CRM and ERP systems that match your business rules
A CRM manages customers and sales; an ERP manages operations such as orders, inventory and invoicing. Blocvibe builds custom CRM and ERP systems, or extends the ones you already use, so they follow your actual business rules.
- Python
- TypeScript
- React
- REST APIs
- Relational databases
The service
What is CRM and ERP development?
CRM and ERP development is building or extending the systems that run customers, sales, operations and finance. A CRM follows leads, customers and communication; an ERP covers orders, inventory, jobs and invoicing. Blocvibe builds focused custom systems and extends existing ones through their APIs.
Who it is for
- Service businesses that follow work from lead to invoice
- Companies whose pricing, approval or record rules generic tools do not cover
- Teams whose CRM or ERP needs custom modules rather than replacing
When to consider it
- One customer’s history is spread across several tools
- Quotes and approvals happen in email and spreadsheets
- Invoices are re-typed into the accounting system
The challenge
The business problem
Generic CRM and ERP tools often cover most of a business but miss the rules that make it different, such as custom pricing, approval steps or industry-specific records. Teams fill the gaps with spreadsheets, and information about one customer ends up in several places.
- Generic systems miss the rules that make the business different
- Leads, quotes, jobs and invoices are not connected to each other
- Custom pricing lives in spreadsheets outside the system
- Moving data from older tools looks risky
Our capabilities
How we help
Model your rules
Pricing, approvals and workflows are built to match how your business actually operates.
One record per customer
Leads, quotes, jobs and invoices connect so everyone sees the same history.
Extend or build
We can extend an existing CRM or ERP through its API, or build a focused custom system.
How it works
How a lead-to-invoice system connects
Lead capture
- Website forms
- Phone and email enquiries
- Imported lists
CRM records
- Contacts and companies
- Pipeline stages
- Activity history
Operations
- Quotes from your price rules
- Approvals
- Jobs, orders or stock
Finance
- Invoices from completed work
- Sync to accounting software
- Pipeline and revenue reports
Example workflow
Lead to invoice
Step 1: A new lead arrives from your website or by phone and is logged with its source.
Step 2: A quote is prepared from your price rules and sent for internal approval if needed.
Step 3: Once accepted, the quote becomes a scheduled job with assigned staff.
Step 4: Completed work is recorded with time and materials used.
Step 5: An invoice is created from the job and synced to your accounting system.
Limits to keep in mind
Typical use cases
- Lead-to-invoice workflows for service businesses
- Quote and approval processes with custom pricing
- Inventory and order management
- Extending an existing CRM with custom modules
What you receive
- Process and data model documentation
- Custom CRM or ERP modules
- Data migration from existing tools
- Integrations with accounting and email
- User training materials
Technologies and integrations
- Python
- TypeScript
- React
- REST APIs
- Relational databases
Industry applications
Where CRM and ERP development helps
Practical examples of how this service applies in different sectors.
Construction and Field Services
- The challenge
- Quotes are priced in spreadsheets, approved by email and re-typed into a job list once accepted.
- The solution
- A quote-to-job workflow with your price rules, approval steps and job scheduling in one system.
- How it works
- A lead becomes a quote from the price rules, goes for approval where needed, becomes a scheduled job when accepted and produces an invoice when the work is done.
- The benefit
- Each customer has one history from first contact to invoice, and pricing stays consistent.
- Python
- TypeScript
- React
- REST APIs
Logistics and Fleet Management
- The challenge
- Customer contracts, rates and service levels are kept outside the system that handles bookings.
- The solution
- A CRM extension that holds contract rates and links them to bookings and invoicing.
- How it works
- Contract rates are stored for each customer, applied when a booking is made and carried through to the invoice.
- The benefit
- Invoices match the agreed rates, and account managers see each customer’s activity in one place.
- Python
- React
- REST APIs
- Relational databases
Wholesale and distribution
- The challenge
- Stock levels, orders and customer pricing are checked in different places before an order can be confirmed.
- The solution
- An order and inventory module with customer-specific pricing.
- How it works
- An order is entered or imported, checked against stock and the customer’s price list, confirmed and passed on for picking and invoicing.
- The benefit
- Orders are confirmed without checking several systems, and stock records stay current.
- Python
- TypeScript
- REST APIs
- Relational databases
Business value
What it changes for your business
One record per customer
Leads, quotes, jobs and invoices connect, so everyone sees the same history.
Your rules, built in
Pricing, approvals and workflows follow how the business actually operates.
Less re-typing
Work moves from quote to job to invoice without being entered again at each step.
Clearer reporting
Pipeline, workload and revenue can be reported from one connected set of records.
Our development process
How the project runs
Step 1: Discover
We learn how your business works today, what is not working and what success should look like.
Step 2: Define
We agree on a written scope, priorities, estimate and timeline before any development begins.
Step 3: Design and build
The solution is designed and built in short cycles, with working software to review along the way.
Step 4: Validate
We test with your team and real or representative data, and fix what needs fixing before launch.
Step 5: Deploy
The solution goes live in your environment with documentation and a handover for your team.
Step 6: Support and improve
We monitor, maintain and improve the solution as your business and its users’ needs change.
Why Blocvibe
Why choose Blocvibe
The right technology should simplify work, solve meaningful problems and leave room to grow. We focus on practical solutions shaped around your goals.
Business-first thinking
Every project starts with the problem that needs solving, not the technology that happens to be trending. We map how work really moves through your team, exceptions included, before deciding what to build.
Purposeful engineering
Tools and architecture chosen for your requirements, maintainability and long-term value.
Connected digital experiences
Software, AI, mobile apps and connected devices brought together where they genuinely help.
Quality at every stage
Usability, responsiveness, accessibility and testing get attention throughout development, not just at the end.
Frequently asked questions
Should we build a custom CRM or extend an existing one?
If an existing CRM covers most of your needs, extending it is usually faster and cheaper. A custom system makes sense when your core process is unusual or the existing tool’s limits create constant workarounds.
Can you migrate our existing data?
Yes. Data is mapped, cleaned and imported, with a test migration reviewed before the final switch-over.
Will it connect to our accounting software?
Most accounting products offer APIs that allow invoices and payments to sync. Exact capabilities depend on the product and your subscription plan.
Which CRM and ERP systems can you extend?
Most modern CRM and ERP products offer an API that custom modules can use. Whether a specific product and plan allows what you need is confirmed during discovery.
Can different teams see different information?
Yes. Roles and permissions control which records and actions each team or person can access.
Discuss your CRM and ERP development project
Share what you want to build or improve. We’ll reply by email and suggest a practical first step.