CRM and ERP · Custom systems and integrations
Customers. Orders. Numbers.
See how they fit together.
We connect customer management and business operations with a CRM or ERP setup that fits. We can build on 7ndcrm, develop extensions or integrate other systems so your team can share information without re-entering it.
to the next step.
Customers, conversations and quotes in one workspace.
Keep everyone informed.
Sales, planning and inventory work together.
you are needed.
See the relevant information in one place.
This is what matters
One view of the work. Fewer manual steps.
We focus on the handovers where information gets lost or work slows down.
01
Connect customers and teams
CRM, ERP and HRM bring contacts, cases and responsibilities together. See what is done and who takes the next step.
02
Apply AI where it helps
AI can route enquiries, draft support replies and perform initial checks on documents. Your team handles approvals and cases that need judgement.
03
Connect accounting and other systems
We assess how to connect DATEV, your accounting software and other applications. We check interfaces, data flows and permissions before implementation.
Our own CRM · Configured around your business
7ndcrm.
Your company.
Your workflow.
7ndcrm is our own CRM, ERP and HRM platform. We can develop its views, modules and workflows with you.
Want to keep your existing system? We assess whether a focused extension or integration is the better fit.
One case your team can work on together.
01 / 04
STEP 01
Bring customer information together.
Contacts and requests are linked to a case in 7ndcrm or through a suitable extension.
Contact
Request
Owner
STEP 02
AI can prepare routine tasks.
An AI integration can summarize information and suggest responses. Your team reviews the draft.
Summarize the context
Prepare a draft
Review with a specialist
STEP 03
See what comes next.
After approval, the relevant people or connected applications receive the agreed information.
Approve
Assign a task
Hand over data
STEP 04
Everyone sees the agreed status.
Tasks, status and open questions are visible. We agree the exact scope in advance.
Progress
Open questions
Next task
Spend less time looking for information across sales, delivery and support.
Example process · concrete implementation after coordination
Before we quote, we specify which features are available and which extensions and AI integrations we would need to build.
This is how we proceed
A clear path to the right solution.
You know the next step — and the agreed scope.
01
Find the bottleneck
We look at a specific workflow and review your requirements and current systems.
02
Choose the right approach
Whether we recommend 7ndcrm, an extension or an integration, you can see the scope and costs behind that recommendation.
03
Roll out in stages
We test the workflow, migrate the agreed data and support your team during rollout.
Related services
Build a custom CRM or extend your current system
We plan contact and case views, roles, tasks, quotes and support workflows around your business. We can build on 7ndcrm or extend and connect existing CRM and ERP systems when suitable access is available. We define, test and document data migration, DATEV integrations and AI features within the agreed scope.
Good to know
Your questions.
Clear answers.
Can a custom CRM make sense for a small business?
Do we have to switch to 7ndcrm?
Can you migrate existing customer data?
What can we automate with AI?
Can you integrate DATEV?
Your next step
Which workflow
would you like to make easier?
Briefly describe your goal or the task that is currently holding you up. We will work together to clarify the right next step.