Technology
ERP and CRM systems set up around your real workflows, from sales pipeline and inventory to finance, with the training your team needs.
500+projects delivered
20+industries served
Before → after
Replace spreadsheets, WhatsApp and re-typing with one system everyone works from.
BeforeToday
Orders arrive by phone and WhatsApp, get re-typed into separate systems, and sales, warehouse and accounts never see the same numbers.
Sales lives in spreadsheets, stock in another system, finance in a third.
A CRM bought years ago that nobody keeps up to date.
Month-end reports take days and are out of date when they arrive.
With Needle AdsYour future
Sales, stock and finance in one platform set up around your workflows, with the training your team needs to use it.
Sales, stock and finance in one connected system.
A CRM your team uses because it fits how they sell.
Live dashboards instead of month-end spreadsheets.
What's included
The building blocks we combine for this service. Every engagement is scoped to your goals.
How work really flows from lead to order to cash, mapped before a single setting is changed.
A system built around how you really work
The platform configured around those processes, rolled out in stages your team can absorb.
A rollout your team can absorb
Fields, approvals and modules built for the parts of your business no off-the-shelf setup covers.
The parts no off-the-shelf setup covers
Customers, products and history moved from spreadsheets and old systems, cleaned on the way.
Clean data from day one
Connected to your website, payments, accounting and marketing tools, so data is entered once.
Data entered once, used everywhere
Role-based training, short guides and support after go-live, so the system actually gets used.
A system people actually use
How we work
The same rhythm for every client, so you always know what's happening and what comes next.
Workshops with each team to document how work flows today and how it should.
The platform set up and customized, with regular demos so nothing is a surprise.
Data cleaned and moved, then checked by your team before go-live.
Role-based training and guides, timed just before each team goes live.
Help after launch, then improvements as your processes change.
Tools & tech
Why us
The habits that make agencies feel like a black box, and what we do instead.
| Topic | Typical agency | Needle Ads |
|---|---|---|
| Pricing | No: Hidden extras and surprise invoices | Yes: A fixed scope and quote before work starts |
| Reporting | No: Vague PDFs full of vanity metrics | Yes: Monthly reports on the numbers you agreed |
| Measurement | No: Tracking set up late, if at all | Yes: Tracking and KPIs agreed from day one |
| Team | No: Separate vendors for marketing, web and tech | Yes: One team accountable end to end |
| Communication | No: Weeks between updates | Yes: A named strategist who replies within one business day |
Packages
Pick the shape of engagement that fits. Every one starts with a free consultation and a written scope.
A CRM set up around how your team sells.
Fixed quote
Plan my CRMSales, inventory and finance in one connected system.
Custom quote
Talk to a consultantYour system kept running and improving.
Monthly retainer
Get a custom quoteFAQ
Straight answers on timelines, scope and how we measure success. Anything else, ask us directly.
It depends on your size, industry and existing tools. We compare options against your processes and budget, and work with Zoho, Salesforce, HubSpot, Odoo and Microsoft Dynamics, among others.
Free consultation
A strategist will look at where you are today and walk you through what would move the numbers.
Replies within one business day
