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Solvios Technology successfully delivered the project within the agreed timeline and budget, while maintaining a strong transaction success rate and reliable reporting accuracy. Their team demonstrated a high level of commitment, focus, and results-driven execution throughout the engagement. What stood out most was their ability to identify and resolve challenges quickly, making them a dependable and efficient technology partner.
AI-Integrated CRM & ERP Consulting Services
We help mid-market and enterprise teams implement, customize, and integrate CRM and ERP platforms Salesforce, NetSuite, Microsoft Dynamics, HubSpot, and ERPNext with AI built into the workflows that actually move the needle on revenue, efficiency, and customer retention.
13+
Years of Experience
50+
Experts in Our Team
40+
Happy Customers Worldwide
250+
Projects Delivered Successfully
4.9/5 ratings
5/5 ratings
Our CRM & ERP Consulting Services From Strategy to Scale
Whether you're picking your first CRM, migrating off a legacy ERP, or unifying both into a single operational backbone, our CRM and ERP consulting services cover the full lifecycle across the five platforms we know inside and out Salesforce, NetSuite, Microsoft Dynamics, HubSpot, and ERPNext with AI layered into the workflows where it actually moves the business.
Salesforce Consulting & Implementation
Salesforce is powerful, and that power cuts both ways. A well-architected org is a revenue engine; a poor one is technical debt with a license fee. We design the data model, automation, and integrations that make Sales Cloud, Service Cloud, and Marketing Cloud work as one system with AI-driven lead scoring and Einstein wired in from the first sprint.
NetSuite Consulting & Implementation
NetSuite is where mid-market companies graduate when QuickBooks runs out of road. Most NetSuite stories go wrong on implementation too much customization too early, migration as an afterthought. We deliver phased rollouts that ship value in weeks, clean data architecture, maintainable SuiteScript, and AI-powered forecasting layered on once the foundation is solid.
Microsoft Dynamics 365 Consulting & Implementation
Microsoft Dynamics 365 is the right call when you want CRM and ERP under one roof and your stack already runs on Microsoft. We implement Dynamics 365 Sales, Customer Service, Finance, and Business Central with Power Platform automations, Copilot integration, and agentic workflows that surface decisions inside Teams, where your people already work every day.
HubSpot Consulting & Implementation
HubSpot punches above its weight for marketing-led, mid-market companies that want speed without the Salesforce overhead. We implement Sales Hub, Marketing Hub, Service Hub, and Operations Hub with custom objects, workflow automation, clean integrations across your stack, and AI-driven lead scoring and content personalization that make HubSpot genuinely intelligent, not just easy to deploy.
ERPNext Consulting & Implementation
ERPNext is the open-source ERP that's quietly become a serious option for businesses that want full functionality without the per-user pricing trap. We implement ERPNext across manufacturing, services, retail, and project-based operations accounting, inventory, CRM, HR, manufacturing with the customizations and AI-powered automation that make ERPNext fit your business, not the other way around.
Not AI bolted on. AI built into the workflow.
Most CRM and ERP vendors are now selling "AI features" that live in a sidebar nobody opens. We do the opposite: we embed intelligence into the moments where decisions actually get made: the deal record, the sales forecast, the procurement queue, the customer service ticket. Here's where AI moves the needle inside the systems you already run.
01
AI lead scoring and deal-risk signals that beat your rep's gut feel
Models trained on your closed-won and closed-lost history surface which leads to chase, which deals are slipping, and why.
Highlights:
- Predictive lead scoring
- Deal health signals
- Next-best-action
01
AI lead scoring and deal-risk signals that beat your rep's gut feel
Models trained on your closed-won and closed-lost history surface which leads to chase, which deals are slipping, and why.
Highlights:
- Predictive lead scoring
- Deal health signals
- Next-best-action
Why Modern Teams Choose Us as Their CRM and ERP Consulting Partner
Explore how we help businesses turn fragmented systems into unified platforms that drive measurable growth, efficiency, and customer retention.
0103
Building an AI-Powered Online Store for Egyptian Sacred Oils Brand
A seller of Egyptian sacred oils wanted a Shopify store that went beyond a standard product catalog educating visitors about origins and use cases, guiding purchase decisions and reducing pre-sale drop-off. We redesigned the storefront with story-led product pages, a custom AI-powered conversational assistant with NLP-engineered responses and a structured product knowledge base, and a clean brand-aligned UI/UX delivering a 30% increase in orders within the first few weeks and resolving 90% of customer queries without any human intervention.
