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CRM & ERP for SMEs

We set up HubSpot or Odoo around your workflow, connect your programs and migrate your old lists – independently of any vendor.

Free initial consultationSee an example
A business owner in a grey linen blouse sits smiling at a wooden table in her bright workshop, chin resting on her hand, looking at her laptop; beside her a purple mug and a purple folder.AI-generated
A man and a woman sit side by side at an office desk going through a list on a monitor together; he points at the screen while she listens attentively.AI-generated

One database instead of three Excel lists. Your software connects.

  • Introduce HubSpot

    Fields, pipelines and reports that match your workflow.

    More details
    • How it works: Fields, pipelines and permissions follow your sales process.
    • You provide: Your current process and the reports you really need.
    • Watch out: An account without a thought-through process is just another tool.

  • Customise Odoo

    Single modules: sales, invoicing, inventory. No mammoth project.

    More details
    • How it works: We start with one or two modules, such as sales or invoicing, then expand.
    • You provide: Team members who test the functions with us.
    • Watch out: Switching everything at once. Smaller businesses rarely need that.

  • Multichannel inventory (JTL)

    All sales channels from one inventory system.

    More details
    • How it works: We design JTL-Wawi with channel integration and shipping.
    • You provide: Your channels, product and stock data.

  • Connect sevDesk to your CRM

    Quotes and invoices from the CRM, receipts automatic.

    More details
    • How it works: We link sevDesk to your CRM, plus web forms, storage or specialist software.
    • You provide: A list of the programs you use today.
    • Watch out: Not every integration pays off. We clarify this before you choose.

  • Migrate data

    Old lists move cleanly into the new system.

    More details
    • How it works: Duplicates and outdated records go first, then the data moves.
    • You provide: Your lists and exports from your current programs.
    • Watch out: Unchecked legacy data carries old errors along.

Example: from enquiry to quote and invoice

ExampleNew enquiry
  1. Web form submitted: contact created in the CRM.
  2. Deal opened, task assigned to sales.
  3. One-click quote PDF in your design.
  4. Folder created per customer number.
  1. On to the invoiceQuote accepted in the CRM.
  2. sevDesk invoice created, receipt filed.
Entered once, available everywhere.

How it works

  1. Initial consultation

    We look at your tools and tell you honestly: CRM, ERP or just a better connection?

  2. Setup

    Fields, modules and interfaces fit your workflow; data moves cleanly.

  3. Launch with support

    Team training, a manual and a contact person afterwards.

Good to know

  • Independent

    No licence sales, vendor-neutral advice.

  • Data minimisation

    Each step only receives the data it needs.

  • Start small

    First the area that hurts most, then the next one.

Without and with a shared database

  • Addresses sit in the shop, accounting and Excel.

    One record that every program uses.

  • Figures are retyped between systems.

    Data flows without double entry.

  • Reports need merged spreadsheets first.

    Reports come straight from current data.

  • Nobody knows which version is right.

    Everyone works with the same, current data.

Licences come directly from the vendor. Implementation costs follow the analysis. On request: Microsoft 365, Google Workspace.

From a client project

An association: around 800 companies mirrored to 1,200 contacts.

Frequently asked questions

Do we need a CRM or an ERP?

A CRM organises contacts, enquiries and sales; an ERP also connects inventory, purchasing and accounting. Service businesses often need only a CRM. We assess this openly.

Is your advice vendor-neutral?

Yes. We don’t sell licences. Our strength is a focused start with individual modules and connecting what you already use.

What about our Excel lists and old data?

We clean them up and move them into the new system, removing duplicates and outdated records first.

Can the system connect to our programs?

Usually, yes: web forms, file storage, accounting or specialist software. We clarify which integration makes sense before you choose.

How long does an implementation take?

A clearly defined area is often live within weeks; several departments with data migration take a few months. We implement step by step.

Jan Griebel, owner of Process Vision
Your contactJan Griebel, Owner

Let’s talk about your systems.

Free initial consultation, no obligation. You get a clear recommendation: CRM, ERP or a better connection.

The cost depends on scope, users, customisation and migration.

Book an appointment online
  • Process Vision, Zwickau, Saxony
  • Industry experience since 2015
  • Focus: AI integration for SMEs
+49 375 47213000hallo@process-vision.deZwickau · Saxony