IT CRM & ERP Solutions

Upgrade Your Information Technology Services with CRM & ERP Solutions

Manage your IT operations with our CRM and ERP solutions. We specialize in optimizing workflows and enhancing client experiences with our expertise.

Our Focus Areas

CRM Solutions for
Information Technology

Client Relationship Management

Client data management with a centralized view of client profiles.
Secure communication channels for efficient client engagement.
Portal access for clients to track project progress, manage documents, and communicate with your IT team.
Personalized marketing campaigns based on client preferences and project history.

Customer Self-Service Portals

Interactive self-service portals embedded within CRM platforms.
Personalized user profiles and preferences to enable clients to customize portal settings, and manage subscriptions.
Integration with chatbots and virtual assistants to provide instant assistance.
Secure authentication and access controls to safeguard sensitive information with data privacy regulations such as GDPR and CCPA.

Bug and Issue Tracking

Built-in bug and issue tracking capabilities within CRM platforms to enable IT teams to efficiently log, prioritize, and resolve technical issues reported by clients.
Integration with bug-tracking tools and issue management platforms to centralize bug reports.
Automated notifications and alerts for critical issues to maintain client satisfaction.
Detailed reporting and analytics on bug resolution metrics.

Project Management Integration

Integration of project management functionalities within CRM platforms to provide clients with real-time access to project details.
Collaborative project tracking tools that allow clients to monitor task progress.
Integration with popular project management tools such as Jira, Trello, or Asana to centralize project data.
Automated notifications and reminders for upcoming milestones, deadlines, and project deliverables.

SLA Management

SLA management features within CRM systems to monitor service level agreements between IT service providers and clients.
Customizable SLA templates that outline service parameters, response times, and resolution targets.
Automated SLA tracking and monitoring tools to measure performance metrics.
Integration with ticketing systems and incident management platforms to associate SLAs with support tickets.

Tech Stack Integration Management

Streamlined integration management tools within CRM systems.
Automated synchronization of data between CRM and IT systems, ensuring real-time updates on project progress, customer interactions, and support tickets.
Customizable integration workflows to accommodate the unique requirements of IT projects.
Coordination and interoperability across diverse IT ecosystems to enhance collaboration within your organization.

ERP Solutions for
Information Technology

Financial Management

Integrated billing and invoicing system designed specifically for IT services.
Automated revenue cycle management to accelerate cash flow and improve financial visibility.
Real-time financial reporting and analytics customized for IT organizations.
Accounts payable and receivable management functionalities optimized for IT procurement processes.

Human Resource Management

Staff scheduling and payroll processing through automated systems.
Efficient management of employee benefits and training programs customized for the IT sector.
Tracking of employee performance metrics and compliance with industry-specific regulations and certifications.
Implementation of performance appraisal systems, utilizing KPIs and competency assessments.

Reporting & Analytics

Generation of customized reports on IT project performance and resource utilization.
Analysis of operational efficiency through benchmarking and comparative analysis to identify areas for improvement.
Implementation of predictive analytics models to forecast future technology trends.
Use data insights to identify potential risks and proactively address them before they escalate into major problems.

Asset Lifecycle Management

End-to-end management of IT assets throughout their lifecycle, from acquisition to disposal, integrated within the ERP system.
Automated asset discovery and inventory management to maintain an accurate record of IT assets.
Integration with IT service management (ITSM) tools to track asset configurations.
Real-time visibility into asset utilization, depreciation, and retirement.

Service Desk Integration

Integration with IT service desk or help desk software to facilitate incident management and problem resolution.
Automatic creation of service tickets from ERP-generated alerts or system events, facilitating rapid response and resolution of IT issues.
Two-way synchronization of data between the ERP system and service desk platform.
Real-time visibility into service desk metrics and performance indicators.

Project Cost Management

Real-time tracking of IT project costs, including labor, software licensing, and infrastructure expenses.
Monitoring of IT project budgets to identify potential cost overruns and implement corrective actions.
Generate detailed cost reports and forecasts to support project decision-making.
Implement cost-saving measures by analyzing historical project cost data.

Our Services

Implementation Services

We take a hands-on approach to managing the entire process from start to finish. Our experienced project management team oversees every implementation aspect, ensuring adherence to IT regulations and best practices. We configure and customize the chosen solutions to meet the unique workflows and regulatory requirements of your IT industry.

Ongoing Support & Training

We provide user training programs to assist your staff in using the system efficiently. Our dedicated technical support team is readily available to address any technical issues. Additionally, we offer ongoing system optimization and maintenance services to ensure that your CRM and ERP systems continue to meet the evolving needs of your IT operations.

Consulting Services

We begin by conducting a thorough assessment of your IT organization's systems, workflows, and pain points. This assessment provides valuable insights into the unique challenges and requirements of your IT sector. We use our expertise in information technology to guide you in selecting the most suitable CRM and ERP solutions for your IT operations.

Integration with IT Applications

Our services enable smooth connectivity between your CRM, ERP systems, and any IT application your organization relies on. Whether you use project management platforms, software development tools, cybersecurity systems, or other specialized applications, we have a team of experts who can design integration solutions to optimize your Information technology operations.

Data & System Migration

Our migration services ensure a smooth transition of your IT data or legacy system to the new system. Using our expertise, we use industry best practices to facilitate the migration of your databases, applications, and administrative data. From legacy systems to modern platforms, we handle the migration process efficiently, so you can focus on advancing your business goals.

Customization & Development

Our services enable you to customize your CRM and ERP solutions to meet the unique needs and regulatory requirements of your IT operations. Whether you need to customize existing features or develop new functionality, our team can bring your vision to life. We understand your requirements and design solutions that enhance efficiency and regulatory compliance.

Platforms We Use

Dynamics 365

Passbolt

Salesforce

SugarCRM

SAP B1

Power Platform

Why Choose Tech Implement

Industry Expertise

With years of experience serving the IT sector, we deeply understand its unique requirements and challenges.

Proven Success

Countless IT companies have entrusted us with their CRM and ERP needs, driving positive outcomes for their organizations.

Customized Solutions

We recognize that every IT industry is different. That's why we offer customized solutions to meet your specific needs.

Compliance and Security

We prioritize data security and compliance with industry regulations, giving you peace of mind knowing that your information is always protected.

Scalability

Our flexible CRM and ERP platforms can scale with your business as it grows, ensuring that your investments remain aligned with your needs.

Reliable Support

Our dedicated team of experts provides ongoing support and training to maximize the value of our solutions and ensure smooth implementation.

GET A FREE CONSULTATION

+1 218 752-5005

Let us help you improve your business with a free consultation call from our CRM and ERP experts