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CRM setup and integration

We set up your CRM around how you actually sell, move your data into it, and connect it to your website, WhatsApp, email, accounts and quoting. Your team works in one place, and managers see the pipeline without asking.

Who it's for

Sales lives in spreadsheets

Each salesperson keeps their own list and nothing is shared.

A CRM nobody uses

You bought HubSpot, Zoho or Salesforce and the team went back to WhatsApp.

Systems that do not talk

Leads, quotes, invoices and support each sit in separate tools.

What you get

  • Pipeline set up your way

    Stages, fields and owners that match how your team really sells.

  • Clean data import

    Contacts, companies and deals moved from sheets and old tools, with duplicates merged.

  • Website and WhatsApp connected

    Inquiries become contacts and deals on their own, with the conversation attached.

  • Accounts and quotes on the deal

    Quotes, invoices and payment status from Tally, QuickBooks or your ERP shown where sales can see them.

  • Reports managers read

    Pipeline, conversion and follow-up gaps on one screen, updated as deals move.

The first two weeks

After two weeks your CRM holds your real contacts and deals in your own pipeline stages, with website inquiries arriving in it on their own.

After that

More integrations

Automated follow-up sequences

A custom CRM where off-the-shelf does not fit

Team training and an adoption review

ERP integration

We connect your ERP to your website, store, CRM, warehouse and apps through official interfaces, so orders, stock, prices and invoices move without anyone re-typing them. Numbers agree across systems, and copying mistakes stop.

Orders typed in twice

Online orders are re-entered into the ERP by hand every day.

Stock that does not match

The website shows stock the warehouse does not have.

Moving to a new ERP

You are switching to SAP, Zoho or another ERP and everything around it must reconnect.

Scope it in 60 seconds

Three questions. You get the shape of the first two weeks and the stages after, and you can send it to us as your brief.

Where are you today?

Built for our clients and running today.

Most of our work since 2007 is under NDA. These three we can show.

Flagship delivery · Client under NDA

From impossible to possible: a story rebuilt as a platform people return to.

A subscription platform with an AI guide, a members' community and regional pricing, designed, engineered and launched by eORB.

KwikL · B2B software · United States

KwikL: a sales platform that finds ready buyers.

It reads a company's website, finds the businesses most likely to buy and helps the team reach them. Strategy, brand, product design and engineering by eORB.

Nth Origin · Media technology

Nth Origin: a film studio in the browser.

One place to take a film from first idea to final cut: script, storyboards, takes and master. Identity, product design and platform architecture by eORB.

See all work

Insights.

One business question a day from our team, plus longer notes on selling, brand and the systems behind them.

Latest article

WebGPU or WebGL: what we ship in 2026 and why

WebGPU is in every major browser, WebGL still reaches everyone. How eORB decides per project, with a fallback so no visitor sees a blank box.

Read the articleLatest comparison

Browser 3D vs Unreal Engine vs video for a product launch

Reach, quality, cost and what the customer can do with it. When a configurator in a tab beats a film, when Unreal is worth it, and when video is still right.

Read the comparison

Questions buyers ask

Which CRM should we use?
HubSpot, Zoho and Salesforce all work; the right one depends on team size, budget and what it must connect to. We recommend one on the first call and say why.
How much does CRM setup cost?
It depends on how you sell, how much data moves across and what the CRM connects to. Tell us your process and we'll give you a clear idea. CRM licenses are paid to the vendor.
How long does a CRM implementation take?
Your pipeline and data are in place after two weeks. Each integration after that is a stage with its own date, and a stage that misses its date is not charged.
Can you build a custom CRM instead?
Yes, when your process does not fit an off-the-shelf one. We say so only after looking, because a custom CRM costs more to run.
How long does ERP integration take?
One flow runs against a test copy after two weeks. The rest go live in stages, each with a written date and your sign-off.
Is our ERP data safe during integration?
We build against a test copy first and go live only with your approval. Access uses accounts with the fewest rights the flow needs, and every change is logged.

Related

Automation and integrationBusiness process automation that connects your systems, so work moves without anyone retyping it.Business process automationOne process mapped, simplified and automated across the systems you already run.Websites and platformsCustom web development for sites and platforms your buyers trust and your team can run.B2B lead generation and sales pipelineA steady flow of qualified leads beyond referrals, each one followed up in one pipeline.Company websiteWe build company websites that load in a second on a phone, say plainly what you do, and turn a visit into an inquiry. Your team can edit it, and the code, design and content are in your name.Shopify and online storeWe build online stores on Shopify or as a custom store, with the catalog, payments, shipping and tax set up for the countries you sell in. Customers find the product, pay in their currency and get their confirmation on WhatsApp or email.Mobile app (iOS and Android)We build iOS and Android apps from one codebase, or native where the app needs it, and publish them under your App Store and Google Play accounts. Your customers or staff get one app that signs in once, works offline and sends only the notifications they want.WhatsApp chatbotWe build WhatsApp chatbots on the official WhatsApp Business Platform that answer customers, take orders and bookings, and pass the chat to a person when they should. Customers get an answer in seconds at any hour, in the language they wrote in.Lead generation systemWe build the system that captures inquiries from your website, ads, WhatsApp and listing portals, qualifies them, and puts each one in front of the right salesperson within a minute. Fewer leads go cold because nobody replied.

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