If you've outgrown spreadsheets, you're likely choosing between a CRM and an ERP. CRM (Customer Relationship Management) faces outward toward your clients. ERP (Enterprise Resource Planning) faces inward toward your operations.
What is a CRM?
A CRM tracks leads, deals, and customer conversations. If you're losing track of follow-ups or revenue forecasts, you need a CRM. Popular choices in India include HubSpot and Zoho.
What is an ERP?
An ERP manages inventory, finance, HR, and procurement. It's for businesses with physical products, multiple departments, or complex logistics. Tally is the common starting point for many Indian SMBs.
When to Build Custom?
Buy off-the-shelf if your needs are standard. Build custom with BigMiles when your process is unique and software should be your competitive advantage.