We implement the CRM or ERP that best suits your business.
We select, configure and integrate existing tools on the market so that sales, customers, billing and operations are no longer dispersed. Useful technology, clear processes and a team that knows how to use them.
- IMPLEMENTATION AND SUPPORT
Everything you need your CRM or ERP to work.
We take care of the strategy, configuration and technical aspects, but also the data and people who will use the system.
- 01
CRM or ERP consulting and selection
We analyze processes, users, budget and growth to recommend an existing tool that fits the business.
NEEDS · COMPARISON · LICENSE COST
- 02
Implementation and configuration
We configure pipelines, stages, fields, roles, permissions, products, invoices, projects and work rules.
CRM · ERP · ROLES · PROCESSES
- 03
Data migration and cleaning
We prepare contacts, companies, opportunities, products and history so that the system starts with useful information.
IMPORT · QUALITY · HISTORY
- 06
Integrations and automations
We connect web, forms, email, calendars, telephony, billing, e-commerce and external tools.
APIS · EMAIL · BILLING
- 05
Dashboards and business control
We define KPIs, commercial reports, forecasts, profitability and alerts so that each manager has visibility.
KPIS · SALES · FORECASTS
- 04
Training, support and evolution
We support users, resolve incidents and adapt the system when business processes change.
TRAINING · SUPPORT · IMPROVEMENTS
- HOW WE IMPLEMENT YOUR CRM OR ERP
A license doesn't change anything. A good implementation, yes.
Choosing the program is just the beginning. You need to translate the actual processes, organize the data, connect the systems, and get everyone using it well.
01
Business analysis
We map sales, customers, administration, projects, billing and friction points.
02
Tool selection
We compare existing CRM and ERP according to needs, budget and growth.
03
Configuration
We adapt fields, pipelines, roles, permissions, processes, documents and reports.
04
Data and integrations
We migrate information and connect web, email, billing, e-commerce and other systems.
05
Adoption and evolution
We train the team, measure usage and improve the system based on real work.
- CASE STUDIES
Projects where technology unites recruitment, commercial monitoring, operations and shared information.
- REVIEWS
Companies that have placed order to data and processes.
Consulting, configuration and integration so that the tool adapts to the business, not the other way around.
From the very beginning, the attention has been better than excellent: competent and close advice, in addition to adapting it to the individual needs of my project.
Both Sergi, who was the contact person, and Josep Maria, who was the programmer assigned to my project, have been exemplary in their treatment. The emails were very clear and detailed so that I could continue managing the website; the personal meetings were also very pleasant and always with a super friendly treatment. Even in an emergency, the reaction was super fast! THANK YOU!
So I can do nothing more than HIGHLY RECOMMEND THEIR SERVICES because it is a pleasure to find a service that is like this; exactly as you expect and even exceeding expectations.
Keep it up, thank you very much and until next time, as I will not hesitate to contact you again.
Great professionals!! I’ve been working with them for a while now, and I’m very happy.
They know how to listen, adapt and create robust solutions. We are very happy with the outsourcing of all the technological part of Sit&Plug. In addition, they are very good people.
Very professional and trustworthy company.
Fast communication, excellent treatment and they take care of every detail! Very good experience!
- FIRST CONSULTATION WITHOUT COMMITMENT
Ask us for a free quote
Tell us about the project you want to carry out and we will send you a proposal without obligation.
- FREQUENTLY ASKED QUESTIONS
Before implanting your CRM or ERP.
If you have any other questions, write to us directly and we will respond in less than 24 hours.
How much does it cost to implement a CRM or ERP?
The cost depends on the tool, number of users, processes, data, integrations and customization. After an initial analysis we prepare a phased proposal with differentiated licenses, implementation and support.
Which CRM or ERP is best for my company?
There is no single answer. We compare team, business cycle, billing, operations, integrations, budget and growth. We can implement Holded, HubSpot, Pipedrive, Zoho, Dynamics 365, Odoo or Airtable as appropriate.
How long does it take to get it up and running?
An initial implementation with essential processes can be operational in a few weeks. Complex migrations, multiple departments or integrations may require more time. We define a schedule and priorities before we begin.
Can you migrate data from the current system or our Excels?
Yes. We review the source, eliminate duplicates, normalize fields and prepare the import of contacts, companies, opportunities, products, invoices or historical data.
Can you integrate CRM or ERP with the web and other tools?
Yes. We connect forms, e-commerce, email, calendars, telephony, billing, banks, marketing tools and external services through connectors, APIs or custom automations.
Are you customizing an existing tool or developing a CRM from scratch?
In this service we prioritize established CRM and ERP on the market and configure them for the business. If the tool does not solve a need, we can add custom integrations or functionalities without rebuilding the entire system.
Do you offer maintenance and support after implementation?
Yes. We offer support, bug fixes, improvements, new reports, automations and support so that the CRM or ERP evolves with the company.