CRM & ERP Solutions in Indore
One Connected System for Customers, Sales and Operations.
When customer details sit in WhatsApp chats, orders in spreadsheets and accounts in another tool, growing a business becomes harder than it should be. Information gets lost, follow-ups are missed and nobody has a clear picture.
At The Digital Consultancy (TDC), we provide CRM and ERP solutions in Indore to help businesses organise customers, sales, inventory, accounts and operations in one connected system.
We help you choose the right platform, set it up around your processes and make sure your team actually uses it.
Organise your data. Streamline your work. See your business clearly.
CRM and ERP solutions for growing businesses
From choosing the right system to training your team, we support the full journey.
CRM & ERP Consultation
Before choosing software, it helps to understand how your business actually works. We review your processes and recommend what you really need.
Our consultation includes:
- Business process review
- Requirement gathering
- Pain point and gap analysis
- CRM vs ERP needs assessment
- Platform comparison
- Budget and scope planning
CRM Implementation
Set up a CRM that matches how your sales team works, so every lead and conversation is tracked in one place.
We set up:
- Lead and contact management
- Sales pipeline stages
- Follow-up reminders
- Quotation and proposal tracking
ERP Implementation
Bring your daily operations into one system so stock, orders and accounts stay accurate and up to date.
Modules we can help with:
- Inventory and stock management
- Purchase and vendor management
- Sales orders and billing
- Accounts and invoicing
- Production and job tracking
Custom CRM & Business Software
If standard software does not fit your process, we can design a tailored system built around how you work.
We can develop:
- Custom CRM systems
- Customer and client portals
- Order and job tracking tools
- Internal dashboards
Integrations & Automation
A CRM works best when leads flow into it automatically. We connect it to the places your customers already reach you.
We can connect:
- Website forms and landing pages
- Meta and Google lead ads
- WhatsApp and email
- Accounting and billing tools
Data Migration & Clean-up
Your existing information is valuable. We help move it into the new system accurately and organise it along the way.
Our services include:
- Contact and customer data import
- Product and inventory data import
- Duplicate removal
- Data formatting and clean-up
Customisation & Workflow Setup
We configure the system so it follows your processes, instead of forcing your team to change how they work.
We configure:
- Custom fields and forms
- Pipeline and approval workflows
- Automated task assignment
- User roles and access levels
Reporting & Business Dashboards
See what is happening in your business without chasing people for numbers.
More importantly, the data helps you decide what to do next.
Reports can include:
- Lead sources and conversion
- Sales pipeline and forecasts
- Team performance
- Stock levels and movement
Training, Support & Maintenance
A system only helps if your team uses it well. We train your people and stay available after launch.
Our support includes:
- Team training sessions
- User guides and process notes
- Post-launch support
- Issue resolution
CRM + Digital Marketing
Leads are only valuable when they are followed up.
Marketing brings enquiries. A CRM makes sure each one is recorded, assigned and followed up. Because TDC also provides SEO, social media, performance marketing and website development, we can connect the full path from first click to closed sale.
Right-Sized Systems
The best system is the one your team will use.
Large, complex software can overwhelm a small team. We start with the problems that cost you the most time and money, and add modules only as the business needs them.
Our CRM and ERP implementation process
Discovery
We learn how your sales, operations and accounts work today and where the problems are.
Requirements
We document what you need, what can wait and what success looks like.
Platform Selection
We compare options and recommend a platform or custom approach that fits your budget and goals.
Setup & Configuration
We configure modules, workflows, roles and templates around your processes.
Data Migration
We import and clean your existing data and check it carefully.
Integration
We connect the system to your website, ads, messaging and accounting tools where needed.
Testing & Training
We test with real scenarios and train your team before going live.
Launch & Support
We go live, monitor early use and keep improving the system with you.
Who can benefit from CRM and ERP solutions?
Our solutions are suitable for:
Local businesses
Startups
E-commerce brands
MSMEs
Hospitals & healthcare
Manufacturers
Real estate companies
Solar companies
Educational institutions
Professional services
Automobile businesses
Hospitality brands
Food & consumer brands
Furniture manufacturers
B2B businesses
Solar companies
If your team uses spreadsheets and chat groups to manage customers and orders, a connected system can save time and prevent mistakes.
Looking for CRM and ERP solutions in Indore?
If leads are slipping through, stock and accounts do not match or you lack a clear view of your numbers, it may be time for a connected system.
TDC combines CRM and ERP implementation, custom software, integrations and digital marketing expertise to help businesses run in a more organised, measurable way.
Let’s organise your business.