CRM and ERP implementation for businesses that have outgrown spreadsheets

Your CRM should know every lead and what happened to it. Your ERP should know every order, every unit of stock and every dollar. We implement both, connect them to your website and sales channels, and prove the connections work before anyone relies on them.

By John Williams · Updated 2026-10-11 · 4 min read

TL;DR

Two implementation services: CRM (HubSpot, Salesforce, GoHighLevel, Zoho) and ERP (Odoo, with Shopify, Amazon, Faire and 3PL integrations).
We also build our own software: the Ahmeego Tracker, a real-time sales-floor dashboard in six industry versions that runs alongside your CRM.
The core skill is integration — forms, ad platforms, storefronts and marketplaces writing the right data into the right system.
Every connection is tested with labelled data traced into the pipeline or the ledger before go-live.
Projects are flat-fee. Software subscriptions are billed by the vendor. Tracker pricing is published.

CRM and ERP services

CRM implementation → HubSpot, Salesforce, GoHighLevel and Zoho: pipelines that match how you sell, every lead source wired and tested, deliverability set up properly. ERP implementation (Odoo) → Inventory, orders and accounting in one system, with Shopify, Amazon, Faire and 3PL flows designed and documented. CRM by industry → Six industry-native dashboards — real estate, auto, mortgage, ABA therapy, ad sales, insurance — on one engine. Ahmeego Tracker → Live demos of the real-time sales floor board with AI coaching, burnout detection and leaderboards.

CRM, ERP or Tracker: which problem do you have?

Symptom	What fixes it
Leads arrive by email, form and phone, and nobody can say which were followed up	A CRM, implemented around your actual sales stages
Marketing can't tell which campaigns produce revenue, only form fills	CRM with source capture, and closed deals sent back to ad platforms
Stock counts differ between Shopify, Amazon and the warehouse	An ERP as the single owner of inventory, with channel sync designed per data type
Month-end means exporting orders from three platforms into a spreadsheet	ERP with native connectors and accounting in the same system
Sales managers can't see today's production per rep until the week is over	The Ahmeego Tracker, reading from your CRM

How the pieces connect

Website and ads to CRM. Every form, chat and call creates or updates a contact with its source — UTM parameters and click IDs included — so revenue can be traced back to the campaign.
CRM back to ad platforms. Closed deals return to Google Ads as offline conversions, which is how our paid search work optimizes for revenue instead of form fills.
Storefronts and marketplaces to ERP. Shopify, Amazon and wholesale orders land in one order book, with inventory owned by one system.
CRM to Tracker. The Tracker reads from HubSpot, Salesforce or GoHighLevel through their APIs, read-only, so nobody enters anything twice.

Proof

Case study · CRM + commerce

Squeaky Clean Turf

Website forms, chat, Shopify orders, social DMs and Google reviews wired into two GoHighLevel sub-accounts, with fourteen published workflows checked against their execution logs.

Read the case study →

Our product

Ahmeego Tracker

Started as a real-time floor board for two insurance agencies and became six industry versions on one Cloudflare Workers engine.

Read the origin story →

Case study · Sales tooling

Summit Tracker

A PIN-gated insurance CRM mockup built on Workers, Durable Objects and D1.

Read the case study →

How we work

Discovery

Map how leads, orders, stock and money actually move today, including the spreadsheets.

Design

Choose the system of record for each kind of data and document every integration's direction and frequency.

Build and migrate

Configure, integrate, and import historical data with counts reconciled.

Verify

Labelled test leads and orders traced end to end, then cleaned up.

Train and manage

Role-based training, then ongoing administration if you want it.

Who does the work

John Williams builds the integrations and wrote the Tracker. Kristy Morgan brings two decades of client services and sales process work and has been a featured contributor for HubSpot on discovery calls and sales prospecting. Sandeep Muley handles reporting infrastructure.

Pricing

Implementations are fixed-scope projects quoted after discovery, with optional monthly management. CRM and ERP licences are billed by the vendor. The Ahmeego Tracker is published on our pricing page: $500–2,500 setup plus $150–600 a month, with unlimited seats.

Platforms we work in

The CRM and ERP platforms we implement, plus the integration tools that connect them.

HubSpot

Salesforce GoHighLevel

Zoho CRM

Odoo

Shopify

QuickBooks

Zapier

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Frequently asked

Do we need a CRM or an ERP?

A CRM manages people and deals: leads, follow-ups, pipeline. An ERP manages operations: orders, inventory, purchasing and accounting. Service businesses usually need only a CRM; product businesses selling across channels usually need both, connected.

Can you work with the CRM we already have?

Yes, and it's often the cheaper path. Many CRM problems are configuration and integration problems, not platform problems.

What is the Ahmeego Tracker?

A real-time sales-floor dashboard with AI coaching, burnout detection and leaderboards, in six industry versions. It isn't a CRM replacement; it runs alongside HubSpot, Salesforce or GoHighLevel and reads from them.

How much does a CRM or ERP implementation cost?

It depends on the number of integrations, the volume and messiness of historical data, and how many teams need training, so we quote a fixed scope after discovery. Tracker pricing is published: $500–2,500 setup plus $150–600 a month.

Who will we work with?

One of John Williams, Kristy Morgan or Sandeep Muley, start to finish. No hand-off to a junior team.

Talk to us about your CRM or ERP

Tell us what you use today (spreadsheets count), where leads and orders come from, and what keeps breaking.

John, Kristy, or Sandeep will reply. One of the three of us will respond personally within 1 business day. No SDR queue.

CRM implementation → HubSpot, Salesforce, GoHighLevel and Zoho. ERP implementation → Odoo with Shopify, Amazon, Faire and 3PL integrations. eCommerce → The storefronts and marketplaces that feed your ERP. Paid search → Send CRM revenue back to Google Ads.

AI disclosure: This page was drafted with AI assistance and edited by a human. Third-party facts link to the official source they came from (checked 2026-10-11); platform names and logos belong to their owners and do not imply a partnership or endorsement.