Back to Services Hub
Solution Suite

CRM & ERP Solutions

Stop managing your business from scattered spreadsheets and WhatsApp threads. HPWeb designs and engineers custom CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems that are built specifically around your workflows — not the other way around. We create secure web portals where your team manages leads, tracks deals, handles invoicing, stores client documents, and views real-time sales dashboards. Because it's fully custom-coded for your business, there are no per-seat licensing fees, no features you'll never use, and no data stored on a third-party server you can't control. From boutique agencies to multi-location businesses, our CRM solutions have saved clients an average of 15 hours per week in manual admin work.

Configure Your Solution

Performance Impact

15 Hr
Admin Hours SavedWeekly manual tasks automated per employee
0ms
Data LatencyReal-time pipeline and document syncing
Custom
User RolesGranular access permissions for team security
Tech Stack & Integrations:
ReactFirebase AuthFirestoreNext.jsChart.jsNode.jsRazorpay
Core Capabilities

Technical Features

Industry-grade specifications coded from scratch to ensure your application stands out.

Secure multi-user login portal with role-based access control

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Visual drag-and-drop sales pipeline (Kanban board)

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Automated email and WhatsApp notification triggers on pipeline events

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Client document storage with folder structures and permissions

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Real-time revenue and conversion rate dashboards (Chart.js)

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Invoice generation and payment tracking

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Custom form builders for lead capture and client intake

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

REST API or webhook integrations with existing tools

Designed and optimized using cutting-edge standards to guarantee full flexibility, clean code, and zero dependency bloat.

Implementation Map

Our Delivery Process

We work in structured phases to ensure prompt timelines and top-tier execution.

1

Process Mapping

We document your exact sales workflow, data points, and team roles to design the CRM schema.

2

Database Design

Structured Firestore collections with relationships, indexing, and security rules configured for your data model.

3

Dashboard Build

Secure React dashboards with role access — different views for sales reps, managers, and admins.

4

Integration & Training

API connections to existing tools, data migration from old systems, and a live training session for your team.

Service FAQs

Common Inquiries

Yes. We build custom API bridges to sync data with tools like Tally, Zoho Books, QuickBooks, or any other platform that has a REST API.
Absolutely. We use Firebase Auth for multi-factor authentication, Firestore security rules for row-level access control, and all data is encrypted in transit (TLS) and at rest.
Yes. We build multi-user systems with real-time Firestore listeners so changes made by one user are instantly visible to others — no page refresh needed.
Yes. We write custom migration scripts to import your existing client and deal data into the new system with data validation and deduplication.
The system is built to be extensible. We can add new modules, dashboards, or integrations as your business grows — there's no vendor lock-in.
Yes. The admin portal is fully responsive and works on phones and tablets. If you need a native mobile app version, we can build that as an add-on.
A core CRM (pipeline + contacts + dashboard) takes 4–6 weeks. Full ERP systems with inventory, billing, and payroll modules can take 3–5 months.
The system is yours — no monthly platform fees. Optional maintenance plans are available for ongoing updates, security patches, and feature additions.

Ready to deploy CRM & ERP Solutions?

Let's align on your functional specifications and build a custom framework that matches your goals.

Start Configuration