ERP & CRM Development

When sales lives in one tool, stock in another and accounts in a third, the owner gets three different answers to the same question. ERP and CRM software development is one of our core services. From India, Websofy builds for clients across the country and overseas a single system of record where customers, operations, finance and teams are connected, so that a number entered once is available everywhere it is needed.

We build custom ERP and CRM platforms for trading and manufacturing businesses, schools and institutes, hospitals and clinics, service companies and field-sales teams.

Why businesses outgrow spreadsheets and generic ERP

Spreadsheets are flexible, which is exactly why they break. Two people edit different copies, formulas get overwritten and nobody knows which file is final. Generic ERP products solve this but bring their own problem: they are built for every industry at once, so half the screens are irrelevant and the feature you need most requires an expensive customisation.

A custom ERP or CRM is shaped around your documents and stages: your quotation format, your follow-up cycle, your stock locations, your fee structure. Staff learn it quickly because it speaks the language they already use.

Modules we commonly build

• Lead and customer management: Capture enquiries from website, calls and campaigns, assign them, schedule follow-ups and track conversion.
• Sales and billing: Quotations, orders, GST invoices, receipts and outstanding reports.
• Inventory and purchase: Multi-location stock, purchase orders, reorder alerts and vendor ledgers.
• HR and attendance: Employee records, attendance, leave and payroll inputs.
• Industry modules: School fees and admissions, hospital OPD and billing, service tickets, field visits and more.
• Dashboards and alerts: Daily figures for owners, with WhatsApp, SMS or email alerts for important events.

Implementation steps

Who benefits most

• Owners who cannot see daily sales, collections and stock in one screen
• Sales teams losing leads because follow-ups are not tracked
• Schools, institutes and hospitals managing records on registers
• Businesses with more than one branch, warehouse or department

Cost and timeline

ERP and CRM cost depends on the modules, number of users and branches, and integrations. A CRM for one sales team is a small project; a multi-branch ERP is delivered in phases over a longer period. Check an indicative budget with the price calculator, and if you are unsure whether to build or subscribe, try the build vs buy advisor.

Why Websofy

We begin with process study rather than a product demo, deliver module by module and stay with your team through go-live. Our solution pages for lead management, education and healthcare describe the patterns we use, and the work section shows delivered systems.

Serving businesses across India and abroad

Our team works from Lucknow, India, with businesses located elsewhere in the country and overseas. For ERP and CRM work we agree the scope in writing, sign a confidentiality agreement on request, share regular demos and keep communication in clear English over email, chat and video.

Tell us which report you wish you had every morning. That is usually the best place to start an ERP. Contact us to discuss it.