What this service is designed to solve
Sales, finance, inventory, service, and reporting become difficult when customer and operational records live in separate places.
ERP/CRM | Quote Required
ERP and CRM implementation with clean process design
ARRIX helps select, configure, integrate, migrate, and train ERP/CRM workflows using Odoo, Dynamics, SAP, Oracle, Sage, or custom systems.
What we build, configure, or manage
ARRIX helps select, configure, integrate, migrate, and train ERP/CRM workflows using Odoo, Dynamics, SAP, Oracle, Sage, or custom systems.
Operating Model
Make ownership, workstreams, and system boundaries clear.
Named integrations are candidates until discovery and written scope confirm access, fields, responsibilities, testing, and production approval.
User roles
- Executive sponsor
- Process and department owners
- Finance or records owner
- System administrator
- Operational users and acceptance testers
Modules and workstreams
- Requirements and process mapping
- System selection and configuration plan
- Data migration and integration scope
- User acceptance testing and training
- Support and reporting roadmap
Candidate integrations
- Existing ERP, CRM, accounting, inventory, or records systems after interface review
- Approved import, export, or API paths with a documented field map
- Identity, notifications, payment, or document services only when included in scope
- Reporting destinations with reconciliation and exception handling
Data controls
- Named data owners, approved sources, and a minimum-field data dictionary before migration or automation
- Least-privilege roles, retention and deletion rules, protected exports, and backup or recovery planning
- Reviewable activity, exception, approval, and change records appropriate to the workflow risk
Delivery Workflow
Diagnose, design, deliver.
1. DiagnoseMap the business problem, users, data, systems, risks, and approval flow.
2. DesignChoose architecture, controls, integrations, milestones, and the right pricing path.
3. DeliverBuild, test, train, launch, monitor, and improve with measurable checkpoints.
Start with the right buying motion.
Use discovery for uncertain scope, a launch package for focused work, managed support for ongoing operations, or a custom proposal for complex integration and control requirements.
Compare Pricing PathsControl remains explicit
- Human approval for consequential, sensitive, financial, legal, health, public, or externally published actions
- Approved knowledge, prompts, rules, thresholds, and escalation paths with a named business owner
- Access reviews, change control, issue reporting, and periodic outcome and risk review
Choose an approved environment
- Sandbox or prototype review before production
- Staged acceptance and production release with documented rollback and ownership
- Managed cloud, approved customer cloud, or hybrid deployment after architecture review
Prepare for adoption and continuity
- Launch stabilization and administrator handoff
- Documentation, training, and support options confirmed in the proposal
- Monitoring, maintenance, and enhancement roadmap when selected
Verify before expansion
- Workflow and role acceptance by named owners
- Data, integration, security, and recovery checks
- Training, documentation, support, and change-control handoff
Apply the service in context.
Related Scenarios
Compare guidance and illustrative patterns.
FAQ
Common buying and implementation questions.
Do you only work with one ERP?
No. ARRIX can scope Odoo, Dynamics, SAP, Oracle, Sage, custom systems, or hybrid integrations based on fit.
Can CRM connect to AI agents?
Yes. AI agents can route leads, summarize customer records, draft follow-ups, and update CRM workflows with approval controls.
Which systems can this service connect to?
Candidate integrations are reviewed during discovery. ARRIX confirms ownership, approved interfaces, data fields, credentials, testing, error handling, and responsibility before any live connection is included.
How are data, security, and AI decisions governed?
The proposed scope defines role access, data boundaries, activity records, backup and recovery, approval gates, human escalation, and change control according to the operational risk.
What deployment and support options are available?
Options can include a staged managed environment, an approved customer environment, launch stabilization, training, documentation, monitoring, and ongoing support. The reviewed proposal confirms what applies.
Next Step
Bring the workflow, users, data, constraints, and target outcome.
ARRIX uses those inputs to confirm fit, scope, controls, deployment, support, timeline, and commercial terms.