Technology
ERP and CRM shaped around how you actually work
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
Trusted by 500+ growing businesses across India, the US and the UK
Before → after
Where you are now, and where you'll be.
Today
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Month-end reports take days and are out of date when they arrive.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 Ads
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
Everything it takes, in one plan.
The building blocks we combine for this service. Every engagement is scoped to your goals.
Process mapping
How work really flows from lead to order to cash, mapped before a single setting is changed.
- Workshops
- Process maps
- Requirements
ERP & CRM implementation
The platform configured around those processes, rolled out in stages your team can absorb.
- Configuration
- Phased rollout
- Go-live support
Custom modules & workflows
Fields, approvals and modules built for the parts of your business no off-the-shelf setup covers.
- Approvals
- Custom fields
- Automations
Data migration
Customers, products and history moved from spreadsheets and old systems, cleaned on the way.
- Data cleanup
- Mapping
- Validation
Integrations
Connected to your website, payments, accounting and marketing tools, so data is entered once.
- Website
- Accounting
- Email & ads
Training & support
Role-based training, short guides and support after go-live, so the system actually gets used.
- Role training
- Guides
- Go-live support
How we work
5 steps, no guesswork.
The same rhythm for every client, so you always know what's happening and what comes next.
- 01
Map
Workshops with each team to document how work flows today and how it should.
- 02
Configure
The platform set up and customized, with regular demos so nothing is a surprise.
- 03
Migrate
Data cleaned and moved, then checked by your team before go-live.
- 04
Train
Role-based training and guides, timed just before each team goes live.
- 05
Support
Help after launch, then improvements as your processes change.
Tools & tech
What we work with
- Zoho CRM
- Salesforce
- HubSpot
- Odoo
- Microsoft Dynamics 365
- Tally
- SAP Business One
Why us
Not your typical agency.
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
Clear options. No surprises.
Pick the shape of engagement that fits. Every one starts with a free consultation and a written scope.
CRM setup
A CRM set up around how your team sells.
Fixed quote
Plan my CRM- Pipeline design
- Data import
- Email & form integration
- Team training
- Most popular
ERP implementation
Sales, inventory and finance in one connected system.
Custom quote
Talk to a consultant- Process mapping
- Phased implementation
- Custom modules
- Data migration
- Training & go-live support
Support & improvement
Your system kept running and improving.
Monthly retainer
Get a custom quote- User support
- New workflows & reports
- Updates & upgrades
- Quarterly review
FAQ
Questions, answered.
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
Tell us where you want to grow.
A strategist will look at where you are today and walk you through what would move the numbers.
- A strategist audits your SEO, ads and website
- You get a prioritized plan, not a sales pitch
- Free, with no obligation to sign anything
Replies within one business day
