CRM & ERP for Businesses

A CRM (HubSpot, Pipedrive, Salesforce) manages customer relationships: contacts, leads, opportunities, sales tracking. An ERP (Sage, Odoo, SAP) manages internal processes: accounting, payroll, inventory, purchasing. Custom software addresses workflows neither handles well — atypical approval chains, field apps, specific dashboards. Most Moroccan SMEs combine all three: ERP for back-office, CRM for sales, custom for unique business workflows.

For micro-SMEs (up to 30 employees): HubSpot Free or Pipedrive (~140 MAD/month/user) — simple, fast deployment, sufficient for 90% of needs. For more complex setups: Zoho One (covers CRM + invoicing + HR in one subscription) or Salesforce (if already in the parent company). If your sales logic is very specific (long cycles, multi-product quotes): a custom CRM becomes worth it from 50 employees.

Configuration and customization of a standard CRM (HubSpot, Pipedrive): 25,000 to 60,000 MAD + subscriptions. On-premise Odoo deployment with custom business modules: 80,000 to 250,000 MAD depending on scope. Fully custom CRM/ERP: 150,000 to 500,000 MAD. Change management and team training (often forgotten): add 15–25% of budget — that's what determines whether the tool actually gets used.

Yes — it's one of the project's most critical phases. Audit of existing data (quality, duplicates, structure), cleanup with your team, mapping to the new model, migration in waves with validation at each step. For Excel migration count 3–6 weeks depending on volume. From an existing CRM (HubSpot, Salesforce, Zoho): 2–4 weeks via API. Zero data loss guaranteed.