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Service 01

Lead Management & CRM Setup

"We lost a $50,000 deal last quarter because nobody followed up. It was in someone's WhatsApp. Nobody knew it was at risk."

If this sounds familiar, your lead tracking isn't a people problem — it's a systems problem. When leads live in WhatsApp threads, email inboxes, and spreadsheet rows, they depend entirely on individual memory. Memory fails. Deals slip.

We implement ERPNext CRM so that every lead is visible, every follow-up is tracked, and nothing slips because someone forgot.

What you get

Central lead pipelineEvery lead, every stage — one view for the whole team
Automated follow-up tasksSystem creates reminders. Reps get notified. No more "I forgot."
Full deal historyEvery call, quote, and email — attached to the customer record
Pipeline dashboardsOwner can see deal value, stage, and risk — without asking anyone
WhatsApp & email integrationLeads captured from existing channels — no manual entry
TYPICAL SCOPE & INVESTMENT
AUD 8k–15k · 4–6 weeks
Varies with team size, data complexity, and integrations required

How lead-to-conversion should flow

1
Lead arrivesWhatsApp, email, web form — captured automatically in ERPNext
2
AssignedAllocated to a rep. Status visible to the whole team immediately.
3
Follow-up scheduledTask created. Rep gets reminded. Nothing depends on memory.
4
QualifiedLead status updated as you learn more. Owner sees pipeline value at any stage.
5
Quote sentQuote linked to lead. You can see who's responded and who hasn't.
6
Won → OrderOne click converts to sales order. No re-entry. Pipeline clears automatically.
Fix My Lead Tracking →
Service 02

Inventory & Stock Management

"We ordered the same stock twice because neither warehouse knew what the other had. Now we've got $80k sitting in product we can't move, and we're out of the thing customers are actually asking for."

Inventory managed in Excel is inventory managed by memory. Stock counts done periodically are always out of date. When you don't know what you actually have, you either order too much or run out — and both cost money.

We implement ERPNext inventory so your stock levels are always accurate, orders don't duplicate, and you know exactly what you have and where.

What you get

Real-time stock levelsEvery movement tracked. Know what's available before you commit to a customer.
Low-stock alertsSystem tells you when to reorder — before you run out
Purchase order managementPOs tracked from creation to delivery. No duplication. Supplier history visible.
Stock movement reportsWhat's moving fast, what's sitting, what's tying up cash
TYPICAL SCOPE & INVESTMENT
AUD 10k–20k · 5–8 weeks
Complexity increases with SKU count, warehouse locations, and supplier integrations

How inventory should work

1
Stock receivedGoods receipt updates inventory level in real time
2
Customer ordersStock reserved against the order immediately. No double-commitment.
3
Alert triggeredStock hits reorder level → system flags it. No manual checking.
4
PO raisedPurchase order sent to supplier and tracked through to delivery
5
DispatchedDelivery confirmed → stock level updated → invoice raised automatically
Fix My Inventory →
Service 03

Cash Flow & Collections

"We invoiced $200k last quarter. I have no idea how much of that has actually been paid. I find out at the end of the month when the accountant sends the report."

Invoices sent but not systematically chased means cash comes in when customers feel like paying — not when you need it. And when you don't know your actual cash position day-to-day, you make decisions on gut feel.

We implement ERPNext so invoices are tracked from the moment they're raised, follow-ups happen automatically, and you know your cash position every day.

What you get

Invoice tracking dashboardOutstanding, overdue, paid — visible at a glance, updated in real time
Automated payment remindersSystem sends reminders at 7 days, 3 days, and on the due date
Daily cash positionKnow where you stand without waiting for end-of-month reports
Accounting integrationWorks alongside Xero, MYOB, Tally, or Zoho Books — no disruption to your existing workflow
TYPICAL SCOPE & INVESTMENT
AUD 6k–12k · 3–5 weeks
Often implemented alongside CRM or inventory as part of a phased rollout

How collections should flow

1
Invoice raisedLinked to the sales order. Payment terms set automatically.
2
Due date trackedSystem monitors every outstanding invoice against its due date
3
Reminder sentAutomated at 7 days, 3 days, and due date — no manual chasing
4
Escalated if overdueOverdue invoices flagged for manual follow-up. Nothing falls through.
5
Payment receivedMatched automatically. Outstanding balance updated in real time.
6
Cash position visibleDaily dashboard. No end-of-month surprises.
Fix My Cash Flow →
Service 04

Business Process Integration

"Our sales team works in one system. The warehouse works in another. Accounting has their own. Nobody's data matches. Every report takes a day to compile."

When your business functions are disconnected, decisions slow down. Data lives in multiple places, so the truth is always somewhere in between. Growth adds more systems, more people, and more complexity — not less.

We consolidate your scattered processes into one integrated ERPNext system — with integrations built for the tools you're not replacing.

What we connect

WhatsApp & communication toolsLeads and customer messages captured directly into ERPNext
Accounting softwareXero, MYOB, Tally, Zoho Books — data flows automatically, no double entry
Custom developmentWhen the standard module doesn't fit your specific workflow — we build it
Training & adoption supportWe train the people who will use the system — on the actual system, with real data
TYPICAL SCOPE & INVESTMENT
AUD 15k–40k · 8–16 weeks
For multi-module implementations. Phased — with visible wins at each stage.

What a connected business looks like

Sales
Lead → Quote → Order
Inventory
Order → Reserve → Dispatch
Purchasing
Alert → PO → Receive
Finance
Invoice → Chase → Reconcile
All of the above
One system. Real-time. Visible.
Plus your existing tools: Accounting, WhatsApp, email — connected, not replaced. Your team keeps working the way they work. ERPNext becomes the connective tissue.
Talk About Your Setup →
Not sure where to start?

Tell us your biggest problem.
We'll tell you where to start.

Most implementations start with lead tracking or inventory — because that's where the most pain is. Book a discovery call and we'll give you a straight answer about what makes sense for your business.