ERP & CRM implementation

We put ERP and CRM systems into production — and keep them there.

Codolo is an independent implementation consultancy. We help operations teams choose the right platform, configure it around how the business actually runs, migrate the data, connect the tools around it and support it after go-live.

Platforms we work with
Odoo ERPNext Dynamics 365 Salesforce Zoho HubSpot SAP Business One
Solutions

What we implement

Six engagements that cover the life of a system — from platform selection through to steady-state operation.

01

ERP implementation

Platform selection, fit-gap analysis, configuration and rollout across finance, inventory, procurement, manufacturing and project accounting.

02

CRM implementation

Sales pipelines, service desks, marketing automation, quoting and customer portals modelled around your process rather than the vendor demo.

03

Data migration

Extract, clean, map and reconcile master and transactional data, with reconciliation reports, a full dry run and a signed-off cutover plan.

04

Integrations & API

Connect the ERP or CRM to e-commerce, EDI, payment, logistics, BI and legacy systems through documented, monitored interfaces.

05

Custom modules & extensions

Build the workflows, approvals and reports the platform does not ship — without forking you off the supported upgrade path.

06

Support & managed services

Post go-live hypercare, an enhancement backlog, release regression testing and day-to-day administration under a support agreement.

Full breakdown of each engagement
Platforms

Independent, but not unopinionated

We implement established platforms rather than sell our own. The right fit depends on your size, your industry and how much you want to customise — the platforms page sets out how we see each one.

OdooERP · open-source
ERPNextERP · open-source
Microsoft Dynamics 365ERP · CRM
SalesforceCRM · platform
ZohoERP · CRM suite
HubSpotCRM · marketing
SAP Business OneERP · mid-market
Selection advicevendor-neutral · no lock-in
How we weigh each platform
Delivery

A phased rollout, not a big bang

Every engagement moves through the same seven phases. Each one has an exit checklist you sign before we continue.

Phase 01

Discover

Workshops to map processes, pain points, integrations and reporting needs. Output: a scoped, prioritised requirements backlog.

Phase 02

Fit-gap analysis

Match each requirement to standard platform capability and agree where to configure, where to extend and where to change the process.

Phase 03

Configure & build

Set the platform up in short iterations, demoing working software every couple of weeks so decisions stay grounded in what you can see.

Phase 04

Migrate

Move master and transactional data with reconciliation reports and at least one full dry run against a copy of production.

Phase 05

Validate & train

User acceptance testing against real scenarios, plus role-based training and written documentation your team keeps.

Phase 06

Go-live

Cutover on an agreed window with a rollback plan and on-call support through the first close.

Phase 07

Hypercare & support

Daily support immediately after go-live, tapering into an ongoing managed support agreement once the system is stable.

Industries

Where we tend to be useful

Operations-heavy businesses that have outgrown spreadsheets and a stack of disconnected tools.

Manufacturing Distribution & logistics Professional services Retail & e-commerce Construction Non-profit & associations
Get in touch

Tell us what you're running today

Send a short description of your current systems and what is not working. We will reply with an honest view of the options.

info@codolo.dev
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