Problem
Marketing companies face data chaos and fragmented processes: CRM systems store client information, ERP manages finances, while marketing analytics remain isolated. As a result, employees spend hours on manual reporting, upsell opportunities are missed, and clients turn to more tech-savvy competitors. Without a unified automation system, businesses lose flexibility, costs increase, and customer satisfaction declines.
Solution
We developed a custom ERP+CRM application that integrates customer management, marketing, finance, and analytics into a single platform. The system ensures process transparency, automates routine tasks, and enables teams to focus on growth. Key capabilities: Unified database of clients and deals Automated marketing campaigns and funnels Integration with email services, ad accounts, and analytics tools Financial module with subscription and invoicing support Real-time dashboards and reports Mobile app for on-the-go operations Security and compliance with GDPR, ISO 27001
Result
Implementing the ERP+CRM system helped the client achieve a new level of efficiency and transparency. All business processes—from marketing to finance—are now managed within one system, ensuring control, speed, and scalability. Achieved outcomes: 35% increase in customer retention 40% reduction in reporting time Up to 60% automation of marketing processes ROI reached within 12 months Ability to rapidly scale into new segments and regions