Sales pipeline
Capture every lead from website, ads and referrals into one pipeline with stages, owners and follow-up reminders.
CRM, ERP & Business Systems
One reliable system for customers, operations and reporting.
Implementation, customisation and integration of CRM and ERP platforms — or a custom system when nothing off the shelf fits.
In short
ARQENSIAL helps businesses choose, implement, customise and integrate CRM and ERP systems, and builds custom business systems when off-the-shelf platforms don’t fit. Work covers process mapping, configuration, data migration, integrations, user training and ongoing administration.
- Best for
- Growing sales teams without a single pipeline view
- Engagement
- Project-Based Dedicated Team · Managed Functional Team · Extended Business Department
- Typical team
- Project Lead, Business Analyst, CRM / ERP Consultant
- Pricing
- Written quote after discovery
Sound familiar?
The problems this service is designed to remove.
- 01Customer information lives in inboxes, spreadsheets and people’s heads
- 02The CRM was bought, but the team doesn’t use it consistently
- 03Sales, operations and finance each keep their own version of the truth
- 04Reports take days to assemble by hand
What the service covers.
Who it’s for:
- Growing sales teams without a single pipeline view
- Businesses moving from spreadsheets to a real system
- Companies with a CRM or ERP that never got fully adopted
- System selection and requirements
- CRM implementation and configuration
- ERP implementation support
- Custom CRM and business system development
- Data cleaning and migration
- Integrations with website, email, payments and accounting
- Automation of pipelines and approvals
- User training and documentation
- Ongoing administration and support
Typical use cases.
Examples of the work — your scope is defined in discovery.
Order-to-invoice
Connect quotes, orders, fulfilment and invoicing so nothing is re-typed.
Partner and referral tracking
Track referrals, commissions and payouts with audit trails.
Management reporting
Dashboards built from live system data instead of monthly spreadsheets.
How delivery works.
Discovery, a written specification, milestone builds, testing and security checks, then launch and maintenance.
01
Map the process
How leads, orders and approvals really move today — including the exceptions.
02
Choose or design
Recommend a platform, or a custom build, against your requirements and budget.
03
Configure & integrate
Set up pipelines, fields, roles and automations; connect your other tools.
04
Migrate & test
Clean and import data, then test with real scenarios before go-live.
05
Train & support
Train each team on what they need, then support adoption and improvements.
Team & rolesProject LeadBusiness AnalystCRM / ERP ConsultantIntegration DeveloperData Migration SpecialistRoles are assigned according to scope; smaller engagements combine them.
Tools & integrationsHubSpot, Zoho, Salesforce and PipedriveOdoo, ERPNext and similar ERPsGoogle Workspace and Microsoft 365Payment gateways and accounting toolsCustom PHP, Node.js and Python systemsWe work in the tools you already use where possible. Listing a tool is not a claim of official partnership.
Security & data
Role-based permissions, audit logs and data-retention settings are configured as part of the implementation, and migrated data is checked against the source.
What you receive
- Process maps and system requirements
- A configured system with your pipelines, fields and permissions
- Migrated, de-duplicated data with a migration report
- Working integrations and automations
- Training sessions and user guides
Engagement models
Scope & boundaries
- Scope, deliverables and timelines are written into your proposal
- Work happens in your tools, with access you grant and can revoke
- One named point of contact and agreed reporting
Pricing: a written quote after discovery.
Technology work depends on scope, integrations, data and deadlines, so we don’t publish a one-size price. You receive a written quote with milestones and acceptance criteria before any work starts.
Fixed-scope project
A defined deliverable with milestones, demos and acceptance criteria.
Best when requirements are clear.
Monthly product team
A dedicated team for an evolving product or roadmap.
Best for ongoing development.
Care & maintenance
Updates, monitoring, fixes and small improvements each month.
Best after launch.
Not sure about scope yet? A 60-minute consultation ($9) is often the fastest way to a realistic estimate.
The explainer script.
Read the planned explainer below — the same story the video will tell.
Scene-by-scene script
- 0–8s“Where is that customer’s latest quote? Ask three people, get three answers.”On screen: Scattered data, slow answers. · Visual: Real footage: colleagues searching inboxes and spreadsheets.
- 8–22s“When customer and operations data lives in different places, follow-ups slip and reports take days.”On screen: Follow-ups slip. Reports lag. · Visual: Animated: data fragments across apps.
- 22–42s“ARQENSIAL maps your process, then implements and integrates the right CRM or ERP — or builds a custom system when nothing fits.”On screen: Map. Configure. Integrate. · Visual: Process map animating into a pipeline view (illustrative UI).
- 42–60s“We migrate and check your data, train each team, and support adoption after go-live.”On screen: Clean data. Trained teams. · Visual: Training session footage (licensed), migration checklist graphic.
- 60–75s“Book a consultation and we’ll tell you honestly whether you need a new system — or better use of the one you have.”On screen: Book a $9 consultation · Visual: End card.
Video not yet producedOne system, one version of the truth
The script and storyboard are ready. This space will hold the finished explainer — with captions and a transcript — once it is filmed.
- Audience
- Owners and sales/operations leads struggling with scattered customer data
- Length
- 60–90 seconds
- Thumbnail
- Teal pipeline columns on navy, headline “One version of the truth”.
Questions, answered.
Which CRM should we use?+
It depends on your process, team size and integrations. We compare options against written requirements before recommending one — we are not tied to any vendor.
Can you move our data from spreadsheets?+
Yes. We clean, de-duplicate and map the data, migrate it, and give you a report of what moved and what needs your decision.
Will our team actually use it?+
Adoption is planned: role-specific training, simple guides and a review a few weeks after go-live to fix friction.
Do you build custom CRMs?+
Yes, when an off-the-shelf platform would cost more in workarounds than a focused custom system.
How quickly can work start?+
After the scope is agreed and onboarding is complete. Timelines are confirmed in your written proposal.
Can I start with a consultation?+
Yes — a paid 60-minute Business Growth Consultation ($9) is the quickest way to get a recommendation.
Do you sign an NDA?+
Yes, where required — confidentiality terms are part of your agreement.
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Ask about crm & erp systems.
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- Your details are used only to respond to this inquiry
- Already working with an ARQENSIAL partner? Their referral code is included automatically