One operating view
Bring approved customer, sales, service and operational workflows into a system with defined owners and status.
11 · Custom CRM & ERP Solutions
Custom business systems · ERPNext customisation
CRM and ERP workflows built around your operations
Replace disconnected spreadsheets and repeated data entry with one clearly scoped system. We map the people, approvals, records and reports first, then recommend custom development or ERPNext customisation according to fit.
Business outcomes
Designed around the operating problem—not a feature checklist
Fewer manual handoffs
Connect agreed processes and systems to reduce duplicate entry, missed approvals and inconsistent records.
Controlled growth
Add roles, modules and reporting against a documented architecture instead of accumulating isolated tools.
Scope and deliverables
A proposal you can verify
The accepted proposal identifies included workflows, integrations, migration, environments, testing, responsibilities, handover and ongoing costs. Items not recorded are not assumed.
Discovery blueprint
Users, workflows, fields, approvals, reports, integrations, risks and priorities.
Solution design
Recommended platform, architecture, roles, environments and phased delivery plan.
Configured implementation
Agreed modules, customisations, validations, dashboards and integrations.
Testing and handover
Acceptance checks, administrator guidance, deployment notes and agreed support boundaries.
Delivery process
Clear decisions from discovery to handover
- 01
Discover
Interview process owners and inspect the current tools and data.
- 02
Design
Confirm platform fit, roles, workflow, migration and delivery phases.
- 03
Build and test
Configure or develop in a separate environment using suitable test data.
- 04
Launch and hand over
Migrate agreed data, train authorised users and document ownership and support.
A good fit when
- Teams relying on spreadsheets and repeated manual updates.
- Businesses that need industry-specific approvals, dashboards or portals.
- ERPNext users needing controlled customisation or integrations.
- Organisations prepared to assign process owners and make workflow decisions.
What we need from the client
- Provide authorised process owners and accurate requirements.
- Confirm lawful purposes, roles, retention and access to business data.
- Review workflows, test results and migration samples on time.
- Maintain client-controlled licences, hosting and vendor accounts where agreed.
Important: Implementation does not by itself guarantee accounting, tax, labour, sectoral or privacy compliance. The client remains responsible for its policies, lawful processing, records and professional approvals.
Frequently asked questions
Do you build a CRM or ERP completely from scratch?
Yes, when the required workflows, ownership model or integrations justify custom development. We also assess whether ERPNext or another suitable foundation can meet the need with less risk and cost.
Can you customise ERPNext?
Yes. We can scope forms, roles, workflows, print formats, dashboards, reports and integrations. Feasibility depends on the current ERPNext version, hosting, installed apps, data quality and the requested change.
Can existing data be migrated?
Migration can be included after source systems, fields, volumes, duplicates, permissions and quality are assessed. Cleaning rules, test migrations, reconciliation and final cutover are agreed separately.
Who owns the software and source code?
Ownership, licences, source-code delivery and reuse rights depend on the accepted proposal, third-party licences and payment terms. They are recorded before development begins.
Is ongoing support compulsory?
No universal support plan is implied. Hosting, updates, monitoring, user support and feature development are scoped according to the deployment and operating requirements.
Business-system data governance
CRM and ERP design begins with people, permissions and purpose.
Customer, employee, supplier, finance and operational records can meet inside one business system. Discovery should define why each record exists, who can use it and what happens when it is no longer needed.
Read the privacy policy- 01
Data and workflow inventory
Map business purposes, data fields, departments, approvals, reports, imports and exports before configuration. Avoid carrying obsolete or duplicate fields into the new system.
- 02
Roles and segregation
Define least-privilege roles for staff, managers, administrators, vendors and support users, including approval boundaries, audit logs and periodic access review.
- 03
Migration and testing
Clean and validate source data, record migration decisions and use masked or generated records in development wherever practical. Reconcile agreed totals and samples before go-live.
- 04
Hosting and lifecycle
Document deployment ownership, regions, backups, integrations, subprocessors, retention, employee exit handling, support access and deletion or export at contract closure.
ERPNext and other open-source components retain their own licences. Features, source-code delivery, hosting, support, ownership and data-processing responsibilities depend on the accepted proposal and terms.
Privacy questions and personal-data requests can be sent to privacy@elan-tech.net.
Service answer
Is Custom CRM & ERP Solutions right for your project?
Custom CRM and ERP solutions for industry workflows, including ERPNext customisation, migration planning, dashboards, roles and integrations.
What does eLan provide for Custom CRM & ERP Solutions?
We plan the work around your business goal, agree the deliverables before development, and provide a clear proposal covering scope, schedule, responsibilities and support.
How is the price decided?
Pricing depends on the approved features, content, integrations, compliance work and delivery requirements. Any third-party subscriptions or usage charges are identified separately.
What should you do next?
Share your goals, current website or reference examples. We will recommend a practical approach and provide a quote without forcing a particular platform or package.
Available Across India & Internationally
We deliver this service for businesses across India and internationally - from our Nagpur HQ to clients in the USA, UAE, Canada, Australia and beyond.