CRM and ERP implementation

TECI sets up, migrates and supports CRM and ERP systems, starting with our own TECI CRM, so sales, service and operations run from one place your team owns.

From a first CRM for a growing team to a full ERP rollout, we handle setup, data and training end to end.

Contacts, companies, deals and pipelines set up around how your team already sells and serves customers.

Accounting, inventory, purchasing and project modules, configured in phases so work never stops.

We move records out of spreadsheets and legacy systems, clean duplicates and check every import before go-live.

Connect your CRM and ERP to Microsoft 365, SharePoint, Outlook, Power BI and the tools you already use.

Automated follow-ups, approvals, notifications and reports that remove routine manual work.

Role-based training at launch, then ongoing administration, updates and help when you need it.

TECI CRM includes AI agents that take on research, follow-up and admin work, so your people spend their time with customers. Every agent works inside your permissions, and you approve what it sends.

Researches new leads on the web, fills in missing company and contact details, and scores each lead so your team works the best ones first.

Drafts personalized follow-up and nurture emails based on each contact’s history, and reminds reps when a reply is overdue.

Watches every open deal, flags risks such as stalled activity, and suggests the next best step to move it forward.

Answers common customer questions over email and chat using your knowledge base, and hands complex cases to a person with full context.

Transcribes and summarizes calls and meetings, then logs the notes, action items and updates on the right records.

Ask questions in plain English, such as “which deals closing this month have no activity?”, and get answers, lists and reports instantly.

AI email writing, thread summaries and suggested replies · smart spreadsheet import that maps your columns automatically · reports created from a plain-English request · a no-code builder for your own custom agents · secure connection to AI assistants such as Claude and ChatGPT

We map your current tools, data and processes and agree on what success looks like.

A phased rollout plan with clear scope, timeline and data migration steps.

Configuration, migration, integrations and testing with your team at each stage.

Training at launch, then administration, updates and improvements over time.

We have spent years delivering Microsoft, cloud and data projects for government agencies and healthcare organizations. We bring the same care for security, access control and records to every CRM and ERP rollout.

• Government agencies: case and constituent tracking, approvals and reporting
• Healthcare organizations: referral, outreach and partner management alongside your EHR
• Growing businesses: one place for sales, service, invoicing and inventory

Tell us how your team works today and we will recommend the right CRM and ERP setup.