Product

ERP & CRM, built to order

The modules you need, nothing you do not

Choose from modules we have built many times, shaped to your process: enquiries and CRM, admissions, attendance, fees and invoicing, inventory, dispatch and reports.

  • Web
  • Android
  • iOS
Illustration: ERP dashboard with leads, attendance, fees and dispatch
What it does

Built for the way you work

Leads and CRM

Capture enquiries from your website and campaigns, assign follow-ups and see conversions.

Attendance

QR, biometric or manual attendance with reports for staff and students.

Fees and invoicing

Instalments, online payments, receipts and GST invoices.

Inventory and dispatch

Stock, kits and courier dispatch with tracking numbers.

Reports and dashboards

The numbers you check every morning, on one screen.

Access and audit

Roles, permissions and a record of who changed what.

Who it is for

  • Coaching institutes and training providers
  • Manufacturers and distributors
  • Service businesses with field or front-desk teams

How it works

Instead of a large off-the-shelf ERP that you bend to fit, we assemble the modules your business needs from parts we have built and refined many times, and shape each one to your process. You get a system that feels made for you, in less time than starting from nothing.

Modules

  • Leads and CRM: enquiries from your website, ads and calls, follow-ups and conversions.
  • Admissions and customers: registrations, documents and records.
  • Attendance: QR, biometric or manual, with reports.
  • Fees and invoicing: instalments, online payments, receipts and GST invoices.
  • Inventory and dispatch: stock, kits and courier dispatch with tracking.
  • Reports and dashboards: the numbers you check every morning.

Getting started

We begin with a discovery session, agree the first two or three modules in writing, and go live with those before adding more. Staff and students or customers can also get mobile and desktop apps.

Questions

Can we move our data from spreadsheets?

Yes. We import your existing records and check them with you before going live.

Can AI help inside the system?

Yes, for example summarising lead histories, drafting follow-up messages or reading documents. See our AI features and automation service.

See ERP & CRM, built to order with your own data

A 30-minute call: we show it working on a setup like yours and answer your questions.

Book a demo
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