monthly views for management: revenue, pipeline health, and productivity.

Why Choose Our CRM & ERP Solutions?

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Tailored to Your Business

No generic templates. We design workflows that match your exact processes.

User-Friendly Interfaces

Simple dashboards so your team focuses on work, not learning curves.

Scalable & Future-Ready

Built to grow with your business and adapt to new challenges.

Secure & Reliable

Enterprise-grade data protection, uptime, and access controls.

Integrated & Connected

Connect your CRM/ERP with website, apps, WhatsApp and third-party tools.

Tailored to Your Business

We map your actual sales + operations flow and build stages, fields, automations and reports that match your team’s daily process so adoption becomes easy and consistent.

User-Friendly Interfaces

We create clean screens, role-based menus and simple dashboards so your team spends time working, not figuring out the tool.

Scalable & Future-Ready

Your system is built to grow new products, branches, roles, pipelines and automations can be added without breaking reporting or workflows.

Secure & Reliable

Role-based permissions, audit logs, approvals and best-practice access control keep business data secure while maintaining transparency.

Integrated & Connected

We connect website leads, WhatsApp, email, reporting and third-party tools so your team works in one place with full tracking.

Benefits

Benefits for Your Business

  • Better Decision Making: Accurate, real-time data at your fingertips.

  • Improved Productivity: Automate routines to cut manual errors.

  • Customer Satisfaction: Faster response times and personalized service.

  • Cost Savings: Optimize resource use and reduce operational costs.

Have a Project in Mind?

Let’s set up a CRM/ERP system that improves conversion, saves time, and gives you full control with live reporting.

Book A Call

Or use the form to tell us about your needs.

2500+
Projects Delivered
20+
Years Experience
675+
Experts

Technologies We Use

CRM Platforms

Salesforce | HubSpot | Zoho CRM | and custom CRM solutions.

ERP Platforms

Odoo | SAP | Microsoft Dynamics | and custom ERP builds.

Integrations

REST APIs | Zapier | WhatsApp/Email | third-party tool integrations.

Why Ads Squad?

We don’t just deliver software we deliver long-term business growth tools. With experience in digital transformation, we ensure your CRM/ERP becomes a strategic advantage.