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Exposys

Systems ยท CRM & Business Systems

CRM and business systems your team will actually use.

We configure, customise and connect CRM and ERP-style platforms so they match how you sell, deliver and invoice. Where no product fits, we build focused internal tools instead, and we move your existing data across carefully.

Start a projectWhat we build

01Problems we solve

If this sounds familiar, we can help.

  • A CRM nobody updates

    The system was bought with good intentions, but the team still tracks deals in spreadsheets and inboxes.

  • Customer data in pieces

    Contacts, orders, invoices and support history sit in different tools that never agree.

  • Processes bent to fit software

    Default pipelines and fields don't match how you work, so people invent workarounds.

  • Outgrown your current system

    The tool that worked at the start now creaks, but moving years of records feels risky.

02What we build

Systems shaped around your process, not the other way round.

  • 01

    CRM setup and customisation

    Pipelines, fields, properties, permissions and automations configured around your real sales and service process.

  • 02

    ERP-style operations systems

    Quotes, orders, inventory, projects and invoicing connected in one platform such as Odoo or Zoho.

  • 03

    Custom admin and internal tools

    Purpose-built back-office tools when off-the-shelf products force too many compromises.

  • 04

    Data migration

    Moving contacts, deals, history and attachments from spreadsheets or old systems, cleaned and checked.

  • 05

    Integrations

    Connecting your CRM to your website, email, accounting, ecommerce and support tools so records stay in sync.

  • 06

    CRM rescue and optimisation

    Reviewing an underused system, simplifying it and fixing the data so people trust it again.

03Key capabilities

The craft behind every release.

  • Pipeline and lifecycle design
  • Custom objects and fields
  • Roles and permissions
  • Workflow and sequence automation
  • Data cleansing and deduplication
  • Two-way integrations
  • Reports and pipeline dashboards
  • User training and adoption

Technology we use

  • HubSpot
  • Zoho CRM
  • Salesforce
  • Odoo
  • Pipedrive
  • Microsoft Dynamics 365
  • PostgreSQL
  • Python
  • Node.js
  • React
  • Retool
  • REST APIs

04How we work

A clear path from first call to handover.

  1. 1

    Map how you work

    We follow a customer from first contact to invoice and note every step, role and handover.

  2. 2

    Choose and design

    We recommend the platform or custom build that fits, and design objects, stages and permissions.

  3. 3

    Configure and migrate

    Setup, integrations and test migrations, checked with your team before the final cut-over.

  4. 4

    Train and adopt

    Role-based training, simple guides and follow-up so the system becomes part of daily work.

What you get

Concrete deliverables, agreed in writing before work starts.

  • Process and requirements map
  • Platform comparison and recommendation
  • Data model and field design
  • Pipeline, stage and permission setup
  • Workflow automations
  • Integrations with your key tools
  • Data cleansing and migration
  • Reports and pipeline dashboards
  • Custom admin tools where needed
  • Role-based user training
  • Admin guide and documentation
  • Post-go-live support period

05Why Exposys

One senior team, accountable end to end.

  • Platform-neutral advice

    We work across HubSpot, Zoho, Salesforce and Odoo and recommend on fit and running cost, with the reasoning written down.

  • Simple first

    We configure only the fields and stages your team will use, because a cluttered CRM goes unused.

  • Careful migrations

    Test runs, field mapping and record counts checked with you before anything goes live.

  • Build when buying fails

    As a software team, we can build the custom piece a platform can't handle, rather than forcing a workaround.

Who it's for.

  • B2B services

    Long sales cycles, proposals, renewals and account management.

  • Distribution and wholesale

    Quotes, orders, stock and customer pricing in one system.

  • Real estate and property

    Enquiries, viewings, listings and client follow-up.

  • Education and training

    Enquiries, enrolments, learners and course administration.

06FAQ

CRM & Systems questions.

Which CRM is right for us?

It depends on your team size, sales process, existing tools and budget for licences. We compare the realistic options against your requirements and explain the trade-offs before you commit.

Can you migrate our data from spreadsheets or an old CRM?

Yes. We map fields, clean and deduplicate records, run test imports and check the results with you before the final migration.

Should we customise a platform or build our own system?

Most businesses are better served by configuring an established platform. We suggest a custom build only when your process is genuinely unusual or licence and workaround costs outweigh the effort of building.

How do you get the team to actually use it?

We involve users early, keep the setup simple, remove duplicate data entry through integrations and run training by role. Adoption is mostly about making the system easier than the old way.

Which CRM platform should we choose?

It depends on your sales process, team size, budget and the tools you already use. We compare the realistic options against your requirements and explain the trade-offs, and licences are always held in your own name.

All services

Start a project

Need systems that fit how you work? Let's map it out.

Tell us what you are building. We will reply with clear next steps and honest advice, even if we are not the right fit.

contact@exposysglobal.com