0203
How We Merged Three Businesses Into One Headless Commerce Platform Built to Scale
A leading industrial distributor was running three separate businesses — Automation, Solar, and Electrical Equipment — across three disconnected WordPress subdomains, with a 6,000+ product catalogue too complex for the platform to handle. Solvios rebuilt the entire foundation on a headless architecture using Umbraco and Next.js, consolidating all three businesses onto one domain with dual product- and brand-led navigation, a full e-commerce store, a B2B quotation engine, an AI support assistant, and a section-based content system the client's team now operates without developer involvement.
0303
Marketplace for Socially Conscious Brands
An ethical commerce startup wanted to build a multi-vendor marketplace connecting mindful consumers with sustainable, homegrown brands giving small ethical businesses global reach without the commission burden of major platforms. We built on Magento with Salesforce CRM integration, delivering robust vendor store management tools, PO-based order processing, multi-payment gateway support and a commission-management system helping sustainable brand owners digitize their operations, reach a global audience and build a community of values-aligned shoppers.
We're not just another ERP & CRM consulting company.
We're the implementation partner you bring in when the rollout actually has to work.
Business-Outcome Engineering
We don't measure success in tickets closed or modules deployed. We measure it in revenue moved, hours saved, and renewal rates lifted and we architect every engagement backwards from those numbers.
Platform-Agnostic, Outcome-Loyal
Salesforce, NetSuite, Microsoft Dynamics, HubSpot, ERPNext we work across all of them and tell you honestly which one fits your business, your budget, and your five-year roadmap. No partner-tier pressure.
Senior Consultants, Not Junior Resellers
You get consultants who've shipped real implementations at scale, not certified juniors learning the platform on your timeline and your invoice.
AI-Native Implementation DNA
Every CRM and ERP we deploy is architected with AI integration points from day one so the predictive scoring, the agentic workflows, and the intelligent automation slot in cleanly when you're ready.
Integration-First Thinking
We assume your CRM or ERP is going to talk to ten other systems before we write the first line of config. Integration architecture is week-one work, not a post-launch surprise.
Transparent, Predictable Delivery
Clear sprints, honest status, no surprise invoices. You always know what's shipping, what's blocked, and what it costs.
Why Our Clients Love Working With Us
We build long-term partnerships through transparent communication, technical excellence, and consistent delivery aligned with business goals.
Our CRM & ERP Implementation Process
Most CRM and ERP failures aren't platform failures. They're process failures dressed up as software problems.
Our CRM and ERP consulting services follow a structured, AI-assisted delivery methodology built to surface the hard questions early when they're cheap to answer and protect implementation quality from kickoff through go-live and beyond.
01
Discovery & Business Process Mapping
We map your sales motion, your operational workflows, and the gap between what's documented and what actually happens day-to-day.
02
Platform Selection & Architecture
We recommend the right platform, Salesforce, NetSuite, Dynamics, HubSpot, or ERPNext and design the data architecture, integration map, and customization scope before a single field gets
03
Configuration & Customization
We configure the platform, build the custom objects, write the automation logic, and create the workflows that match your actual business, not a generic template.
04
Data Migration & Integration
We migrate your historical data with validation and cleansing, then build the integrations that connect your CRM and ERP to the rest of your stack.
05
QA, UAT & User Training
We test the build against real-world scenarios, walk your team through it, and make sure adoption isn't an afterthought.
06
Go-Live & Hypercare
We don't disappear at launch. We stay close for the first weeks when the real edge cases surface and the team is still building muscle memory.
07
Ongoing Optimization & AI Enablement
We continuously refine the platform, layer in AI capabilities, and evolve the system as your business does.
Flexible Engagement & Delivery Models
Your CRM or ERP project doesn't fit a template, and neither should the engagement. The right ERP & CRM software company structures delivery around your timeline, your internal capacity, and your budget reality not a one-size contract. Three models, all built for modern implementation speeds.
You need consultants and engineers who know your CRM or ERP environment as well as your in-house team building for your roadmap, not splitting attention across five other clients. The Dedicated Team model gives you a fully embedded unit working exclusively on your platform, your processes, and your velocity goals. Closest thing to hiring a senior implementation team without the overhead, the runway risk, or the eighteen-month hiring cycle.
- Right for you if
You're running a complex, multi-phase CRM or ERP program over six months or more, your roadmap is still evolving, or you need to scale your internal team without the cost and lead time of full-time hires.
- What you get
A hand-picked team of CRM/ERP consultants, developers, a QA specialist, and a technical lead all working only on your platform. Sprint planning, standups, and retros run on your calendar, your tooling, your definition of done. AI-assisted delivery is built into how the team ships, not bolted on later.
- Economics
Monthly retainer. No surprise invoices, no scope-creep billing. Team composition flexes as your roadmap demands.
