02 · Custom ERP, CRM & RevOps

One source of truth from first lead to paid invoice.

We build bespoke ERPs shaped to your manufacturing or field operations, and architect automated Salesforce & HubSpot pipelines synced directly with QuickBooks Online, Xero, Stripe, and field tools.

Scope your ERP or CRM Explore capabilities

⚙️ Custom Manufacturing, Distribution & Field Ops ERP 🔄 Salesforce, HubSpot, QuickBooks Online, Xero & NetSuite

Live RevOps & ERP Ledger Sync Bi-Directional

HubSpot / Salesforce Deal WonContract #4092 · $28,500 · Auto-validated

Stage Synced

Production & Job Costing CardBOM & crew hours allocated automatically

ERP Updated

QuickBooks / Xero Automated InvoiceSales tax, line items & Stripe payment link generated

Invoice Sent

Owner Gross Margin DashboardLive cashflow, AR aging & project profitability

42.8% Margin

50,000+CRM & ERP records migrated cleanly with zero downtime

0per-user seat penalties on custom-built DesiCoders ERPs

100%reconciliation accuracy between CRM deals and accounting

Software that fits youroperations-not vice versa.

Whether you need a custom ERP built from scratch or deep automation inside Salesforce and HubSpot, we eliminate spreadsheet chaos.

Bespoke Manufacturing & Trade ERP

Raw material inventory, multi-level BOMs, shop-floor job cards, vendor POs, and dispatch tracking tailored to your exact floor workflow.

Salesforce & HubSpot RevOps

Custom objects, automated lead deduplication, territory routing, SLA escalation flows, and clean executive pipeline reporting.

QuickBooks, Xero & Stripe Sync

Eliminate double entry. Closed deals automatically generate estimates, invoices, sales tax splits, and payment status updates in your books.

Field Service & Job Costing

Connect field crew time-tracking (Connecteam, Jobber) and material receipts directly to project budgets to see real-time job profitability.

Legacy CRM & Data Migration

Full schema mapping, data cleansing, relational ID preservation, and ownership transfer from legacy Vtiger, Zoho, or spreadsheets.

Role-Based Portals & Approvals

Give vendors, dealers, and clients dedicated login portals for orders, invoices, and project milestones with granular permissions.

Connected revenue &operations lifecycle.

Step 1Clean Lead CaptureDeduplicated & enriched in Salesforce or HubSpot.

Step 2Instant QuotingAutomated proposal & margin check before send.

Step 3Operations HandoverProject, BOM, or work order created on e-signature.

Step 4Accounting & TaxQuickBooks or Xero invoice synced with payment link.

Step 5Live Margin ViewActual vs. estimated cost tracked automatically.

ERP & CRM questions.

Should we customize Salesforce/HubSpot or build a custom ERP?

We help you decide objectively. If your sales motion fits a modern CRM, we optimize HubSpot or Salesforce so you don't reinvent the wheel. For heavy inventory, manufacturing, or large teams tired of paying $150/user/month, a custom ERP pays for itself within months.

Can you clean up an existing messy CRM portal?

Yes. We regularly audit portals with duplicate contacts, broken workflows, and unmapped fields-backing up everything before deduplicating and rebuilding clean automation rules.

How do you handle multi-currency and regional tax compliance?

Our custom ERPs and accounting integrations support multi-currency ledgers (USD, EUR, GBP, CAD, AUD) and automated sales tax / VAT rules via Avalara, QuickBooks Online, and Xero.

Ready to unify your sales, ops, and accounting?

Tell us which CRM, ERP, or spreadsheets you use today and where data gets stuck.