Business systems: CRM, ERP, point of sale and inventory
When spreadsheets stop keeping up, the next system has to fit how you work. I help you choose it, set it up, move your data and connect it to the tools you already use.
Proven systems first Your data, always exportable Licences in your name
How I work:
- Map how work flows today Orders, stock, customers and invoices: where each one starts, who touches it, and where time is lost.
- Shortlist proven systems Systems that fit your size and budget, with a written recommendation before anything is bought.
- Set up and move your data The system set up and your data moved in, checked with you before the switch, then connected to your accounting, email and website.
- Train your staff Short how-to notes they can keep, so the system gets used the same way by everyone.
- Look after it afterwards Updates, new users and questions, as part of managed IT.
What I work with:
The systems a small business runs on. Customer management (CRM), business management (ERP), point of sale, inventory, bookings and accounting connections. Proven off-the-shelf systems come first. I build custom tools only when nothing on the market fits.
For trades and contractors: quoting and estimates, scheduling and dispatch, job costing, invoicing and payments, and stock on the van and in the shop, all connected to your accounting. I help you choose the system that fits your crew, set it up, move your data, and train the office and the crews on it. IT for trades and contractors →
A sample to click through. A sample contractor back office shows the kind of system I can set up: quoting, invoicing, jobs, inventory, expenses and payroll. Open the sample build. It is a sample, not client work.
More demos. An ERP and CRM and a point of sale with stock run on the same invented business, view only. See it working →
Good to know:
Your licences, your data. Licence fees are billed to you directly, and your data can always be exported.
Referral fees, disclosed. If a vendor pays me a referral fee for a system I recommend, I tell you before you decide.
Other services
One practice looks after all of it, so nothing falls between two vendors.
Managed IT & security →
Microsoft 365 or Google Workspace, computers and updates, backups and multi-factor sign-in, checked every month.
Websites & email →
A website you can update yourself, business email on your own domain, and the domain, hosting and certificates looked after.
Networks →
Office Wi-Fi, firewalls, safe remote access, and links between buildings or offices.
For trades and contractors →
Crew phones, job files, quotes and invoices, and shop Wi-Fi, looked after as one service.
Book a free IT check-up
One visit and a one-page summary of what I find. No obligation, and I change nothing on your systems during it.
- Your website, domain and email
- Your computers and updates
- Your backups
- How people sign in
- A quick look at your network
Prefer email? Write to info@sd-techsolutions.com. I reply within one business day.