Typical profile
3–10 consultants and engineers
6-month minimum
Scales with 30-day notice
Not sure which model fits?
Most mid-market teams start with one and evolve into another as the rollout matures. Let's figure out the right starting point together.
Industry-Specific CRM & ERP Solutions
We implement CRM and ERP platforms tailored to the operational reality of your industry built around how your business actually runs, not a generic template so you ship better outcomes, faster adoption and stronger margins.
ERP-first industry where the gap between the shop floor and the front office decides margin. We implement NetSuite, Dynamics, and ERPNext across discrete and process manufacturers production planning, BOM management, MRP, quality control, and the shop-floor integrations that turn ERP from a reporting tool into an operating system.
Explore More
ERP-first industry where the gap between the shop floor and the front office decides margin. We implement NetSuite, Dynamics, and ERPNext across discrete and process manufacturers production planning, BOM management, MRP, quality control, and the shop-floor integrations that turn ERP from a reporting tool into an operating system.
Explore MoreFrequently Asked Questions
Clear, honest answers to the questions we hear most often about platforms, timelines, costs, AI integration, and how a CRM and ERP implementation actually plays out from kickoff to go-live.
Look beyond the certifications. The right CRM and ERP consulting partner asks more questions than it answers in the first conversation about your sales process, your operational pain, your data quality, and what failure would actually cost you. Evaluate on the discovery depth, the platform honesty (do they recommend what fits, or what they sell?), and whether they push back when they disagree. Anyone who gives you a fixed price before they've understood your environment isn't the right partner.
CRM runs the customer-facing side of the business: leads, deals, accounts, support, marketing. ERP runs the operational side: finance, inventory, procurement, manufacturing, HR. Most growing companies eventually need both and the value compounds when they're integrated. We help you sequence the rollout based on where the pain is biggest and the ROI is fastest, not based on what's easier to sell.
Salesforce for complex enterprise sales motions and deep ecosystem extensibility. HubSpot for marketing-led, mid-market companies that want speed of deployment. Microsoft Dynamics 365 when you're already deep in the Microsoft stack and want CRM and ERP under one roof. NetSuite for cloud-first mid-market and enterprise ERP. ERPNext when you want open-source flexibility and a lower total cost of ownership. We make the recommendation after we understand your team, your scale, and your roadmap not before.
A focused CRM rollout: 8-14 weeks. A mid-complexity CRM with integrations and custom workflows: 3-5 months. A full ERP implementation: 6-12 months, phased so you ship value in the first quarter, not the last. A combined CRM-ERP-integration program: typically 9-15 months across multiple phases. We provide milestone-based timelines in writing before development begins.
A focused CRM implementation: $30,000-$80,000. A mid-complexity CRM with custom development and integrations: $80,000-$200,000. A full ERP implementation: $100,000-$400,000 depending on platform, scope, and customization. AI layers and advanced integrations are scoped separately. We provide detailed estimates after a discovery session. We won't give you a number before we can stand behind it.
AI-powered CRM and ERP means building intelligence into the workflow predictive lead scoring, forecasting that holds up, churn prediction, intelligent automation, agentic workflows, and natural-language reporting on your business data. It's not a chatbot in the corner of your dashboard. Whether you need it depends on your scale and competitive landscape but in most mid-market segments, the teams not exploring AI in their CRM and ERP are falling behind the ones that are.
Yes - and we assume that's part of the job from day one. We build CRM and ERP integrations with finance, marketing automation, customer support, ecommerce, data warehouses, and the long tail of internal tools. Real-time, bi-directional, event-driven where it matters, and built on modern APIs and middleware that won't break the next time a vendor changes their schema.
Yes. We start with a technical audit of configuration quality, customization decisions, data integrity, integration architecture, and scalability constraints. We give you an honest picture of what you've inherited and a clear recommendation: refactor, rebuild, or extend. Sometimes the existing work is better than it looks. Sometimes it isn't. Either way, you get a straight answer.
Security is designed in, not reviewed at the end. Role-based access control, field-level encryption, audit logging, and compliance controls for HIPAA, GDPR, SOC 2, and PCI-DSS as relevant to your industry. Compliance documentation is produced as a deliverable, not an afterthought.
Three models: Dedicated Team (for long-term, multi-phase implementations), Time & Material (for evolving scope and discovery-heavy programs), and Fixed Cost (for well-scoped, milestone-defined projects). We recommend honestly based on your situation not based on which model is most profitable for us.
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Curated insights, platform comparisons, and field-tested best practices to help you choose, implement, and scale CRM and ERP systems that actually drive revenue, efficiency, and retention.
